Guide

How to add new projects in Pipedrive for every new Todoist project

Learn how to configure a Relay playbook to automatically enhance your project management process by automatically adding projects in Pipedrive for new projects created in Todoist. This integration ensures seamless coordination between your project management tools, facilitating efficient task management and progress tracking.
Todoist logoTodoist > Pipedrive
Trigger
Last triggered
Todoist logoProject added
Pipedrive logoAdd project
1

Add the Todoist "Project created" trigger

Every playbook starts with a trigger. The trigger detects changes in your connected apps and runs your playbook in response.

Click "Add trigger" and select "Project created" under Todoist. This trigger will automatically detect all the new projects created in Todoist to create a project in Pipedrive.

If this is your first time using a Todoist integration in Relay, you'll be prompted to connect your Todoist account.

2

Add the Pipedrive "Add project" automation

Integrate the Pipedrive automation into your playbook to ensure the prompt creation of new projects in Pipedrive for every new project created in Todoist. Add a new step and select "Add project" from the list of Pipedrive automations.

Connect Pipedrive to Relay if you haven't already, then fill out the mandatory and relevant details. You can reference fields from Todoist to automatically pass along the right data.

3

Turn on the playbook

Activating your playbook is the final step to automate creating a new project in Todoist for every new project added in Pipedrive. Once turned on, it will respond to new projects added in Pipedrive by creating a new project in Todoist 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 sent correctly.

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