Microsoft To Do + Zomentum

Create new tasks in Microsoft To Do when documents get approved in Zomentum

Stay organized and efficient with this workflow that instantly creates a task in Microsoft To Do whenever a document is approved in Zomentum. This automation ensures you're always on top of your workload, allowing you to jump straight into action as soon as approvals occur. It's a handy solution for keeping businesses running smoothly and tasks handled promptly.

When this happens...
Document Approved
Triggers when to get items details for the approved document.
TriggerPolling
automatically do this!
Create Task
Triggers when a new task is created.
ActionWrite

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Supported triggers and actions

Client Created
Triggers when a new client is created.
Trigger
Polling
Try It
Contact Created
Triggers when a new contact is created.
Trigger
Polling
Try It
Document Approved
Triggers when to get items details for the approved document.
Trigger
Polling
Try It
Document Updated
Triggers when Document is updated.
Trigger
Polling
Try It
Opportunity Updated
Triggers when Opportunity is updated.
Trigger
Polling
Try It

- ClientCompanyId
- nameRequired
- companyTypeRequired
- logo
- Address Line 1
- Address Line 2
- pincode
- state
- country
- phone
- City
- Website
- Owner
- Source
- Campaign
- TwitterURL
- FacebookURL
- LinkedURL
- DateAcquired
- Owner Email
Action
Write
- OpportunityId
- NameRequired
- Client NameRequired
- Contact Email
- Opportunity Type
- Opportunity PipelineRequired
- Opportunity StageRequired
- Estimated Close Date
- Client Purchase Order (P.O.) Number
- Close Probability
- first nameRequired
- Last name
- Contact Type
- Estimated Value
- Source
- Campaign
- Owner Email
Action
Write

- Api Docs Info
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- ClientUserIdRequired
Action
Search
- List
Trigger
Polling
Try It
- List
Trigger
Polling
Try It
- TitleRequired
Action
Write
- ListRequired
- TaskRequired
Action
Write
- ListRequired
- Title
- Include completed tasks?
Action
Search

Client Updated
Triggers when a client is updated.
Trigger
Polling
Try It
Contact Updated
Triggers when a contact is update.
Trigger
Polling
Try It
Document Created
Triggers when a new Document is created.
Trigger
Polling
Try It
Opportunity Created
Triggers when a new Opportunity is created.
Trigger
Polling
Try It
Users
Triggers when fetch owner while creating client.
Trigger
Polling
Try It
- ClientCompanyId
- emailRequired
- phone
- clientCompanyNameRequired
- contactType
- firstRequired
- last
- JobTitle
- Department
Action
Write
- OpportunityIdRequired
- Name
- Client Name
- Contact Email
- Opportunity Type
- Opportunity Pipeline
- Opportunity Stage
- Estimated Close Date
- Client Purchase Order (P.O.) Number
- Close Probability
- first name
- Last name
- Contact Type
- Estimated Value
- Source
- Campaign
- Owner Email
Action
Write
- ClientCompanyIdRequired
- GetOpportunities
- GetClientContact
Action
Search
- OpportunityIdRequired
Action
Search
New List
Triggers when a new list is created.
Trigger
Polling
Try It
- List
Trigger
Polling
Try It
- TitleRequired
- List
- Note
- Due Date
- Reminder Date
- Turn reminder on?
- Importance
Action
Write
- Api Docs Info
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- ListRequired
- TitleRequired
- Include completed tasks?
- Note
- Due Date
- Reminder Date
- Turn reminder on?
- Importance
Action
Search or write

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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