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Todoist

Turn caller requests into Todoist tasks with a webhook tool.

Your receptionist can add a task to Todoist when a caller asks for a callback, a quote, or anything else to follow up on. A webhook tool creates the task through Todoist’s API.

Before you start

1

Copy your API token

In Todoist, open Settings → Integrations → Developer and copy your API token. It gives full access to your Todoist account, so treat it as a secret.

2

Find the project ID

Open the project in the Todoist web app. The ID is the last part of the URL, after the final dash: in app.todoist.com/app/project/callbacks-6Jf8VQXxpwv56VQ7, it’s 6Jf8VQXxpwv56VQ7. Skip this to add tasks to your Inbox.

Create the webhook tool

Go to Integrations, select Add integration, and choose Webhook Tool.

FieldValue
Namecreate_todoist_task
Description”Create a task for the team whenever you promise the caller a follow-up, or the caller asks for something the team must handle.”
MethodPOST
URLhttps://api.todoist.com/api/v1/tasks
Request HeadersAuthorization: Bearer followed by your API token
Body Parameterscontent (string, required): “Short title with the caller’s name and what they need, for example: Call back Jane Doe about a quote.”
description (string, required): “The caller’s name, phone number, and the details of their request.”
due_string (string): “When to follow up, in plain English, for example: tomorrow at 10am. Leave it out if the caller didn’t say.”
project_id (string, required): “Always the exact value PROJECT_ID.”
Assign to agentsReceptionist

Replace PROJECT_ID with your project ID, or remove project_id to add tasks to your Inbox.

Select Enable, then test your receptionist by asking for a callback tomorrow. The task appears in the project with a due date.

Troubleshooting

ProblemWhat to check
Todoist returns 401The header value must be Bearer followed by the token. Copy it again if you reset it.
Todoist returns 400 or 404Check the project ID, and that the URL is https://api.todoist.com/api/v1/tasks. Older guides use the previous /rest/v2/ address.
Tasks have the wrong due dateTodoist reads due_string in your account’s time zone. Check it under Settings → General.
The receptionist never creates tasksMake the tool’s description name the situations where it should create one.