How to integrate Mazrica with Todoist to add project actions from Mazrica to Todoist

Sales team, have you ever struggled with managing your tasks?
For example, "I want to manage tasks in Todoist based on information from Mazrica, but data entry is a hassle," or "I'm worried about missing tasks."
When there are many things to do, task management can become complicated, and you may experience concerns like the ones mentioned above.
This article explains how to automatically add project information registered in Mazrica to Todoist to solve such issues!
It's recommended for those who want to streamline task management and smoothly proceed with their daily work!
Try automatic integration with Yoom by following the steps below!

Benefits of Integrating Mazrica and Todoist

Benefit 1: Reduction of Workload

If you are managing tasks using both Mazrica and Todoist, you might be doing the following tasks:

① Registering project actions in Mazrica
② Creating tasks in Todoist based on information from Mazrica

By implementing the integration described in this article, task ② becomes unnecessary, eliminating the need for manual input.
The time saved can be spent on other tasks, leading to increased productivity.
For example, you can allocate time to creating sales materials or researching customers, which may lead to improved conversion rates.

Benefit 2: Prevention of Human Error

The integration in this article not only reduces workload but also contributes to the prevention of human error.
When creating tasks manually, there is always a risk of input errors or missing information.
For example, "I entered the wrong deadline" or "I forgot to add a task I planned to add later."
If there are errors in task information, it can hinder the progress of work.
By using the integration described in this article, some of the tasks previously done manually are automated, minimizing human error.
This ensures accurate information is maintained, allowing you to work with peace of mind.

[What is Yoom]

Mazrica and Todoist Integration Flow

Now, let's introduce how to integrate Mazrica and Todoist.
The integration steps are as follows:

Set up app triggers
Create tasks

Yoom provides the above two steps as a template.
You can create a flow bot more easily than starting from scratch, so first, click the "Try it" button on the banner below to copy the template!
Once the copy is complete, you can operate it from "My Projects" in the sidebar.

Mazrica and Todoist My App Integration

After copying the template, register Mazrica and Todoist in Yoom's My Apps as a preliminary step.
※If you have already registered, please proceed to "Step 1. Set App Trigger".

<Procedure>

1. After logging into Yoom, click "My Apps" → "+ New Connection" in order

2. Search for the app name and enter the required information

If Mazrica and Todoist are displayed in the My Apps list, you are ready!
Let's proceed to the detailed settings right away!

Step 1. Set App Trigger

First, click on the app trigger "When a case action is registered".

On the first page, the pre-linked account information will be displayed, so please check it.
If there are no issues, click "Next".

On the next page, set up the API connection.
Specify "Case Type" and "Purpose of Action", then click Test.
※Please note that the "Trigger Activation Interval" varies depending on your plan. For details, please seehere.

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If there are no issues up to this point, click "Save" to complete the trigger settings.

Step 2. Create Task

Next, click "Create Task".

On the first page, the account information will be displayed as in Step 1, so if there are no issues, click "Next".

On the second page, set up the task creation.
"Content" is a required field, so use the output information to enter it.
Other fields are optional, so fill them in as needed.

Click "Test" and if no errors occur, click "Save".

If a popup like the one below appears, all settings are complete.

Other Automation Examples Using Mazrica and Todoist

Yoom offers many automation examples using Mazrica and Todoist.
It is possible to integrate with various apps, so please refer to the following representative examples.

1. Add to Microsoft Excel when a case action is registered in Mazrica

This time, we automatically added case information to Asana, but it is also possible to add it to Microsoft Excel.
Recommended for those who want to aggregate and analyze data in Microsoft Excel based on case information registered in Mazrica.

2. Notify Slack when a contact is registered in Mazrica

For those using Slack as a communication tool, please refer to the following template.
Contact information registered in Mazrica will be automatically notified, leading to quicker understanding of the situation.

3. When a task is added to a project in Asana, create a task in Todoist

For those using Asana for project management, the following template is also recommended.

Summary

In this article, we explained how to automatically add project information registered in Mazrica to Todoist.
For those who have been creating tasks manually, this will reduce the workload and increase the time available for other tasks.
By being able to allocate more time to customer research and the creation of sales materials, you can conduct more effective sales activities and expect an improvement in the closing rate.
Additionally, automating tasks that were previously entered manually helps prevent any omissions or oversights.
Yoom allows you to easily set up automatic integration without the need for programming.

If you are interested, please start by registering for free here!