Microsoft To Do + ServiceTrade

Microsoft To Do + ServiceTrade integrations

Handle new ServiceTrade deficiencies by creating tasks in Microsoft To Do

Stay on top of your efficiency game with this workflow. Whenever a new deficiency arises in ServiceTrade, this task management automation creates a new task in Microsoft To Do. No more manual entry required, ensuring your issues are organized and ready for action straight away in your Microsoft To Do list. The perfect solution for time-saving and enhancing task monitoring within your business operations.

When this happens...
New DeficiencyTriggers when a new deficiency is created.
TriggerInstant
automatically do this!
Create TaskTriggers when a new task is created.
ActionWrite

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

More things you can do with ServiceTrade and Microsoft To Do

Discover other triggers and actions you can use with ServiceTrade and Microsoft To Do

New Attachment
Triggers when a new attachment is created.
Trigger
Instant
Try It
New Comment
Triggers when a new comment is added to an asset, company, deficiency, invoice, job, location, or quote. (Note: The trigger test will only check for job comments.)
Trigger
Instant
Try It
New Contact
Triggers when a new contact is created.
Trigger
Instant
Try It
New Invoice
Triggers when a new invoice is created.
Trigger
Instant
Try It
New Job Comment
Triggers when a new comment is added to a job.
Trigger
Instant
Try It

New Quote
Triggers when a new quote is created.
Trigger
Instant
Try It
Updated Company
Triggers when an existing Company is updated.
Trigger
Instant
Try It

Updated Deficiency
Triggers when an existing deficiency is updated.
Trigger
Instant
Try It
Updated Job
Triggers when an existing Job is updated.
Trigger
Instant
Try It
Updated Quote
Triggers when an existing quote is updated.
Trigger
Instant
Try It
- Job Number
- File Name
  Required
- Purpose
  Required
- Content
  Required
Action
Write
- Comment
  Required
- Location ID
  Required
- Scheduling Comment
  Required
- Tech Comment
  Required
- Billing Comment
  Required
- Public Comment
  Required
Action
Write
- Request Type
  Required
- API Endpoint URL
  Required
Action
Write
- Import Type
- File Name
  Required
- Content
  Required
Action
Write
- Contact External ID
- External System Name
- Company
- Location
- Type
  Required
- First Name
  Required
- Last Name
- Phone Number
- Email
- Primary
Action
Write
- Location
  Required
- Vendor Name
  Required
- Job Type
  Required
- Job Description
- Service Line
  Required
- Service Description
  Required
- Due Date (Start)
- Due Date (End)
- Expected Duration
- Estimated Price
Action
Write
- Company
  Required
- Taxable
- Location External ID
- Location External System Name
- Location Name
  Required
- Location Address Street
  Required
- Location Address City
  Required
- Location Address State
  Required
- Location Address Postal Code
- Phone Number
- Email
- Latitude
- Longitude
- Status
Action
Write
- Tag
  Required
- Entity Type
  Required
Action
Write
- Company
  Required
- Company External ID
- Company External System Name
- Company Name
- Company Address Street
- Company Address City
- Company Address State
- Company Address Postal Code
- Company Status
Action
Write
- Invoice ID
  Required
- Invoice Type
  Required
- Invoice Status
  Required
- Name
- Invoice Number
Action
Write
- Location
  Required
- Taxable
- Location External ID
- Location External System Name
- Location Name
- Location Address Street
- Location Address City
- Location Address State
- Location Address Postal Code
- Phone Number
- Email
- Latitude
- Longitude
- Company
- Status
Action
Write
- Company Name
  Required
- Company Address City
- Company Address State
- Company Address Postal Code
Action
Search
- Search String
  Required
Action
Search
- Deficiency Number
  Required
Action
Search
- Job Number
  Required
Action
Search
- External System Name
  Required
- External ID
  Required
Action
Search
- Company Name
  Required
- Company Address City
- Company Address State
- Company Address Postal Code
- Company External ID
- External System Name
- Company Address Street
  Required
- Company Address City
  Required
- Company Address State (2-letter abbreviation)
  Required
- Company Address Postal Code
- Company Status
Action
Search or write
- Search String
  Required
- Contact External ID
- External System Name
- Company
- Location
- Type
  Required
- First Name
  Required
- Last Name
- Phone Number
- Email
- Primary
Action
Search or write
- External System Name
  Required
- External ID
  Required
- Company
  Required
- Taxable
- Location External ID
- Location External System Name
- Location Name
  Required
- Location Address Street
  Required
- Location Address City
  Required
- Location Address State
  Required
- Location Address Postal Code
- Phone Number
- Email
- Latitude
- Longitude
- Status
Action
Search or write
New List
Triggers when a new list is created.
Trigger
Polling
Try It
- List
Trigger
Polling
Try It
- Title
  Required
- List
- Note
- Due Date
- Reminder Date
- Turn reminder on?
- Importance
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- List
  Required
- Title
  Required
- Include completed tasks?
- Note
- Due Date
- Reminder Date
- Turn reminder on?
- Importance
Action
Search or write

