Find CRM contacts from Todoist tasks
Stop switching tabs to locate the person behind a follow-up task.
Trigger
New Task Created
Trigger when a new task is added to Todoist.
Action
Search People
Tool to retrieve people matching search criteria. use when you need to find specific contacts by name, email, or phone after authenticating with your api key.
Why this helps
A task can remind you to follow up while leaving you to hunt for the right CRM record.
- Save lookup time
- Reduce wrong-contact mistakes
- Give each task CRM context
Setup
Build it in a few focused steps.
- 1Connect Todoist and Centralstationcrm in Notis.
- 2Create a contact lookup automation.
- 3Tell Notis to search people using the name, email, or phone found in each new task and summarize matches.
- 4Choose New Task Created and a report channel.
- 5Test with a task containing a known contact identifier.
Questions about this workflow
What if multiple people match?
Ask Notis to list the matches and request a choice instead of selecting silently.
What if no person matches?
The report can say no match was found so you can decide whether to create a person.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Todoist to Centralstationcrm. A trigger fires from one place; an action lands in another.
Todoist triggers
Centralstationcrm actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Check Connection
Tool to verify the connection status of the centralstationcrm api key. use when validating credentials before making other api calls.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Count People
Tool to retrieve the total number of people in the account. use when you need the current total number of contacts in your centralstationcrm account. example: "how many contacts exist in my account?"
New Task Created
Trigger when a new task is added to Todoist.
Create Company
Tool to create a new company record. use when you need to add an organization to your crm before linking it to contacts or deals.
Create Deal
Tool to create a new deal record. use when needing to log a sales opportunity after grouping contacts or companies.
Create Person
Tool to create a new person record. use when you need to add a person to your crm before linking them to other records.
Create Person Address
Tool to create a new address for a specific person. use when you need to add or update postal details after confirming person id.
Create Person Assistant
Tool to create a new assistant (assi) entry for a specific person. use after confirming the person id when you need to manage assistant contacts.
Create Person Avatar
Tool to create a new avatar for a specific person. use when you need to attach a base64-encoded image file after confirming the person's id.
Connect any two apps with Notis in the middle.
Todoist and Centralstationcrm, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Centralstationcrm.