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Abby Connect and Todoist Integration for Tasks

The Abby Connect AI receptionist integration with Todoist through Zapier sends caller ID, call notes and call start date/time from each new call record to create a task in Todoist. This lets your team see call details in their existing to-do lists and automate task creation from phone calls and messages.

Use Cases

  • Call Records Logged as Todoist Tasks: When Abby Connect logs a New Call Record, Zapier creates a task in Todoist using the caller ID, notes and call start date/time. Your team can review these tasks to plan next steps and ensure no client call details are missed.
  • Message Inquiries Tracked for Follow-Up: When Abby Connect receives a New Message, Zapier creates a Todoist task containing the caller name and phone number if available, along with the case type if configured. Your support staff can manage follow-ups directly in Todoist to keep responses organized and timely.
  • Sales Teams Capture Call Actions: Sales teams use Zapier to automatically create Todoist tasks whenever Abby Connect logs a New Call Record. Each task includes the caller ID and notes so representatives can review details and follow up with prospects efficiently.
  • Office Managers Review Call Activity: Every New Call Record from Abby Connect is sent to Todoist through Zapier as a task with caller ID and call start date/time. Office managers can use these tasks to review call activity and keep track of receptionist workload.

Features

  • Create Todoist Tasks from Calls: When a New Call Record is logged in Abby Connect, Zapier creates a Todoist task with caller ID, notes and call start date/time so teams can review and act on follow-ups.
  • Add Message Tasks to Todoist: Each New Message in Abby Connect triggers a new Todoist task containing the caller name and phone number if available, plus the case type if configured, helping teams manage inquiries.
  • Organize Call Follow-Ups in Todoist: Assign Todoist tasks created from Abby Connect to specific projects or add labels, so your team can prioritize callbacks and keep follow-ups on track.

Resources

FAQs

What does the Abby Connect and Todoist integration do?

This integration uses Zapier to send Abby Connect call details such as caller ID, notes and call start date/time to Todoist. Each New Call Record or New Message can automatically create a Todoist task for your team to review and manage.

Is the Abby Connect and Todoist integration one-way?

Yes. It is a one-way integration through Zapier. Abby Connect sends data to Todoist, but no information is sent back to Abby Connect or used to modify your call records.

How do I set up the Abby Connect and Todoist integration?

To set it up, sign in to Zapier, create a new Zap and choose Abby Connect as the trigger app. You will need your Abby Connect API key from my.abby.com under Settings, Integrations, Zapier. Then connect Todoist as the action app.

Which triggers are available for this integration?

The integration supports two triggers in Zapier: New Call Record and New Message. When either event occurs, Zapier can create a new Todoist task containing the relevant Abby Connect details.

Can my team customize what happens in Todoist after a call or message?

Yes. Your team can adjust how the Todoist task is created, such as assigning it to a project or adding labels. This helps reduce manual work by turning new calls and messages into actionable tasks automatically.

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