Changelog

Follow up on the latest improvements andย updates.

RSS

Overview
Rebuilt Course Progress Analytics is now available, giving you a faster, more reliable way to understand how learners engage with your courses. Track completion trends, identify drop-offs, and drill into individual learner progressโ€”all from a single dashboard.
๐Ÿš€ What's New?
*
Unified Dashboard
with filters for Course and Enrollment Date
*
Key Metrics
including Completion Rate, Average Progress, and Time to Complete, with period-over-period comparisons
*
Learner Journey Funnel
showing Enrolled โ†’ Started โ†’ Completed
*
Member Progress Table
with enrollment, activity, completion, and session details
*
CSV Export
for filtered reports, with email delivery for larger exports
Screenshot 2026-07-09 at 5
Screenshot 2026-07-09 at 5
Screenshot 2026-07-10 at 4
โšก Faster Performance
* ~43% faster page loads
* ~90% less data downloaded
* A smoother, more responsive analytics experience
๐ŸŽฏ Why It Matters
* Measure learner engagement from one place
* Spot learners who need attention before they disengage
* Make data-driven improvements to your courses
* Export insights to share with your team
๐Ÿ“ข Availability
Enable
New Course Progress Analytics
in
Labs
, then access it via:
Memberships โ†’ Courses โ†’ Analytics โ†’ Course Progress
๐Ÿ”ฎ Coming Next
Assessment Analytics and Revenue Analytics are coming soon to complete the Courses analytics experience.
๐Ÿ“ Overview
Improved the Schema Markup JSON view in Website & Funnel Builder so validation errors are now shown directly on the exact lines that need fixing.
Previously, JSON validation errors appeared as a general alert, which made it hard to figure out where the problem was. Now, each error is marked inline with a tooltip that explains the issue more clearly.
๐Ÿ†• Whatโ€™s improved
  • Validation errors now appear inline next to the exact JSON line causing the issue
  • Hovering over an error marker shows a plain-language explanation
  • Works for nested fields and more complex schema structures
  • Supports multi-schema (@graph) JSON, with errors routed to the correct schema block
  • Errors clear one by one as each issue is fixed
๐Ÿ” How to access
  1. Go to Website or Funnel Builder
  2. Open Edit Page
  3. Navigate to SEO & AI search optimization > Schema Markup
  4. Open Add/Edit Schema and switch to JSON view
  5. Click Validate & Save to see inline error markers
๐ŸŽฏ Why it matters
  • Makes schema errors much easier to find and fix
  • Reduces guesswork when editing large or complex JSON-LD scripts
  • Helps users save valid schema faster
  • Improves the editing experience for advanced schema use cases
๐Ÿ’ก Good to know
  • Works across Website Builder and Funnel Builder
  • Supports all schema types, including Product, Organization, FAQ, LocalBusiness, Article, Recipe, Event, and more
  • Fully supports multi-schema (@graph) payloads
image (113)
image (114)
image (115)
What's New?
We've refreshed the placeholder images used across Ecommerce Store pages and elements in the Page Builder. The new illustration-based placeholders provide a cleaner, more consistent editing experience and reduce confusion caused by realistic product images.
The updated placeholders are available across:
  • Product Listing, Product Detail, Cart, Checkout, and Thank You pages
  • Featured Product, Featured Products, Upsell, and Collection elements
We've also standardized placeholder text (for example, "
Product title
" and "
Collection title
") and improved builder previews by showing:
  • Subscription and Free Trial badges below the price on product cards
  • A product image placeholder for collections without an image instead of a gray placeholder
How to Use It?
  1. Go to
    Admin Portal โ†’ Settings โ†’ Labs
    .
  2. Search for "
    Page Builder: New Image Placeholders
    ".
  3. Toggle the feature
    On
    .
  4. Reload the Page Builder to see the updated placeholders.
Key Points to Note
  • This is a visual-only enhancementโ€”no changes to layouts, functionality, or live store content.
