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Microsoft To Do + PandaDoc

Create tasks in Microsoft To Do when new documents are sent in PandaDoc

Stay organized and never miss a follow-up task when you send documents through PandaDoc. With this workflow, as soon as a document is sent using PandaDoc, a task will be instantly created in Microsoft To-Do, ensuring vital tasks are recorded and reducing the chances of missing deadlines. Enjoy a seamless and efficient process, keeping you on track and productive throughout your workday.

Stay organized and never miss a follow-up task when you send documents through PandaDoc. With this workflow, as soon as a document is sent using PandaDoc, a task will be instantly created in Microsoft To-Do, ensuring vital tasks are recorded and reducing the chances of missing deadlines. Enjoy a seamless and efficient process, keeping you on track and productive throughout your workday.

  1. When this happens...
    PandaDocPandaDoc
    Document Sent

    Triggers when a document is sent.

    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?

    • Source

    Trigger
    Instant
    Try It

    • Source

    Trigger
    Instant
    Try It

    • Document IDRequired

    • Attachment NameRequired

    • AttachmentRequired

    Action
    Write

    • Document NameRequired

    • TemplateRequired

    • Send DocumentRequired

    • Message

    • Pricing Table Currency

    • Name

    • Description

    • Price

    • Quantity

    • Discount

    • Document Metadata

    Action
    Write

    • Source

    • Document Status

    Trigger
    Instant
    Try It

    • Source

    Trigger
    Instant
    Try It

    • warning

    • EmailRequired

    • First name

    • Last name

    • Company

    • Phone

    • Title

    • Street Address

    • City

    • Postal Code

    • Country

    • State

    Action
    Write

    • EmailRequired

    • First name

    • Last name

    • Company

    • Phone

    • Job Title

    • Street Address

    • City

    • Postal Code

    • Country

    • State

    Action
    Write
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

Related categories

  • Microsoft
  • Task Management

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About PandaDoc

PandaDoc is an all-in-one software that streamlines your sales workflows. Create, send, track, and eSign client-facing documents designed to win more business.
Learn moreHelp

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Related Zap Templates

  • Create tasks in Microsoft To Do for new PandaDoc sent documents
  • Complete tasks in Microsoft To Do when new documents are sent in PandaDoc

Related Zap Templates