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Salesforce + Todoist Integrations

Connect for free

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Connect Salesforce to Todoist
Example screenshots
Example workflows
Inspirational workflows
Triggers and actions
Salesforce + your other apps
Todoist + your other apps
FAQ

Salesforce + Todoist integrations

Salesforce > Todoist

Trigger

Last triggered

Opportunity stage reached

Create project

Overview

Connect Salesforce to Todoist in just a few clicks, for free, with Relay.app. Relay.app provides seamless integration between Salesforce, Todoist, and many other popular SaaS applications.

Check below for example workflows using Salesforce and Todoist, as well as a list of the triggers and actions Relay.app supports today. Just let us know if we're missing anything you need.

Known for its combination of simplicity and power, Relay.app is a tool that people love for its deep & easy-to-use integrations, powerful AI features combined with human oversight, robust workflow essentials, and first-class customer support.

See all of Relay.app's features

Screenshots of Salesforce and Todoist integrations in Relay.app

Use Relay.app's Salesforce integrations to trigger actions across your apps

Preview of Use any of these Salesfoce actions in your Relay.app workflows.

Preview of Use any of these Todoist actions in your Relay.app workflows.

Preview of Trigger actions across your apps based on changes in Todoist

Use Relay.app's Salesforce integrations to trigger actions across your apps

Use any of these Salesfoce actions in your Relay.app workflows.

Use any of these Todoist actions in your Relay.app workflows.

Trigger actions across your apps based on changes in Todoist

Example Salesforce + Todoist workflows

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Automatically create project in Todoist for each opportunity stage reached in Salesforce

Try it

Inspirational workflows

Visit the template gallery ➔

Action item extractor

Relay.app workflow screenshot: Action item extractor

Salesforce Triggers

Opportunity

edit_square

Opportunity stage changed

edit_square

Opportunity stage reached

Record

add

New record added

edit

Record changed

target

Record first meets conditions

Todoist Actions

Project

add

Create project

Find project(s)

Section

Find section(s)

Task

add_comment

Add comment to task

done

Complete task

add

Create task

Find task(s)

move_up

Move task to project

move_up

Move task to section

edit

Update task

Todoist Triggers

Project

add

New project added

edit

Project changed

target

Project first meets conditions

Task

label

Label added

check_circle

Recurrent Task completed

check_circle

Task completed

add

Task created

Salesforce Actions

Record

attach_file

Attach file to record

add

Create or update record

add

Create record

delete

Delete record

Find record(s)

edit

Update record

Create your own Salesforce + Todoist integration

Select a trigger in Salesforce

Select an action in Todoist

Create your workflow

Or automate Todoist + Salesforce

Select a trigger in Todoist

Select an action in Salesforce

Create your workflow

Connect Salesforce to your other apps

WhatsApp notifications

WooCommerce

Wordpress.com

WordPress (Self-Hosted)

Or connect Todoist to your other apps

WhatsApp notifications

WooCommerce

Wordpress.com

WordPress (Self-Hosted)

FAQ

What is Relay.app?
link
Relay.app is a modern, easy-to-use automation tool. Build workflows that connect and automate actions across all the apps you already use. Relay.app has deep integrations, rich workflow tools, and human-in-the-loop steps for bringing human decisions, tasks, and approvals into automated workflows. Learn more about Relay.app's features.
How do I connect Salesforce to Todoist with Relay.app?
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1. Create a free Relay.app account
2. Set a trigger in Salesforce or Todoist to kick off new workflow runs
3. Add one or more actions to run in your workflow
4. Authorize Salesforce and Todoist to connect to Relay.app
5. Turn on your workflow and start getting more done with less manual work
Check above for some example workflows, or visit our help center for more details on how to get started.
Is Relay.app a Make.com alternative for connecting Salesforce to Todoist?
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Yes. Make is a powerful automation platform with a visual scenario editor. But if you’re looking for a way to connect Salesforce to Todoist that combines ease of use with the ability to integrate AI and human decision making seamlessly into your workflow, along with exceptional support, Relay.app is the go-to automation tool for your business.
For more info check out our article comparing Relay.app to Make or our comparison of Make alternatives.
Of course we're biased, but we believe Relay.app is the best way to connect and automate Salesforce and Todoist—give it a try and let us know what you think.

See why people love Relay.app

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via email

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@ImLucasGrey

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Used gpt in the workflow to parse the replies to our waitlist email qtns & saved them into our notion database.

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Screenshot showing how to test a step in an automated workflow in Relay.app

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