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Axonaut + Microsoft To Do

Create tasks in Microsoft To Do for new quotations in Axonaut

Stay on top of your tasks and streamline your workflow with this automation. When a new quotation is generated in Axonaut, this workflow creates a corresponding task in Microsoft To Do. This helps ensure no important quotation follow-up slips through the cracks, keeping your project management seamless and efficient.

Stay on top of your tasks and streamline your workflow with this automation. When a new quotation is generated in Axonaut, this workflow creates a corresponding task in Microsoft To Do. This helps ensure no important quotation follow-up slips through the cracks, keeping your project management seamless and efficient.

  1. When this happens...
    AxonautAxonaut
    New Quotation

    Triggers when a new quotation is created.

    TriggerScheduled
  2. automatically do this!
    Microsoft To DoMicrosoft To Do
    Create Task

    Triggers when a new task is created.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Axonaut triggers, actions, and search

    New Axonaut User

    Triggers when a new Axonaut user is created.

    Trigger
    Scheduled
    Try It
    • Opportunities statusRequired

    Trigger
    Scheduled
    Try It
axonaut logo
axonaut logo

About Axonaut

Axonaut is a CRM and more: follow your customer from before the first contact, beginning at the marketing campaign, though negotiations, billing, bank reconciliation.
Learn moreHelp

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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