Connect ConnectWise Manage and Microsoft To Do to unlock the power of automation
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Set up your first integration
Quickly connect ConnectWise Manage to Microsoft To Do with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate ConnectWise Manage with Microsoft To Do - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New/Updated Contact" from ConnectWise Manage.
Add your action
An action happens after the trigger—such as "Create List" in Microsoft To Do.
You’re connected!
Zapier seamlessly connects ConnectWise Manage and Microsoft To Do, automating your workflow.
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Frequently Asked Questions about ConnectWise Manage + Microsoft To Do integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with ConnectWise Manage and Microsoft To Do
How can we set up an integration between ConnectWise Manage and Microsoft To Do?
To set up the integration, connect both ConnectWise Manage and Microsoft To Do to our platform. Then, create a workflow where specific triggers in ConnectWise Manage, such as 'New Ticket Creation' or 'Updated Service Ticket', prompt actions in Microsoft To Do like 'Create Task'.
What triggers are available for this integration?
Triggers available include events like 'New Ticket Created', 'Ticket Status Updated', or 'New Time Entry'. These triggers can then initiate actions in Microsoft To Do according to your configured automation.
What types of actions can be automated in Microsoft To Do with this integration?
You can automate several actions like 'Create Task', where a new task is generated based on specific criteria from ConnectWise Manage, or updating task details when corresponding changes occur in ConnectWise.
Is there a way to update tasks in Microsoft To Do when a ticket status changes in ConnectWise Manage?
Yes, you can set a trigger for when a ticket status changes in ConnectWise Manage. This can lead to actions such as updating the status or details of tasks within Microsoft To Do, ensuring that everything stays synced.
Can I customize which types of tickets from ConnectWise Manage create tasks in Microsoft To Do?
Absolutely, you have the flexibility to specify which types of tickets will trigger task creation. For example, you may choose only high-priority tickets from ConnectWise Manage to create new tasks in your Microsoft To Do list.
How often does the data sync occur between the two applications?
The data sync frequency depends on how you've configured it within our platform. Typically, triggers activate almost instantly but may vary due to server loads or specific customization settings you've applied.
Do I need technical knowledge to set up this integration?
While having some technical background can help, it's not necessary. We've designed our interface to be user-friendly so that even those without extensive technical skills can configure and manage integrations easily.
Practical ways you can use ConnectWise Manage and Microsoft To Do
Organize new projects into task lists
Managing projects efficiently is key for business owners. When a new project is created in ConnectWise Manage, Zapier automates the process by creating a corresponding task list in Microsoft To Do. This ensures tasks get tracked, enabling better project management and enhancing productivity.
Business Owner
Track new tickets in a to-do list
For IT managers, staying on top of tasks can be challenging when new service tickets come in. Zapier helps by triggering a task creation in Microsoft To Do every time a new service ticket is created in ConnectWise Manage. This ensures no ticket is overlooked and ticket resolution times improve.
ITSupported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- New, Updated or Both
- Company Filter
- Contact Type Filter
- Specific Contact Filter
Try ItTriggerInstant- New, Updated or Both
- Service Board Filter
- Project Filter
Try ItTriggerInstant- New Territory
Triggers when a new territory is created.
Try ItTriggerPolling - Company_nameRequired
- IdentifierRequired
- TypeRequired
- StatusRequired
- Site NameRequired
- Address_1
- Address_2
- City
- State
- Zip_code
- Country Name
- Phone Number
- Website
- Market
- Source
- Number of Employees
- Territory
ActionWrite
- Service Board Filter
Try ItTriggerPolling- New, Updated or Both
- Service Board Filter
- Specific Service Ticket Filter
- Project Filter
Try ItTriggerInstant- FileRequired
- Record IDRequired
- Record TypeRequired
- Title
- Private?
- Read Only?
- Is Avatar?
ActionWrite- First NameRequired
- Last NameRequired
- Title
- Email
- Default Email
- Phone_number
- Default Phone
- Phone_type
- Type
- Company
- Primary Contact
- Relationship
- Department
- Address_1
- Address_2
- City
- State
- Zip_code
- Country Name
ActionWrite
