- How to create a task in Todoist for an upcoming event in Calendly
- 1. Create your playbook and set the Calendly trigger as "Event upcoming"
- 2. Add the "Create task" in Todoist automation
- 3. Activate your Relay.app playbook
- Learn more about integrating with Calendly and Todoist
- Related blog posts
- More how-to guides featuring Calendly and Todoist
How to create a task in Todoist for an upcoming event in Calendly
Create your playbook and set the Calendly trigger as "Event upcoming"
After creating your playbook, you can proceed to add your trigger. The trigger detects changes in your connected apps and runs your playbook in response.
To set up this playbook, click "Add trigger" and then select "Event upcoming" under Calendly. Then, select details like event type and whether to also trigger events scheduled in other people's calendars. This will allow your playbook to automatically detect the upcoming event in Google Calendar and initiate necessary actions.
If this is your first time using a Calendly integration in Relay.app, a prompt will guide you through the connection process.
Add the "Create task" in Todoist automation
Integrate the Todoist automation into your playbook to ensure the prompt creation of a new task in Todoist when there's an upcoming event in Google Calendar.
Click the "Add step" button, then locate the "Create task" automation for Todoist and input the mandatory and relevant details.
If your Todoist 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 Todoist account.
Activate your Relay.app playbook
Activating your playbook is the final step to automate the creation of a new task in Todoist. Once turned on, it will respond to upcoming events in Google Calendar by creating a new task in Todoist 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.