Generate project agreements on task creation

When a new task is created in Todoist, automatically generate a document from a template in LunaNotes and send it for signature.

Try:

See all LunaNotes + 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.

LunaNotes Explore LunaNotes →

Triggers

New note created

Fires when a new note or document is created in LunaNotes.

Note updated

Fires when an existing note or document changes in LunaNotes.

Document sent for signature

Fires when a document in LunaNotes is sent out for signature.

Actions

Create a document from a template

Generates a new document in LunaNotes from a saved template.

Create or append to a note

Creates a note in LunaNotes or adds text to an existing one.

Convert a document to PDF

Converts a file in LunaNotes to PDF.

Send a document for signature

Sends a document from LunaNotes out for signature.

Todoist Explore Todoist →

Triggers

New task created

Fires when a new task or card 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.

Comment added

Fires when a comment is added to a task in Todoist.

Actions

Create task

Creates a new task in Todoist.

Update task

Updates a task's status or assignee in Todoist.

Add comment

Posts a comment on a task in Todoist.

Move task

Moves a task in Todoist to a different board or list.

Convert meeting notes into actionable tasks When a new note is created in LunaNotes, automatically create a task in Todoist so project team members can follow up. See details

Append completion details to project notes When a task is completed in Todoist, automatically append the updates to a running project summary note in LunaNotes. See details

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

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FAQ

Common questions

Can Knit build “Generate project agreements on task creation” between LunaNotes and Todoist?

Yes — describe it in the box above and Knit's Integrations Agent researches LunaNotes 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 notes to project management simplify client onboarding?

You can automatically send contracts for signature in LunaNotes as soon as a new onboarding task is created in Todoist.

Can meeting notes automatically generate actionable project tasks?

Yes, creating a new meeting note in LunaNotes can automatically create a corresponding task in Todoist for team members to execute.