--- title: "Connect Todoist and Upsales - APIANT.ai" description: "When \"New Completed Task\" fires in Todoist, your agent runs \"Add order\" in Upsales, or \"New Activity\" in Upsales to \"Create Task\" in Todoist." canonical: "https://apiant.ai/connect/todoist-to-upsales" --- # Connect Todoist and Upsales When **New Completed Task** fires in [Todoist](https://apiant.ai/connections/todoist), your agent runs **Add order** in [Upsales](https://apiant.ai/connections/upsales), or **New Activity** in Upsales to **Create Task** in Todoist. Describe the whole flow and it is built, tested on every scenario and kept running. Todoist **3** triggers Todoist **30** actions Upsales **6** triggers Upsales **12** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Todoist and Upsales 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 Todoist and Upsales can do together ### From Todoist to Upsales - When **New Completed Task** in Todoist then **Add order** in Upsales - When **New Incomplete Task** in Todoist then **Create Contact** in Upsales ### From Upsales to Todoist - When **New Activity** in Upsales then **Create Task** in Todoist - When **New Appointment** in Upsales then **Create Comment** in Todoist 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 Todoist and Upsales ## Triggers and actions 9 triggers · 42 actions - 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. - Trigger **New Activity** Triggers when a new activity (to-do or phone call) is created in Upsales. - Trigger **New Appointment** Triggers when a new appointment is created in Upsales. - Trigger **New Company** Triggers when a new company is created in Upsales. - Trigger **New Contact** Triggers when a new contact is created in Upsales. - Trigger **New Opportunity** Triggers when a new opportunity (an open order with probability between 1 and 99) is created in Upsales. - Trigger **New Order** Triggers when a new order (a won deal at 100% probability) is created in Upsales. - Action **Add order** Creates an order in Upsales for a company, with its stage, owner and product rows. - Action **Add product** Creates a new product in Upsales, optionally with per-currency prices or as a bundle of other products. - Action **Create Contact** Creates a contact person in Upsales, linked to a company. - Action **Delete company** Deletes a company in Upsales. - Action **Delete contact** Deletes a contact in Upsales. - Action **Find a Company** Finds companies in Upsales by name and returns the matching companies. - Action **Find a Contact** Finds contacts in Upsales by email address or name. - Action **Find opportunities by criteria** Returns open opportunities (probability 1-99) matching the given description, company, stage, owner or contact. - Action **Find orders by criteria** Finds won orders in Upsales matching a description, company, stage, owner or contact. - Action **Find products by criteria** Finds products in Upsales matching a name, article number, category or active status. - Action **Update opportunity** Updates an existing opportunity in Upsales, such as its stage, probability, close date, products or custom fields. - Action **Update order** Updates an existing order in Upsales — its description, date, owner, company, stage, probability, order rows and custom fields. ## Each app on its own - [ **Todoist** Todoist task and project management. Create, update, complete, and organize tasks and projects, manage...](https://apiant.ai/connections/todoist) - [ **Upsales** The revenue engine for fast-growing businesses. You need to move fast and sell more.](https://apiant.ai/connections/upsales) Reviews ## What our customers say ## More from Todoist - [ **Todoist to Trello** Trello is a visual collaboration tool that organizes projects into boards, lists, and cards.](https://apiant.ai/connect/todoist-to-trello) - [ **Todoist to Zoom** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connect/todoist-to-zoom) - [ **Todoist to Twilio** Cloud communications platform for sending SMS/MMS messages, making and managing voice calls, and looking up...](https://apiant.ai/connect/todoist-to-twilio) - [ **Todoist to Typeform** Build and publish online forms, surveys, and quizzes with Typeform.](https://apiant.ai/connect/todoist-to-typeform) - [ **Todoist to Webflow** Webflow is a professional website builder and CMS for designing, building, and launching responsive...](https://apiant.ai/connect/todoist-to-webflow) - [ **Todoist to Wix** The Wix website builder gives businesses of any size the tools to create, manage and grow a fully integrated...](https://apiant.ai/connect/todoist-to-wix) ## More into Upsales - [ **HubSpot to Upsales** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-upsales) - [ **Salesforce to Upsales** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-upsales) - [ **Slack to Upsales** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-upsales) - [ **Google Sheets to Upsales** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-upsales) - [ **Gmail to Upsales** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-upsales) - [ **Google Calendar to Upsales** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-upsales) Questions ## Todoist and Upsales, answered ### ### What can start an automation from Todoist? Any of Todoist's 3 triggers in the catalog, including New Completed Task, New Incomplete Task and New Project. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Upsales when something happens in Todoist? Any of Upsales's 12 actions, including Create Contact, Update opportunity, Update order and Add order. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Upsales to Todoist? Yes. When something happens in Upsales, your agent can act in Todoist too. This page covers both directions: Upsales's triggers and Todoist's actions are listed here as well. ### ### Do I have to build a connector for Todoist or Upsales? 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 Todoist and Upsales 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.