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AgencyZoom + Microsoft To Do

Create new tasks in AgencyZoom from new Microsoft To Do tasks

Boost your productivity with this workflow that starts when a new task is added in your Microsoft To Do app. It then creates an equivalent task in AgencyZoom, allowing you to keep both platforms updated effortlessly. This integration ensures you never miss a task and saves you precious time in your busy schedule.

Boost your productivity with this workflow that starts when a new task is added in your Microsoft To Do app. It then creates an equivalent task in AgencyZoom, allowing you to keep both platforms updated effortlessly. This integration ensures you never miss a task and saves you precious time in your busy schedule.

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

    Triggers when a new task is created.

    TriggerScheduled
  2. automatically do this!
    AgencyZoomAgencyZoom
    Create Task

    Create a task in Agencyzoom.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • List

    Trigger
    Scheduled
    Try It
    • TitleRequired

    Action
    Write
    • ListRequired

    • TaskRequired

    Action
    Write
    • TitleRequired

    • List

    • Note

    • Due Date

    • Reminder Date

    • Turn reminder on?

    • Importance

    Action
    Write
    • Api Docs Info

    • HTTP MethodRequired

    • URLRequired

    • Query String Parameters

    • Headers

    • Additional Request Headers

    • Body

    Action
    Write
agencyzoom-ca67272 logo
agencyzoom-ca67272 logo

About AgencyZoom

AgencyZoom is a sales and automation software specifically made for P&C insurance agents.
Help

Related categories

  • CRM (Customer Relationship Management)

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microsoft-todo logo
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.

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