Pipedrive
Todoist
ifttt

An automated workflow using ifttt

Connects Pipedrive + Todoist

Add new Pipedrive activities to Todoist as tasks

About this workflow template

This automation scenario allows you to connect Pipedrive and Todoist

It can be build using Ifttt, a no-code workflow automation tool. Ifttt allows you to create automated bots using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.

Pipedrive and Todoist can also be integrated using automation tools other than ifttt:

How it works?

When this trigger fires in Pipedrive

Pipedrive

New activity in Pipedrive

This trigger fires when there is a new activity.

Then this action happens in Todoist

Todoist

Create task in Todoist

This Action will create a new task in the project and section you specify.

How to set up this workflow

This guide contains information on how to set up an automatic workflow that allows to Add new Pipedrive activities to Todoist as tasks.

Part I

Configure Applications

First, we need to connect Pipedrive and Todoist to IFTTT.

  • Create IFTTT account.

    Create IFTTT account.

    Create IFTTT account if you don't have one.

  • Connect Pipedrive to IFTTT.

    Give IFTTT access to your Pipedrive account, using Pipedrive credentials.

  • Connect Todoist to IFTTT.

    Connect Todoist to IFTTT.

    Give IFTTT access to your Todoist account, using Todoist credentials.

Part II

Build an integration workflow

Next, we need to create a workflow automation scenario using graphical no-code web interface of IFTTT.

  • Set up a Trigger action for Pipedrive

    Choose the following trigger: New activity (This trigger fires when there is a new activity.).

  • Then set up an Action for Todoist

    Then set up an Action for Todoist

    Choose this action: Create task (This Action will create a new task in the project and section you specify.).

Part III

Test and Publish

Finally, we need to test this automation and publish it.

  • Customize data flow

    Customize data flow

    Configure the data that is exchanged between Pipedrive and Todoist.

  • Test the workflow and turn it on for production use

    Test the workflow and turn it on for production use

    Test your scenario and publish to production. Now you have an automatic workflow, that will Add new Pipedrive activities to Todoist as tasks!

Supported triggers and actions

  • Pipedrive

    New deal

    Triggers when a new deal is created.

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    triggerbyzapierautomateiopabbly-connectpipedreamiftttalbato
  • Pipedrive

    New person

    Triggers when a new person is created.

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    triggerbyzapierautomateiopabbly-connectpipedream
  • Pipedrive

    Deal matching filter

    Triggers when a deal matches a Pipedrive filter.

    zapier
    triggerbyzapier
  • Pipedrive

    Updated deal stage

    Triggers when a deal's stage is updated.

    zapierautomateio
    triggerbyzapierautomateio
  • Pipedrive

    New lead

    Triggers when a Lead is created.

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    triggerbyzapierpabbly-connectalbato
  • Pipedrive

    Updated deal

    Triggers when an existing deal is updated.

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    triggerbyzapierautomateiopabbly-connectpipedream
  • Todoist

    Create task

    Creates a new task.

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    actionbyzapieriftttintegratelypipedream
  • Todoist

    Create project

    Creates a new project.

    zapierintegratelypipedream
    actionbyzapierintegratelypipedream
  • Todoist

    Mark task as completed

    Marks a task as being completed.

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    actionbyzapierautomateiopipedream
  • Todoist

    Create a task

    Creates a task.

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    actionbyintegromatpabbly-connect
  • Todoist

    Update task

    Updates an existing task.

    zapierpipedream
    actionbyzapierpipedream
  • Todoist

    Invite user to project

    Sends an e-mail to a person, inviting them to use one of your projects..

    zapierpipedream
    actionbyzapierpipedream

Apps you need

IFTTT

IFTTT

Automation Platforms

An automation service with a simple formula - IF This Then That

IFTTT helps to create applications connections with a simple statement: if this then that. For example: "Tweet your Instagrams as native photos on Twitter". You define a task by a trigger and an action.