NoCRM and Todoist Integration

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Automatically create Todoist tasks from new NoCRM leads to streamline follow-ups. Latenode's visual editor makes it easy, and affordable pricing means you only pay for what you use. Customize with JavaScript as needed.

Swap Apps

NoCRM

Todoist

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect NoCRM and Todoist

Create a New Scenario to Connect NoCRM and Todoist

In the workspace, click the β€œCreate New Scenario” button.

Add the First Step

Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a NoCRM, triggered by another scenario, or executed manually (for testing purposes). In most cases, NoCRM or Todoist will be your first step. To do this, click "Choose an app," find NoCRM or Todoist, and select the appropriate trigger to start the scenario.

Add the NoCRM Node

Select the NoCRM node from the app selection panel on the right.

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NoCRM

Configure the NoCRM

Click on the NoCRM node to configure it. You can modify the NoCRM URL and choose between DEV and PROD versions. You can also copy it for use in further automations.

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Connect NoCRM

Sign In
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Run node once

Add the Todoist Node

Next, click the plus (+) icon on the NoCRM node, select Todoist from the list of available apps, and choose the action you need from the list of nodes within Todoist.

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NoCRM

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Todoist

Authenticate Todoist

Now, click the Todoist node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Todoist settings. Authentication allows you to use Todoist through Latenode.

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Connect Todoist

Sign In
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Run node once

Configure the NoCRM and Todoist Nodes

Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.

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Connect Todoist

Todoist Oauth 2.0

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Select an action *

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The action ID

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Run node once

Set Up the NoCRM and Todoist Integration

Use various Latenode nodes to transform data and enhance your integration:

  • Branching: Create multiple branches within the scenario to handle complex logic.
  • Merging: Combine different node branches into one, passing data through it.
  • Plug n Play Nodes: Use nodes that don’t require account credentials.
  • Ask AI: Use the GPT-powered option to add AI capabilities to any node.
  • Wait: Set waiting times, either for intervals or until specific dates.
  • Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
  • Iteration: Process arrays of data when needed.
  • Code: Write custom code or ask our AI assistant to do it for you.
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Webhook response

Save and Activate the Scenario

After configuring NoCRM, Todoist, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.

Test the Scenario

Run the scenario by clicking β€œRun once” and triggering an event to check if the NoCRM and Todoist integration works as expected. Depending on your setup, data should flow between NoCRM and Todoist (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.

Most powerful ways to connect NoCRM and Todoist

NoCRM + Todoist + Slack: When a lead's status changes to 'Won' in NoCRM, a task is created in Todoist to follow up with the new client, and a congratulatory message is sent to a specified Slack channel.

Todoist + NoCRM + Google Calendar: When a new task is created in Todoist with a due date, an event is created in Google Calendar. The event's description includes a link to the associated contact in NoCRM (assuming the contact is found in NoCRM based on task details).

NoCRM and Todoist integration alternatives

About NoCRM

Use NoCRM with Latenode to automate your sales pipeline. Automatically create new leads, update existing records, or trigger follow-up actions based on status changes. Latenode lets you connect NoCRM data to other apps, enrich it with AI, and build custom workflows for lead qualification, all without code and scalable to your needs.

About Todoist

Tired of manual task management? Integrate Todoist with Latenode to automate task creation based on triggers from other apps. Update tasks, track progress, and sync data across your workflows. Latenode lets you customize logic and scale without code, connecting Todoist to your business processes for true automation.

See how Latenode works

FAQ NoCRM and Todoist

How can I connect my NoCRM account to Todoist using Latenode?

To connect your NoCRM account to Todoist on Latenode, follow these steps:

  • Sign in to your Latenode account.
  • Navigate to the integrations section.
  • Select NoCRM and click on "Connect".
  • Authenticate your NoCRM and Todoist accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

Can I automatically create tasks for new leads?

Yes, you can! Latenode enables automated task creation in Todoist for each new lead in NoCRM, streamlining your sales workflow and improving team accountability. Use our visual editor to get started.

What types of tasks can I perform by integrating NoCRM with Todoist?

Integrating NoCRM with Todoist allows you to perform various tasks, including:

  • Creating Todoist tasks when a lead reaches a specific stage in NoCRM.
  • Adding NoCRM leads to Todoist as tasks with deadlines.
  • Updating Todoist tasks when lead details are modified in NoCRM.
  • Automatically assigning Todoist tasks to team members based on NoCRM lead assignments.
  • Generating project summaries in Todoist from NoCRM data using AI.

How secure is my NoCRM data when using Latenode integrations?

Latenode uses advanced encryption and secure authentication protocols, keeping your NoCRM data safe and confidential during all integration processes.

Are there any limitations to the NoCRM and Todoist integration on Latenode?

While the integration is powerful, there are certain limitations to be aware of:

  • Complex NoCRM data structures might require custom JavaScript for mapping.
  • Real-time updates depend on API rate limits of both NoCRM and Todoist.
  • Very large data volumes may require optimized workflows for efficient processing.

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