Capsule CRM + Todoist Integration

Integrate Capsule CRM to Todoist in one click, or tell Integrately AI how you want each contact handled. Organize every interaction, create tasks, update priorities, and keep your projects running smoothly.

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1.
  • Capsule CRM
    Person is created in Capsule CRM Instant
  • Capsule CRM
    Person is updated in Capsule CRM Instant
  • Capsule CRM
    Task is created in Capsule CRM Instant
  • Capsule CRM
    Task is updated in Capsule CRM Instant
  • Capsule CRM
    Opportunity is created in Capsule CRM Instant
  • Capsule CRM
    Opportunity is updated in Capsule CRM Instant
  • Capsule CRM
    Case is created in Capsule CRM Instant
  • Capsule CRM
    Case is updated in Capsule CRM Instant
  • Capsule CRM
    Organisation is created in Capsule CRM Instant
  • Capsule CRM
    Organisation is updated in Capsule CRM Instant
  • Todoist
    Task is created in Todoist
  • Todoist
    Task is completed in Todoist Instant
  • Todoist
    Task is updated in Todoist Instant
  • Todoist
    Task is incompleted in Todoist Instant
  • Todoist
    Task is deleted in Todoist Instant
  • Todoist
    Project is created in Todoist
  • Todoist
    Label is created in Todoist
  • Todoist
    Label is updated in Todoist Instant
  • Todoist
    Label is deleted in Todoist Instant
  • Todoist
    Section is created in Todoist
  • Todoist
    Section is updated in Todoist Instant
  • Todoist
    Comment is added in Todoist Instant
  • Todoist
    Comment is updated in Todoist Instant
  • Todoist
    Comment is deleted in Todoist Instant
  • Todoist
    Project is updated in Todoist Instant
Arrow Right
2.
  • Capsule CRM
    Update person in Capsule CRM
  • Capsule CRM
    Create person in Capsule CRM
  • Capsule CRM
    Search person in Capsule CRM
  • Capsule CRM
    Create opportunity in Capsule CRM
  • Capsule CRM
    Search opportunity in Capsule CRM
  • Capsule CRM
    Create task in Capsule CRM
  • Capsule CRM
    Add note to entity in Capsule CRM
  • Capsule CRM
    Create organisation in Capsule CRM
  • Capsule CRM
    Search organisation in Capsule CRM
  • Capsule CRM
    Search person or organisation in Capsule CRM
  • Capsule CRM
    Add tag to entity in Capsule CRM
  • Capsule CRM
    Create case in Capsule CRM
  • Capsule CRM
    Search case in Capsule CRM
  • Capsule CRM
    Search milestone in Capsule CRM
  • Todoist
    Create task in Todoist
  • Todoist
    Add comment to task in Todoist
  • Todoist
    Search task by name in Todoist
  • Todoist
    Mark task as completed in Todoist
  • Todoist
    Update task in Todoist
  • Todoist
    Delete task in Todoist
  • Todoist
    Create project in Todoist
  • Todoist
    Add comment to project in Todoist
  • Todoist
    Create label in Todoist
  • Todoist
    Create section in Todoist
  • Todoist
    Get project by Id in Todoist

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Ready Workflows Ready Workflows for Capsule CRM + Todoist Integration

Capture new contacts, create tasks, update projects, track priorities, and keep your schedule updated, all in just one click.

Most popular automationsmost-popular-automations
Capsule CRM + Todoist Integration

Create Todoist task for new Capsule CRM task

Capsule CRM provides a great way to track and manage task, but sometimes it's nice to have an extra layer of task management that is separate from Capsule CRM. Todoist is a great tool for this.

All you need to do is - integrate Todoist with Capsule CRM to create task in Todoist automatically when certain task occur in Capsule CRM. This can save you time by not having to manually create tasks in both systems.
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Capsule CRM + Todoist Integration

Create Todoist task for new Capsule CRM person

Capsule CRM and Todoist are both powerful tools that, when used correctly, can help you become more productive.

When you create a person in Capsule CRM, do you also create a task in Todoist? If not, you should! This will help ensure that you never forget to follow-up with a lead. Also, it can help to keep your team organized and on track.
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Capsule CRM + Todoist Integration

Create Todoist task for new Capsule CRM opportunity

Imagine this scenario: you've just negotiated a great opportunity with a potential client, and you want to make sure that the ball is kept in your court by creating a task in Todoist to ensure that the opportunity goes through. Wouldn't it be great if there was an easy way to do that right from within Capsule CRM? Well now there is!

With our integration between Capsule CRM and Todoist, creating task in Todoist is now easier than ever. Whenever a opportunity is created in Capsule CRM, you can automatically create a corresponding task in Todoist to keep your team up-to-date.
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  • 1of1
Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Capsule CRM + Todoist flow

Track incoming customer interactions across your CRM and task manager, then notify your team, log details, and schedule follow-ups. Pick a combination and activate it in one click.

