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Microsoft To Do + Salesforce

Create Salesforce records for new Microsoft To Do tasks

Effortlessly manage your tasks and keep your CRM updated with this Microsoft To Do and Salesforce automation. Whenever a new task is created in Microsoft To Do, a corresponding record will be created in Salesforce, ensuring your CRM stays up-to-date and your important tasks are seamlessly logged. Save time, stay organized, and streamline your workflow with this easy-to-use integration.

Effortlessly manage your tasks and keep your CRM updated with this Microsoft To Do and Salesforce automation. Whenever a new task is created in Microsoft To Do, a corresponding record will be created in Salesforce, ensuring your CRM stays up-to-date and your important tasks are seamlessly logged. Save time, stay organized, and streamline your workflow with this easy-to-use integration.

  1. When this happens...
    Microsoft To DoMicrosoft To Do
    New Task

    Triggers when a new task is created.

    TriggerPolling
  2. automatically do this!
    SalesforceSalesforce
    Create Record

    Creates a new record of a specified Salesforce object.

    ActionWrite
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Supported triggers and actions

    • TitleRequired

    Action
    Write
    • ListRequired

    • TaskRequired

    Action
    Write
    • TitleRequired

    • List

    • Note

    • Due Date

    • Reminder Date

    • Turn reminder on?

    • Importance

    Action
    Write
    • Api Docs Info

    • Stop on errorRequired

    • HTTP MethodRequired

    • URLRequired

    • Query string parameters

    • Additional request headers

    • Body

    Action
    Write
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microsoft-todo logo

About Microsoft To Do

Microsoft To Do is an intelligent task management app that makes it easy to plan and manage your day. With its intelligent Suggestions, To Do removes all the clutter and empowers you to focus on what's important, when it's important.

Related categories

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salesforce logo

About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.
Triggers & Actions