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Karbon + Microsoft To Do

Create tasks in Microsoft To Do from new organization contacts in Karbon

Stay organized and efficient with this automation that connects Karbon and Microsoft To Do. Whenever you add a new organization contact in Karbon, a task is swiftly created in Microsoft To Do. This saves you from manual data entry, ensuring that all critical tasks linked to your contacts are laid out in your To Do list, enabling you to focus more on building relationships and less on administrative chores.

Stay organized and efficient with this automation that connects Karbon and Microsoft To Do. Whenever you add a new organization contact in Karbon, a task is swiftly created in Microsoft To Do. This saves you from manual data entry, ensuring that all critical tasks linked to your contacts are laid out in your To Do list, enabling you to focus more on building relationships and less on administrative chores.

  1. When this happens...
    KarbonKarbon
    New Organization Contact

    Triggers when a new organization contact 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?
  • Karbon triggers, actions, and search

    New Person Contact

    Triggers when a new person contact is created.

    Trigger
    Instant
    Try It
  • Karbon triggers, actions, and search

    New Organization Contact

    Triggers when a new organization contact is created.

    Trigger
    Instant
    Try It
    • First NameRequired

    • Last NameRequired

    • Client Identifier

    • Contact Type

    • Preferred Name

    • Salutation

    • Email Address

    • Address Line

    • City

    • State Province County

    • Zip Code

    • Country

    • Phone Number

    Action
    Write
    • NameRequired

    • Client Identifier

    • Contact Type

    • Website

    • Address Line

    • City

    • State Province County

    • Zip Code

    • Country

    • Phone Number

    Action
    Write
  • Karbon triggers, actions, and search

    Person Contact Updated

    Triggers when a person contact is updated.

    Trigger
    Instant
    Try It
  • Karbon triggers, actions, and search

    Organization Contact Updated

    Triggers when an organization contact is updated.

    Trigger
    Instant
    Try It
    • IdRequired

    • First NameRequired

    • Last NameRequired

    • Client Identifier

    • Contact Type

    • Preferred Name

    • Salutation

    • Email Address

    • Address Line

    • City

    • State Province County

    • Zip Code

    • Country

    Action
    Write
    • IdRequired

    • NameRequired

    • Client Identifier

    • Contact Type

    • Website

    • Address Line

    • City

    • State Province County

    • Zip Code

    • Country

    • Phone Number

    Action
    Write
karbon logo
karbon logo

About Karbon

Karbon is the collaborative practice management platform for accounting firms. It enables seamless communication and workflows so you know who is doing what, when, why, and how.
Learn more

Related categories

  • Project Management
microsoft-todo logo

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