  • The feature only affects placeholder images shown when no product or collection is connected.
  • The Labs flag is enabled
    per sub-account
    and can be turned off anytime to restore the original placeholders.
Images:
image
image
image
We are thrilled to announce our new web templates, designed to elevate your marketing efforts. Whether building a website, creating a sales funnel, or sending email campaigns, our versatile and user-friendly templates have you covered. Fully customizable and professional, they streamline your workflow, saving you time and letting you focus on engaging your audience and driving results.
List of New Templates
------------------------------------------------------
๐Ÿš€
1 New Website Templates Published
๐Ÿš€
------------------------------------------------------
Beauty & Fashion - 1
-----------------------------------------------------
๐Ÿš€
4 New Social Templates Published
๐Ÿš€
-----------------------------------------------------
Real Estate - 2
Automotive - 2
-----------------------------------------------------
๐Ÿš€
2 New Facebook Ad Templates Published
๐Ÿš€
-----------------------------------------------------
Travel & Hospitality - Travel Blogger
Creative - Architectural Design
-----------------------------------------------------
๐Ÿš€
5 New Google Ad Templates Published
๐Ÿš€
-----------------------------------------------------
Other - Retirement Living Community
Medical - Cosmetic Medical Spa
Marketing Agency - Affiliate Marketing Services
Legal - Debt Relief Attorney
Insurance - Travel Coverage
------------------------------------------------------
๐Ÿš€
5 New LinkedIn Ads Templates Published
๐Ÿš€
------------------------------------------------------
Business Coaching & Consulting - Investment Advisor
Marketing Agency - Social Networking Services
Finance - Bookkeeper
Marketing Agency - Public Relations Firm
Insurance - Health Insurance
------------------------------------------------------
๐Ÿš€
3 New Workflows Templates Published
๐Ÿš€
------------------------------------------------------
Lead Generation & Nurturing - Voicemail Drop Follow-Up
Industry-specific - Open House Follow-Up
Industry-specific - Buyer Search Drip
------------------------------------------------------
๐Ÿ“ฃ
1 New Snapshot
๐Ÿ“ฃ
------------------------------------------------------
Travel & Hospitality - Boat Tour Agency
Boat Tour Agency - Snapshot
Buyer Search Drip - Workflow
Car Rental Agency - Social Planner
Hair Styling Salon - Website
Open House Follow-Up - Workflow
Voicemail Drop Follow-Up - Workflow
Affiliate Marketing Services - Google Ad
Architecture Firm - Social Planner
Bookkeeper - LinkedIn Ad
Cosmetic Medical Spa - Google Ad
Debt Relief Attorney - Google Ad
Health Insurance - LinkedIn Ad
Investment Advisor - LinkedIn Ad
Public Relations Firm - LinkedIn Ad
Retirement Living Community - Google Ad
Social Networking Services - LinkedIn Ad
Travel Coverage - Google Ad
Architectural Design - Facebook Ad
Travel Blogger - Facebook Ad
๐Ÿงญ Overview
We've expanded and enhanced
Roles & Permissions
to provide a consistent permission model across
Meetings, Services, and Rentals
.
The existing permissions have now been extended to Services and Rentals, you can now configure more granular permissions for
agency/account admins/users
, making it easier to control exactly what each team member can view and manage across all scheduling modules.
โœ… What's New
  • Extended the existing permission model from Meetings to Services and Rentals.
  • Existing permissions now cover:
  1. Appointments & bookings
    across Meetings, Services, and Rentals.
  2. Groups & categories
    across Meetings, Services, and Rentals.
  3. Setup
    for calendars, services, and rental listings.
  • Added a new
    Manage associated resources
    permission to control access to locations, staff, resources, add-ons, and other related components.
  • Added a new
    Manage preferences & global settings
    permission to independently control access to module-level global settings and preferences.
