Odoo is a powerful tool for managing business operations. Teams use it to track CRM activity, schedule client meetings, and manage company calendars. The challenge is that calendar events often stop at the schedule. Without automation, details get missed and follow-ups never reach your task list. With Workload, you can automatically create Todoist Tasks from Odoo so every event becomes an action.
Each new calendar event in Odoo creates a task in Todoist right away. The task includes the event title, start time, and description. This keeps your to-do list matched with your calendar.
This automation saves time, prevents mistakes, and makes Odoo more useful. Every meeting or deadline in Odoo turns into a clear task in Todoist, helping you stay organized and productive.
🧩 Essentials #
Before you build, here are the accounts you’ll need:
⭐ Odoo — Your CRM and calendar platform where new events are scheduled.
✅ Todoist — Your task manager for creating and tracking tasks.
🚀 Workload (free or paid) to create your automation.
Workload makes connecting these tools seamless. Just sign in and grant access when prompted—no developer setup or configuration needed.
🎨 Make It Yours #
Ideas to customize the automation to fit your needs:
🎯 Filter by Event Type
Create tasks only for client meetings, deadlines, or other high-priority events.
📝 Use AI Wizard for Cleaner Details
Remove extra text from event descriptions and keep only the essentials in Todoist.
📂 Route Tasks to Projects
Send tasks to projects based on a calendar or category.
⏰ Adjust Task Deadlines
Set due dates before the event start so you have prep time.
⚙️ How to Automatically Create Todoist Tasks from Odoo Calendar Events #
Every app expects data in a specific format—whether it’s how dates are written, how names are separated, or how fields are labeled. You can use our in-house tool AI Wizard by Workload to clean up or adjust data between steps. If your trigger already sends clean data, you may not need formatting at all.
Step 1: Start a New Create Todoist Tasks from Odoo Calendar Events Automation #
In the Workload Dashboard, click Create Workflow.
Give your automation a title, such as “Odoo Calendar to Todoist”.
Step 2: Set Up the Trigger (Odoo ERP Self Hosted) #
Click the Trigger box and choose Odoo ERP Self Hosted.
Select the event New Calendar Event, then click Continue.
Click Sign in to connect your Odoo account if you haven’t done so already. For help, follow our step-by-step guide on how to connect Odoo to Workload. Once connected, click Continue.
Choose your database from the dropdown (example: workload2), then click Continue.
Click Test Trigger to pull in sample event data, then click Continue.
Once you get a successful calendar event from the test, click Continue to move to the action step.
Step 3: Add the Action (Todoist → Create Task) #
In the action step, choose the app Todoist.
Select the event Create New Task, then click Continue.
Click Sign in to connect your Todoist account if you haven’t done so already. For help, follow our step-by-step guide on how to connect Todoist to Workload. Once connected, click Continue.
Design Your Task Details
To map the fields in your task, click the dropdown for each input and choose the matching data from your Odoo trigger. You can customize this to include only the details you want to send to Todoist. We used the following fields:
- Title – Event name from Odoo
- Due Date – Event start time from Odoo
- Project – Personal project in Todoist
Note: If you also want to include the event Description, you’ll need to add an extra step to format the data. Skip Step 4 if you don’t plan to use it.
Once you have finished mapping your task details, click Continue.
Step 4: Clean Up the Event Description with AI Wizard (Optional) #
If you decided to include the event Description, click the + Add Step icon to add a new step.
From the TOOLS menu, select AI Wizard by Workload (fka AI Formatter by Workload).
Select the Format Data event, then click Continue.
In Input Data, map the event description from the Odoo trigger.
For the Prompt field, add a short formatting command. Next, click Continue. (ex: “Pull out the actual description and remove the bracketed info.”)
Click Test Action to confirm the cleaned description looks correct.
Once you have confirmed that the test worked correctly, click Continue.
Step 5: Finalize and Test #
Return to your Create Task (Todoist) step. If you added the AI Wizard step, update the Title field by adding a colon after the event name and appending the cleaned description. Now, click Continue.
Click Test Action to send a sample task to Todoist.
If the test is successful, click Continue.
Open Todoist and confirm the task appears with the correct title, due date, and project.
In the Workload editor, check for a green dot on each step, then activate the it by toggling the automation On.
⚡ Making Todoist Tasks from Odoo Part of a Complete Task System #
Creating tasks in Todoist from Odoo events is just the start. Many businesses use this as the base for a complete task management system:
📅 Sync Tasks Across Calendars
Add Todoist tasks to Google Calendar so both meetings and follow-ups appear on the same schedule.
📣 Keep Teams Aligned in Slack
Send new Todoist tasks to Slack so the team sees commitments in real time.
✅ Assign Tasks Automatically
Route tasks to the right Todoist user based on the Odoo event owner or participant.
📊 Build a Central Task Dashboard
Log tasks to Google Sheets or Airtable for a live view of meetings, assignments, and completions.
🧠 Learn More with Workload #
Keep exploring automation and save even more time:
🎓 Visit Workload University
🆘 Browse Setup Guides in Workload’s Help Center
🐘 Browse More Odoo Automation Tutorials
📧 Browse More Todoist Automation Tutorials
