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Todoist: Add chat transcripts as tasks

by Justyna Kraszewska

If you manage your projects through Todoist and use LiveChat on your page this integration is fit for you – you can join those two apps via Zapier. Every time your chat visitors give you inspirational ideas, have queries about their purchases (on which you need to check later) or report errors via LiveChat you can add a tag to such chats and pass them as tasks to Todoist.

Integration with Todoist: A chat passed as a task

Here’s a tutorial with instructions on how to create a Zap that will create a task in your Todoist after a ‘note’ tag is added to a chat.

Creating the Todoist – LiveChat Zap

Creating a Zap consists of four main parts:

  1. Setting up the trigger
  2. Adding a filter
  3. Configuring the action
  4. Launching the Zap

Setting up LiveChat trigger

The first step to set up this integration is to determine a condition that will trigger an action in your Todoist account.

In this integration Chat changed trigger will be used.

  1. Log in to Zapier and click on Make a Zap in the upper menu.
Integration with Todoist: creating a new Zap
  1. Choose LiveChat as the Trigger App.
  2. Select Chat changed as the Trigger.
Integration with Todoist: selecting LiveChat trigger
‘Chat changed’ triggers when a tag is added to or changed for either an ongoing or archived chat.
  1. Click on Save + Continue to proceed.
  2. Select Connect a New Account and then provide your LiveChat login email and the API key. Next, click on Yes, continue to accept.
Integration with Todoist: Entering your LiveChat account data
  1. You can rename your account. Then confirm your choice by clicking on Save + Continue.
  2. Select Fetch & Continue to test this step and make sure it is working properly.

Adding a filter

The second step is adding a filter that will only pass the chats with a ‘note’ tag further.

  1. Go to the filter section in Zapier and choose the tag of the chats that you want to pass to Todoist.
Integration with Todoist: Adding a tag filter
  1. Then confirm by clicking Continue button.

Configuring the action in Todoist

High time to configure what will happen in Todoist after the tag is added to a chat.

  1. Choose Todoist as Action App.
  2. Then choose Create Task as the action and confirm by clicking on Continue.
  3. Select your Todoist account and Continue.
  4. Authorize Zapier to access your Todoist by clicking Agree in the pop-up window.
Integration with Todoist: Granting the access
  1. Next, decide which data will be passed in your Task.
Integration with Todoist: Setting up a template
  1. After you finish, click on Continue button down the page to proceed.
  2. Zapier will ask you to test the Zap. Follow the instructions to make sure your Zap is working correctly.
  3. Next, click on the Finish button.

Launching the Zap

All tested? Launching time!

  1. Turn the Zap on by clicking on the grey switch and start passing information from LiveChat to Todoist.
Integration with Todoist: Turning Zap on

High fives! You have just linked your LiveChat with Todoist through Zapier. From now on, transcript of each chat with a ‘note’ tag will be passed as a new task.

Integration with Todoist: A chat passed as a task
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