Integrate your application with todo.vu using Zapier

You can connect any one of hundreds of applications to todo.vu by making use of Zapier and todo.vu’s Add-Task Connectors.

In Zapier, the todo.vu Add-Task Zap allows you to pass information into todo.vu and create tasks automatically. You can set almost any property on a task including due dates, labels and followers. This is a great way to further automate your business.

There are 2 main components to be aware of:

  1. The todo.vu Add Task Connector – inside todo.vu you can create any number of connectors. Each connector creates a URL to which data can be posted. You can then configure these connectors to automatically set properties on the tasks they create and route the tasks to specific assignees, clients and projects. You can think of each connector as an entry point for tasks into todo.vu.
  2. The Zapier todo.vu Add-Task Zap – inside Zapier there is a todo.vu Zap for creating tasks which is designed specifically to connect to a todo.vu connector. You would typically set up a Zapier trigger from another application or event which then invokes this Zap to create a task.

Note that each Connector has its own URL and authentication key and shows up in Zapier as a “todo.vu account” so if you create multiple connectors for different reasons, you may then see them in Zapier as separate “accounts”. It is handy to name them carefully when you create them so that you can easily find the right one.

The todo.vu Zap is not yet publicly available but you can request access by contacting our support team or going to this private zapier page. The connector provides a full user interface for routing data into a connector, thus providing integration opportunities with many hundreds of applications.

How to connect Zapier to todo.vu via the Add-Task Zap

In this example, we will be using the “Schedule by Zapier” trigger to create a new task in todo.vu every day. This is a great simple example of how to use todo.vu’s Add-Task Zap.

Set up your connector in todo.vu

The first step involves creating your new connector in todo.vu. Log into your todo.vu account as an admin user and then go to the “API Connectors” option by clicking on the workspace title (top left).

Click on the [Add connector] button and name your task – we will use “Daily task from Zapier” in this example. And then click ‘Add connector’. Now you will see the new connector tile. 

Click on it to get to the settings page.

In this example, we will stick with the default settings. The only properties we want to set via the Zap are the task title and description. 

Now navigate to the Code tab. There are two important properties here. The first is the API endpoint – let’s change this to end in ‘dailyzap’ and make note of the API key. You will need both of these values in Zapier.

Creating your Add-Task Zap

Once you’ve created a Zapier account and logged in, click on the Create Zap button from your Zaps page.

I’m going to name my Zap “Daily task in todo.vu”.

The first step is to choose a ‘Trigger’ and in this case, we look for “Schedule by Zapier” and choose it. And then we choose the Trigger event as “Every Day”.

Press “Continue” and then follow the other settings as required. I’m going to set the trigger to run at 9am every day.

Finally, you can test the trigger to get some sample data.

Press Continue again and we are now ready to choose our Action. This is where we search for “todo.vu” and choose it from the list.

Now we want to choose the Action Event “Create Task” and then “Continue”

If this is the first time you’ve used the todo.vu Zap then you will be required to “sign in” to your todo.vu connector.

[Note that you may have multiple todo.vu connectors and each will have different credentials so you may end up with what looks like multiple todo.vu ‘accounts’ in Zapier. This is quite normal.]

Click on “Sign in” and a new modal window will open asking for the API URL and API Key. This is where you enter the values we noted from the connector.

Click “Yes, continue” and if all details are correct then your connection will be created. 

Click “Continue”

Now we can set up the individual values to be posted to the connector.

  • Requester Name – input your name here
  • Requester Email – input the email address of your todo.vu account
  • Task Title – Input some text, you can even choose from the Zapier dynamic values
  • Task Description – build a description from the Zapier properties. 
  • All other properties – leave blank in this example

Click “Continue”

You will now see a full sample of your data aligned with the fields.

Click “Test & Continue”

If all goes well, you will see a confirmation that a task was created. You will also see the task ID. And you should be able to see the new task inside todo.vu.

Finally, click “Turn on Zap” and you’re done!

Much much more you can do

This has been a very simple example to get you started with the basics, but you can do so much more with Zapier and todo.vu.

First of all, you can make use of the todo.vu connector settings to route your tasks to specific assignees or clients. You can add followers and labels or set due dates and mark tasks as private or important – all from within todo.vu.

Alternatively, you can configure your connector to accept these properties from Zapier and set them dynamically based on data provided from other applications.

Some Zapier suggestions:

  • Gmail + todo.vu – Create a task in todo.vu each time you label an email with a specific label
  • Jotform/Typeform/Gravity Forms + todo.vu – Create a task with the contents of an enquiry form on your website
  • Calendly + todo.vu – Create a task when an appointment is created and set the due date before the meeting
  • Shopify/WooCommerce + todo.vu – Create a task when a new order is received
  • Xero + todo.vu – Create a task when a new invoice arrives
  • GitLab + todo.vu – Create a task when a new Merge Request comes in
  • TextMagic + todo.vu – Create a task when you miss a call to your number

 

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