Microsoft To Do + Agile CRM Integrations

How to connect Microsoft To Do + Agile CRM

Zapier lets you send info between Microsoft To Do and Agile CRM automatically—no code required.

When this happens...

Completed Task

Triggers when a task is completed.

automatically do this!

Add Event

Create event an event in Agile CRM.

Supported triggers and actions

What does this mean?

Completed Task
Triggers when a task is completed.
Trigger
Scheduled
New List
Triggers when a new list is created.
Trigger
Scheduled
New Task
Triggers when a new task is created.
Trigger
Scheduled
Updated Task
Triggers when a task is updated.
Trigger
Scheduled
Create List
Creates a new list.
Action
Write

Create Task
Creates a new task.
Action
Write
Complete Task
Marks a task as complete.
Action
Write

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

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

Connect apps

Connect Microsoft To Do + Agile CRM

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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