• Microsoft To Do logoMicrosoft To Do logo
  • Agile CRM logoAgile CRM logo

Microsoft To Do + Agile CRM Integrations

How to connect Microsoft To Do + Agile CRM

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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

  • Agile CRM

    Triggers when a Deal reaches a specific milestone you choose.

    Scheduled

    Trigger

  • Agile CRM

    Changing any milestone in Agile CRM should be triggered.

    Instant

    Trigger

  • Agile CRM

    Triggers when a new case is added in Agile CRM.

    Scheduled

    Trigger

  • Agile CRM

    Triggers when a new contact is add in AgileCRM.

    Scheduled

    Trigger

  • Agile CRM

    Triggers when a new Deal is added in AgileCRM.

    Scheduled

    Trigger

  • Agile CRM

    Triggers when a new event is created in Agile CRM.

    Scheduled

    Trigger

  • Agile CRM

    Triggers when a new ticket is added in Agile CRM.

    Scheduled

    Trigger

  • Agile CRM

    Triggers when a new task is added in the Agile CRM.

    Scheduled

    Trigger

  • Agile CRM

    Triggers when a tag is added to contact in AgileCRM.

    Scheduled

    Trigger

  • Agile CRM

    Subscribe to a Campaign.

    Scheduled

    Action

  • Agile CRM

    Add a Note to the Contact.

    Scheduled

    Action

  • Agile CRM

    Add Score to a Contact in the AgileCRM.

    Scheduled

    Action

  • Agile CRM

    Add Tag to a Contact in the Agile CRM.

    Scheduled

    Action

  • Agile CRM

    Create a New Company.

    Scheduled

    Action

  • Agile CRM

    Creates New Contact in the Agile CRM.

    Scheduled

    Action

  • Agile CRM

    Create a deal in the Agile CRM.

    Scheduled

    Action

  • Agile CRM

    Create event an event in Agile CRM.

    Scheduled

    Action

  • Agile CRM

    Creates Ticket in the Agile CRM.

    Scheduled

    Action

  • Agile CRM

    Create a Task for the Contact.

    Scheduled

    Action

  • Agile CRM

    Updates the contact in Agile CRM based on the Email Address. Alternatively, can also create a contact if one is not found.

    Scheduled

    Action

How Microsoft To Do + Agile CRM Integrations Work

  1. Step 1: Authenticate Microsoft To Do and Agile CRM.
    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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agile-crm logo
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About Agile CRM

Agile CRM offers contact management, marketing automation, telephony, analytics, web engagement, real-time alerts and social suite. Track, nurture, and sell like a pro.

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