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Microsoft To Do + Simpro

Create tasks in Microsoft To Do for new quotes in Simpro

Streamline your tasks efficiently with this integration. When a new quote is produced in Simpro, it immediately generates a corresponding task in your Microsoft To Do list. This workflow enables seamless transition of information reducing manual data entry, and keeps you updated in real-time on your business's transactions.

Streamline your tasks efficiently with this integration. When a new quote is produced in Simpro, it immediately generates a corresponding task in your Microsoft To Do list. This workflow enables seamless transition of information reducing manual data entry, and keeps you updated in real-time on your business's transactions.

  1. When this happens...
    SimproSimpro
    New Quote

    Triggers when a quote is created.

    TriggerInstant
  2. automatically do this!
    Microsoft To DoMicrosoft To Do
    Create Task

    Triggers when a new task is created.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Simpro triggers, actions, and search

    New Company Customer

    Triggers when a company customer is created.

    Trigger
    Instant
    Try It
  • Simpro triggers, actions, and search

    New Individual Customer

    Triggers when an individual customer is created.

    Trigger
    Instant
    Try It
  • Simpro triggers, actions, and search

    Company Customer Updated

    Triggers when a company customer is updated.

    Trigger
    Instant
    Try It
  • Simpro triggers, actions, and search

    Individual Customer Updated

    Triggers when an individual customer is updated.

    Trigger
    Instant
    Try It
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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

Related categories

  • Microsoft
  • Task Management

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About Simpro

Simpro is a field service and job management software package. Optimize workflow processes & field service operations for trade businesses.

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