• Microsoft To Do logoMicrosoft To Do logo
  • Actionstep logoActionstep logo

Microsoft To Do + Actionstep Integrations

How to connect Microsoft To Do + Actionstep

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  • Microsoft To Do triggers, actions, and search
    Completed Task
    Triggers when a task is completed.
    Trigger
    Scheduled
  • Microsoft To Do triggers, actions, and search
    New List
    Triggers when a new list is created.
    Trigger
    Scheduled
  • Microsoft To Do triggers, actions, and search
    New Task
    Triggers when a new task is created.
    Trigger
    Scheduled
  • Microsoft To Do triggers, actions, and search
    Updated Task
    Triggers when a task is updated.
    Trigger
    Scheduled
  • Microsoft To Do triggers, actions, and search
    Create List
    Creates a new list.
    Action
    Write
  • Microsoft To Do triggers, actions, and search
    Create Task
    Creates a new task.
    Action
    Write
  • Microsoft To Do triggers, actions, and search
    Complete Task
    Marks a task as complete.
    Action
    Write
  • Microsoft To Do triggers, actions, and search
    Find a Task
    Search for a Task.
    Action
    Search
  • Microsoft To Do

    Finds a task by title, or creates one if none is found.

    Scheduled

    Action

  • Actionstep

    Triggers when an action/matter is created.

    Instant

    Trigger

  • Actionstep

    Triggers when a participant/contact is added to an action/matter.

    Instant

    Trigger

  • Actionstep

    Triggers when a new file note is created.

    Instant

    Trigger

  • Actionstep

    Triggers when a participant/contact is created.

    Instant

    Trigger

  • Actionstep

    Triggers when a step change occurs on an action/matter.

    Instant

    Trigger

  • Actionstep

    Triggers when a new task is created.

    Instant

    Trigger

  • Actionstep

    Triggers when an existing Matter is updated.

    Instant

    Trigger

  • Actionstep

    Adds a participant to an action/matter.

    Scheduled

    Action

  • Actionstep

    Creates a new action/matter.

    Scheduled

    Action

  • Actionstep

    Creates a company contact.

    Scheduled

    Action

  • Actionstep

    Creates a new file note for an action/matter.

    Scheduled

    Action

  • Actionstep

    Creates an individual contact.

    Scheduled

    Action

  • Actionstep

    Creates a task for an action/matter.

    Scheduled

    Action

  • Actionstep

    Create a disbursement.

    Scheduled

    Action

  • Actionstep

    Creates a time entry.

    Scheduled

    Action

  • Actionstep

    Update company contact

    Scheduled

    Action

  • Actionstep

    Updates an existing file note.

    Scheduled

    Action

  • Actionstep

    Update an individual contact

    Scheduled

    Action

  • Actionstep

    Updates a matter.

    Scheduled

    Action

  • Actionstep

    Updates a matter custom field value.

    Scheduled

    Action

  • Actionstep

    Updates a task.

    Scheduled

    Action

  • Actionstep

    Find a matter custom field based on the supplied custom field name.

    Scheduled

    Action

  • Actionstep

    Finds a tax code record based on the supplied code.

    Scheduled

    Action

  • Actionstep

    Retrieve a matter custom field value based on the supplied custom field id and matter id.

    Scheduled

    Action

  • Actionstep

    Find a contact/participant by name or ID.

    Scheduled

    Action

  • Actionstep

    Finds a matter/action by name or ID.

    Scheduled

    Action

  • Actionstep

    Find a contact based on different search criteria.

    Scheduled

    Action

  • Actionstep

    Find a matter based on different search criteria.

    Scheduled

    Action

  • Actionstep

    Find or Create Contact

    Scheduled

    Action

  • Actionstep

    Find or Create Matter

    Scheduled

    Action

  • Actionstep

    Find or Create Participant

    Scheduled

    Action

  • Actionstep

    Find a contact based on different search criteria.

    Scheduled

    Action

How Microsoft To Do + Actionstep Integrations Work

  1. Step 1: Authenticate Microsoft To Do and Actionstep.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
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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actionstep logo
actionstep logo

About Actionstep

Actionstep is a Legal Practice Management Solution for Law firms.

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