Create companies from Todoist tasks
Turn organization research into a CRM record without another admin step.
Trigger
New Task Created
Trigger when a new task is added to Todoist.
Action
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.
Why this helps
Company information often stays trapped in planning tasks instead of your CRM.
- Keep account records current
- Avoid manual CRM entry
- Preserve research context
Setup
Build it in a few focused steps.
- 1Connect Todoist and Centralstationcrm once in Notis.
- 2Create a company capture automation.
- 3In one instruction, ask Notis to create a company from each new Todoist task with organization details and flag missing fields.
- 4Pick the New Task Created trigger and a report destination.
- 5Run a test with one task about a real organization.
Questions about this workflow
Does this link people to the company?
No. It creates the company record from the task content. Add a separate person workflow when needed.
What happens when the company may already exist?
Ask Notis to search first and only create a company when no matching record is found.
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
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