๐Ÿ” How It Works
Each module now follows the same permission structure:
  • View Calendars
    โ€“ Access Meetings, Services, or Rentals.
  • Manage setup
    โ€“ Manage calendars, services, or rental listings.
  • Manage appointments
    โ€“ Manage appointments and bookings across all verticals.
  • Manage groups/categories
    โ€“ Manage meeting groups, service categories, and rental categories.
  • Manage associated resources
    โ€“ Manage locations, staff, resources, add-ons and other associated components.
  • Manage preferences & global settings
    โ€“ Manage vertical-level global settings and preferences.
Administrators can mix and match these permissions to create role-specific access for every team member.
๐Ÿ› ๏ธ How to Set It Up
  1. Agency View
  • Navigate to:
  • Settings โ†’ Team โ†’ Select Team Member โ†’ Roles & Permissions โ†’ Calendars
  1. Account View
  • Navigate to:
  • Settings โ†’ My Staff โ†’ Select Team Member โ†’ Roles & Permissions โ†’ Calendars
Configure the required View and Manage permissions, then click Save.
๐ŸŽฏ Why This Matters
  • Brings a
    consistent permissions experience
    across Meetings, Services, and Rentals.
  • Gives administrators
    more granular control
    over what each team member can manage.
  • Makes it easier to assign role-specific responsibilities without granting unnecessary access.
  • Improves security and scalability as teams and operations grow.
Agency permissions
Account view
We are thrilled to announce our new web templates, designed to elevate your marketing efforts. Whether building a website, creating a sales funnel, or sending email campaigns, our versatile and user-friendly templates have you covered. Fully customizable and professional, they streamline your workflow, saving you time and letting you focus on engaging your audience and driving results.
List of New Templates
------------------------------------------------------
๐Ÿš€
1 New Website Templates Published
๐Ÿš€
------------------------------------------------------
Real Estate - 1
-----------------------------------------------------
๐Ÿš€
4 New Social Templates Published
๐Ÿš€
-----------------------------------------------------
Other - 2
Medical - 2
-----------------------------------------------------
๐Ÿš€
2 New Facebook Ad Templates Published
๐Ÿš€
-----------------------------------------------------
Other - 1
Insurance - 1
-----------------------------------------------------
๐Ÿš€
5 New Google Ad Templates Published
๐Ÿš€
-----------------------------------------------------
Home Services - Bathroom Remodel Contractor
Health & Wellness - Health Club
Finance - Accounting Bookkeeper
Creative - Mobile DJ
Business Coaching & Consulting - Personal Development Coach
-----------------------------------------------------
๐Ÿš€
2 New LinkedIn Templates Published
๐Ÿš€
-----------------------------------------------------
Creative - 1
Real Estate - 1
-----------------------------------------------------
๐Ÿš€
3 New LinkedIn Templates Published
๐Ÿš€
-----------------------------------------------------
Lead Generation & Nurturing - Facebook Lead Ad Auto-Responder
Industry-Specific - Property Inquiry Follow-Up
Industry-Specific - Home Valuation Funnel
------------------------------------------------------
๐Ÿ“ฃ
1 New Snapshot
๐Ÿ“ฃ
------------------------------------------------------
Restaurant & Bar - Donut Shop
Dollar Store - Facebook Ad
Graphic Designer - LinkedIn Ad
Home Staging - Website
Home Valuation Funnel - Workflow
Pet Grooming - Social Planner
Pharmacy - Social Planner
Property Inquiry Follow Up - Workflow
Property Inspector - LinkedIn Ad
Accounting Bookkeeper - Google Ads
Bathroom Remodel Contractor - Google Ads
Donut Shop - Snapshot
Health Club - Google Ads
Mobile DJ - Google Ads
Personal Development Coach - Google Ads

new

improved

Automations

Targeted Edits in AI Builder

Overview
AI Builder now follows targeted-edit instructions with far greater precision. Name the actions or triggers you want changed and it updates exactly those, leaving everything else untouched. It can also apply the same change across many actions in a single instruction, so bulk edits that once meant opening each action by hand now happen in one pass.
