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Microsoft To Do + Salesforce

Update Salesforce records when Microsoft To Do tasks are updated

Keep your tasks aligned between Microsoft To Do and Salesforce with this seamless automation. Each time a task is updated in Microsoft To Do, this workflow will ensure the corresponding record is updated in Salesforce accordingly. Stay organized and on track, while effortlessly maintaining accurate task information across both platforms.

Keep your tasks aligned between Microsoft To Do and Salesforce with this seamless automation. Each time a task is updated in Microsoft To Do, this workflow will ensure the corresponding record is updated in Salesforce accordingly. Stay organized and on track, while effortlessly maintaining accurate task information across both platforms.

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

    Triggers when a task is updated.

    TriggerScheduled
  2. automatically do this!
    SalesforceSalesforce
    Update Record

    Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

    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
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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