Any.do Personal + Samdock

Create tasks in Any.do Personal for new leads and deals in Samdock

Effortlessly manage your leads and tasks with this Samdock and Any.do Personal integration. When a new lead or deal is added to Samdock, a corresponding task will be created in Any.do Personal to help you stay organized and prompt with follow-ups. This seamless workflow saves you time and ensures that no potential deals fall through the cracks.

When this happens...
New Lead / Deal
Triggers when a new lead or a new deal is created.
TriggerScheduled
automatically do this!
Create Task
Creates a new task.
ActionWrite

Start free with email

Start free with Google

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

Supported triggers and actions

What does this mean?

Deal Status Changed
Triggers when the status of a deal gets changed.
Trigger
Instant
Try It
New Organization
Triggers when a new organization is created.
Trigger
Scheduled
Try It
New Request
Triggers when a new request is created.
Trigger
Scheduled
Try It
- Name
- Please select Pipeline
- Please select Stage
- Customer Requirement
- Estimated value (~)
- Is Archived
Action
Write
- Activities will be added for:
- To:
- From:
- CC:
- BCC:
- Subject:
- Plain text of the email:
- Html of the email:
- Date of the message:
Action
Write

- NameRequired
- Street
- Street Number
- Postcode
- City
- Country
- E-Mail
- Phone Number
- Fax Number
- LinkedIn
- Xing
- Twitter
- Facebook
- Instagram
- VAT Identification Number
- Website
- Logo
Action
Write
- First Name
- Last NameRequired
- E-Mail
- Birthday
- Phone Number
- Mobile Number
- Street
- Street Number
- Postcode
- City
- Country
- Salutation
- Office Number
- Private Number
- Home Number
- Fax Number
- Website
- LinkedIn
- Xing
- Facebook
- Twitter
- Instagram
- Organization NameRequired
- Status
- Organization Phone Number
- Organization Website
- Organization E-Mail
- Street
- Street Nr.
- Postcode
- City
- Country
- VAT Identification Number
- Fax Number
- LinkedIn
- Xing
- Facebook
- Twitter
- Instagram
Action
Write

- NameRequired
- Description
- Priority
- Start Date
- Due Date
Action
Write
- List
Trigger
Scheduled
Try It
- List NameRequired
Action
Write
- TaskRequired
- Title
- Status
Action
Write
- TitleRequired
- ListRequired
- Due Date
- Set Reminder?
- Note
Action
Search or write

- Lead/Deal SelectionRequired
Trigger
Scheduled
Try It
New Person
Triggers when a new person is created.
Trigger
Scheduled
Try It
New Task
Triggers when a new task is created.
Trigger
Scheduled
Try It
- Name
- Customer Requirement
- Lead Status
Action
Write
- Activities will be added for:
- To:
- From:
- CC:
- BCC:
- Subject:
- Plain text of the email:
- Html of the email:
- Date of the message:
Action
Write
- First NameRequired
- Last NameRequired
- Salutation
- E-Mail
- Birthday
- Name Prefix
- Name Suffix
- Mobile Number
- Phone Number
- Office Number
- Home Number
- Private Number
- Fax Number
- Website
- LinkedIn
- Xing
- Twitter
- Facebook
- Instagram
- Street
- Street Number
- Postcode
- City
- Country
Action
Write
- Please select InboundSource
Action
Write
- Persons _idRequired
- First Name
- Last Name
- E-Mail
- Birthday
- Phone Number
- Mobile Number
- Street
- Street Number
- Postcode
- City
- Country
- Salutation
- Office Number
- Private Number
- Home Number
- Fax Number
- Website
- LinkedIn
- Xing
- Facebook
- Twitter
- Instagram
Action
Write
- ListRequired
Trigger
Scheduled
Try It
- ListRequired
- TitleRequired
- Due Date
- Set Reminder?
- Note
Action
Write
- Task titleRequired
Action
Search

About Any.do Personal

Any.do is a simple & powerful way to manage Projects, To-do lists & Reminders. Available on Web, iPhone, Android, Mac, Windows & More.

Learn more

Related categories

Task Management

About Samdock

Samdock is a simple CRM system for small businesses.

Learn more Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

PRODUCTS

CAPABILITIES

By team

Any.do Personal + Samdock

Create tasks in Any.do Personal for new leads and deals in Samdock

Deal Status Changed

New Organization

New Request

Create Deal

Name

Please select Pipeline

Please select Stage

Customer Requirement

Estimated value (~)

Is Archived

Create Mail Activity for Incoming Email

Activities will be added for:

To:

From:

CC:

BCC:

Subject:

Plain text of the email:

Html of the email:

Date of the message:

Create Organization

Street

Street Number

Postcode

City

Country

E-Mail

Phone Number

Fax Number

LinkedIn

Xing

Twitter

Facebook

Instagram

VAT Identification Number

Website

Logo

Create Contact

First Name

Last NameRequired

E-Mail

Birthday

Phone Number

Mobile Number

Street

Street Number

Postcode

City

Country

Salutation

Office Number

Private Number

Home Number

Fax Number

Website

LinkedIn

Xing

Facebook

Twitter

Instagram

Organization NameRequired

Status

Organization Phone Number

Organization Website

Organization E-Mail

Street

Street Nr.

Postcode

City

Country

VAT Identification Number

Fax Number

LinkedIn

Xing

Facebook