Better Agency + Microsoft To Do

Create new service requests in Better Agency for each new task in Microsoft To Do

Elevate your productivity by seamlessly linking Microsoft To Do and Better Agency. Every time a new task emerges in Microsoft To Do, it promptly generates a relevant service request within Better Agency. This streamlined process ensures you never miss critical tasks, enhancing your efficiency as you manage tasks and service requests skillfully.

Elevate your productivity by seamlessly linking Microsoft To Do and Better Agency. Every time a new task emerges in Microsoft To Do, it promptly generates a relevant service request within Better Agency. This streamlined process ensures you never miss critical tasks, enhancing your efficiency as you manage tasks and service requests skillfully.

  1. When this happens...
    Microsoft To DoMicrosoft To Do
    New Task

    Triggers when a new task is created.

    TriggerPolling
  2. automatically do this!
    Better AgencyBetter Agency
    Create Service Request

    Create Service Request and claim.

    ActionWrite
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Supported triggers and actions

better-agency logo
better-agency logo

About Better Agency

Better Agency is a CRM Marketing Automation Tool for Insurance Agencies

Related categories

  • Marketing
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 more

Related categories

  • Microsoft
  • Task Management

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