![](https://flow-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
![](https://flow-public.nimbuspop.com/flow-apps/todoist.png)
Integrate Wealthbox CRM with Todoist
Send information between Wealthbox CRM and Todoist automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
![](https://flow-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
![](https://flow-public.nimbuspop.com/flow-apps/todoist.png)
Start a new project in Todoist whenever a new project is launched in Wealthbox CRM
Enable efficient tracking and reporting of projects by creating a new project in your task management tool. This flow will set up a new project in Todoist each time a new project is initiated in Wealthbox CRM.
How it works
- The flow triggers when a new project is created in Wealthbox CRM.
- Zoho Flow creates a new project in Todoist.
![](https://flow-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
![](https://flow-public.nimbuspop.com/flow-apps/todoist.png)
Start a new project in Todoist whenever a new project is launched in Wealthbox CRM
Wealthbox CRM + Todoist
![](https://www.zohoflow.com/sites/zweb/images/flow/app/create.png)
Build your own integrations between Wealthbox CRM and Todoist
Connect Wealthbox CRM and Todoist with over 900+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate Wealthbox CRM and Todoist using the below triggers and actions
All Triggers - A trigger kickstarts the flow
![](https://flow-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New contact
Triggers when a new contact is created
![](https://flow-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New opportunity
Triggers when a new opportunity is created
![](https://flow-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New workflow
Triggers when a new workflow is created
![](https://flow-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New task
Triggers when a new task is created
![](https://flow-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New comment
Triggers when a new comment is created
![](https://flow-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New note
Triggers when a new note is created
![](https://flow-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New event
Triggers when a new event is created
![](https://flow-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New project
Triggers when a new project is created
![](https://flow-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Completed task
Triggers when a task is completed
![](https://flow-public.nimbuspop.com/flow-apps/todoist.png)
Completed task with label
Triggers when a task with the selected label is completed. This does not trigger for recurring tasks.
![](https://flow-public.nimbuspop.com/flow-apps/todoist.png)
New section
Triggers when a new section is added
![](https://flow-public.nimbuspop.com/flow-apps/todoist.png)
Project created
Triggers when a new project is created
![](https://flow-public.nimbuspop.com/flow-apps/todoist.png)
Any task completed
Triggers when a task (including recurring tasks) is completed in the selected project
![](https://flow-public.nimbuspop.com/flow-apps/todoist.png)
Task completed
Triggers when a task is completed in the selected project. This does not trigger for recurring tasks.
![](https://flow-public.nimbuspop.com/flow-apps/todoist.png)
Incomplete task added
Triggers when an incomplete task is added to the selected project
All Actions - Actions are the automated tasks
![](https://flow-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Create project
Creates a new project
![](https://flow-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Create task
Creates a new task
![](https://flow-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Create event
Creates a new event
![](https://flow-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Create opportunity
Creates a new opportunity
![](https://flow-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Create contact
Creates a new contact
![](https://flow-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Create note
Creates a new note
![](https://flow-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Fetch contact
Fetches a contact by email
![](https://flow-public.nimbuspop.com/flow-apps/todoist.png)
Add comment to project
Adds a comment to a project
![](https://flow-public.nimbuspop.com/flow-apps/todoist.png)
Add comment to task
Adds a comment to a task
![](https://flow-public.nimbuspop.com/flow-apps/todoist.png)
Invite user to project
Invites a user to a project by email
![](https://flow-public.nimbuspop.com/flow-apps/todoist.png)
Create project
Creates a new project
![](https://flow-public.nimbuspop.com/flow-apps/todoist.png)
Create task
Creates a new task
![](https://flow-public.nimbuspop.com/flow-apps/todoist.png)
Mark task as incomplete
Marks the specified task as incomplete
![](https://flow-public.nimbuspop.com/flow-apps/todoist.png)
Mark task as completed
Marks the specified task as completed
![](https://flow-public.nimbuspop.com/flow-apps/todoist.png)
Move task
Moves the specified task to the selected project
![](https://flow-public.nimbuspop.com/flow-apps/todoist.png)
Update task
Updates the details of an existing task
![](https://flow-public.nimbuspop.com/flow-apps/todoist.png)
Archive project
Archives the specified project
![](https://flow-public.nimbuspop.com/flow-apps/todoist.png)
Fetch task
Fetches a task by title or ID. If the task does not exist, you can choose to create a new one.
![](https://flow-public.nimbuspop.com/flow-apps/todoist.png)
Fetch user
Fetches the details of an existing user by email address. The user must be connected to your account.
![](https://flow-public.nimbuspop.com/flow-apps/todoist.png)
Fetch project
Fetches a project by name or ID. If the project does not exist, you can choose to create a new one.
What is Todoist?
Todoist is an online to do list and task management tool. You can organize tasks, set goals, and track your productivity.
Build comprehensive workflows using
Webhook triggers
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Learn more >Logic
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Write simple scripting functions to format data, call web APIs, send emails, and more.
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