Skip to content
Loading

Microsoft To Do + Wave

Create tasks in Microsoft To Do for new Wave customers

Effortlessly manage your new clients by setting up this automation between Wave and Microsoft To Do. Whenever a new customer is added in Wave, a task is created in Microsoft To Do, helping you stay organized and on top of your client communication. Focus on growing your business and let this workflow handle the tasks for you.

Effortlessly manage your new clients by setting up this automation between Wave and Microsoft To Do. Whenever a new customer is added in Wave, a task is created in Microsoft To Do, helping you stay organized and on top of your client communication. Focus on growing your business and let this workflow handle the tasks for you.

  1. When this happens...
    WaveWave
    New Customer

    Triggers when a new customer is added to a business you choose.

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

    Triggers when a new task is created.

    ActionWrite
Start free with email
Start free with Google
Start free with email
Start free with Google
  • Free forever for core features
  • 14 day trial for premium features & apps

Supported triggers and actions

What does this mean?

    • BusinessRequired

    Trigger
    Scheduled
    Try It

    • BusinessRequired

    • Customer or Company NameRequired

    • Account Number

    • Currency

    • First Name

    • Last Name

    • Email

    • Phone Number

    • Toll Free Number

    • Mobile Number

    • Fax Number

    • Website

    • Address1

    • Address2

    • City

    • Country

    • Postal Code

    • Shipping Contact

    • Shipping Delivery Instructions

    • Shipping Phone Number

    • Shipping Address1

    • Shipping Address2

    • Shipping City

    • Shipping Country

    • Shipping Postal Code

    Action
    Write

    • BusinessRequired

    • NameRequired

    • Description

    • PriceRequired

    Action
    Write

    • BusinessRequired

    • EmailRequired

    Action
    Search

    • BusinessRequired

    Trigger
    Scheduled
    Try It

    • BusinessRequired

    • CustomerRequired

    • Item Description

    • Item Price

    • Item ProductRequired

    • Item Quantity

    • Item Taxes

    • Invoice Currency

    • Invoice Date

    • Invoice Number

    • Invoice Title

    • Status

    • Subhead

    • Footer

    • Additional Notes

    • SO or PO Number

    • Due Date

    • Exchange Rate

    • Disable Credit Card Payments?

    • Amount Title

    • Item Title

    • Price Title

    • Quantity Title

    • Hide Amount?

    • Hide Description?

    • Hide Item?

    • Hide Price?

    • Hide Quantity?

    Action
    Write

    • BusinessRequired

    • Sale DateRequired

    • DescriptionRequired

    • Number FormatRequired

    • Sale AmountRequired

    • Sales Tax Abbreviation

    • Sales Tax Amount

    • Payment Processing Fee Amount

    • Notes

    • Created At

    • External ID

    Action
    Write

    • BusinessRequired

    • NameRequired

    Action
    Search
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

Similar apps

Asana integrationsAsana integrations

Asana

Project Management
Google Tasks integrationsGoogle Tasks integrations

Google Tasks

Google, Task Management
Todoist integrationsTodoist integrations

Todoist

Task Management
wave logo
wave logo

About Wave

Wave's invoicing and accounting software is completely free, and has no usage limits or restrictions. Optional Payment Processing and Payroll services are fully integrated to create a seamless platform for your business finances.
Learn moreHelp

Related categories

Similar apps

Xero integrationsXero integrations

Xero

Accounting
QuickBooks Online integrationsQuickBooks Online integrations

QuickBooks Online

Accounting
FreeAgent integrationsFreeAgent integrations

FreeAgent

Accounting

Related Zap Templates

  • Create tasks in Microsoft To Do for new Wave invoices
  • Create tasks in Microsoft To Do for new Wave invoices

Related Zap Templates