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Microsoft To Do + PandaDoc

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

Stay organized and efficient with this automation that connects PandaDoc and Microsoft To Do. When a document is sent through PandaDoc, a task will be completed in Microsoft To Do, ensuring you never miss an important step in your workflow. Save time and focus on more important aspects of your business with this seamless connection between your document management and task management tools.

Stay organized and efficient with this automation that connects PandaDoc and Microsoft To Do. When a document is sent through PandaDoc, a task will be completed in Microsoft To Do, ensuring you never miss an important step in your workflow. Save time and focus on more important aspects of your business with this seamless connection between your document management and task management tools.

  1. When this happens...
    PandaDocPandaDoc
    Document Sent

    Triggers when a document is sent.

    TriggerInstant
  2. automatically do this!
    Microsoft To DoMicrosoft To Do
    Complete Task

    Marks a task as complete.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • 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
    • 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.

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