Keep Moneybird and Todoist updated automatically.
This connector fixes that, and we build it on request: what happens in Moneybird lands in Todoist by itself, in the shape Todoist expects. Tell us what you need and we agree exactly what should travel.
What this connector takes off your hands
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Today you create the task yourself when something needs following up, or you just remember it. The second one fails eventually, usually on exactly the case that mattered.
What Moneybird to Todoist saves you
- Turn every invoice you send from Moneybird into a Todoist task automatically.
- Turn a Moneybird invoice going overdue into a Todoist task automatically.
- Turn every paid Moneybird invoice into a Todoist task automatically.
What travels across the link
Everything this connector moves between Moneybird and Todoist, and how often.
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Tasks
to Todoist automaticallyThis lands in Todoist as a task in the list or project you choose, so follow-up does not depend on someone remembering.
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Rows
to Todoist automaticallyThis arrives in Todoist as a new row, so your overview stays complete without you retyping anything.
What each side expects
Moneybird and Todoist do not describe the world the same way. This is what has to line up.
Todoist
Todoist wants a project and a task name. Without a due date or a label the task disappears among the rest, so it is worth agreeing up front where tasks land.
Setting it up
- 01
Request the connector
Let us know you want to link Moneybird to Todoist. We get in touch within 24 hours with a timeline.
- 02
We agree what should travel
Together we settle what should travel out of Moneybird. Todoist wants a project and a task name. Without a due date or a label the task disappears among the rest, so it is worth agreeing up front where tasks land.
- 03
We build and test
You see the connector run on a few test records before anything becomes final.
What you need
- A Moneybird administration you administer, plus clarity on which ledger account you want this revenue booked to.
- A Todoist account and the project the tasks should land in.
Not sure how to get those keys? Step by step:
Where it runs
On app.schakel.app, with your own Schakel account. No webshop required.
We build this connector on request. Tell us what you need and we reply within 24 hours.
Common questions
Can you connect Moneybird to Todoist?
Yes. Schakel connects through the official APIs of Moneybird and Todoist, so you install nothing on your own server and nothing travels outside those two parties.
Which Todoist project or list do the tasks land in?
The project or list you choose. That keeps everything in one place rather than scattered, and follow-up does not depend on someone remembering.
Can I decide what goes into the Todoist task or row?
Yes. When setting it up you pick which details from Moneybird come along, so a task or row in Todoist has just enough context.
What does connecting Moneybird and Todoist cost?
You start free and only pay once the connector is really running. After that the same tiers apply as for any other connector, based on how much runs through it each month.
How often does Moneybird sync with Todoist?
That depends on your tier: hourly on the free tier up to real time on the unlimited tier. You can always start a sync yourself as well.
What if Moneybird or Todoist is briefly unavailable?
Nothing gets lost. Schakel retries later and the log shows exactly what happened, so at most you notice something coming through a little later.
How do I connect Moneybird to Todoist?
You give Schakel access to Moneybird and Todoist once and pick what should travel. We set it up together with you, so no technical knowledge is needed, and after that it runs by itself.
Is my Moneybird data safe in this connector?
Your credentials are stored encrypted and we only process what is needed to update Todoist. We sell nothing on and comply with the GDPR.
Missing something you need?
Tell us what Moneybird and Todoist should do for you. If it is not in here yet, that is usually because nobody has asked. We build on request and we reply within 24 hours.