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Insightly + Microsoft To Do

Create tasks in Microsoft To Do from new records in Insightly

Stay on top of your tasks by creating a seamless workflow between Insightly and Microsoft To Do. With this automation, every time a new record is added in Insightly, a corresponding task will be created in Microsoft To Do, ensuring you never miss important assignments. Boost your productivity and streamline your task management with this efficient integration.

Stay on top of your tasks by creating a seamless workflow between Insightly and Microsoft To Do. With this automation, every time a new record is added in Insightly, a corresponding task will be created in Microsoft To Do, ensuring you never miss important assignments. Boost your productivity and streamline your task management with this efficient integration.

  1. When this happens...
    InsightlyInsightly
    New Record

    Triggers when a new record is created.

    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?
    • Insightly ObjectRequired

    Trigger
    Instant
    Try It
    • Insightly ObjectRequired

    Trigger
    Instant
    Try It
    • Insightly ObjectRequired

    Action
    Write
    • Insightly ObjectRequired

    • Search ByRequired

    • Search ValueRequired

    Action
    Search
insightly logo
insightly logo

About Insightly

Insightly is a CRM and project management app that helps small to medium businesses manage contacts, track relationships, monitor sales pipeline, organize projects and more. It keeps all your critical business info on all your devices, so your company sells more and satisfies customers better.
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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