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Pipedrive Todoist
Create a task in Todoist when an organization is added in Pipedrive
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Pipedrive Todoist

Create a task in Todoist when an organization is added in Pipedrive

Launch this workflow to connect Pipedrive & Todoist !
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■Overview
Still creating follow-up tasks in Todoist by hand after adding a new organization in Pipedrive? It’s essential to prevent missed follow-ups, but doing it manually every time is tedious and can lead to errors like forgetting to create tasks. With this workflow, connect Pipedrive and Todoist to automatically create a task whenever an organization is added—solving these challenges smoothly.

■Who this template is for
  • Anyone using Pipedrive and Todoist who wants to reduce the manual effort of task entry
  • Sales reps who want to prevent missed or delayed follow-up tasks for customers managed in Pipedrive
  • Managers who want to standardize the team’s task management process and boost productivity

■Benefits of this template
  • When organization information is added in Pipedrive, the required task is automatically created in Todoist, reducing the time spent on manual copying and entry
  • Automating task creation helps prevent input errors that often occur during manual entry and human errors like forgetting to create necessary tasks

■Workflow flow
  1. First, connect Pipedrive and Todoist with Yoom
  2. Next, in the trigger, select Pipedrive and set the “When an organization is created” action
  3. Next, add an operation with Pipedrive’s “Get persons linked to the organization” to fetch details such as the responsible person
  4. Finally, add an operation with Todoist’s “Create task” to create a follow-up task that includes the retrieved information
※ "trigger": the action that starts the flow; "operation": the action that processes within the flow after the trigger fires

■Customization points for this workflow
  • When creating a task in Todoist, you can set any text for the task content and description
  • Embed information such as the organization name or person name obtained from the Pipedrive trigger or earlier operations as variables in the task content to create more specific tasks
  • Optionally specify the project, section, and due date for the task, allowing flexible settings that match your team’s operating rules

■Notes
  • Connect Yoom to both Pipedrive and Todoist.
  • Pipedrive is available on the Mini plan or higher. On the Free or Personal plans, Workflow operations and Data Connect you configure will result in errors.
  • Paid plans such as Personal, Mini, Team, and Success offer a 2-week free trial. During the trial, you can use apps that are otherwise restricted. For details, see the Pricing plans page.
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Pipedrive
Yoom allows you to integrate with Pipedrive's API without any code. You can register leads and deal information in Pipedrive via the API, or automate workflows triggered by information registered in Pipedrive. For example, you can register lead information obtained from Facebook ads into Pipedrive or link lead information registered in Pipedrive to Mailchimp.
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About the apps you use
Pipedrive
Yoom allows you to integrate with Pipedrive's API without any code. You can register leads and deal information in Pipedrive via the API, or automate workflows triggered by information registered in Pipedrive. For example, you can register lead information obtained from Facebook ads into Pipedrive or link lead information registered in Pipedrive to Mailchimp.
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No-Code API Actions
Executable API actions
All
Pipedrive
Todoist
Workflow triggers
    When a Person Is Added
    When a Person Is Updated
    When a Person Is Deleted
    When an Organization Is Added
    When an Organization Is Updated
    When an Organization Is Deleted
    When a Deal Is Added
    When a Deal Is Updated
    When a Deal Is Deleted
    When an Activity Is Added
Workflow operations
    Get Lead Details
    Search Leads
    Create Lead
    Update Lead
    Delete Lead
    Get Organization Details
    Add Organization
    Search Organizations
    Update Organization
    Delete Organization
    Get Person Details
    Search People
    Add a Person
    Update Person Details
    Delete Person
    Add Note
    Get Deal Details
    Add Deal
    Update Deal
    Delete Deal
    Add File
    Get Products
    Create Activity
    Get Products Associated with a Deal
    Search Activities
    Update Activity
    Create User
    Search Deals
    Retrieve People Associated with an Organization
    Get Task
    Create Task
    Update Task
    Close Task
    Reopen Task
    Add Comment to Task
    Add Comment to Project
    Get Tasks Due Today
    Get Overdue Tasks
    Search Tasks with a Query Filter
    Search Tasks by Completion Date
    Search Completed Tasks by Due Date
    Create Project
Workflow triggers
    When a Person Is Added
    When a Person Is Updated
    When a Person Is Deleted
    When an Organization Is Added
    When an Organization Is Updated
    When an Organization Is Deleted
    When a Deal Is Added
    When a Deal Is Updated
    When a Deal Is Deleted
    When an Activity Is Added
Workflow operations
    Get Lead Details
    Search Leads
    Create Lead
    Update Lead
    Delete Lead
    Get Organization Details
    Add Organization
    Search Organizations
    Update Organization
    Delete Organization
    Get Person Details
    Search People
    Add a Person
    Update Person Details
    Delete Person
    Add Note
    Get Deal Details
    Add Deal
    Update Deal
    Delete Deal
    Add File
    Get Products
    Create Activity
    Get Products Associated with a Deal
    Search Activities
    Update Activity
    Create User
    Search Deals
    Retrieve People Associated with an Organization
Workflow triggers
    There is no action.
Workflow operations
    Get Task
    Create Task
    Update Task
    Close Task
    Reopen Task
    Add Comment to Task
    Add Comment to Project
    Get Tasks Due Today
    Get Overdue Tasks
    Search Tasks with a Query Filter
    Search Tasks by Completion Date
    Search Completed Tasks by Due Date
    Create Project
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