Guide

How to create a task in Todoist for newly scheduled Calendly events

Learn how to set up a Relay playbook that automatically creates a task in Todoist whenever a new event is scheduled in Calendly. This automation streamlines task management by seamlessly integrating new Calendly events into your Todoist workflow as actionable tasks.
Calendly logoTodoist logo
1

Create your playbook

To automate this workflow, you'll create a Relay playbook that runs automatically every time a new event is scheduled in Calendly.

Get started by signing up at Relay.app and clicking "New playbook." Give your new playbook a unique name and emoji.

2

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 tasks in Todoist.

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

3

Add the Todoist "Create task" automation

Integrate the Todoist automation into your playbook to ensure the prompt creation of new tasks for every new scheduled event in Calendly. Add a new step and select "Create task" 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.

4

Turn on the playbook

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