Prerequisite: Third-party connectors are available only on the Sana Enterprise tier, with one exception: the Workday connector is included for both Sana Core and Sana Enterprise.

Introduction

Connect Todoist to Sana to search, create, and manage tasks across your projects. Stay on top of your to-do list and complete tasks without leaving Sana.

In summary, the connector has the following key characteristics:

Category: Productivity
Connector type: Real-time
Auth type: OAuth
Hosting type: Managed

Capabilities

This connector is able to do the following:

Capability

List projects

Create projects

Update projects

Search tasks

Create tasks

Update tasks

Complete tasks

Import tasks

List comments

Add comments

Update comments

Tools

While the capabilities above describe what the connector can do at a high level, the underlying tools show exactly which operations the agent can use when you ask Sana about Todoist. In practice, the agent may call one or more tools to achieve a single capability.

Tool

Create filter

Create label

Create project

Create project comment

Create section

Create task

Create task comment

Delete comment

Delete filter

Delete label

Delete project

Delete section

Delete task

Export tasks

Find project

Find task

Find user

Get label

Get project

Get project comment

Get section

Get task

Get task comment

Import tasks

Invite user to project

List filters

List include resource types options

List label string options

List labels

List project comments

List projects

List sections

List select projects options

List task comments

List uncompleted tasks

Mark task completed

Move task to section

Search tasks

Uncomplete task

Update comment

Update filter

Update label

Update project

Update section

Update task

Note: This article lists the connector's full set of tools. Your workspace owner can disable individual tools for your workspace, so some of those listed here may not be available to your agents. If a tool you expected is missing, reach out to your workspace owner.

Triggers

While tools are the actions an agent takes on your behalf, triggers are the events that can start an agent automatically. When you build an agent, you can choose one of the triggers below as its starting point. For example, having the agent run every time something new happens in Todoist.

Trigger

New Completed Task

New Incomplete Task

New or Modified Project

New or Modified Task

New Project

New Section

New Sync Resources

New Task

Scope and permissions

This connector uses OAuth. When you connect your account, you will need to sign into your account and grant the required permissions:

Scope	Purpose
task:add	Allow creating new tasks within your projects
data:read_write	Read and modify task data
data:delete	Permanently delete tasks, comments, or other stored Todoist data
project:delete	Remove entire projects and all associated tasks from your account

Set up instructions

Prerequisites:

You are a Sana Enterprise user – all third-party connectors except the Workday connector are available only for users on the Sana Enterprise tier.
Your Sana workspace owner has enabled this connector – if the workspace owner has disabled the connector it won't appear in the list of available connectors.

Step 1: Go to the connectors page in Sana

In Sana, click on your profile icon and name in the bottom left corner and select Connectors.

Step 2: Find Todoist in the list of available connectors

Scroll to the Available connectors section and locate Todoist.

Note: If you can't find a connector in this list, it means one of the following:

You've already connected it — check the ”Active connectors” section at the top of the connectors page, or
Your workspace owner has disabled this connector for your workspace — reach out to them for more information or to request that it be enabled.

Step 3: Hover the connector card and click the connect button

Hover the Todoist card and click the Connect button.

Tip: If you click the card itself instead of the Connect button, you'll open a connector detail page with more information about its capabilities.

Step 4: Initialize the Pipedream connection

When clicking Connect in the previous step, a pop-up will appear powered by Pipedream. Click the Continue button in the pop-up to initialize the set up.

Note: Sana uses Pipedream to connect your account. Pipedream is a Workday product, trusted by millions of people to keep their data secure.

Step 5: Sign in to Todoist and approve the requested scopes

You'll be redirected to Todoist to go through their OAuth flow. Sign in and approve the scopes Sana needs to operate the connector.

Step 6: Complete the set up

You've successfully connected your Todoist account. Click Continue to complete the setup and start using the connector.

Known limitations

Completed tasks: The connector can only retrieve active, incomplete tasks.
Search: Search is basic — for best results, search within a specific project rather than across all projects.