Add new iOS reminders to Todoist as tasks
How this automation works
Stay on top of potential leads by automatically creating a follow-up task when someone reads through one of your DocSend documents completely. This Applet runs each time a visitor reaches 100% completion on a selected document and adds a new task to your chosen Todoist project. Perfect for sales teams and account managers who want to follow up right after meaningful engagement.
If
Trigger ingredients
DocName
LinkName
VisitTime
VisitorEmail
VisitorName
VisitorCompany
VisitUrl
Then
Action fields
project_id
task_content
note
due_date
priority
task_description
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Create your own Todoist and DocSend workflow
Create custom workflows effortlessly by selecting triggers, queries, and actions. With IFTTT, it's simple: “If this” trigger happens, “then that” action follows. Streamline tasks and save time with automated workflows that work for you.
23 triggers, queries, and actions
Any new 100% completion visit
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
This Trigger fires every time you get a new visit where the visitor reads through the entirety of any document.
Any new visit
Realtime trigger
Realtime Applets run after the trigger service notifies IFTTT of a new trigger event. Since IFTTT is notified proactively of new trigger events, realtime Applets normally run within a few seconds of a trigger event occurring.
This Trigger fires every time you get a new visit to any document.
New 100% completion visit to document
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
This Trigger fires every time you get a new visit where the visitor reads through the entirety of a specific document.
New completed task
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
This Trigger fires every time a task is marked as completed in Todoist.
New completed task with label
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
This Trigger fires every time a task is marked as completed with a label you specify.
New Link created
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
This trigger fires when you create a new link in DocSend.
New Space created
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
This trigger fires when you create a new Space in DocSend.
New task created
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
This Trigger fires every time you create a new task in Todoist.
New task created in section
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
This Trigger fires every time you create a new task in a Todoist section.
New task created with label
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
This Trigger fires every time you create a new task with a label you specify.
New visit to a specific document
Realtime trigger
Realtime Applets run after the trigger service notifies IFTTT of a new trigger event. Since IFTTT is notified proactively of new trigger events, realtime Applets normally run within a few seconds of a trigger event occurring.
This Trigger fires every time you get a new visit to a specific document.
Space Download
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
This trigger fires when a visitor downloads a space
History of 100% completion visits
Query
A query lets your Applet retrieve extra data that isn't included in the trigger, so that your automation can include more complete or useful information.
This query returns a list of every time you get a new visit where the visitor reads through the entirety of any document.
History of 100% completion visits to document
Query
A query lets your Applet retrieve extra data that isn't included in the trigger, so that your automation can include more complete or useful information.
This query returns a list of every time you get a new visit where the visitor reads through the entirety of a specific document.
History of completed task with label
Query
A query lets your Applet retrieve extra data that isn't included in the trigger, so that your automation can include more complete or useful information.
This query returns a list of every time a task was marked as completed with a label you specified. NOTE: Labels are only supported for Todoist Premium users.
History of completed tasks
Query
A query lets your Applet retrieve extra data that isn't included in the trigger, so that your automation can include more complete or useful information.
This query returns a list of every time a task is marked as? ?completed in Todoist.
History of Links created
Query
A query lets your Applet retrieve extra data that isn't included in the trigger, so that your automation can include more complete or useful information.
This query returns a list of when you create a new link in DocSend.
History of Spaces created
Query
A query lets your Applet retrieve extra data that isn't included in the trigger, so that your automation can include more complete or useful information.
This query returns a list of when you create a new Space in DocSend.
History of tasks created
Query
A query lets your Applet retrieve extra data that isn't included in the trigger, so that your automation can include more complete or useful information.
This query returns a list of every time you create a new task in Todoist.
History of tasks created with label
Query
A query lets your Applet retrieve extra data that isn't included in the trigger, so that your automation can include more complete or useful information.
This query returns a list of every time you create a new task with a label you specify. NOTE: Labels are only supported for Todoist Premium users.
History of visits
Query
A query lets your Applet retrieve extra data that isn't included in the trigger, so that your automation can include more complete or useful information.
This query returns a list of every time you get a new visit to any document.
History of visits to a specific document
Query
A query lets your Applet retrieve extra data that isn't included in the trigger, so that your automation can include more complete or useful information.
This query returns a list of every time you get a new visit to a specific document.
Create task
Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
This Action will create a new task in the project and section you specify.
Any new 100% completion visit
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
This Trigger fires every time you get a new visit where the visitor reads through the entirety of any document.
Any new visit
Realtime trigger
Realtime Applets run after the trigger service notifies IFTTT of a new trigger event. Since IFTTT is notified proactively of new trigger events, realtime Applets normally run within a few seconds of a trigger event occurring.
This Trigger fires every time you get a new visit to any document.
Create task
Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
This Action will create a new task in the project and section you specify.
History of 100% completion visits
Query
A query lets your Applet retrieve extra data that isn't included in the trigger, so that your automation can include more complete or useful information.
This query returns a list of every time you get a new visit where the visitor reads through the entirety of any document.
History of 100% completion visits to document
Query
A query lets your Applet retrieve extra data that isn't included in the trigger, so that your automation can include more complete or useful information.
This query returns a list of every time you get a new visit where the visitor reads through the entirety of a specific document.
History of completed task with label
Query
A query lets your Applet retrieve extra data that isn't included in the trigger, so that your automation can include more complete or useful information.
This query returns a list of every time a task was marked as completed with a label you specified. NOTE: Labels are only supported for Todoist Premium users.
History of completed tasks
Query
A query lets your Applet retrieve extra data that isn't included in the trigger, so that your automation can include more complete or useful information.
This query returns a list of every time a task is marked as? ?completed in Todoist.
History of Links created
Query
A query lets your Applet retrieve extra data that isn't included in the trigger, so that your automation can include more complete or useful information.
This query returns a list of when you create a new link in DocSend.
History of Spaces created
Query
A query lets your Applet retrieve extra data that isn't included in the trigger, so that your automation can include more complete or useful information.
This query returns a list of when you create a new Space in DocSend.
History of tasks created
Query
A query lets your Applet retrieve extra data that isn't included in the trigger, so that your automation can include more complete or useful information.
This query returns a list of every time you create a new task in Todoist.
History of tasks created with label
Query
A query lets your Applet retrieve extra data that isn't included in the trigger, so that your automation can include more complete or useful information.
This query returns a list of every time you create a new task with a label you specify. NOTE: Labels are only supported for Todoist Premium users.
History of visits
Query
A query lets your Applet retrieve extra data that isn't included in the trigger, so that your automation can include more complete or useful information.
This query returns a list of every time you get a new visit to any document.
Build an automation in seconds!
If
Select a trigger the automation will use
Then
Select an action the automation will perform
You can add delays, queries, and more actions in the next step!
More on Todoist and DocSend
About Todoist
Todoist is a to-do list app and online task manager that works across 15 different platforms including Web, iOS, Android, Google Chrome, Mac, and Outlook. Turn on Applets to quickly and automatically create new tasks, and sync or share tasks across other systems and services. Download the Todoist app today and start automating with IFTTT.
Todoist is a to-do list app and online task manager that works across 15 different platforms including Web, iOS, Android, Google Chrome, Mac, and Outlook. Turn on Applets to quickly and automatically create new tasks, and sync or share tasks across other systems and services. Download the Todoist app today and start automating with IFTTT.
About DocSend
DocSend tells you what happens to your documents after you send them. Know when to follow up, who to follow up with, and what to focus on, enabling you to do business faster.
DocSend tells you what happens to your documents after you send them. Know when to follow up, who to follow up with, and what to focus on, enabling you to do business faster.