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.
- When this happens...Completed Task
Triggers when a task is completed.
- automatically do this...Only continue if...
Set up rules to specify when this Zap can continue running.
- then do this...Text
Work with text data to find & replace, capitalize, remove HTML, and more (with line-item support).
- then do this...Text
Work with text data to find & replace, capitalize, remove HTML, and more (with line-item support).
- then do this...Find Initiative
Triggers when a new Initiative is created.
- then do this!Update Initiative
Update an existing Initiative (via its goal ID).
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