Connect Todoist with Meets
Connect Todoist with Meets to scale and automate your operations.
Explore automation templates
Automate Todoist and Meets with Pluga integrations
For each lost opportunity on Meets, create a task on Todoist
When an opportunity reaches a certain funnel stage on Meets, create a task on Todoist
For each created opportunity on Meets, create a task on Todoist
For each conquered opportunity on Meets, create a task on Todoist
Didn't find the template you wanted? Build the integration your own way. ;)
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Todoist and Meets
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Check out the available triggers and actions in the automation of apps Todoist + Meets
Completed task
For each completed task on Todoist
Task title
Description
Due date
Creation date
Priority
Project
Hang tags
Comments
Task type (Main task or Subtask)
Title of the main task (if it is a subtask linked to a main task)
Task creator name
Task creator email
Name of the person responsible for the task
Email of the person responsible for the task
Completed in
Opportunity reaches stage in the sales pipeline
When an opportunity reaches a certain funnel stage on Meets
ID
Opportunity status
Opportunity registration date
Description of the opportunity
Opportunity stage
Opportunity Pipeline ID
Opportunity pipeline
User ID responsible for the opportunity
Name of the user responsible for the opportunity
Reason for missing the opportunity
Opportunity loss reason ID
Total amount
Customer ID
Customer's area of activity
Customer origin
Address neighborhood
Customer cell phone
Address: Zip Code
Address: City
Customer name
Company CNPJ
Customer CPF
Customer email
Customer phone
Customer Address
Address: Number
Full address
Kind of person
Address: UF
Created task
For each created task on Todoist
Task title
Description
Due date
Creation date
Priority
Project
Hang tags
Comments
Task type (Main task or Subtask)
Title of the main task (if it is a subtask linked to a main task)
Task creator name
Task creator email
Name of the person responsible for the task
Email of the person responsible for the task
Lost opportunity
For each lost opportunity on Meets
ID
Opportunity status
Opportunity registration date
Description of the opportunity
Opportunity stage ID
Opportunity stage
Opportunity Pipeline ID
Opportunity pipeline
User ID responsible for the opportunity
Name of the user responsible for the opportunity
Reason for missing the opportunity
Opportunity loss reason ID
Total amount
Customer ID
Customer's area of activity
Customer origin
Address neighborhood
Customer cell phone
Address: Zip Code
Address: City
Customer name
Company CNPJ
Customer CPF
Customer email
Customer phone
Customer Address
Address: Number
Full address
Kind of person
Address: UF
Won opportunity
For each conquered opportunity on Meets
Opportunity ID
Opportunity status
Opportunity registration date
Description of the opportunity
Opportunity stage ID
Opportunity stage
Opportunity Pipeline ID
Opportunity pipeline
User ID responsible for the opportunity
Name of the user responsible for the opportunity
Reason for missing the opportunity
Opportunity loss reason ID
Total amount
Customer ID
Customer's area of activity
Customer origin
Address neighborhood
Customer cell phone
Address: Zip Code
Address: City
Customer name
Company CNPJ
Customer CPF
Customer email
Customer phone
Customer Address
Address: Number
Full address
Kind of person
Address: UF
Created opportunity
For each created opportunity on Meets
ID
Opportunity status
Opportunity registration date
Description of the opportunity
Opportunity stage ID
Opportunity stage
Opportunity Pipeline ID
Opportunity pipeline
User ID responsible for the opportunity
RESPONSIBLE USER
Reason for missing the opportunity
Opportunity loss reason ID
Total amount
Customer ID
Customer's area of activity
Customer origin
Address neighborhood
Customer cell phone
Address: Zip Code
Address: City
Customer name
Company CNPJ
Customer CPF
Customer email
Customer phone
Customer Address
Address: Number
Full address
Kind of person
Address: UF
Create task
create a task on Todoist
Task update settings
Task title Required
Project
Section
Responsible for the task
Description
Priority
Hang tags
Due date
Subtask separator
Subtask names
Add or update opportunity
register an opportunity on MeetsHow it works:
Whenever something happens on the source app
1. An deal will be added/updated on Meets
2. A person associated with this deal will be created/updated on Meets
All happening in a single automation! ✨
Add or update opportunity
register an opportunity on Meets
Opportunity Title Required
Opportunity Tag/Status
Responsible Required
Amount
Products/Services
Name/Corporate Name
Kind of person Required
CPF
CNPJ
Cell phone
Telephone
Occupation area
Origin selection mode
Origin
Origin
City
State
Boost this flow in your workflow
With Pluga, you connect Todoist + Meets to build anything from the simplest integration to the most advanced flows, with several layers of logic.
- Basic 1
Pick the source app and the trigger
Choose which app starts the automation and which event works as the trigger. For example, "For each lost opportunity on Meets".
- Basic 2
Set the destinations and the actions
Select the apps that make up the flow with Todoist and what Pluga should run automatically at each step. Example: "create a task on Todoist"
- Basic 3
Map the information
Point out, visually, which data from the source app should fill in each field of the destination action.
- Intermediate
Only move forward when it makes sense
Set "AND" or "OR" conditions so the automation only runs in the cases that matter
- Intermediate
Pause the flow for as long as you need
Set the automation to wait minutes, hours or days and resume the next action on its own
- Intermediate
Standardize data across apps
Adjust dates, numbers and characters to the format the next app expects to receive
- Advanced
Send data in several directions
Route each piece of data down the right path within a single flow, according to specific conditions
- Advanced
Add a code block
Run JavaScript or Python in the middle of the automation to transform data before the next step
- Advanced
Create loops
Take lists of items, go through each row and run the same action for every one of them
- Advanced
Use generative AI
Send data to an AI assistant or agent and use the response in the next step
- Advanced
Connect to (almost) any app
Send and receive data through a dedicated URL, and connect to apps that are not integrated with Pluga
- Advanced
Requests to external APIs
Query or send data to any external API inside your automation
Todoist
ProjectConnect Todoist to 131+ apps with Pluga and turn your work into a productive machine. Create tasks and cards automatically from what happens in other systems, update statuses without opening app after app and keep your team aligned around the same place.
Meets
CRMConnect Meets to 131+ apps with Pluga and turn your work into a productive machine. Register leads from every channel automatically, move deals along on their own, generate contracts and invoices, fire personalized follow-ups at the right moment and keep your pipeline always up to date.
