Integrate Todoist with Cascade

Integrate Todoist with Cascade to bring visibility on your key project management metrics. With this integration, you can automatically update your actions in Cascade, and report accurate progress on your strategic objectives.

This connection is enabled through Zapier. Eliminate the need to go back and forth between Cascade and your Todoist accounts. 

Remember that the steps in this article provide a general guideline, and the specific steps and details may vary based on the features and capabilities provided by Todoist and Cascade at the time of your integration. Please reach out to us for assistance if you are looking to connect Todoist with Cascade and create an automated workflow.

Prerequisites:

Before you establish the connection, it is important that these prerequisites are met:

Cascade:

• A ‘Paid’ tier account in Cascade to access Zapier connections.
• An Action that is associated with your 'Objective' in the plan that you created in Cascade, and want to link to your Todoist tasks.
• The tracking type of the action is set as Zapier, with the initial and target values defined.

Zapier:

A valid Zapier account.

Todoist:

• A valid Todoist account.
• A task in Todoist that has the action’s data point (that needs to be updated in Cascade).

How to automate workflow between Todoist and Cascade?

1. Log into your Zapier account.
2. Click + Create Zap or My Zaps from the left navigation pane to either create a new zap from scratch or to use a pre-made zap.
3. Choose Todoist as the Trigger App.
4. Select the specific trigger event, such as "New completed task" or any other event that you want to use as a trigger.
5. Connect your Todoist account to Zapier by providing the necessary authorization.
6. Perform a test to ensure that Zapier can trigger based on the selected Todoist event.
7. Choose Cascade as the Action App.
8. Select the specific action event, such as "Update Action’s current progress" or any other action you want to perform in Cascade.
9. Connect your Cascade account to Zapier by providing the necessary authorization.
10. Map the data fields from Todoist to corresponding fields in Cascade.
11. Perform a test to ensure that Zapier can send data from Todoist to Cascade successfully.
12. Once both the trigger and action steps are configured and tested successfully, turn on your Zap. This will make it live and start automating the data transfer between Todoist and Cascade.

To understand the different triggers from Todoist, troubleshooting, and other related help information with the Todoist- Zapier workflows, please search for "Todoist" in the Zapier Help Center.

Custom integration with Todoist:

Once we have access to Todoist, we can develop a custom integration tailored to specific needs. This can include:

• Custom fields in Cascade for details like Column names and Task IDs from Todoist.
• Depending on the use case, a new "Cascade ID" column might be required in your Todoist Tasks or Projects, linked to your corresponding Cascade item ID.

Once this dynamic integration is set up, we can automatically sync data between Todoist and Cascade. Also, with Todoist's rich API offering, we'll be able to access any data within the tool. Some use cases are:

• Update Cascade with the progress of tasks or projects from Todoist.
• Convert tasks or items from Todoist into actionable checklists in Cascade.
• Import key data like project progress or other project metrics from Todoist into Cascade.

Reach out to us and we can leverage the API to match endless possibilities of syncing data between Todoist and Cascade.

FAQs

My test with Zapier was unsuccessful. How should I proceed?

You can skip the test, and proceed to publish the zap. It might still reflect the progress in Cascade perfectly. But if it does not update the value, then reach out to us.

There is a connection error with Zapier.

Start a new zap connection and redo the steps.

"404 or Troubleshoot" error.

Please check if you've a measure created in Cascade with Zapier chosen as Tracking. Create a new zap, and redo the steps. If the issue persists, please contact us.

I've completed all the steps, and yet the Publish to Zap is disabled. Why?

Look out for  against any of the steps. If this is shown, it means that the particular step is not completed. Please go back, complete that step, and you'll now see that the publish is enabled.