

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


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.


Start a new project in Todoist whenever a new project is launched in Wealthbox CRM
Wealthbox CRM + Todoist

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Supported triggers and actions
Integrate Wealthbox CRM and Todoist using the below triggers and actions
All Triggers - A trigger kickstarts the flow

New event
Triggers when a new event is created

New task
Triggers when a new task is created

New comment
Triggers when a new comment is created

Completed task
Triggers when a task is completed

New note
Triggers when a new note is created

New workflow
Triggers when a new workflow is created

New project
Triggers when a new project is created

New contact
Triggers when a new contact is created

New opportunity
Triggers when a new opportunity is created

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

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

Project created
Triggers when a new project is created

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

New section
Triggers when a new section is added
All Actions - Actions are the automated tasks

Create note
Creates a new note

Create event
Creates a new event

Create task
Creates a new task

Create contact
Creates a new contact

Create project
Creates a new project

Create opportunity
Creates a new opportunity

Fetch contact
Fetches a contact by email

Create project
Creates a new project

Add comment to project
Adds a comment to a project

Create task
Creates a new task

Invite user to project
Invites a user to a project by email

Add comment to task
Adds a comment to a task

Mark task as incomplete
Marks the specified task as incomplete

Archive project
Archives the specified project

Mark task as completed
Marks the specified task as completed

Update task
Updates the details of an existing task

Move task
Moves the specified task to the selected project

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

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

Fetch task
Fetches a task by title or ID. If the task 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.
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