Connect webCRM and Todoist
Integrate webCRM with Todoist to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Activity in webCRM when Project Created in Todoist
List All Activities in Webcrm when Project Created in Todoist
List All Campaigns from webCRM when Project Created in Todoist
List All Documents from webCRM when Project Created in Todoist
List All Events from webCRM when Project Created in Todoist
Popular webCRM + Todoist flows
Start from a real workflow other teams are already running.
Choose a trigger
webCRM
When this happens...
New Activity Is Created
New Delivery
New Document Created
New Opportunity Created
New Organization
New Person Created
New Product Created
New Support Case
Activity Updated
Opportunity Updated
Organisation Updated
Person Is Updated
Product Updated
Support Case Updated
Choose an action
Todoist
Automatically do this!
Find or Create Project
Update Task
Complete Task
Create Task
Create Project
Add Comment
Move Task
Invite Collaborator
Filter tasks and assign label
Assign label to task using task Id
Create Activity in webCRM when Project Created in Todoist
Use this flowList All Activities in Webcrm when Project Created in Todoist
Use this flowList All Campaigns from webCRM when Project Created in Todoist
Use this flowList All Documents from webCRM when Project Created in Todoist
Use this flowList All Events from webCRM when Project Created in Todoist
Use this flowList All Meetings from webCRM when Project Created in Todoist
Use this flowList All Milestones from webCRM when Project Created in Todoist
Use this flowList All Opportunities from webCRM when Project Created in Todoist
Use this flowList All Organisations from webCRM when Project Created in Todoist
Use this flowList All Persons from WebCRM when Project Created in Todoist
Use this flowSupported Triggers & Actions
Everything you can automate between webCRM and Todoist.
When this happensTriggers
A trigger is an event that starts a workflow.
New Activity Is Created
Runs when new activity is created
New Delivery
Runs when a new delivery is created.
New Document Created
Runs when new document is created
New Opportunity Created
Runs when new opportunity is created.
New Organization
Triggers when a new organization is created.
New Person Created
Runs when a new person is created
Do thisActions
Action is the task that follows automatically within your webCRM integrations.
Create Activity
Creates a new activity with a date, assignee, description, and optional links to an organisation, person, campaign, or opportunity.
List All Activities
Retrieves the list of all activities
List All Campaigns
Retrieves the list of all campaigns
List All Documents
Retrieves the list of all documents
List All Events
Retrieves the list of all events
List All Meetings
Retrieves the list of all meetings
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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Step-by-step video tutorials to help you connect apps, automate workflows, and save time.
Learn how to automate webCRM and Todoist workflows.
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About Todoist
Todoist is a popular task management application that helps individuals and teams organize tasks and projects. Overall, Todoist is designed to help users increase productivity, stay organized, and effectively manage their tasks and projects, whether they're working individually or as part of a team.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your webCRM and Todoist accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between webCRM and Todoist as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Todoist. No coding required.
Yes. You can set up a workflow where webCRM triggers actions in Todoist, and a separate workflow where Todoist triggers actions in webCRM. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between webCRM and Todoist. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire webCRM and Todoist integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
