Guide

How to create a project in Todoist for a newly scheduled Calendly event

Learn how to set up a Relay playbook that automatically creates a project in Todoist whenever a new event is scheduled in Calendly. This automation simplifies the task management process by ensuring that new events in Calendly are seamlessly integrated into your Todoist workflow as dedicated projects.
Calendly logoCalendly > Todoist
Trigger
Last triggered
Calendly logoEvent scheduled
Todoist logoCreate project
1

Add the Calendly "Event scheduled" 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 "Event scheduled" under Calendly. Then, select the relevant details. This trigger will detect all the new scheduled events in Calendly to create new projects in Todoist.

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

2

Add the Todoist "Create project" automation

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

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

3

Turn on the playbook

Activating your playbook is the final step to automate creating a new Todoist project for every new scheduled event in Calendly. Once turned on, it will respond to every new scheduled event in Calendly 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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