Log activity in CRM when task comments are added

When a comment is added to a client task in Todoist, automatically log the activity in Loanzify on the customer record.

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See all Loanzify + Todoist integrations or talk to a human

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How Knit builds this workflow

The Agent researches both APIs and wires the trigger on one side to the action on the other — no pre-built connector required. Here is the vocabulary it has to work with.

Loanzify Explore Loanzify →

Triggers

New contact or lead

Fires when a new contact or lead is added to Loanzify.

Contact updated

Fires when a field on a contact changes in Loanzify.

Deal or record stage changed

Fires when a deal, case or record moves to a new stage in Loanzify.

Deal won

Fires when a deal is marked won in Loanzify.

Actions

Create or update contact

Creates or updates a contact in Loanzify.

Create deal

Creates a new deal in Loanzify.

Update record stage

Moves a deal or record to a new stage in Loanzify.

Log activity

Logs a call, email, or note against a record in Loanzify.

Todoist Explore Todoist →

Triggers

New task created

Fires when a new task, job or item is created in Todoist.

Task completed

Fires when a task in Todoist is marked complete.

Due date approaching

Fires when a task's due date in Todoist is coming up.

Status changed

Fires when a task, job or project changes status in Todoist.

Actions

Create task

Creates a new task, job or item in Todoist.

Update task

Updates a task's status or assignee in Todoist.

Add comment

Posts a comment on a task in Todoist.

Assign task

Assigns a task in Todoist to a team member.

Generate project tasks when deals are won When a deal is won in Loanzify, automatically create a project task in Todoist to kick off client onboarding. See details

Update CRM deal stages when project tasks complete When a milestone task is completed in Todoist, automatically update the deal stage in Loanzify to keep sales reps informed. See details

See all Loanzify + Todoist integrations → · Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Log activity in CRM when task comments are added” between Loanzify and Todoist?

Yes — describe it in the box above and Knit's Integrations Agent researches Loanzify and Todoist's public API docs (or your own uploaded docs) and builds a working workflow, whether or not either app already has a pre-built connector.

How long does it take to build?

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

How does connecting Todoist and Loanzify help sales and delivery teams?

It bridges revenue and fulfillment, automatically converting won deals into project work and keeping sales reps updated on project status.

Can deal changes in Loanzify automatically spin up project tasks?

Yes, when a deal is won or changes stages in Loanzify, you can instantly create initial project tasks in Todoist.