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Insightly + Microsoft To Do

Update Insightly records each time tasks are completed in Microsoft To Do

Stay on top of your productivity by linking your completed tasks in Microsoft To Do with corresponding records in Insightly. As soon as you finish a task in Microsoft To Do, this workflow modifies the matching record in Insightly, ensuring your information stays up-to-date and your progress tracking is seamless. This automation boosts your efficiency and keeps your process smooth by eliminating the need for manual updating.

Stay on top of your productivity by linking your completed tasks in Microsoft To Do with corresponding records in Insightly. As soon as you finish a task in Microsoft To Do, this workflow modifies the matching record in Insightly, ensuring your information stays up-to-date and your progress tracking is seamless. This automation boosts your efficiency and keeps your process smooth by eliminating the need for manual updating.

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

    Triggers when a task is completed.

    TriggerScheduled
  2. automatically do this!
    InsightlyInsightly
    Update Record

    Updates a Record

    ActionWrite
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Supported triggers and actions

What does this mean?

    • List

    Trigger
    Scheduled
    Try It

    • List

    Trigger
    Scheduled
    Try It

    • TitleRequired

    Action
    Write

    • ListRequired

    • TaskRequired

    Action
    Write
  • Microsoft To Do triggers, actions, and search

    New List

    Triggers when a new list is created.

    Trigger
    Scheduled
    Try It

    • List

    Trigger
    Scheduled
    Try It

    • 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
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.
Learn moreHelp

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Related Zap Templates

  • Create tasks in Microsoft To Do from new records in Insightly

Related Zap Templates