Keeper + Microsoft To Do
Create tasks in Microsoft To Do when status updates close in Keeper
Easily manage your tasks with this streamlined workflow between the Keeper and Microsoft To Do apps. When a change in Close Status Update occurs within Keeper, a corresponding task is swiftly created within Microsoft To Do. This ensures that crucial task updates are never overlooked, boosting productivity, and enhancing organization. Experience a smoother, simplified task management process with this efficient link between Keeper and Microsoft To Do.
Easily manage your tasks with this streamlined workflow between the Keeper and Microsoft To Do apps. When a change in Close Status Update occurs within Keeper, a corresponding task is swiftly created within Microsoft To Do. This ensures that crucial task updates are never overlooked, boosting productivity, and enhancing organization. Experience a smoother, simplified task management process with this efficient link between Keeper and Microsoft To Do.
- When this happens...Close Status Update
Triggers when the status of a close is modified.
- automatically do this!Create Task
Triggers when a new task is created.
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Client Properties Update
Triggers when client properties are modified.
Try ItTask Status Update
Triggers when the status of a task is modified.
Try ItClient nameRequired
Workflow type
Client IDRequired
Template IDRequired
Should publish?Required
Close Status Update
Triggers when the status of a close is modified.
Try ItContact EmailRequired
Client IDRequired
EmailRequired
Phone Number
First NameRequired
Last Name
Grant Financial Access
Get Property Columns
Get available properties for your practice in Keeper.
