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:
When this trigger fires in Todoist
This Trigger fires every time you create a new task with a label you specify.
Then this action happens in Salesforce
This Action will insert a record into any SObject and set up to five fields on the new record.
This guide contains information on how to set up an automatic workflow that allows to Todoist Task to Salesforce Task.
Part I
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
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
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!
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
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.).
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
Triggers when a record in an object is created or updated.
Triggers when a new outbound message is received in Salesforce.
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
Creates a new task.
Creates a new project.
Marks a task as being completed.
Creates a task.
Updates an existing task.
Sends an e-mail to a person, inviting them to use one of your projects..
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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.