Axonaut + Microsoft To Do

Axonaut + Microsoft To Do integrations

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.

When this happens...
New QuotationTriggers when a new quotation is created.
TriggerPolling
automatically do this!
Create TaskTriggers when a new task is created.
ActionWrite

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More things you can do with Axonaut and Microsoft To Do

Discover other triggers and actions you can use with Axonaut and Microsoft To Do

New Axonaut User
Triggers when a new Axonaut user is created.
Trigger
Polling
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New Company
Triggers when a new company is created.
Trigger
Polling
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New Employee
Triggers when a new employee is created.
Trigger
Polling
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New Invoice
Triggers when a new invoice is created.
Trigger
Polling
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New Product
Triggers when a new product is created.
Trigger
Polling
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- Quotation status
  Required
Trigger
Polling
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New Ticket
Triggers when a new support ticket is created.
Trigger
Polling
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- Company ID
  Required
- Employee firstname
- Employee lastname
- Employee email
- Employee phone number
- Employee cellphone number
- Employee job
- Employee custom fields
Action
Write
- Expense title
- supplier id
- Supplier thirdparty code
- Expense date
- Expense amount
- Tax rate
- Tax accounting code
- Tax amount
  Required
Action
Write
- Invoice Id
  Required
- Invoice Nature
  Required
- Payment amount
  Required
- Payment Date
  Required
- Payment Reference
Action
Write
- Product name
  Required
- Product price
- Product tax rate
- Product type
- Product description
- Product internal ID
- Product code
- Product weight
- Product location
- Product stock
Action
Write
- Company Id
  Required
- Quotation Online Payment
- Name
- Price
- Tax rate
- Quantity
- Description
- Id
- Internal Id
- Tips
Action
Write
- Ticket title
  Required
- Ticket description
- Ticket priority
- Ticket company ID
- Ticket project ID
- Ticket custom fields
Action
Write
- Product Id
  Required
Action
Write
- Contract ID
  Required
Action
Search
- Supplier Id
  Required
Action
Search
- Employee email
- Employee phone
Action
Search
- List
Trigger
Polling
Try It
- List
Trigger
Polling
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- Title
  Required
Action
Write
- List
  Required
- Task
  Required
Action
Write
- List
  Required
- Title
- Include completed tasks?
Action
Search

New Closed Ticket
Triggers when a ticket is closed.
Trigger
Polling
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New Contract
Triggers when a new contract is created.
Trigger
Polling
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New Expense
Triggers when a new expense is created.
Trigger
Polling
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- Opportunities status
  Required
Trigger
Polling
Try It
New Project
Triggers when a new project is created.
Trigger
Polling
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New Task
Triggers when a new task is created.
Trigger
Polling
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- Company name
  Required
- Company description
- Company address street
- Company address zip code
- Company address city
- Company address country
- Company SIRET
- Company Intracommunity number
- Company Business Manager
- Company custom fields
- Employee firstname
- Employee lastname
- Employee Gender
- Employee email
  Required
- Employee phone number
- Employee cellphone number
- Employee Job
- Employee Custom Fields
Action
Write
- Event Date
- Event date timestamp
- Event content
  Required
- Event company ID
- Employee Email
- Event title
- Event duration
- Event nature
- Event status
- Event users
Action
Write
- Employee email
  Required
- Invoice Contract ID
- Allow Gocardless Payment
- Delivery Address Company Name
- Delivery Address Contact Name
- Delivery address Street
- Delivery address zip code
- Delivery address city
- Delivery address country
- Name
  Required
- Price
  Required
- Tax rate
- Quantity
  Required
- Description
- Id
- Internal Id
- Reference
- Unit job costing
- Tips
- Invoice reference
Action
Write
- Company ID
- Opportunity name
- Opportunity amount
  Required
- Opportunity comment
- Opportunity pipe
  Required
- Opportunity step
  Required
- Business manager email
  Required
- Opportunity probability
  Required
- Opportunity custom fields
- Employee firstname
- Employee lastname
- Employee email
- Employee phone
- Employee cellphone
- Employee gender
Action
Write
- Company Name
  Required
- Company Description
- Company Address street
- Company Address zip code
- Company Address city
- Company Address country
- Company Custom fields
- Company categories
- Company SIRET
- Company Intracommunity number
- Company Business Manager
Action
Write
- Supplier name
  Required
- Supplier Description
- Supplier Address street
- Supplier Address zip code
- Supplier Address city
- Supplier Address country
Action
Write
- Expense ID
  Required
Action
Write
- Company id
  Required
Action
Search
- Quotation ID
  Required
Action
Search
- Company name
- Company Internal id
- Company type
- Company address city
- Company addresse zipcode
Action
Search
- Employee email
- Employee phone
- Company name
  Required
- Company description
- Company address street
- Company address zip code
- Company address city
- Company address country
- Company SIRET
- Company Intracommunity number
- Company Business Manager
- Company custom fields
- Employee firstname
- Employee lastname
- Employee Gender
- Employee email
  Required
- Employee phone number
- Employee cellphone number
- Employee Job
- Employee Custom Fields
Action
Search or write
New List
Triggers when a new list is created.
Trigger
Polling
Try It
- List
Trigger
Polling
Try It
- Title
  Required
- List
- Note
- Due Date
- Reminder Date
- Turn reminder on?
- Importance
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- List
  Required
- Title
  Required
- Include completed tasks?
- Note
- Due Date
- Reminder Date
- Turn reminder on?
- Importance
Action
Search or write

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 moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

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

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.

Learn moreLearn moreHelpHelp

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Related Zap Templates

Create tasks in Microsoft To Do for new projects in Axonaut

Related Zap Templates

Create tasks in Microsoft To Do for new projects in Axonaut