Getting Started with Zapier

Getting Started with Zapier and Todoist

Zapier lets you connect Todoist to hundreds of other apps so you can automate recurring work and keep your task list up to date without manual effort. This guide walks you through how to set up the integration, configure triggers and actions, and manage your connections safely.

What you need before connecting Todoist to Zapier

Before you create your first workflow, make sure you have the following:

  • An active Todoist account with access to at least one project.
  • A Zapier account with permission to add new connections.
  • Access to any other apps you want to connect, such as email, forms, or CRM tools.

When everything is ready, you can start building automations that keep Todoist in sync with the rest of your tools.

How the Todoist and Zapier integration works

The integration uses Zaps, which are automated workflows that connect Todoist to other services. Each Zap uses two core elements:

  • Trigger: An event that starts the workflow, such as a new task added in Todoist.
  • Action: What happens after the trigger, like creating a task, updating a task, or posting information to another app.

You can also use searches and filters to refine how data moves through your automation.

Supported Todoist triggers in Zapier

When you connect Todoist to Zapier, you can start workflows from several kinds of activity in your task list. Common triggers include:

  • New task created in a specific project.
  • New completed task from any project or from one selected project.
  • Updated task when specific fields change.
  • New project created in your account.

Each trigger can be limited to a particular project or label so your workflows only run for the items you care about.

Supported Todoist actions in Zapier

You can also use Todoist as the destination for data that comes from other services. Typical actions include:

  • Create a new task with details such as content, due date, project, labels, and priority.
  • Update an existing task when information changes in another app.
  • Close or complete a task based on activity happening in external tools.
  • Create a new project to organize incoming work.

These actions help you keep your tasks aligned with information from emails, forms, calendars, and more.

Connect your Todoist account to Zapier

To connect Todoist, you only need to complete the authorization process once for each account.

Step-by-step: Connect Todoist in Zapier

  1. Sign in to your Zapier account.
  2. Click Create Zap or open an existing Zap where you want to use Todoist.
  3. In the trigger or action step, search for Todoist as the app.
  4. Select the event you want to use, such as creating a task or watching for a completed task.
  5. When prompted to choose an account, click Sign in to Todoist.
  6. A new window opens asking you to authorize the connection. Log in to Todoist if necessary.
  7. Review the requested permissions, then click Allow access to connect.
  8. Back in Zapier, choose the connected Todoist account and continue setting up the step.

After connecting, your Todoist account will be available in other Zaps so you can quickly reuse the same connection.

Set up your first Todoist Zapier workflow

Once your account is linked, you can create a simple workflow to send new tasks to Todoist or react to activity in your projects.

Example: Create Todoist tasks from another app in Zapier

  1. In Zapier, click Create Zap.
  2. Choose the app that will send information to Todoist, such as a form or email tool.
  3. Select and configure the trigger event, then test it so sample data appears.
  4. Click the plus icon to add an action step.
  5. Select Todoist as the action app.
  6. Choose the Create Task action event.
  7. Pick your connected Todoist account.
  8. Map fields from the trigger app to Todoist fields, such as task content, description, due date, and project.
  9. Test the step to create a real task in Todoist.
  10. Turn the Zap on so the automation runs whenever the trigger event happens.

This approach works for many use cases, including capturing leads as tasks, turning support requests into follow-up items, or logging meeting to-dos.

Use Todoist searches in Zapier

Some workflows need to find existing items before creating or updating tasks. You can add a search step to your Zap to look up data in Todoist.

Typical search options include:

  • Find a task by its content.
  • Find a project by name.
  • Find a label to apply to new tasks.

After the search step, you can add conditional logic or additional actions that depend on whether the search result was found.

Manage Todoist connections in Zapier

You may occasionally need to reconnect, remove, or update the permissions of your Todoist account within Zapier.

Reconnect or remove your Todoist account

  1. In Zapier, go to your account settings and open the Apps or Connected accounts section.
  2. Find Todoist in the list of connected services.
  3. If a connection shows as expired or has an error, click Reconnect and follow the authorization steps.
  4. To remove access completely, click Remove or Disconnect. This prevents Zaps from using that Todoist account.

After reconnecting, test any Zaps using Todoist to confirm they work as expected.

Troubleshooting Todoist and Zapier issues

If your workflows are not behaving as expected, check a few common areas:

  • Confirm your Todoist account still has an active connection.
  • Verify that the selected project or filter in the trigger or action is correct.
  • Check sample data to ensure fields are mapped to the right Todoist properties.
  • Review task permissions in shared projects that might limit access.

For more detail on how Todoist works with the automation platform, see the official help article at this Todoist and Zapier getting started guide.

Improve your automations beyond Zapier

Once your Todoist workflows are running, you can enhance your broader automation strategy with expert resources. For additional guidance on integration planning, process optimization, and automation design, you can explore the consulting resources at Consultevo.

By combining Todoist and Zapier effectively, you can reduce manual data entry, keep tasks synchronized across apps, and maintain a more reliable system for tracking work.

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