What's New
  1. Sharper scoped-edit instruction following โ€” Name the actions or triggers you want changed (all of them, a set number, or only specific ones) and AI Builder applies the change to exactly that set.
Screenshot 2026-07-11 at 12
  1. Bulk copy edits โ€” Update email, SMS, or any-channel copy across multiple actions in a single pass.
Screenshot 2026-07-11 at 12
  1. Bulk pipeline stage swaps โ€” Change pipeline stages across all or specific actions and triggers at once.
Screenshot 2026-07-11 at 12
  1. Bulk sender identity โ€” Set From Name and From Email across all or selected email actions in one instruction.
Screenshot 2026-07-11 at 12
  1. Precise targeting โ€” Provide exact copy for 20 of your 50 emails and AI Builder edits only those 20, leaving the rest unchanged.
How to Use
  1. Open the AI assistant in the sidebar within the workflow builder.
  2. Describe the change and its scope (e.g., "Set the From Name to Aviv in all email actions" or "Update the SMS copy in only the first two actions").
  3. Review the preview and save.
Why This Matters
Editing effort no longer scales with workflow size. On long, complex workflows, the bottleneck has always been the manual, action-by-action grindโ€”and that's exactly what a single scoped instruction removes, so the largest automations see the biggest gains. Just as important, reliable scoping is what makes AI-driven bulk editing safe to trust at scale: changes apply only to the set you name, with no spillover into actions you didn't touch.
New Channel Management Experience
Channel Management changes how AI bots are assigned to your conversation channels. Instead
of relying on a single "Primary Bot," any bot can now be assigned directly to specific
channels and respond independently.
What's new
  • No more "Primary Bot" requirement.
    Bots are assigned directly to channels (SMS,
Email, Facebook, Instagram, WhatsApp, Live Chat, Web Chat).
  • Granular routing.
    Route by channel, by specific account/number, and by contact tags โ€”
for example, send VIP-tagged contacts to one bot and everyone else to another.
  • Specificity wins.
    A more targeted assignment takes priority over a broader one (e.g.
"Facebook + VIP tag" overrides a general "Facebook" assignment).
  • No duplicate assignments.
    Two bots can't share the exact same channel + identifier +
tag configuration.
How to turn it on
  1. Open
    Labs
    at the sub-account level.
  2. Enable the flag named
    "Conversations AI Channel Management"
    .
  3. Wait about 5 minutes
    for your existing setup to migrate before testing.
Migration runs automatically once the flag is on โ€” you don't need to recreate your bots.
What happens to your existing bots (migration)
  • Your current Primary Bot is preserved.
    During migration it's automatically assigned
to the channels it already supports, so it keeps responding exactly as before.
  • Bots that were
    not
    the Primary Bot keep their settings, but you assign them to
channels using the new channel assignment controls.
  • Bot assigned directly to a contact still takes top priority
    โ€” regardless of channel.
Previously, if a bot was assigned to a contact but had that channel disabled, it wouldn't
reply. Now that per-bot supported channels are deprecated, an assigned bot will reply as
long as it's in autopilot mode, while still honoring all other settings (such as sleep
time).
The "first bot is primary" concept is gone
Previously, the first bot you created for a sub-account was automatically made the
location's
Primary Bot
. That concept is deprecated โ€” there's no automatic primary
anymore. To get a bot to reply, you simply
enable the channels
you want it to handle.
Facebook & Instagram with multiple accounts
  • Each connected Facebook Page or Instagram account is treated as a separate channel
identifier.
  • After migration, your existing bot responds across
    all
    connected Facebook/Instagram
accounts by default.
  • To route them separately, assign a specific bot to a specific Page/account โ€” each
connected account can be handled by a different bot.
