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Microsoft To-Do + Apptivo Integrations

Appy Pie Connect allows you to automate multiple workflows between Microsoft To-Do and Apptivo

  • No code
  • No Credit Card
  • Lightning Fast Setup
About Microsoft To-Do

Microsoft To Do is the task management app that makes it easy to stay organized and manage your life. It's simple, smart, and a whole new way to get work done in less time.

About Apptivo

Apptivo is a robust sales and marketing platform with features such as lead management, an opportunity pipeline with attractive dashboards, campaign management, and flexible workflow capabilities such as marketing automation.

Apptivo Integrations

Best ways to Integrate Microsoft To-Do + Apptivo

  • Microsoft To-Do Apptivo

    Microsoft To-Do + Apptivo

    Add Employee in apptivo when New List is created in Microsoft To-Do Read More...
    Close
    When this happens...
    Microsoft To-Do New List
     
    Then do this...
    Apptivo Add Employee
  • Microsoft To-Do Apptivo

    Microsoft To-Do + Apptivo

    Create Lead to apptivo from New List in Microsoft To-Do Read More...
    Close
    When this happens...
    Microsoft To-Do New List
     
    Then do this...
    Apptivo Create Lead
  • Microsoft To-Do Apptivo

    Microsoft To-Do + Apptivo

    Create Opportunity to apptivo from New List in Microsoft To-Do Read More...
    Close
    When this happens...
    Microsoft To-Do New List
     
    Then do this...
    Apptivo Create Opportunity
  • Microsoft To-Do Apptivo

    Microsoft To-Do + Apptivo

    Create Case to apptivo from New List in Microsoft To-Do Read More...
    Close
    When this happens...
    Microsoft To-Do New List
     
    Then do this...
    Apptivo Create Case
  • Microsoft To-Do Apptivo

    Microsoft To-Do + Apptivo

    Create Contact to apptivo from New List in Microsoft To-Do Read More...
    Close
    When this happens...
    Microsoft To-Do New List
     
    Then do this...
    Apptivo Create Contact
  • Microsoft To-Do {{item.actionAppName}}

    Microsoft To-Do + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} {{item.actionTitle}}
Connect Microsoft To-Do + Apptivo in easier way

It's easy to connect Microsoft To-Do + Apptivo without coding knowledge. Start creating your own business flow.

    Triggers
  • New List

    Triggers when a new list is created.

  • New Task

    Triggers when a new task is created.

  • Updated Task

    Triggers when any task is update.

  • New Case

    Trigger when new case created.

  • New Contact

    Trigger when new contact created.

  • New Contract

    Trigger when new contract created.

  • New Customer

    Trigger when new customer created.

  • New Employee

    Trigger when new employee created.

  • New Lead

    Trigger when new lead created.

  • New Opportunity

    Trigger when new opportunity created.

  • Update Contact

    Trigger when any contact update.

    Actions
  • Create List

    Creates a new list.

  • Create Task

    Creates a new task

  • Add Employee

    Add new employee.

  • Create Case

    Create a new case.

  • Create Contact

    Creates a new contact.

  • Create Customer

    Creates a new customer.

  • Create Lead

    Creates a new lead.

  • Create Opportunity

    Creates a new Opportunity.

How Microsoft To-Do & Apptivo Integrations Work

  1. Step 1: Choose Microsoft To-Do as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Apptivo as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Microsoft To-Do to Apptivo.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Microsoft To-Do and Apptivo

  • Microsoft To-Do is a new application made to replace the Wunderlist app. It has recently been released in the “Microsoft Garage”. Microsoft To-Do combines productivity with artificial intelligence and machine learning to provide an easy-to-use, intelligent, and personalized task management experience for Office 365 users.
  • Apptivo is a cloud-based small business CRM software that provides businesses with the tops they need to run, grow, and manage their businesses from one place. With Apptivo, you can manage your sales leads, customer relationships, project management, and employee information.
  • Microsoft To-Do and Apptivo are both cloud-based applications that allow data to be accessed anywhere, anytime. Both applications are free to use and are available on all mobile devices.

Integration of Microsoft To-Do and Apptivo

  • Microsoft To-Do integrates with Apptivo to put all your tasks in one place. As a user of both Microsoft To-Do and Apptivo, you have the option of exporting all your tasks from Microsoft To-Do into Apptivo for further management. You can also import into Apptivo all your tasks from Apptivo into Microsoft To-Do seamlessly and easily.
  • The integration allows you to view all your tasks in both Microsoft To-Do and Apptivo. You can see the entire task list from both applications displayed together in the same list or separate lists. You can also sync your tasks between the two applications allowing you to view your personal tasks, team tasks, and shared tasks in one place. This allows you to complete your tasks as a team by syncing them and viewing them in one central location.
  • When creating a task in Microsoft To-Do, you can add a link to a record in Apptivo allowing you to create tasks with details relating to that record. In addition, when completing a task in Microsoft To-Do, you can link the task back to a record in Apptivo allowing you to provide more details about that particular task.
  • The integration allows you to synchronize multiple types of data between Microsoft To-Do and Apptivo including contacts, opportunities, accounts, suppliers, customers, and leads.
  • Integration enables you to assign tasks from Apptivo to members of your team using Microsoft To-Do. This eliminates the need for e-mailing or calling members of the team about new tasks and allows you to assign those tasks directly from one location helping to streamline your business processes and save time.
  • Integration enables users of both Microsoft To-Do and Apptivo to access the same data without ever having to log into either application by syncing them together in a centralized location. This gives users more contrp over their data by allowing them to use whichever application they feel is best suited for any given task they are trying to accomplish while still allowing them to view all their data in one place.

Benefits of Integration of Microsoft To-Do and Apptivo

  • The integration allows users of both Microsoft To-Do and Apptivo to create tasks from within both applications without ever having to log into either application by syncing them together in a centralized location. This gives users more contrp over their data by allowing them to use whichever application they feel is best suited for any given task they are trying to accomplish while still allowing them to view all their data in one place.

The process to integrate Microsoft To-Do and Apptivo may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.