Capsule CRM
Todoist
+
GmailGmail (6)
+
MailchimpMailchimp (6)
+
SlackSlack (6)
+
Google CalendarGoogle Calendar (6)
+
Google SheetsGoogle Sheets (6)
+
ZoomZoom (6)
C
T
G
Add every new Capsule CRM person as a Todoist task, and send a welcome email in Gmail.
New Capsule CRM contacts instantly generate a task in Todoist and trigger an email in Gmail, keeping your communication and task lists aligned.
C
T
G
When a Todoist task is completed, update the person in Capsule CRM and send a status notification in Gmail.
Completed Todoist tasks automatically update your Capsule CRM records and notify stakeholders via Gmail without manual data entry.
C
T
G
When an opportunity is updated in Capsule CRM, update the Todoist task and send a brief via Gmail.
Opportunity updates in Capsule CRM instantly adjust related Todoist tasks and dispatch an update email through Gmail.
C
T
G
If a new Capsule CRM person has an active opportunity, create a priority Todoist task and alert the manager in Gmail.
High-value Capsule CRM opportunities automatically generate priority Todoist tasks and alert managers via Gmail instantly.
C
T
G
Use Claude to summarise new Capsule CRM interactions, create a Todoist task, and email the brief in Gmail.
Claude analyses incoming Capsule CRM notes, generates a structured Todoist task, and emails a concise summary via Gmail.
C
T
G
When a task is created in Todoist, update the person in Capsule CRM and log the event in Google Sheets via Gmail notification.
New Todoist tasks update Capsule CRM records and trigger a logged notification email through Gmail.

Supported triggers and actions for Capsule CRM and Todoist

Mix and match to build the exact automation you need

Capsule CRM
Capsule CRM Triggers & Actions
Instant
Person is created in Capsule CRM
Triggers the automation when a new person is created
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Instant
Person is updated in Capsule CRM
Triggers the automation when a person's profile is updated
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Instant
Task is created in Capsule CRM
Triggers the automation when a new task is created
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Instant
Task is updated in Capsule CRM
Triggers the automation when any task is updated
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Instant
Opportunity is created in Capsule CRM
Triggers the automation when any opportunity is updated
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Instant
Opportunity is updated in Capsule CRM
Triggers the automation when any opportunity is updated
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Instant
Case is created in Capsule CRM
Triggers the automation when a case is created
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Instant
Case is updated in Capsule CRM
Triggers the automation when any case is updated
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Instant
Organisation is created in Capsule CRM
Triggers the automation when a new organization is created
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Instant
Organisation is updated in Capsule CRM
Triggers the automation when any organization's profile is modified
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Update person in Capsule CRM
Generates a new person
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Create person in Capsule CRM
Generates a new person
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Search person in Capsule CRM
Retrieves information about a person
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Create opportunity in Capsule CRM
Creates a new instance of the support system
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Search opportunity in Capsule CRM
Searches for a opportunity
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Create task in Capsule CRM
Creates a new task
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Add note to entity in Capsule CRM
Adds a note to a entity
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Create organisation in Capsule CRM
Generates a new invoice
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Search organisation in Capsule CRM
Finds and retrieves information about a organization
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Search person or organisation in Capsule CRM
Searches for a person or organisation
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Add tag to entity in Capsule CRM
Assigns a tag to a designated entity
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Create case in Capsule CRM
Generates a new case entry
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Search case in Capsule CRM
Searches for a case record
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Search milestone in Capsule CRM
Searches for a milestone
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Todoist
Todoist Triggers & Actions
Task is created in Todoist
Triggers the automation when a new task is created
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Instant
Task is completed in Todoist
Triggers the automation when any task is completed
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Instant
Task is updated in Todoist
Triggers the automation when any task is updated
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Instant
Task is incompleted in Todoist
Triggers the automation when a task remains due past the due date
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Instant
Task is deleted in Todoist
Triggers the automation when a task is deleted
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Project is created in Todoist
Triggers the automation when a new project is created
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Label is created in Todoist
Triggers the automation when a new label is created
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Instant
Label is updated in Todoist
Triggers the automation when a label is updated
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Instant
Label is deleted in Todoist
Triggers the automation when any label is removed from the system
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Section is created in Todoist
Triggers the automation when a section is created
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Instant
Section is updated in Todoist
Triggers the automation when a section is updated
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Instant
Comment is added in Todoist
Triggers the automation when a comment is added
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Instant
Comment is updated in Todoist
Triggers the automation when a comment is updated
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Instant
Comment is deleted in Todoist
Triggers the automation when a comment is deleted
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Instant
Project is updated in Todoist
Triggers the automation when a project is updated
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Create task in Todoist
Creates a new task
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Add comment to task in Todoist
Adds a comment to a task
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Search task by name in Todoist
Searches for a task by name
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Mark task as completed in Todoist
Marks the task as completed
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Update task in Todoist
Updates the task with new information or changes
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Delete task in Todoist
Removes a particular task
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Create project in Todoist
Creates a new project
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Add comment to project in Todoist
Adds comments to a project for better collaboration and communication
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Create label in Todoist
Generates a new label
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Create section in Todoist
Creates a new section
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Get project by Id in Todoist
Retrieves project information using the project id
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What can you automate with Capsule CRM + Todoist?