Snapshots
What happens to a loaded snapshot depends on when the original bots were set up:
  • Snapshot from an older setup (before Channel Management):
    the bot that was the Primary
Bot keeps responding automatically โ€” it's assigned its supported channels for you on the
first incoming message, no manual setup needed.
  • Snapshot from a Channel Management setup:
    loaded bots come in without channel
assignments.
Assign each bot to the channels you want it to handle
before it will
respond.
  • Either way, review each loaded bot's channel assignments before going live to confirm
they match how you want conversations routed.
Tags and segmentation
  • Assignments can include
    include
    and
    exclude
    tag filters.
  • Two bots can share the same channel as long as their tag filters differ โ€” this is how you
split traffic (for example, VIPs to one bot, everyone else to another).
Workflows and transfers
  • The
    "Update Conversation AI Bot and Status"
    workflow action is still supported and is
now
channel-agnostic
โ€” the workflow-assigned bot responds for that contact across any
channel, without a separate channel assignment.
  • Transfer Bot
    continues to work. A transferred bot can respond to the contact even
without a pre-set channel assignment for that conversation.
  • Sleep / pause behavior is preserved โ€” a manual reply pauses the assigned bot for its
configured duration (when enabled), no matter which bot is handling the contact.
IMPORTANT: When this feature is enabled, any agent assigned using Update Conversation AI Bot and Status, that agent will respond on all channels. The previous Supported Channels configuration has been deprecated and is no longer used to determine where an agent responds.
Not supported yet
  • Public API
    is not supported for managing channel assignments โ€” please use the in-app
Channel Management controls.
Need help
If a bot isn't responding as expected after enabling the flag, confirm the bot is assigned
to the correct channel (and account, for Facebook/Instagram) and that its tag filters match
the contact.
We've redesigned the Prospect AI experience to give you better visibility into what your AI sales agents are doing, what they've found, and what's happening behind the scenes.
Managing multiple AI agents is now easier than ever.
๐Ÿ” What's New
Redesigned AI agent cards
Screenshot 2026-07-10 at 3
Your AI agents now provide more useful information at a glance. Each agent card now shows:
  1. Total prospects discovered
  2. Last successful run
  3. Next scheduled run
  4. Agent description and specialization
  5. Quick access to view all prospects found by that agent
  6. No more opening each agent just to understand its status.
New agent home
Clicking an AI agent no longer takes you straight into edit mode. Instead, you'll now land on the agent's own workspace with two dedicated views:
Summary
  1. Agent configuration
  2. Prospect statistics
  3. Prospect finding criteria
  4. Next scheduled run
  5. Quick access to all discovered prospects
Screenshot 2026-07-10 at 3
Activity
  1. Complete execution history
  2. Previous runs
  3. Upcoming schedules
  4. Success and failure logs
From here, you can review your agent's performance before making changes.
Introducing the agent activity center
Screenshot 2026-07-10 at 3
For the first time, Prospect AI now explains what your AI agent has been doing. Now review:
  • When the agent last ran
  • When it's scheduled to run next
  • How many prospects were found
  • Which business categories were discovered
  • Historical execution logs
If no prospects are found, Prospect AI now tells you why and suggests improvements such as:
  • Increase search radius
  • Relax conversion score filters
  • Lower GBP rating requirements
  • Upgrade to high monthly limit or change limit allocation across agents
Screenshot 2026-07-10 at 3
Instead of wondering why nothing happened, you'll now receive actionable recommendations.
Dashboard metrics & faster navigation
The Prospect AI dashboard now includes quick insights across all your agents. See at a glance:
  1. Total AI agents
  2. Active agents
  3. Total prospects discovered
  4. Monthly lead usage
We've also added a search bar so you can quickly find and manage specific agents as your AI team grows.
