Cling + Microsoft To Do
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.
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 Accepted
Triggers when a document changes status to accepted.
- automatically do this!Create Task
Triggers when a new task is created.
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Document Accepted
Triggers when a document changes status to accepted.
Try ItDocument Denied
Triggers when a document changes status to denied.
Try ItDocument Sent
Triggers when a document changes status to sent.
Try ItNew Document
Triggers when a new document is created.
Try It
Document Accepted PDF
Triggers when a PDF is available after a document was accepted
Try ItDocument Expired
Triggers when a document changes status to expired.
Try ItDocument Viewed
Triggers when a client views the document for the first time.
Try ItClient type
Client nameRequired
Client socialSecurityNumber / organisationNumber
Client reference
Client email
Client cellphone
Client cellphone region
Client street
Client zip
Client city
Client reverse VAT
Client note
