HighLevel: Todoist: Workflow actions & triggers

HighLevel published a changelog update for Todoist: Workflow actions & triggers. Todoist is a task-management platform used by teams and individuals to organize work into projects, sections, and tasks, with support for labels, priorities, due dates, deadlines, comments, and collaboration.

What changed

Todoist is a task-management platform used by teams and individuals to organize work into projects, sections, and tasks, with support for labels, priorities, due dates, deadlines, comments, and collaboration.

The Todoist integration brings these primitives into the Workflow Builder so task-lifecycle activity fires customer-facing automations, and any workflow can manage Todoist tasks and projects without leaving the builder.

Why it matters for agencies and VAs

Agencies and VAs are usually the first people asked why a screen changed, why a workflow loads differently, or whether a new setting should be adopted. Tracking this early keeps client support, SOPs, and implementation calls cleaner.

How to use it

1. Open the affected HighLevel feature and confirm how the change behaves in a real sub-account.
2. Update any client-facing SOP, Loom, or checklist that mentions the old behavior.
3. Flag the change only for clients whose workflows, calendars, payments, sites, conversations, SaaS, or AI setup are affected.

Certified GHL Admin operator take

As a Certified GHL Admin, my read is simple: do not treat this as trivia. If the feature is part of a client fulfillment path, test it once, document the operational impact, then decide whether it deserves a client note or an internal-only SOP update. Source category: automations.