How to create a Todoist task for a new Salesforce case record

Every playbook starts with a trigger. The trigger detects changes in your connected apps and runs your playbook in response.

Click "Add trigger" and select "Case record created" under Salesforce. Then, select the necessary Salesforce fields to track. This will allow your playbook to automatically detect new cases created in Salesforce and initiate necessary actions.

If this is your first time using a Salesforce integration in Relay, you'll be prompted to connect your Salesforce account.

Integrate the Todoist automation into your playbook to ensure the prompt creation of a new task for every new case record created in Salesform.

Select 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.

Activating your playbook is the final step to automate the creation of a new task in Todoist. Once turned on, it will respond to new case records created in Salesforce 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.