If you already use Todoist to manage daily work, you can connect it to your CRM workflows so tasks, projects, and updates happen automatically. That means less manual follow-up, better team organization, and a clearer path from customer activity to the work that needs to get done.

📌 Why This Matters

Small business owners often juggle customer communication, internal to-dos, and team handoffs all at once. When your CRM can send work into Todoist and react when tasks are completed, it becomes much easier to stay on top of important follow-ups without relying on sticky notes, memory, or constant check-ins.

This is especially useful if you want to:

• Turn incoming requests into actionable tasks automatically
• Keep your team aligned on what needs attention next
• Track completed work and trigger the next step in your customer process
• Reduce missed follow-ups that can lead to lost sales or poor service

✨ What’s New

• Task and project triggers: Your CRM can watch for new incomplete tasks, completed tasks, and new projects, with checks running every 5 minutes.
• Task management actions: Create tasks, update tasks, mark tasks complete, add comments, and manage projects directly from your workflow builder.
• Project and team support: Find projects, move work into sections, view collaborators, and invite users as part of a workflow.
• Better follow-up automation: Use task activity to update records, send notifications, or move customer opportunities forward automatically.

🛠️ How to Use It

1. Step 1: Open your workflow builder and add a Todoist trigger or action from the apps area.
2. Step 2: Click to connect your Todoist account and complete the authorization steps.
3. Step 3: Choose what you want the workflow to do, such as watching for a new task or creating a task from a customer event.
4. Step 4: If you are using a trigger, set filters like project, label, priority, or due date so only the right tasks are included.
5. Step 5: If you are using an action, fill in the task details like project, title, note, due date, or deadline.
6. Step 6: Test the trigger or action before publishing so you can confirm the workflow is using real data correctly.

📋 Practical Ways to Use This

• Turn form submissions into tasks: When someone fills out a support, quote, or contact form, your CRM can create a Todoist task with the right project, note, and priority.
• React when work is finished: When a task is marked complete, your CRM can update the customer record, note the follow-up date, or move the opportunity to the next stage.
• Create team follow-up tasks automatically: If a customer action needs personal attention, your workflow can create a task with labels, due dates, and instructions so nothing gets missed.

🧪 Testing Tips

Before turning anything live, test both triggers and actions carefully. Triggers need a matching record to pull in, and actions create real tasks or updates in your Todoist account. It is a good idea to use clearly labeled test items so your team can spot and remove them easily.

💡 Pro Tip

Use automated task creation for leads, support requests, and follow-ups so revenue opportunities never sit unnoticed while your team is busy with day-to-day work.