--- title: "Connect Perspective and Todoist - APIANT.ai" description: "When \"New Contact\" fires in Perspective, your agent runs \"Create Task\" in Todoist, or \"New Completed Task\" in Todoist to \"Create Contact\" in Perspective." canonical: "https://apiant.ai/connect/perspective-to-todoist" --- # Connect Perspective and Todoist When **New Contact** fires in [Perspective](https://apiant.ai/connections/perspective), your agent runs **Create Task** in [Todoist](https://apiant.ai/connections/todoist), or **New Completed Task** in Todoist to **Create Contact** in Perspective. Describe the whole flow and it is built, tested on every scenario and kept running. Perspective **2** triggers Perspective **8** actions Todoist **3** triggers Todoist **30** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Perspective and Todoist to do together? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser. ### Set it up in your client ### Claude Code Run this in the directory you want to work in. `claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### Claude, web and desktop Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Cursor Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Codex and the ChatGPT desktop app Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Any other MCP client Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) Example flows ## What Perspective and Todoist can do together ### From Perspective to Todoist - When **New Contact** in Perspective then **Create Task** in Todoist - When **New Lead via Funnel** in Perspective then **Create Comment** in Todoist ### From Todoist to Perspective - When **New Completed Task** in Todoist then **Create Contact** in Perspective - When **New Incomplete Task** in Todoist then **Update Contact Field** in Perspective Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships. Everything your agent can do with Perspective and Todoist ## Triggers and actions 5 triggers · 38 actions - Trigger **New Contact** Triggers when a new contact is added to the selected funnel. - Trigger **New Lead via Funnel** Triggers when a visitor submits the selected funnel and becomes a new lead (contacts whose source is the funnel itself). - Action **Create Contact** Creates a new contact in the CRM of a Perspective funnel. Returns the created contact. - Action **Get Contact** Returns a single CRM contact from a funnel by its ID. An error occurs if the contact is not found. - Action **Get Funnel Chart** Returns chart data points for a funnel over a time window, such as page-to-page conversion, visitor devices, top traffic sources or button clicks. - Action **Get Funnel KPI** Returns a single key performance indicator, such as conversion rate or total sessions, for a funnel over a chosen time period. - Action **Get Funnel Question Insight** Returns aggregated response counts for a specific funnel question or survey element over a date range. - Action **List Contacts** Returns the CRM contacts captured by a funnel, with their details, custom properties and attribution data. - Action **List Workspaces** Returns all workspaces in your Perspective company, along with the campaigns (funnels) that belong to each one. - Action **Update Contact Field** Updates one field on a contact in a funnel, either a standard contact field, an address field or a custom property, and returns the new value. - Trigger **New Completed Task** Triggers when a task is completed, optionally filtered by project. - Trigger **New Incomplete Task** Triggers when a new active (incomplete) task is added, optionally filtered by project. - Trigger **New Project** Triggers when a new project is created. - Action **Close Task** Completes (closes) a task. - Action **Create Comment** Adds a comment to a task or project. - Action **Create Label** Creates a new personal label. - Action **Create Project** Creates a new project. - Action **Create Section** Creates a new section within a project. - Action **Create Task** Creates a new task. - Action **Delete comment** Deletes a comment on a Todoist task or project by its ID. - Action **Delete label** Deletes a personal label in Todoist and removes it from all tasks. - Action **Delete Project** Deletes a project. - Action **Delete section** Deletes a section and all of its tasks. - Action **Delete Task** Deletes a task. - Action **Find tasks by filter** Returns the active tasks that match a Todoist filter query, such as "today | overdue". - Action **Get comment** Returns a single Todoist comment by its ID. - Action **Get label** /api/v1/labels/{label_id} - retrieve one personal label. - Action **Get Project** Returns a single project by ID. - Action **Get section** Returns a single Todoist section by its ID. - Action **Get Task** Returns a single active task by ID. - Action **List comments** Returns all comments on a Todoist task or project. - Action **List Labels** Returns all personal labels. - Action **List project collaborators** Lists everyone who has access to a Todoist project, with their name and email. - Action **List Projects** Returns all active projects. - Action **List Sections** Returns all sections, optionally filtered by project. - Action **List Tasks** Returns active tasks, optionally filtered by project, label, or filter query. - Action **Move task** Moves a task to another project, section or parent task. - Action **Reopen Task** Reopens a previously completed task. - Action **Update comment** Updates the text of an existing Todoist comment and returns the updated comment. - Action **Update label** Update a personal label's name, color, order or favorite status. Fields left blank keep their current values. - Action **Update Project** Updates an existing project. - Action **Update section** /api/v1/sections/{section_id} - rename a section. - Action **Update Task** Updates an existing task. ## Each app on its own - [ **Perspective** Perspective is a mobile funnel builder which lets you create beautiful mobile experiences.](https://apiant.ai/connections/perspective) - [ **Todoist** Todoist task and project management. Create, update, complete, and organize tasks and projects, manage...](https://apiant.ai/connections/todoist) Reviews ## What our customers say ## More from Perspective - [ **Perspective to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/perspective-to-salesforce) - [ **Perspective to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/perspective-to-slack) - [ **Perspective to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/perspective-to-stripe) - [ **Perspective to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/perspective-to-shopify) - [ **Perspective to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/perspective-to-quickbooks-online) - [ **Perspective to Pipedrive** Pipedrive is a sales CRM and pipeline management tool.](https://apiant.ai/connect/perspective-to-pipedrive) ## More into Todoist - [ **ActiveCampaign to Todoist** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-todoist) - [ **FreeAgent to Todoist** FreeAgent is cloud accounting software for small businesses and freelancers — manage contacts, invoices...](https://apiant.ai/connect/freeagent-to-todoist) - [ **HelloSign to Todoist** Dropbox Sign (formerly HelloSign) e-signature platform.](https://apiant.ai/connect/hellosign-to-todoist) - [ **Knack to Todoist** Knack is an online database and app builder. Read and write records in your Knack objects.](https://apiant.ai/connect/knack-to-todoist) - [ **HubSpot to Todoist** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-todoist) - [ **Salesforce to Todoist** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-todoist) Questions ## Perspective and Todoist, answered ### ### What can start an automation from Perspective? Any of Perspective's 2 triggers in the catalog, including New Contact and New Lead via Funnel. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Todoist when something happens in Perspective? Any of Todoist's 30 actions, including Create Comment, Create Label, Create Project and Create Section. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Todoist to Perspective? Yes. When something happens in Todoist, your agent can act in Perspective too. This page covers both directions: Todoist's triggers and Perspective's actions are listed here as well. ### ### Do I have to build a connector for Perspective or Todoist? No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running. ### ### Can my AI client use Perspective and Todoist without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both. ### ### What happens when something fails? Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships. ### ### Is there a free plan? Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.