Cling + Microsoft To Do

Cling + Microsoft To Do integrations

Create tasks in Microsoft To Do when new documents are accepted in Cling

Embrace a simplified workflow with this automation between Cling and Microsoft To Do. When a document is accepted within the Cling app, a corresponding task is created in Microsoft To Do promptly, ensuring efficiency in the management of your tasks. This dynamic workflow helps in streamlining your tasks based on your document activity, easing your workload.

When this happens...
Document AcceptedTriggers when a document changes status to accepted.
TriggerInstant
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Create TaskTriggers when a new task is created.
ActionWrite

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More things you can do with Cling and Microsoft To Do

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

Document Accepted
Triggers when a document changes status to accepted.
Trigger
Instant
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Document Denied
Triggers when a document changes status to denied.
Trigger
Instant
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Document Sent
Triggers when a document changes status to sent.
Trigger
Instant
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New Document
Triggers when a new document is created.
Trigger
Instant
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- Document name
  Required
- Template ID
  Required
- Client ID
  Required
Action
Write

- List
Trigger
Polling
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- List
Trigger
Polling
Try It

- Title
  Required
Action
Write
- List
  Required
- Task
  Required
Action
Write
- List
  Required
- Title
- Include completed tasks?
Action
Search

Document Accepted PDF
Triggers when a PDF is available after a document was accepted
Trigger
Instant
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Document Expired
Triggers when a document changes status to expired.
Trigger
Instant
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Document Viewed
Triggers when a client views the document for the first time.
Trigger
Instant
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- Client type
- Client name
  Required
- Client socialSecurityNumber / organisationNumber
- Client reference
- Client email
- Client cellphone
- Client cellphone region
- Client street
- Client zip
- Client city
- Client reverse VAT
- Client note
Action
Write
- Document ID
  Required
Action
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 Cling

Cling is a mini CRM that helps you win more deals by sending outstanding proposals and get paid faster!

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Related categories

Proposal & Invoice Management

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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