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Cloze + Microsoft To Do

Create tasks in Microsoft To Do when people change in Cloze

Stay on top of your task management with this seamless workflow. When any changes occur to a person's profile in Cloze, a new task gets created in Microsoft To Do. This transformation ensures you won't miss an essential update, keeping you prompt and organized, and allowing you to focus on more important duties.

Stay on top of your task management with this seamless workflow. When any changes occur to a person's profile in Cloze, a new task gets created in Microsoft To Do. This transformation ensures you won't miss an essential update, keeping you prompt and organized, and allowing you to focus on more important duties.

  1. When this happens...
    ClozeCloze
    Person Change

    Triggers when a person is changed. Triggers on the major timeline audited changes like Segment, Stage, Step, Assignee or Custom Field changes.

    TriggerInstant
  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?

    • Filters

    Trigger
    Instant
    Try It

    • Filters

    Trigger
    Instant
    Try It

    • Company NameRequired

    • Keyword

    • Description

    • Keywords

    • Industry

    • Business Size

    • No. Of Employees

    • Domains

    • Notes

    • Share To

    • Assign To

    • Default Assign To

    • Node

    • Stage

    • Segment

    • List

    • Remove List

    • Facebook

    • Twitter

    • LinkedIn

    • Street Address

    • City

    • Region

    • Postal Code

    • Country

    • Phone

    • Url

    • Source App ID

    • Source App Link Name

    • Source App Link URL

    • Source Entity Unique ID

    • Additional Fields

    Action
    Write

    • Source App IDRequired

    • Source Note IDRequired

    • Author Name

    • Author Address

    • About Name

    • About Address

    • Subject

    • Body

    • Body Type

    • Source App Name

    • Source App URL

    • Additional Fields

    Action
    Write

    • Filters

    Trigger
    Instant
    Try It

    • StyleRequired

    • From Name

    • From AddressRequired

    • Recipient Name

    • Recipient Address

    • Subject

    • Body

    • Body Type

    • Skip Inbox

    • Thread ID

    • Source App Link Name

    • Source App Link URL

    • Additional Fields

    Action
    Write

    • Author Name

    • Author Address

    • Subject

    • Body

    • Body Type

    • About Name

    • About Address

    • Source App Link Name

    • Source App Link URL

    • Additional Fields

    Action
    Write

    • Full Name

    • Birthday

    • Gender

    • Email

    • Phone

    • Keywords

    • Headline

    • Node

    • Keyword

    • Notes

    • Stage

    • Segment

    • Assign To

    • Default Assign To

    • Share To

    • List

    • RemoveList

    • Source App ID

    • Source Person Unique ID

    • Source App Link Name

    • Source App Link URL

    • Additional Fields

    Action
    Write
cloze logo
cloze logo

About Cloze

Cloze is like a personal assistant for your professional relationships that is always prompting you at the right moment, and remembering what you don’t. It’s the no-work way to see everything about your contacts in one place. Email, phone calls, meetings, notes, follow-ups and social.
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.
Learn moreHelp

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