New Clock Event
Triggers when a new clock event (clock-in or clock-out) is created.
Trigger
Instant
Try It
New Company
Triggers when a new company is created.
Trigger
Instant
Try It
New Deficiency
Triggers when a new deficiency is created.
Trigger
Instant
Try It
New Job
Triggers when a new job is created.
Trigger
Instant
Try It
New Location
Triggers when a new location is created.
Trigger
Instant
Try It
Updated Appointment
Triggers when an existing appointment is updated or a new appointment is created.
Trigger
Instant
Try It
Updated Contact
Triggers when an existing contact is updated.
Trigger
Instant
Try It
Updated Invoice
Triggers when an existing invoice is updated or a new invoice is created.
Trigger
Instant
Try It
Updated Location
Triggers when an existing Location is updated.
Trigger
Instant
Try It
- Location
  Required
- Asset Data
  Required
- Asset Type
  Required
Action
Write
- Comment
  Required
- Job Number
  Required
- Scheduling Comment
  Required
- Tech Comment
  Required
- Billing Comment
  Required
- Public Comment
  Required
Action
Write
- Tag
  Required
- Entity Type
  Required
Action
Write
- Job
  Required
- Tech IDs
- Window Start
- Window End
- Released
- Status
Action
Write
- Company External ID
- External System Name
- Company Name
  Required
- Company Address Street
  Required
- Company Address City
  Required
- Company Address State (2-letter abbreviation)
  Required
- Company Address Postal Code
- Company Status
Action
Write
- Invoice Type
  Required
- Invoice Status
  Required
- Job ID
  Required
- Name
- Invoice Number
Action
Write
- Job
  Required
- Libitem
- Display Name
  Required
- Quantity
- Cost
- Service Line
- Used On Date
- Source
Action
Write
- Location
  Required
- Job Type
  Required
- Quote Description
  Required
- Service Line
  Required
- Service Description
  Required
- Service Window Start
- Service Window End
- Expiration Date
Action
Write
- Appointment ID
  Required
- Job ID
- Tech IDs
- Window Start
- Window End
- Released
- Status
Action
Write
- Contact
- Company
- Location
- Type
- First Name
- Last Name
- Phone Number
- Email
- Primary
Action
Write
- Job Item
  Required
- Libitem
- Display Name
- Quantity
- Cost
- Service Line
- Used On Date
- Source
Action
Write
- Asset Search
  Required
Action
Search
- External System Name
  Required
- External ID
  Required
Action
Search
- Contract Name
  Required
Action
Search
- Job ID
  Required
Action
Search
- Location Name
  Required
- Location Address Street
- Location Address City
- Location Address State
- Location Address Postal Code
- Company ID
Action
Search
- Quote Number
  Required
Action
Search
- External System Name
  Required
- External ID
  Required
- Company External ID
- External System Name
- Company Name
  Required
- Company Address Street
  Required
- Company Address City
  Required
- Company Address State (2-letter abbreviation)
  Required
- Company Address Postal Code
- Company Status
Action
Search or write
- Location Name
  Required
- Location Address Street
  Required
- Location Address City
  Required
- Location Address State
  Required
- Location Address Postal Code
- Company
  Required
- Taxable
- Location External ID
- Location External System Name
- Phone Number
- Email
- Latitude
- Longitude
- Status
Action
Search or write
- List
Trigger
Polling
Try It
- List
Trigger
Polling
Try It
- Title
  Required
Action
Write
- List
  Required
- Task
  Required
Action
Write
- List
  Required
- Title
- Include completed tasks?
Action
Search

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 moreLearn moreHelpHelp

Related categories

Microsoft

Task Management

Similar apps

Asana

Project Management

Google Tasks

Google, Task Management

Todoist

Task Management

About ServiceTrade

ServiceTrade is a customer service and sales application for commercial service contractors. Convert more of your contract work into repair revenue. Educate customers about the work you did for them with media-rich online service reports. Manage your service operations and connect your customer service data with other business applications.

Learn moreLearn moreHelpHelp

Related categories

Scheduling & Booking