Anchor Todoist

Anchor + Todoist Integrations, Built by an AI Agent

Put Anchor + Todoist to work with AI and enterprise-grade automation

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See the kind of workflows teams build with Anchor and Todoist below — describe the exact one you want above and the Agent builds it on demand.

Anchor + Todoist When agreement amendments are approved in Anchor, create task items in Todoist. See details
Generate invoices when project milestones finish When a task is completed in Todoist, automatically create an invoice in Anchor so billing occurs immediately without delay. See details
Move project tasks when invoices become overdue When an invoice is marked overdue in Anchor, automatically move the associated project task in Todoist to an on-hold stage. See details
Add task notes when client payments are received When a payment is received in Anchor, automatically add a comment to the client task in Todoist confirming payment receipt. See details

Browse the full workflow library →

Looking to achieve something else with Anchor and Todoist?

Just describe what you need — the Agent researches both APIs and builds the real automation on demand.

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Triggers & actions for Anchor and Todoist

Everything Anchor and Todoist can do inside a workflow — the triggers that start one and the actions that run when it fires.

Anchor Explore Anchor →

An automated billing and proposal management platform designed for professional service providers and accounting firms.

Triggers
Agreement Amended

Triggers when an agreement is amended.

Agreement Amendments Approved

Triggers when amendments to an agreement are approved.

Agreement Terminated

Triggers when an agreement is terminated.

Invoice Paid

Triggers when an invoice is paid in full (either collected by Anchor or marked paid externally).

Invoice Payment Collected

Triggers when payment for an invoice is collected (Anchor received the funds, before settlement).

Invoice Payment Disputed

Triggers when an invoice payment is disputed by the client. Dispute details are at detailedStatus.paymentDisputed.

Actions
Add Credit to Agreement

Issues a credit on an agreement. Enter the credit amount as a positive number; Anchor records it as a credit automatically.

Create Contact

Creates a new client contact in Anchor.

Create Proposal Draft From Template

Clones a saved proposal template into a new draft. Optionally links it to an existing contact. Usually chained with Publish Proposal next.

Publish Proposal

Publishes a proposal from an existing draft and sends it to the client for approval. Typically chained after Create Proposal Draft from Template.

Todoist Explore Todoist →

Todoist is a task management and to-do list application that helps individuals and teams organize, prioritize, and complete daily tasks.

Triggers
New Completed Task

Triggers when you complete a task (including recurring tasks) on a project.

New Incomplete Task

Triggers when you add an incomplete task to a project.

New Project

Triggers when a new project is created.

Actions
Invite User to Project

Sends an e-mail to a person, inviting them to use one of your projects.

Mark Task as Completed

Marks a task as being completed.

Move Task to Section

Move a Task to a different Section.

Add Comment to Task

Adds a comment to a task (only available for Todoist Premium users).

Add Comment to Project

Adds a new comment to a project (only available for Todoist Premium users).

Create Project

Creates a new project.

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Customer Stories

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Huynh H
Developer, Multiplier
A brilliant tool to let you seamlessly integrate with many different systems. It is very easy to integrate with and customer support is next level.
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Jayesh
Co-Founder, Scrut
Seamless integration experience. Well-documented, self-explanatory APIs, and excellent service and support.
P
Poorvi
Product Manager, Onsurity
Easy to integrate. Knit's dashboard is intuitive for setting up and testing integrations, and the sandbox is extremely useful during development.
A
Aditya
Product Lead, RazorpayXPayroll
Knit shipped a brand-new Timesheet API in a week and handed us a ready-to-use NetSuite sandbox. That velocity is priceless when you're running payroll in 40+ countries.
R
Rohit Singh
GM, Payoneer Workforce Management

#1 in Ease of Integrations

4.9 out of 5 stars

4.9 out of 5 stars on G2

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FAQ

Common questions about Anchor + Todoist

Is there a pre-built Anchor + Todoist automation?

Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches Anchor and Todoist's public API docs (or your own uploaded docs) and builds a working automation.

Does this require a pre-built Anchor or Todoist connector?

No. The Agent works whether or not Anchor or Todoist already has a pre-built connector in Knit's catalog — it researches the real API surface either way.

How long does it take to build?

Minutes to build a first working version, not weeks — you test it against real data before it goes anywhere near production.

How does connecting Todoist with Anchor help our finance team?

It reduces manual data entry by initiating invoices and expense updates automatically as project milestones are completed.

Can payment updates in Anchor alter project tasks in Todoist?

Yes, when a payment is received or an invoice becomes overdue in Anchor, you can automatically move or update tasks in Todoist.

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