Integrate Holded with Todoist

Send information between Holded and Todoist automatically, without writing any code, using Zoho Flow.

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Set up a new project in Todoist each time a new project is initiated in Holded

Reduce discrepancies between business management software and task management tool by auto-syncing project details. This flow will initiate a new project in Todoist when a new project is established in Holded.

How it works
  1. The flow triggers when a new project is created in Holded.
  2. Zoho Flow creates a new project in Todoist.
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Set up a new project in Todoist each time a new project is initiated in Holded

Holded + Todoist

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Supported triggers and actions

Integrate Holded and Todoist using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Project created

Triggers when a new project is created

Task created

Triggers when a new task is created

Contact group created

Triggers when a new contact group is created

Service created

Triggers when a new service is created

Payment created

Triggers when a new payment is created

Product created

Triggers when a new product is created

Contact created

Triggers when a new contact is created

Warehouse created

Triggers when a new warehouse is created

Employee created

Triggers when a new employee is created

Sales channel created

Triggers when a new sales channel is created

Any task completed

Triggers when a task (including recurring tasks) is completed in the selected project

Project created

Triggers when a new project is created

New section

Triggers when a new section is added

Completed task with label

Triggers when a task with the selected label is completed. This does not trigger for recurring tasks.

Incomplete task added

Triggers when an incomplete task is added to the selected project

Task completed

Triggers when a task is completed in the selected project. This does not trigger for recurring tasks.

All Actions - Actions are the automated tasks

Create contact group

Creates a new contact group

Create sales channel

Creates a new sales channel

Create service

Creates a new service

Create warehouse

Creates a new warehouse

Create contact

Creates a new contact

Create task

Creates a new task

Create product

Creates a new product

Create project

Creates a new project

Create payment

Creates a new payment

Create employee

Creates a new employee

Create document

Creates a new document

Update project

Updates the details of an existing project

Update warehouse

Updates the details of an existing warehouse

Update service

Updates the details of an existing service

Update contact

Updates the details of an existing contact

Update sales channel

Updates the details of an existing sales channel

Update employee

Updates the details of an existing employee

Update contact group

Updates the details of an existing contact group

Update document

Updates the details of an existing document

Fetch employee

Fetches the details of an existing employee using ID

Fetch payment

Fetches the details of an existing payment using ID

Fetch sales channel

Fetches the details of an existing sales channel using ID

Fetch project

Fetches the details of an existing project using ID

Fetch contact

Fetches the details of an existing contact using ID

Fetch contact group

Fetches the details of an existing contact group using ID

Fetch document

Fetches the details of an existing document using ID

Fetch warehouse

Fetches the details of an existing warehouse using ID

Fetch task

Fetches the details of an existing task using ID

Fetch service

Fetches the details of an existing service using ID

Fetch product

Fetches the details of an existing product using ID

Create task

Creates a new task

Create project

Creates a new project

Invite user to project

Invites a user to a project by email

Add comment to task

Adds a comment to a task

Add comment to project

Adds a comment to a project

Mark task as completed

Marks the specified task as completed

Archive project

Archives the specified project

Mark task as incomplete

Marks the specified task as incomplete

Move task

Moves the specified task to the selected project

Update task

Updates the details of an existing task

Fetch task

Fetches a task by title or ID. If the task does not exist, you can choose to create a new one.

Fetch project

Fetches a project by name or ID. If the project does not exist, you can choose to create a new one.

Fetch user

Fetches the details of an existing user by email address. The user must be connected to your account.

What is Holded?

Holded is the all-in-one business management software that lets you automate your accounting, manage your CRM and projects, interact with your clients, and more.

CRM

What is Todoist?

Todoist is an online to do list and task management tool. You can organize tasks, set goals, and track your productivity.

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CEO, Lakeside CNC Group

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Director, Perth Security Services

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