Native CRM pipeline integration
Screenshot 2026-07-10 at 3
Prospect AI now integrates directly with your CRM pipelines. When configuring an agent, you can choose:
  • Which pipeline new prospects should enter
  • Which stage they should be placed in
Every newly discovered prospect can now be automatically added to your CRM pipeline, making it immediately ready for review, automation, and outreach.
This eliminates manual movement between Prospecting and your sales pipeline.
Why this matters
Prospect AI is becoming much more than an automated lead finder. With better visibility, execution history, smarter recommendations, and native CRM integration, your AI agents now behave more like members of your sales team.
You can now:
  • Understand what every agent is doing
  • Diagnose why an agent isn't finding prospects
  • Review every prospect an agent has discovered
  • Automatically move new prospects into your sales pipeline
  • Manage your growing AI sales team from a single dashboard
Prospect AI continues to evolve from a simple prospect discovery tool into a
complete AI SDR
and sales engineโ€”helping you discover, qualify, organize, and prepare prospects for outreach with minimal manual work.
Have more ideas or feedback how Prospect AI can further make your outbound prospecting easier and efficient - do drop them here
Overview
Todoist is a task-management platform used by teams and individuals to organize work into projects, sections, and tasks, with support for labels, priorities, due dates, deadlines, comments, and collaboration. The Todoist integration brings these primitives into the Workflow Builder so task-lifecycle activity fires customer-facing automations, and any workflow can manage Todoist tasks and projects without leaving the builder.
About the Integration
The integration ships with two halves:
  • Triggers (Todoist โ†’ Workflows): Three polling triggers โ€” New incomplete task, New completed task, New project โ€” all polling every 5 minutes.
  • Actions (Workflows โ†’ Todoist): Twelve actions covering task lifecycle (create, update, mark complete), task and project comments, project creation and section moves, discovery (find tasks, find projects, find user), and collaborator management (get collaborators, invite user).
All triggers and actions are flagged as premium workflow components โ€” premium action credits apply at the standard automation rate. Todoist plan usage (projects, tasks, collaborators, integrations) is billed by Todoist directly on your Todoist account.
How to Set Up Todoist
Before any Todoist trigger or action can run, the integration has to be connected via OAuth.
  • Connect via the Workflow Builder (recommended)
  • Open Automation โ†’ Workflows and pick (or create) a workflow.
  • Add a Todoist trigger or action โ€” search for Todoist in the Apps tab.
  • Select any Todoist trigger or action.
  • On the panel, click Connect your account.
  • You will be redirected to Todoistโ€™s OAuth authorization screen. Approve the requested scopes.
  • You will be returned to the Workflow Builder; the panel will update to show Connected.
Connect via Settings (alternative path)
  • Go to Settings โ†’ Integrations.
  • Locate Todoist and click Connect.
  • Complete the OAuth flow.
image
image
Example: Setting Up a Trigger (New incomplete task)
This walkthrough wires up a workflow that fires every time a new task is created in a specific Todoist project. The same configuration shape applies to New completed task and New project โ€” only the trigger selection and applicable filters change.
Step 1: Add the trigger
  • Open the workflow and click Add trigger.
  • Switch to the Apps tab and search for Todoist.
  • Select New incomplete task.
Step 2: Configure the trigger
  • Connected Account โ€” pick the Todoist account this trigger should watch.
  • Workflow Trigger Name โ€” a meaningful label, e.g. โ€˜New Support Taskโ€™.
  • Filters โ†’ Project โ€” pick a project to scope to (helper text reads โ€˜Only trigger for tasks in this projectโ€™). Leave empty to fire on tasks in any project.
  • Add filters (optional) โ€” layer on additional conditions (label, priority, due-date range).
Step 3: Test the trigger
  • Click Find new records inside the Test your trigger panel.
  • If no matching records appear, add a task to the target Todoist project and wait one polling cycle (5 minutes), then re-fetch.
  • Select the returned record as the mapping reference.
  • Click Save trigger.
image
Example: Setting Up an Action (Create task)
This walkthrough creates a Todoist task from a workflow event โ€” the most common outbound-to-Todoist pattern.
