Are you wondering how you can create a Todoist task from a WordPress Form? Todoist is one of the most popular to-do list apps. It helps you to keep track of the most important things and manage your team’s work easily.
In this article, we’ll show you how to create a new Todoist task whenever someone submits your form.
Step 1: Create a WordPress Form
It’s the best drag and drop form builder plugin and helps you to build different types of forms including a simple contact form, interactive form, and even, a dedicated form landing page in a few minutes.
Make sure to take a peek at our guide on the best landing page plugins for WordPress.
To install and activate the WPForms plugin, you can follow the guide on how to install a WordPress plugin.
The next thing you should do is install the Form Templates Pack addon. Why? It offers 100+ additional form templates including a To Do List form.
So head over to WPForms » Addons, search for the Form Templates Pack addon and install it once you find it.
Next, go to WPForms » Add New. Search for the To Do List form in the Additional Templates section and click on it to create the form.
Finally, click on the Save button present in the top-right corner to save the changes. You can check out the To Do List form demo here.
Step 2: Add Test Entry to Your Form
The next step is to add at least one test entry to your form. You’ll need it to test the connection between your form and Todoist.
To create a test entry, you need to embed the to-do list form to a post, page, or the sidebar of your site.
You can also use the preview option of your form to do it. So go to WPForms » All Forms and hover the mouse cursor over the form title to get the form options. Once you see the Preview link, click on it.
Your form will now open on a new page. Fill in the form and click on the Submit button to create the test entry.
Step 3: Install Zapier Addon
Now you’ll have to install the Zapier addon. Why? We’ll be using Zapier to connect WPForms to Todoist so that we can create a new Todoist task whenever someone submits our form.
Zapier addon can also be used to integrate WPForms to 1300+ apps to do automated tasks. Here are some of the things that you can do:
- Create a Trello card
- Upload files to Dropbox
- Add events to Google Calendar
- Send leads to MailerLite
- Create Jira issues
- And much more
Now, go to WPForms » Addons and install the Zapier addon.
Once done, go to WPForms » Settings and click on the Integrations tab to get the Zapier API key.
You can click on the Zapier icon to see the API key. You’ll need this code to integrate WPForms with Zapier in step 5. So keep this page open and proceed to the next step.
Step 4: Create a Zap
A Zap is an automated task that keeps running between two or more apps. And you need to create a zap so that Zapier can connect your form to Todoist to create new tasks automatically.
So go to the Zapier website and log in to your account. You can also create an account for free if you don’t have it.
To create a new Zap, click on the Make a Zap! button present in the top-right corner. This will open a new page to start the configuration process.
Before we get started, you should know that a Zap needs a trigger and an action to function properly. In our case, when someone submits our form is the trigger and a new Todoist task will be created is the action.
So let’s set up our trigger in the next step.
Step 5: Configure a Trigger
Since we want WPForms as our trigger app, so search for WPForms using the Choose a Trigger App search box and select it.
The next step is to choose a trigger option.
WPForms offers just one option. So select New Form Entry and click on Save + Continue to proceed.
Now it’s time to connect Zapier to WPForms. To do that, click on the Connect an Account button.
This will open up a modal window. Here you’ll have to enter your full website URL and the Zapier API key. You can check out step 3 to learn how to get the API key.
Once you’ve entered the required details, click on Yes, Continue. This will close the popup window and you’ll now see your WPForms account added to the Select WPForms Account page.
You may click on the Test button to check the connection between Zapier and WPForms. Once you get a success message, click on Save + Continue to proceed.
In the next step, Zapier will retrieve all the forms from your site and will ask you to choose a form from the Form dropdown box.
So select the To Do List form and click on the Continue button.
Zapier will fetch all your form submissions now. So the last thing you need to do to complete the trigger setup process is to select one test form entry. So choose any one of them and click on Continue.
Well done! You’ve successfully configured WPForms as the trigger app.
Step 6: Configure an Action
Your Zap needs an action app now. So search for Todoist using the Choose an Action App search box and select it to proceed.
The next step is to choose an action that’ll happen once a form entry is submitted. So let’s select Create Task and click on Save + Continue.
Now you’ll have to connect your Todoist account to Zapier.
To do that, click on the Connect an Account button. This will open up a popup window. First, log in to your Todoist account and then, click on the Agree button to give consent to Zapier to access your Todoist account.
You can now use the Test button to check the connection between Zapier and Todoist. And then, click on Save + Continue.
Next, you’ll have to set up the template for creating new tasks. Zapier will follow this template to create the Todoist tasks. Don’t worry! We’ll show you what needs to be done.
The first and most important thing is to configure the Title textbox. This will be the name of the task that we want to create in Todoist. So click on the Insert a Field icon, search for the Item field, and select it.
Rest of the fields are optional. However, let’s show you how to add the task to a specific project.
Click on the Project dropdown box so that Zapier can fetch all your Todoist projects. And then, you can select the one you like.
Similarly, you can add labels, due date, priority, notes, and even, assign the task to someone. Once you’re done, click on Continue to proceed.
Note: Zapier will fetch details for some of the fields like the project, assigned to, and labels from your Todoist account and the rest will be retrieved from your WordPress form.
So, you can now click on Send Test to Todoist to confirm that your zap is working properly. You can also go to the Todoist website to check whether a new task was created or not.
Next, click on Finish to complete the action setup process.
One last thing that you need to do is turn your Zap to ON. This will ensure that a new task will be created every time someone submits your form. You can also give a name of your choice to your Zap if you want.
That’s it! You’ve successfully connected WPForms to Todoist to create new tasks.
We hope this step by step tutorial helped you to learn how to create a new Todoist task from your WordPress form with the help of Zapier.
If you want to get notified through SMS text message when someone submits your form, check out our guide on how to get SMS from your WordPress form.
Not using WPForms so far? Get started with the best drag and drop form plugin today!