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How Zapier works
Zapier makes it easy to integrate clieent.com with Microsoft To Do - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "Fetch All Reminders" from clieent.com.
Add your action
An action happens after the trigger—such as "Create List" in Microsoft To Do.
You’re connected!
Zapier seamlessly connects clieent.com 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.
- Fetch All Reminders
That triggers works whenever you have new Reminder registered on your clieent.com account.
Try ItTriggerPolling - TypeRequired
- NameRequired
- Mobile Phone
- E-mail
- Flow Step to create the oppotunity cardRequired
- LinkedIn Profile URL
ActionWrite
- Fetch All Stakeholder
That triggers works whenever you have new Stakeholder registered on your clieent.com account.
Try ItTriggerPolling - Flow step targetRequired
- Opportunity Name (Lead name)Required
- Opportunity e-mail
- Opportunity Whatsapp number
ActionWrite- New List
Triggers when a new list is created.
Try ItTriggerPolling
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