Eworks Manager + Microsoft To Do

Eworks Manager + Microsoft To Do integrations

Create tasks in Microsoft To Do when new jobs appear in Eworks Manager

Streamline your project management by instantly creating tasks in Microsoft To Do whenever there's a new job in Eworks Manager. This workflow lets you efficiently manage your projects without having to manually import tasks from one platform to another. Experience a seamless transition of job details into task outlines, enhancing your productivity and organization, and letting you focus on more important aspects of your projects.

When this happens...
New JobTriggers when a new job is created.
TriggerInstant
automatically do this!
Create TaskTriggers when a new task is created.
ActionWrite

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More things you can do with Eworks Manager and Microsoft To Do

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

Appointment Accepted
Triggers when an appointment is accepted.
Trigger
Instant
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Appointment Cancelled
Triggers when an appointment is cancelled.
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Instant
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Appointment Declined
Triggers when an appointment is declined.
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Instant
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Appointment on Route
Triggers when an appointment status changed to on route.
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Instant
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Appointment Status Changed
Triggers when appointment status is changed.
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Instant
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Expense Authorised
Triggers when an expense is authorised.
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Instant
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Expense Updated
Triggers when an expense is updated.
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Instant
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Invoice Paid
Triggers when an invoice is paid.
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Instant
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Item Updated
Triggers when an item is updated.
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Instant
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Job Authorised
Triggers when a job is Authorised.
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Instant
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Job Completed
Triggers when a job is completed.
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Instant
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Job on Hold
Triggers when a job status is changed to On Hold.
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Instant
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Job Updated
Triggers when a job is updated.
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Instant
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Lead Rejected
Triggers when a lead is rejected.
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Instant
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New Appointment
Triggers when a new job appointment is created.
Trigger
Instant
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New Expense
Triggers when a new expense is created.
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Instant
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New Item
Triggers when a new Item is created.
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Instant
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New Lead
Triggers when a new lead is created.
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Instant
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New Quote
Triggers when a new quote is created.
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Instant
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Purchase Order Approved
Triggers when a purchase order is approved.
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Instant
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Purchase Order Paid
Triggers when a purchase order is paid.
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Instant
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Quote Accepted
Triggers when a quote is accepted.
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Instant
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Quote Updated
Triggers when a quote is updated.
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Instant
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- Customer Type
  Required
- Customer Name
  Required
- Full Name
  Required
- Email Address
- Telephone
- Address
  Required
- City
- County
- Postcode
- Country
- Notes
Action
Write
- Customer Name
  Required
- Invoice Date
  Required
- Due Date
- Terms
- Internal Notes
- Customer Notes
- Purchase Order Ref
- Job Order Ref
- Item Code
  Required
- Item Description
- Account Code
- Tax Rate
- Quantity
- Discount Type
- Discount Value
- Cost Price
- Price
Action
Write
- Customer
  Required
- Job Type
- Start Date
  Required
- Complete By
  Required
- Short Description
  Required
- Description
- Customer Notes
- Internal Notes
- Item Code
- Description
- Quantity
- Cost Price
- Price
Action
Write
- Supplier Name
  Required
- Customer Name
- Purchase Date
  Required
- Payment Terms
- Supplier Notes
- Delivery Notes
- Internal Notes
Action
Write
- Supplier Name
  Required
- Full Name
  Required
- Email Address
- Telephone
- Address
  Required
- City
- County
- Postcode
- Country
Action
Write
- Item Code
  Required
Action
Search
- Invoice Ref
  Required
Action
Search
- Purchase Order Ref
  Required
Action
Search
- Customer Name
  Required
- Full Name
  Required
- Address
  Required
- Customer Type
  Required
- Email Address
- Telephone
- City
- County
- Postcode
- Country
- Notes
Action
Search or write
- Supplier Name
  Required
- Full Name
  Required
- Email Address
- Telephone
- Address
  Required
- City
- County
- Postcode
- Country
Action
Search or write
New List
Triggers when a new list is created.
Trigger
Polling
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- List
Trigger
Polling
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- 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

Appointment Action Required
Triggers when an appointment status is action required.
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Instant
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Appointment Completed
Triggers when an appointment is completed.
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Instant
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Appointment on Hold
Triggers when an appointment status is changed to on hold.
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Instant
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Appointment on Site
Triggers when an appointment status is changed to on site.
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Instant
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Customer Updated
Triggers when a customer is updated.
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Instant
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Expense Paid
Triggers when an expense is paid.
Trigger
Instant
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Invoice Cancelled
Triggers when an invoice is cancelled.
Trigger
Instant
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Invoice Updated
Triggers when an invoice is updated.
Trigger
Instant
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Job Action Required
Triggers when a job status is changed to Action Required.
Trigger
Instant
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Job Cancelled
Triggers when a job is Cancelled.
Trigger
Instant
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Job in Progress
Triggers when a job status is changed to In Progress.
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Instant
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Job Status Changed
Triggers when a job status is changed.
Trigger
Instant
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Lead Authorised
Triggers when a lead is authorised.
Trigger
Instant
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Lead Updated
Triggers when a lead is updated.
Trigger
Instant
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New Customer
Triggers when a new customer is created.
Trigger
Instant
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New Invoice
Triggers when a new invoice is created.
Trigger
Instant
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New Job
Triggers when a new job is created.
Trigger
Instant
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New Purchase Order
Triggers when a new purchase order is created.
Trigger
Instant
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New Supplier
Triggers when a new supplier is created.
Trigger
Instant
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Purchase Order Cancelled
Triggers when a purchase order is cancelled.
Trigger
Instant
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Purchase Order Updated
Triggers when a purchase order is updated.
Trigger
Instant
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Quote Rejected
Triggers when a quote is rejected.
Trigger
Instant
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Supplier Updated
Triggers when a supplier is updated.
Trigger
Instant
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- Expense Name
  Required
- Net Amount
  Required
- VAT Amount
  Required
- Expense Date
  Required
- Reference
- Billable?
- Authorised?
- Paid?
- Notes
Action
Write
- Item Type
  Required
- Item Category
  Required
- Item Name
  Required
- Item Code
  Required
- Cost Price
  Required
- Price
  Required
- Item Description
Action
Write
- Full Name
  Required
- Company Name
  Required
- Email Address
  Required
- Telephone
  Required
- Mobile
- Address
- City
- County
- Postcode
- Country
Action
Write
- Customer Name
  Required
- Quote Date
- Expiry Date
- Preferred Job Date
- Preferred Job Time
- Description
- Customer Notes
- Terms
- Internal Notes
Action
Write
- Customer Name
  Required
- Full Name
  Required
- Address
  Required
Action
Search
- Supplier Name
  Required
Action
Search
- Job Ref
  Required
Action
Search
- Quote Ref
  Required
Action
Search
- Item Code
  Required
- Item Type
  Required
- Item Category
  Required
- Item Name
  Required
- Cost Price
  Required
- Price
  Required
- Item Description
Action
Search or write
- List
Trigger
Polling
Try It
- List
Trigger
Polling
Try It
- Title
  Required
Action
Write
- List
  Required
- Task
  Required
Action
Write
- List
  Required
- Title
- Include completed tasks?
Action
Search

About Eworks Manager

Eworks Manager is an award-winning Job Management software that allows your business to manage jobs and projects from Quote through to invoice

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Related categories

Project 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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