Keep customer follow-ups in Salesforce when they start in Todoist
Capture a customer commitment in Todoist and let Notis create a matching Salesforce activity, so your next step stays close to the account or lead.
Trigger
New Task Created
Trigger when a new task is added to Todoist.
Action
Create task
Creates a new task in salesforce to track activities, to-dos, and follow-ups related to contacts, leads, or other records.
Why this helps
Customer follow-ups can disappear when personal to-dos and CRM activity live in separate places.
- Keep customer commitments visible in Salesforce
- Reduce duplicate entry across your task list and CRM
- Carry useful Todoist context into a sales activity
Setup
Build it in a few focused steps.
- 1Connect Todoist and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3Tell Notis to create a Salesforce task for new Todoist tasks that clearly relate to a Salesforce contact, lead, account, or opportunity, using the task details as context.
- 4Pick the Todoist New Task Created trigger and choose where run reports should go.
- 5Test with one real customer-related task and confirm the Salesforce activity is useful.
Questions about this workflow
Will every Todoist task create a Salesforce task?
Describe in your instruction which new Todoist tasks are customer-related. Notis can use available task details to assess them; avoid expecting a filter builder.
What if the Todoist task does not identify a Salesforce record?
Tell Notis to create a task only when it can identify the related Salesforce record from the available context. Add identifying details to the Todoist task when needed.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Todoist to Salesforce. A trigger fires from one place; an action lands in another.
Todoist triggers
Salesforce actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Salesforce Account
Deprecated: creates a new salesforce account using a json post request, requiring 'name'; specific fields (e.g., custom, dunsnumber) may have org-level prerequisites.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add contact to campaign
Adds a contact to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
New Task Created
Trigger when a new task is added to Todoist.
Add lead to campaign
Adds a lead to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Add product to opportunity
Adds a product (line item) to an opportunity. the product must exist in a pricebook entry that's associated with the opportunity's pricebook.
Apply lead assignment rules
Applies configured lead assignment rules to a specific lead, automatically routing it to the appropriate owner based on your organization's rules.
Associate contact to account
Associates a contact with an account by updating the contact's accountid field.
Clone opportunity with products
Clones an opportunity and optionally its products (line items). creates a new opportunity with the same field values and products as the original.
Clone record
Creates a copy of an existing salesforce record by reading its data, removing system fields, and creating a new record. optionally apply field updates to the clone.
Connect any two apps with Notis in the middle.
Todoist and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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