Turn new Todoist tasks into Customer.io broadcasts
Capture the intent behind a new task and launch the appropriate customer message without switching tools.
Trigger
New Task Created
Trigger when a new task is added to Todoist.
Action
Trigger Broadcast
Tool to manually trigger a broadcast. use when you need to override the default audience and provide personalization data after confirming the broadcast id.
Why this helps
Important outreach ideas sit in Todoist until someone manually recreates them in Customer.io.
- Reduce copy and paste between planning and messaging
- Launch relevant broadcasts faster
- Keep campaign context tied to the original task
Setup
Build it in a few focused steps.
- 1Connect Todoist and Customer.io once in the Notis portal.
- 2Create an automation in Automations, New Automation and name it.
- 3Tell Notis to interpret each new task, select the matching Customer.io broadcast, and trigger it with useful personalization.
- 4Pick the Todoist New Task Created trigger and choose a report channel.
- 5Test with one real task and review the run report.
Questions about this workflow
Can Notis choose the broadcast for me?
Yes. Your instruction can tell Notis how to identify the appropriate existing broadcast from the task context.
Does this create a new campaign?
No. It triggers an existing Customer.io broadcast that you identify in the instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Todoist to Customerio. A trigger fires from one place; an action lands in another.
Todoist triggers
Customerio actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Integrations
Tool to retrieve a list of integrations in your workspace. use when you need to discover configured integrations.
New Task Created
Trigger when a new task is added to Todoist.
Get Messages
Tool to retrieve a list of messages sent from your workspace. use when you need paginated delivery metrics for messages, e.g., list email messages delivered between two timestamps.
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Tool to retrieve details of a specific segment. use after identifying the segment id from list segments.
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Tool to retrieve people in a specific segment. use when you need to page through segment membership after identifying segment id.
Get Segments
Tool to retrieve a list of segments in your workspace. use when you need to fetch all segments after configuring segment rules.
Get Trigger
Tool to retrieve details about a specific trigger. use after triggering a broadcast to confirm its status and metadata.
Get Triggers
Tool to retrieve a list of triggers for a specific broadcast. use after identifying broadcast id to inspect associated triggers.
Connect any two apps with Notis in the middle.
Todoist and Customerio, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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