How to Send Charitable Data to Todoist

Todoist is a task management platform. If you want Charitable donation synced to Todoist, you could pay for a cloud automation service. Or you could do it directly from WordPress. This is the direct route.

Why not just use Zapier?

For connecting Charitable to task management, a cloud automation service adds cost and a dependency on an external server. AFI runs on your site with no task limits.

What you will need

• A WordPress site with Charitable installed and configured.
• A Todoist account.
• The Advanced Form Integration plugin (free from WordPress.org).

Connect Todoist to AFI

Todoist uses OAuth 2.0 for authentication. In AFI → Settings → Todoist, click Authorize and grant access. This is a one-time step.

Setting up the integration

1. Create a new integration

Go to AFI → Add New. Name it Charitable to Todoist.

2. Pick your trigger

Select Charitable as the form provider. AFI fires when a donation is made through a fundraising campaign, giving you access to donor name, email, donation amount, campaign ID, and gateway.

3. Select Todoist as the destination

Choose Todoist from the platform dropdown and pick Create Task. This creates a task in Todoist.

4. Map fields

Match each Todoist field on the left to the corresponding Charitable field on the right. Common mappings include donor name, email, donation amount, campaign ID, and gateway. You can also use smart tags like {{_submission_date}}.

5. Add conditions if needed

Only want to send certain records? Set up a conditional rule based on any field value.

6. Save and test

Click Save Integration. Trigger a test event in Charitable. Check Todoist to confirm the data arrived. If anything looks wrong, open AFI → Log to see the exact request and response.

Free vs Pro

The free version maps title and description to Todoist with unlimited records. Pro adds project selection. No per-record fees on any plan.

Frequently asked questions

Which Charitable events trigger the integration?

AFI fires when a donation is made through a fundraising campaign. This covers new submissions and relevant status changes.

Will adding this slow down my site?

No. AFI sends data to the destination after the event completes. Your site performance is not affected.

Can I send data to multiple platforms?

Yes. Create a separate integration for each destination, and every record flows to all of them simultaneously.

Get started

Install Advanced Form Integration free from WordPress.org and connect Charitable to Todoist in minutes.