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Follow Up Boss + Microsoft To Do

Update tasks in Microsoft To Do and create new inquiries or website events in Follow Up Boss

Keep track of your updated tasks in Microsoft To Do and effortlessly create new inquiries or website events in Follow Up Boss with this seamless workflow. When a task is updated in Microsoft To Do, the automation will instantly generate a corresponding entry in Follow Up Boss, ensuring you never miss crucial updates while nurturing leads and managing customer relations. Stay organized and improve productivity with this efficient integration.

Keep track of your updated tasks in Microsoft To Do and effortlessly create new inquiries or website events in Follow Up Boss with this seamless workflow. When a task is updated in Microsoft To Do, the automation will instantly generate a corresponding entry in Follow Up Boss, ensuring you never miss crucial updates while nurturing leads and managing customer relations. Stay organized and improve productivity with this efficient integration.

  1. When this happens...
    Microsoft To DoMicrosoft To Do
    Updated Task

    Triggers when a task is updated.

    TriggerScheduled
  2. automatically do this!
    Follow Up BossFollow Up Boss
    New Inquiry or Website Event

    Notify Follow Up Boss when a new inquiry is received or an event on your website happens. For example, someone inquiries about a property, views or saves property as a favorite, an IDX registration or contact form. This will trigger action plans if a new lead is created from the event.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • List

    Trigger
    Scheduled
    Try It
    • TitleRequired

    Action
    Write
    • ListRequired

    • TaskRequired

    Action
    Write
    • TitleRequired

    • List

    • Note

    • Due Date

    • Reminder Date

    • Turn reminder on?

    • Importance

    Action
    Write
    • Api Docs Info

    • HTTP MethodRequired

    • URLRequired

    • Query String Parameters

    • Headers

    • Additional Request Headers

    • Body

    Action
    Write
follow-up-boss logo
follow-up-boss logo

About Follow Up Boss

Simple lead management software for real estate agents and brokers. Follow Up Boss takes all your leads and puts them in one simple system automatically. Helps you to respond fast and convert more leads into closings.
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.

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