Step 1: Add the action
  • Inside the workflow, click Add to insert a new step.
  • Open the Apps tab and select Todoist.
  • Choose Create task from the action list.
Step 2: Configure the action
  • Connected Account โ€” pick the Todoist account where the task should be created.
  • Action Name โ€” e.g. โ€˜Create Task from Form Submissionโ€™.
  • Project โ€” pick from the dropdown. Defaults to Inbox if not specified. Use Find projects upstream to resolve the project ID from a project name if it isnโ€™t known at build time.
  • Title (required) โ€” the task title. Keep it concise for clean rendering in Todoistโ€™s task lists.
  • Note โ€” a detailed description for the task, if the title alone doesnโ€™t carry enough context.
  • Due Date (Human Formatted) OR Due Date (Raw Formatted) โ€” pick one, not both. See โ€˜Working with Due Dates and Deadlinesโ€™ above.
  • Deadline Date (optional) โ€” hard deadline in YYYY-MM-DD. Todoist deadlines donโ€™t support a time component.
Step 3: Test the action
  • Click Test action.
  • Confirm โ€” this creates a real task in Todoist. Use a clearly-marked title (โ€˜TEST โ€” DELETEโ€™) if testing against a production project.
  • Save the action and run a full Test workflow before publishing.
image
image
How to Test Triggers and Actions
Always test before publishing. Testing locks the payload schema and gives downstream steps a real record to map against.
Test a trigger
  • Inside the trigger panel, click Find new records.
  • If no matching records appear, create or complete a task in Todoist (or create a project) and wait one polling cycle (5 minutes), then re-fetch.
  • Select the returned record as the mapping reference.
Test an action
  • Inside the action panel, click Test action.
  • The action runs against the live Todoist account โ€” real tasks, comments, or projects are created.
  • Verify in Todoist and clean up test records afterwards.
Common Use Cases
Use Case 1: Form submission โ†’ Todoist task in the right project
Goal: Route inbound requests into Todoist as tasks with the right project, labels, and priority.
Workflow Setup:
  • Trigger: Form submission
  • Optional: Branch on form input to determine the right project or priority
  • Action: Find projects (resolve the target project ID by name)
  • Action: Create task (title from form, note with the full submission body, priority based on urgency signal, labels for team routing)
Example: A customer submits a support request marked โ€˜urgentโ€™. The workflow finds the โ€˜Support Backlogโ€™ project and creates a P1 task with the full request as the note, labeled โ€˜external-reportโ€™ โ€” the support lead sees it in Todoist within seconds without leaving their task list.
Use Case 2: Task completed โ†’ close the loop in the platform
Goal: Take action when a Todoist task is marked complete.
Workflow Setup:
  • Trigger: New completed task (filter by project)
  • Action: Match the task back to the originating CRM contact (via a stored task ID or a label carrying the contact reference)
  • Action: Update contact / send notification / advance a stage
Example: A โ€˜Follow up with Acmeโ€™ task is marked complete in the AEโ€™s Todoist. Within 5 minutes, the CRM contactโ€™s custom field is updated (โ€˜last touched: todayโ€™) and the deal stage is bumped โ€” Todoist stays the AEโ€™s working list, and the CRM records get updated for free.
Use Case 3: Team task with due date and label
Goal: Create a task on a shared project with proper metadata for routing and reporting.
Workflow Setup:
  • Trigger: Any operational event needing follow-up
  • Action: Create task (Project = shared team project, Priority = P2, Labels = โ€˜needs-reviewโ€™)
  • Action: Add comment to task (context / links / instructions)
Example: A signup-abandonment automation creates a task in the CS teamโ€™s Todoist project with a note linking to the abandoned session, priority P2, and label โ€˜needs-reviewโ€™ โ€” a CS agent picks it up within their normal workflow.
Load More
โ†’