Streamline your customer relationship management and task execution with powerful automated workflows.

What you can automate?
Create Todoist tasks from new Capsule CRM contacts
Automatically generate a corresponding task in Todoist the moment a new person or organization is created in Capsule CRM. Eliminate manual copying and ensure every contact receives prompt attention.
📋
Capture every submitted contact field and detail
Map complete contact information, custom fields, and organization details from Capsule CRM directly into your Todoist task descriptions. Your team gets full context immediately.
🔔
Notify your team as soon as actions happen
Trigger instant alerts in Slack or Gmail whenever a new Capsule CRM opportunity is created or a Todoist task is marked complete. Keep stakeholders informed without extra meetings.
🔀
Route tasks differently based on submitted fields
Set up conditional logic that assigns high-priority Todoist tasks for VIP clients while routing standard requests to regular project boards. Tailor your workflow to exact business rules.
🔄
Keep your project tasks up to date automatically
Update matching Todoist tasks instantly whenever opportunity stages, interaction notes, or support cases change in Capsule CRM. Prevent outdated instructions and confusion.
🔍
Search and update instead of creating duplicates
Check for existing records before creating new entries to keep your Capsule CRM database clean and prevent cluttered Todoist project boards.
Handle task completion and status changes
Sync completed task statuses from Todoist back into Capsule CRM to keep interaction histories current and accurate for future customer reviews.
🌐
Extend your workflow with powerful supporting apps
Connect your Capsule CRM and Todoist core flow with Gmail, Google Sheets, Slack, or Zoom to build multi-app pipelines that span your entire business.
And much more...

Who is Capsule CRM + Todoist integration for?

Sales teams, project managers, and business owners managing customer relationships and daily tasks who need seamless alignment between customer data and actionable task lists.

Performance marketers
Performance marketers
Sales representatives
Sales representatives
Account managers
Account managers
Sales operations leads
Sales operations leads
Project coordinators
Project coordinators
Business auditors
Business auditors
📈
Performance marketers
You're reviewing customer acquisition metrics in Capsule CRM but your execution schedules in Todoist only update when someone manually exports records, so the completion counts you're tracking against are always a few hours behind — this integration means every new contact record flows instantly into your task manager and your execution stays current.
Sales representatives
You need to act fast on incoming leads from Capsule CRM, but you find out about new client interactions too late because task assignment happens manually — automating both apps means every new contact immediately creates an actionable task in Todoist and your follow-up speed increases.
🤝
Account managers
You answer to clients who want to see prompt progress on their requests, but tracking customer milestones across disconnected tools causes avoidable delays — connecting these apps means every updated opportunity in Capsule CRM instantly adjusts your Todoist project tasks so client reporting is always accurate.
📊
Sales operations leads
The volume of incoming contacts and opportunities in Capsule CRM is too high for anyone to keep task lists updated by hand, leading to missed follow-ups and dropped balls — automating both apps means every record change is handled instantly and your task workflows scale effortlessly.
🎯
Project coordinators
You own the execution phase and depend on sales teams to hand over new client details from Capsule CRM before you can begin project setup — with this integration, every new organization or contact automatically triggers your Todoist project boards so work begins without waiting.
🛡️
Business auditors
You need a reliable history of customer interactions and task completions, but you keep finding gaps caused by manual data entry mistakes — connecting these apps means every CRM update and task status change is recorded precisely and your audit trails are complete.
Our team

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Why choose Integrately to automate Capsule CRM + Todoist

Build and manage your Capsule CRM + Todoist automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Capsule CRM + Todoist with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
Select Automation
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2
Connect Accounts
Connect Accounts
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Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Capsule CRM to Todoist?
Frequently Asked Questions
You can connect Capsule CRM to Todoist in 1 click using ready workflows on Integrately, or ask Integrately AI to build the automation for your exact use case. You can also connect Gmail, Mailchimp, Slack, and 1,500+ other apps.
Can I automatically create Todoist tasks when a new person is added in Capsule CRM?
Frequently Asked Questions
Can I connect Capsule CRM, Todoist, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Capsule CRM and Todoist?
Frequently Asked Questions
How does Capsule CRM data sync with Todoist tasks?
Frequently Asked Questions
Can I track completed Todoist tasks back in Capsule CRM?
Frequently Asked Questions
Do I need coding skills to integrate Capsule CRM and Todoist?
Frequently Asked Questions
Is the Capsule CRM and Todoist integration free?
Frequently Asked Questions
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You Can Also Connect Capsule CRM or Todoist With 1500+ Other Apps

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Todoist
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Sync Todoist with project management, tracking, and reporting tools to keep data working across your stack.
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