How to add a new task in Pipedrive for a newly added project on Todoist

Relay.app is an automation tool that lets you automate actions across Pipedrive, Todoist, and many other apps. In this guide, we'll show you how to use Relay.app to automatically run the PipedriveAdd task” action for each TodoistProject added” event.
Todoist logoTodoist > Pipedrive
Trigger
Last triggered
Todoist logoProject added
Pipedrive logoAdd task
1

Create your playbook and set the Todoist trigger as "New project added"

After creating your playbook, you can proceed to add your trigger. The trigger detects changes in your connected apps and responds to your playbook.

To setup this playbook, click "Add trigger" and then select "New project added" under Todoist. Then, select the project's name. This will allow your playbook to automatically detect the newly added project in Todoist and initiate necessary actions.

If this is your first time using a Todoist integration in Relay.app, a prompt will guide you through the connection process.

2

Add the "Add task" in Pipedrive automation

Integrate the Pipedrive automation into your playbook to ensure the prompt addition of a new task in Pipedrive when a new project has been added on Todoist.

Click the "Add step" button, then locate the "Add task" automation for Pipedrive and input the mandatory and relevant details.

If your Pipedrive account isn't already connected to Relay.app, you will be prompted to complete that connection. Make sure to allow the necessary permissions for Relay.app to sync with your Pipedrive account.

3

Activate your Relay.app playbook

Activating your playbook is the final step to automate the creation of a new task in Pipedrive. Once turned on, it will respond to each newly added project on Todoist by adding a new task on Pipedrive without manual intervention.

To enable your playbook, click the toggle button located in the header. It is advisable to perform a test run of your playbook beforehand to ensure all steps work seamlessly together and reminders are being sent correctly.

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