How to create a new Salesforce record for each Todoist task

After creating your playbook, you can proceed to add your trigger. The trigger detects changes in your connected apps and responds to your playbook.

To setup this playbook, click "Add trigger" and then select "Task created" under Todoist. Then, select the project and task details. If this is your first time using a Todoist integration in Relay.app, you'll be prompted to connect your Todoist account.

Now, every time a task is created in Todoist, your playbook will run automatically.

Integrate the Salesforce automation into your playbook to ensure the prompt creation of a new record on Salesforce when a new task has been created in Todoist.

Click the "Add step" button, then locate the "Create record" automation for Salesforce and input the mandatory and relevant details.

If your Salesforce account isn't already connected to Relay.app, you will be prompted to complete that connection. Make sure to allow the necessary permissions for Relay.app to sync with your Salesforce account.

Activating your playbook is the final step to automate the creation of a new record in Salesforce. Once turned on, it will respond to each newly created task in Todoist by creating a new record on Salesforce without manual intervention.

To enable your playbook, click the toggle button located in the header. It is advisable to perform a test run of your playbook beforehand to ensure all steps work seamlessly together and reminders are being sent correctly.