Update Dynamics365 leads from Todoist tasks
Let follow-up work improve the CRM record automatically.
Trigger
New Task Created
Trigger when a new task is added to Todoist.
Action
Update Lead
Updates an existing lead entity record in dynamics crm using the web api.
Why this helps
Qualification notes often remain in tasks and never reach the lead record.
- Keep qualification history current
- Reduce duplicate note taking
- Make next steps visible
Setup
Build it in a few focused steps.
- 1Connect Todoist and Dynamics365 in Notis once.
- 2Create a new automation and name it.
- 3Tell Notis to find the matching lead and add the task outcome or next step.
- 4Pick the Todoist New Task Created trigger.
- 5Choose a report channel, then test with one real task.
Questions about this workflow
How does Notis find the lead?
Tell it which identifying details to use, such as email, company, or lead name present in the task.
Can it avoid uncertain updates?
Yes. Ask Notis to report ambiguous matches instead of changing a record.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Todoist to Dynamics365. A trigger fires from one place; an action lands in another.
Todoist triggers
Dynamics365 actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get all invoices action
Get all invoices action
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Account
Creates a new account entity record in dynamics crm using the web api.
New Task Created
Trigger when a new task is added to Todoist.
Create Case
Creates a new case (incident) entity record in dynamics crm using the web api.
Create Contact
Creates a new contact entity record in dynamics crm using the web api.
Create Invoice
Creates a new invoice entity record in dynamics crm using the web api.
Create Lead
Creates a new lead entity record in dynamics crm using the web api.
Create Opportunity
Creates a new opportunity entity record in dynamics crm using the web api.
Create Sales Order
Creates a new sales order entity record in dynamics crm using the web api.
Connect any two apps with Notis in the middle.
Todoist and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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