Microsoft To Do + Pipedrive

Create tasks in Microsoft To-Do when new Pipedrive deals match filters

Follow your deals from start to finish, and don't let them just sit in one stage. This automation will help you win those deals by creating tasks in Microsoft To-Do whenever new Pipedrive deals match specific filters. Set yourself up for success!

When this happens...
Deal Matching Filter
Triggers when a deal matches a Pipedrive filter.
TriggerScheduled
automatically do this!
Create Task
Triggers when a new task is created.
ActionWrite

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Supported triggers and actions

What does this mean?

New Activity
Triggers when a new activity is created.
Trigger
Scheduled
Try It
New Deal
Triggers when a new deal is created.
Trigger
Instant
Try It
New Lead
Triggers when a Lead is created.
Trigger
Scheduled
Try It
New Organization
Triggers when a new organization is created.
Trigger
Scheduled
Try It
New Person
Triggers when a new person is created.
Trigger
Scheduled
Try It

- Stage in Pipeline
Trigger
Instant
Try It
Updated Organization
Triggers when an existing organization is updated.
Trigger
Scheduled
Try It

- DealRequired
- ProductRequired
- PriceRequired
- QuantityRequired
- Discount
- Discount Type
- Comments
- Is enabled?
- Tax Method
- Tax Percentage
Action
Write
- TitleRequired
- Creation Date
- Status
- Stage
- Owner
- Organization
- Person
- Probability
- Expected Close Date
- Value
- Currency
Action
Write
- FollowerRequired
- What to add follower to?Required
Action
Write
- ContentRequired
- Deal
- Pin note on specified deal?
- Person
- Pin note on specified person?
- Organization
- Pin note on specified organization?
- Lead
- Pin note on specified lead?
Action
Write
- NameRequired
- Owner
- Organization
- Email
- Phone
Action
Write
- ActivityRequired
- Is Done?
- Subject
- Assign To
- Deal
- Person
- Due Date and Time
- Duration
- Note
- Type
- Organization
Action
Write
- LeadRequired
- Title
- Owner
- Organization
- Person
- Label
- Expected Close Date
- Lead Value
- Lead Value Currency
Action
Write
- PersonRequired
- Name
- Owner
- Organization
- Email
- Phone
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Search for an Exact Match?
Action
Search
- Search for an Exact Match?
Action
Search
- Search termRequired
Action
Search
- Field to Search ByRequired
Action
Search
- Search for an Exact Match?
- TitleRequired
- Creation Date
- Status
- Stage
- Owner
- Organization
- Person
- Probability
- Expected Close Date
- Value
- Currency
Action
Search or write
- Search for an Exact Match?
- NameRequired
- Owner
- Address
Action
Search or write
- Search termRequired
- NameRequired
- Code
- Unit
- Tax percentage
- Is active?
- Owner
- Currency
- Price
- Cost
- Overhead Cost
Action
Search or write
New List
Triggers when a new list is created.
Trigger
Scheduled
Try It
- List
Trigger
Scheduled
Try It
- TitleRequired
- List
- Note
- Due Date
- Reminder Date
- Turn reminder on?
- Importance
Action
Write
- Owner
- App ExtensionRequired
Action
Write
- ListRequired
- Title
- Include completed tasks?
Action
Search

- Filter IdRequired
Trigger
Scheduled
Try It
- FilterRequired
Trigger
Scheduled
Try It
New Note
Triggers when a new note is created.
Trigger
Scheduled
Try It
- FilterRequired
Trigger
Scheduled
Try It
- FilterRequired
Trigger
Scheduled
Try It
Updated Deal
Triggers when an existing deal is updated.
Trigger
Instant
Try It
Updated Person
Triggers when an existing person is updated.
Trigger
Scheduled
Try It
- SubjectRequired
- Organization
- Assign To
- Person
- Deal
- Is done?
- Type
- Due Date and Time
- Duration
- Note
Action
Write
- FileRequired
- File NameRequired
- Deal
- Person
- Organization
- Product
- Activity ID
- Note ID
Action
Write
- TitleRequired
- Person
- Organization
- Owner
- Note
- Pin Note to Lead?
- Label
- Expected Close Date
- Lead Value
- Lead Value Currency
Action
Write
- NameRequired
- Owner
- Address
Action
Write
- NameRequired
- Code
- Unit
- Tax percentage
- Is active?
- Owner
- Currency
- Price
- Cost
- Overhead Cost
Action
Write
- DealRequired
- Title
- Status
- Stage
- Owner
- Organization
- Person
- Value
- Currency
Action
Write
- OrganizationRequired
- Owner
- Name
- Address
Action
Write
- Welcome
Action
Write
- SubjectRequired
- Assigned To
- Type
- Filter
- Status
Action
Search
- Search for an Exact Match?
Action
Search
- Search for an Exact Match?
Action
Search
Find Product(s)
Finds a product or products by name, ID, or product code (with line item support).
Action
Search
- SubjectRequired
- Assign To
- Type
- Filter
- Is done?
- Organization
- Person
- Deal
- Due Date and Time
- Duration
- Note
Action
Search or write
- Search for an Exact Match?
- TitleRequired
- Person
- Organization
- Owner
- Note
- Pin Note to Lead?
- Label
- Expected Close Date
- Lead Value
- Lead Value Currency
Action
Search or write
- Search for an Exact Match?
- NameRequired
- Owner
- Organization
- Email
- Phone
Action
Search or write
- List
Trigger
Scheduled
Try It
- List
Trigger
Scheduled
Try It
- TitleRequired
Action
Write
- ListRequired
- TaskRequired
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- ListRequired
- TitleRequired
- Include completed tasks?
- Note
- Due Date
- Reminder Date
- Turn reminder on?
- Importance
Action
Search or write

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 more Help

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About Pipedrive

Pipedrive is sales pipeline and CRM software for deal makers. Get super-organized. Close deals in less time. iOS and Android apps let you take your pipeline with you anywhere.

Learn more Help

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Microsoft To Do + Pipedrive

Create tasks in Microsoft To-Do when new Pipedrive deals match filters

New Activity

New Deal

New Lead

New Organization

New Person

Updated Deal Stage

Stage in Pipeline

Updated Organization

Add Product to Deal

DealRequired

ProductRequired

PriceRequired

QuantityRequired

Discount

Discount Type

Comments

Is enabled?

Tax Method

Tax Percentage

Create Deal

TitleRequired

Creation Date

Status

Stage

Owner

Organization

Person

Probability

Expected Close Date

Value

Currency

Add Follower

FollowerRequired

What to add follower to?Required

Create Note

ContentRequired

Deal

Pin note on specified deal?

Person

Pin note on specified person?

Organization

Pin note on specified organization?

Lead

Pin note on specified lead?

Create Person

NameRequired

Owner

Organization

Email

Phone

Update Activity

ActivityRequired

Is Done?

Subject

Assign To

Deal

Person

Due Date and Time

Duration

Note

Type

Organization

Update Lead

LeadRequired

Title

Owner

Organization

Person

Label

Expected Close Date

Lead Value

Lead Value Currency

Update Person

PersonRequired

Name

Owner

Organization

Email