An automated workflow using ifttt
Connects Todoist + Salesforce
Todoist Task to Salesforce Task
About this workflow template
This automation scenario allows you to connect Todoist and Salesforce
It can be build using Ifttt, a no-code workflow automation tool. Ifttt allows you to create automated scripts 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.
Categories
Todoist and Salesforce can also be integrated using automation tools other than ifttt:
How it works?
When this trigger fires in Todoist
New task created with label in Todoist
This Trigger fires every time you create a new task with a label you specify.
Then this action happens in Salesforce
Advanced: Insert a Record in Salesforce
This Action will insert a record into any SObject and set up to five fields on the new record.
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Todoist Task to Salesforce Task.
Part I
Configure Applications
First, we need to connect Todoist and Salesforce to IFTTT.
Create IFTTT account.
Create IFTTT account if you don't have one.
Connect Todoist to IFTTT.
Give IFTTT access to your Todoist account, using Todoist credentials.
Connect Salesforce to IFTTT.
Give IFTTT access to your Salesforce account, using Salesforce 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 Todoist
Choose the following trigger: New task created with label (This Trigger fires every time you create a new task with a label you specify.).
Then set up an Action for Salesforce
Choose this action: Advanced: Insert a Record (This Action will insert a record into any SObject and set up to five fields on the new record.).
Part III
Test and Publish
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Todoist and Salesforce.
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 Todoist Task to Salesforce Task!
Related Automation Templates
Supported triggers and actions
New record
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
triggerbyzapierUpdated field on record
Triggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
triggerbyzapierpabbly-connectUpdated record
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
triggerbyzapierWatch records in an object
Triggers when a record in an object is created or updated.
triggerbyintegromatNew outbound message
Triggers when a new outbound message is received in Salesforce.
triggerbyzapierOpportunity was won
This Trigger fires every time an Opportunity changes to the "Closed Won" stage. Note: For realtime notifications, you or your Salesforce administrator must install the IFTTT Salesforce Package. For more details see: ift.tt/salesforce
triggerbyifttt
Create task
Creates a new task.
actionbyzapieriftttintegratelypipedreamCreate project
Creates a new project.
actionbyzapierintegratelypipedreamMark task as completed
Marks a task as being completed.
actionbyzapierautomateiopipedreamintegratelyCreate a task
Creates a task.
actionbyintegromatpabbly-connectUpdate task
Updates an existing task.
actionbyzapierpipedreamintegratelyInvite user to project
Sends an e-mail to a person, inviting them to use one of your projects..
actionbyzapierpipedream
Apps you need
Salesforce is the world's top-rated Customer Success Platform and #1 Cloud-based CRM application. It unites all departments with a shared view of every customer and boosts sales productivity with industry-specific apps and best practices.
Salesforce alternatives
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.
