Todoist and Live Chat
Integration via Zapier
Create a Todoist task and add comments to a Todoist project when a live chat is completed.
How this Live Chat Integration Works
With Todoist and Live Chat, you can always keep your projects updated. Whenever a live chat is completed on your website, push this information directly to Todoist. Create tasks, add notes, and create projects automatically. Todoist is a to-do list and task manager for professionals and small businesses. Combining tasks, projects, comments, attachments, notifications, and more.
What you can automate with Todoist
Create a Todoist task for every chat that needs a follow-up.
Add the visitor email and transcript to the task description.
Send overnight offline messages to a dedicated project for the morning.
Set a due date so follow-ups do not slip.
How to connect Todoist
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1
Sign in to Social Intents, open Integrations, and copy your REST API Token from the Zapier tab.
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2
In Zapier, search for Social Intents and connect it using that token as the API key.
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3
Choose a trigger: a completed chat, a missed chat, an offline message, or a new lead.
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4
Choose Todoist as the action app and authorise your Todoist account.
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5
Map the chat fields you want to keep, such as visitor name, email, phone, and the full transcript.
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6
Turn the Zap on. New chats start flowing into Todoist automatically.
Social Intents and Todoist
Social Intents
We're Social Intents. We offer a live chat application that integrates natively with Microsoft Teams, Slack, Google, and Webex so you can talk to website visitors, offer great customer support, and sell more right from the tools you already use at your company.
Todoist
Managing millions of tasks, Todoist is an online task management app and todo list.
How Businesses use Social Intents for Live Chat
Provide Incredible Customer Support
Offer real-time customer support directly from Microsoft Teams, Slack, Gmail or our web-based chat console. Use the tools you already have to provide customer service to your visitors.
Close More Online Sales
Engage potential customers when they need your help, and enhance your team with AI Chatbots trained on your business data.
Have More Engaging Conversations
Bring all customer communications into Slack or Microsoft Teams. Respond to inquiries quickly without having to switch between apps, increase customer satisfaction, and build strong customer relationships.
Don't just take our word for it
"Social Intents powered our COVID-19 Success Story. Our college was given less than a week's notice that we needed to close our campuses. Within a week, we had more than 110 staff trained and answering hundreds of student's questions every day."
Joshua S. - Education Management
"Perfect solution, easy to integrate and best online support I've ever had! A solution that covers basic to completely custom."
James H. - Marketing and Advertising
"Rapid setup and ease of deployment. It uses Microsoft Teams which we already used so staff were able to hit the ground running."
Russell L. - Web Developer
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