DripJobs + Microsoft To Do
Create tasks in Microsoft To Do when new proposals are accepted in DripJobs
Streamline your workflow with this efficient automation. Whenever a proposal is accepted in DripJobs, a corresponding task is instantly created in Microsoft To Do. This saves time and ensures every accepted proposal is followed up with a task, keeping your workflow seamless and your productivity high.
Streamline your workflow with this efficient automation. Whenever a proposal is accepted in DripJobs, a corresponding task is instantly created in Microsoft To Do. This saves time and ensures every accepted proposal is followed up with a task, keeping your workflow seamless and your productivity high.
- When this happens...Proposal Accepted
Triggers when a proposal is marked accepted in dripjobs.
- automatically do this!Create Task
Triggers when a new task is created.
- Free forever for core features
- 14 day trial for premium features & apps
Booking Form Submitted
Triggers when a new Appointment request is submitted in dripjobs.
Try ItCustom Event Scheduled
Triggers when a custom event is scheduled in dripjobs.
Try ItNew Lead Created
Triggers when a new lead is created in dripjobs.
Try ItProject Stage Changed
Triggers when a project stage is changed in dripjobs
Try It
Card Label Changed
Triggers when a card label is changed
Try ItDeal Stage Changed
Triggers when a deal or job card moves to a new stage.
Try ItOn-Site Estimate Scheduled
Triggers when an on-site estimate scheduled appointment is created in dripjobs.
Try ItProposal Viewed
Triggers when a proposal is viewed by customer
Try It
