Create deals from qualified Todoist tasks
Keep promising opportunities from disappearing in a task list.
Trigger
New Task Created
Trigger when a new task is added to Todoist.
Action
Create Deal
Tool to create a new deal record. use when needing to log a sales opportunity after grouping contacts or companies.
Why this helps
Sales opportunities lose momentum when they are recorded only as personal reminders.
- Keep pipeline records current
- Reduce sales follow-up gaps
- Turn notes into actionable opportunities
Setup
Build it in a few focused steps.
- 1Connect Todoist and Centralstationcrm in Notis.
- 2Create a qualified opportunity automation.
- 3Tell Notis to create a deal when a new task describes a real sales opportunity, using only details present and reporting missing essentials.
- 4Select New Task Created as the trigger and choose a report channel.
- 5Test with one representative opportunity task.
Questions about this workflow
Can Notis invent a deal value?
No. Ask it to leave unavailable values blank or report that the value is missing.
Can the deal be tied to a person or company?
Ask Notis to use identifiers included in the task, or report that the relationship needs confirmation.
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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