Connect ConnectWise Manage and Microsoft To Do to power AI-driven automation

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Choose a Trigger

Choose an Action

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Zapier makes it easy to integrate ConnectWise Manage with Microsoft To Do - no code necessary. See how you can get setup in minutes.

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New/Updated Contact" from ConnectWise Manage.

Add your action

An action happens after the trigger—such as "Create List" in Microsoft To Do.

You’re connected!

Zapier seamlessly connects ConnectWise Manage and Microsoft To Do, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- New, Updated or Both
- Company Filter
- Contact Type Filter
- Specific Contact Filter
Trigger
Instant
Try It
- New, Updated or Both
- Board Filter
- Project Filter
Trigger
Instant
Try It
New Territory
Triggers when a new territory is created.
Trigger
Polling
Try It
- Company_name
  Required
- Identifier
  Required
- Type
  Required
- Status
  Required
- Site Name
  Required
- Address_1
- Address_2
- City
- State
- Zip_code
- Country Name
- Phone Number
- Website
- Market
- Source
- Number of Employees
- Territory
Action
Write
- Summary
  Required
- Company
  Required
- RecordType
  Required
- Priority
- Initial Description
Action
Write

- Company
  Required
- Company_name
- Status
- Address Line 1
- Address Line 2
- City
- State
- Zip Code
- Country Name
- Phone Number
- Website
- Market
- Source
- Number of Employees
- Territory
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write

- ParamNumber
- Parameter 1
  Required
- Value 1
  Required
Action
Search
- TicketType
  Required
- ParamNumber
- Parameter 1
  Required
- Value 1
  Required
Action
Search
- ParamNumber
- Parameter 1
  Required
- Value 1
  Required
- First Name
  Required
- Last Name
  Required
- Title
- Email
- Default Email
- Phone_number
- Default Phone
- Phone_type
- Type
- Company
- Primary Contact
- Relationship
- Department
- Address_1
- Address_2
- City
- State
- Zip_code
- Country Name
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

- Service Board Filter
Trigger
Polling
Try It
- New, Updated or Both
- Service Board Filter
- Specific Service Ticket Filter
- Project_filter
Trigger
Instant
Try It
- File
  Required
- Record ID
  Required
- Record Type
  Required
- Title
- Private?
- Read Only?
- Is Avatar?
Action
Write
- First Name
  Required
- Last Name
  Required
- Title
- Email
- Default Email
- Phone_number
- Default Phone
- Phone_type
- Type
- Company
- Primary Contact
- Relationship
- Department
- Address_1
- Address_2
- City
- State
- Zip_code
- Country Name
Action
Write
- TicketType
  Required
- Text
  Required
- Detail Description
- Internal Analysis
- Resolution
Action
Write
- TicketType
  Required
- Summary
Action
Write
- Company Identifier
  Required
Action
Search
- Id
  Required
Action
Search
- Company Identifier
  Required
- Company_name
  Required
- Identifier
  Required
- Type
  Required
- Status
  Required
- Site Name
  Required
- Address_1
- Address_2
- City
- State
- Zip_code
- Country Name
- Phone Number
- Website
- Market
- Source
- Number of Employees
- Territory
Action
Search or write
- TicketType
  Required
- ParamNumber
- Parameter 1
  Required
- Value 1
  Required
- Summary
  Required
- Company
  Required
- RecordType
  Required
- Priority
- Initial Description
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

For AI agents & developers

Use ConnectWise Manage and Microsoft To Do with AI agents and code

Beyond Zap workflows. Call ConnectWise Manage and Microsoft To Do actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.

No code

Connect via Zapier MCP

Expose ConnectWise Manage and Microsoft To Do actions as tools in any MCP client. Authenticate once, then call them in natural language.

Example actions on this page

Attach a File to a Record
Create List

Works with

Claude · ChatGPT · Cursor · any MCP-compatible client

Connect Zapier MCP

Typescript

Call from code with the Zapier SDK

Trigger ConnectWise Manage and Microsoft To Do actions from backend services, scripts, or agent code.

Install

# TypeScript / Node
npm install @zapier/zapier-sdk

Run an action

import { createZapierSdk } from '@zapier/zapier-sdk';

const zapier = createZapierSdk();
await zapier.runAction({ /* connectwise-manage / microsoft-todo action */ });

Run the SDK docs

There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Practical ways you can use ConnectWise Manage and Microsoft To Do

Organize new projects into task lists

Managing projects efficiently is key for business owners. When a new project is created in ConnectWise Manage, Zapier automates the process by creating a corresponding task list in Microsoft To Do. This ensures tasks get tracked, enabling better project management and enhancing productivity.

Business Owner

Try it

Track new tickets in a to-do list

For IT managers, staying on top of tasks can be challenging when new service tickets come in. Zapier helps by triggering a task creation in Microsoft To Do every time a new service ticket is created in ConnectWise Manage. This ensures no ticket is overlooked and ticket resolution times improve.

Try it

Learn how to automate Microsoft To Do on the Zapier blog

Make work flow with AI

Level up your ConnectWise Manage to Microsoft To Do integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

Frequently Asked Questions about ConnectWise Manage + Microsoft To Do integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with ConnectWise Manage and Microsoft To Do

How can we set up an integration between ConnectWise Manage and Microsoft To Do?

To set up the integration, connect both ConnectWise Manage and Microsoft To Do to our platform. Then, create a workflow where specific triggers in ConnectWise Manage, such as 'New Ticket Creation' or 'Updated Service Ticket', prompt actions in Microsoft To Do like 'Create Task'.

What triggers are available for this integration?

Triggers available include events like 'New Ticket Created', 'Ticket Status Updated', or 'New Time Entry'. These triggers can then initiate actions in Microsoft To Do according to your configured automation.

What types of actions can be automated in Microsoft To Do with this integration?

You can automate several actions like 'Create Task', where a new task is generated based on specific criteria from ConnectWise Manage, or updating task details when corresponding changes occur in ConnectWise.

Is there a way to update tasks in Microsoft To Do when a ticket status changes in ConnectWise Manage?

Yes, you can set a trigger for when a ticket status changes in ConnectWise Manage. This can lead to actions such as updating the status or details of tasks within Microsoft To Do, ensuring that everything stays synced.

Can I customize which types of tickets from ConnectWise Manage create tasks in Microsoft To Do?

Absolutely, you have the flexibility to specify which types of tickets will trigger task creation. For example, you may choose only high-priority tickets from ConnectWise Manage to create new tasks in your Microsoft To Do list.

How often does the data sync occur between the two applications?

The data sync frequency depends on how you've configured it within our platform. Typically, triggers activate almost instantly but may vary due to server loads or specific customization settings you've applied.

Do I need technical knowledge to set up this integration?

While having some technical background can help, it's not necessary. We've designed our interface to be user-friendly so that even those without extensive technical skills can configure and manage integrations easily.

About ConnectWise Manage

ConnectWise Manage is a business management platform designed to successfully run and grow your technology business.

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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.

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