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Microsoft To Do + Perdoo + Filter by Zapier + Formatter by Zapier

Complete initiatives in Perdoo for newly completed tasks in Microsoft To Do

If you complete a new task in Microsoft To Do that is related to an initiative in Perdoo, this Zap will automatically update Perdoo as well. This template uses the (Perdoo) Goal ID, which needs to be included in the task's subject.

If you complete a new task in Microsoft To Do that is related to an initiative in Perdoo, this Zap will automatically update Perdoo as well. This template uses the (Perdoo) Goal ID, which needs to be included in the task's subject.

  1. When this happens...
    Microsoft To DoMicrosoft To Do
    Completed Task

    Triggers when a task is completed.

    TriggerScheduled
  2. automatically do this...
    Filter by ZapierFilter by Zapier
    Only continue if...

    Set up rules to specify when this Zap can continue running.

    ActionFilter
  3. then do this...
    Formatter by ZapierFormatter by Zapier
    Text

    Work with text data to find & replace, capitalize, remove HTML, and more (with line-item support).

    ActionWrite
  4. then do this...
    Formatter by ZapierFormatter by Zapier
    Text

    Work with text data to find & replace, capitalize, remove HTML, and more (with line-item support).

    ActionWrite
  5. then do this...
    PerdooPerdoo
    Find Initiative

    Triggers when a new Initiative is created.

    ActionSearch
  6. then do this!
    PerdooPerdoo
    Update Initiative

    Update an existing Initiative (via its goal ID).

    ActionWrite
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Supported triggers and actions

What does this mean?
    • List

    Trigger
    Scheduled
    Try It
    • TitleRequired

    Action
    Write
    • ListRequired

    • TaskRequired

    Action
    Write
    • TitleRequired

    • List

    • Note

    • Due Date

    • Reminder Date

    • Turn reminder on?

    • Importance

    Action
    Write
    • Api Docs Info

    • HTTP MethodRequired

    • URLRequired

    • Query String Parameters

    • Headers

    • Additional Request Headers

    • Body

    Action
    Write
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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

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  • Microsoft
  • Task Management

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perdoo logo
perdoo logo

About Perdoo

Perdoo is a strategy, goals, and people management platform. Execute strategy, track OKRs & KPIs, manage 1:1s, Performance reviews, and more.

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filter logo

About Filter by Zapier

Only allow a Zap to proceed when a certain condition is met. For example, if you're sending a text message when you receive a new email, you could use a Filter that only sends a text message when the email received is from a certain address.

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formatter logo

About Formatter by Zapier

Data isn't always in the format you need. Perhaps a date is in International format, but your app needs it in American format. Or maybe you need to Title Case a subject, truncate text for a Tweet, or turn Markdown text into HTML for your blog. Zapier's Formatter tool can help.

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