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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.
Zoho Invoice is a simple online app that allows you to send professional invoices and estimates directly from your browser. Zoho Invoice makes creating and sending invoices faster, easier, and more reliable than ever before.Zoho Invoice Integrations
It's easy to connect Microsoft To-Do + Zoho Invoice without coding knowledge. Start creating your own business flow.
Triggers when a new list is created.
Triggers when a new task is created.
Triggers when any task is update.
Triggers when a new Contact is added.
Triggers when a new point of contact is added to an existing contact.
Trigger on a new invoice (with line item support).
Triggered when a new project is added.
Creates a new list.
Creates a new task
Creates a new contact.
Creates a new point of contact for a specific contact.
Creates a new invoice.
Microsoft To-Do is a task management app that helps users to keep track of their tasks and to-do lists. It allows the users to create new tasks, set due dates, and assign the tasks to different projects and sub-projects. Furthermore, different cpors are used to differentiate the various tasks. The user can also add notes to the tasks and sync it with their Outlook, Google, and iCloud accounts.
The Office 365 Business Premium version of this application comes with access to Enterprise Mobility Suite which includes both Azure Active Directory and Microsoft Identity Manager. This makes it easy for IT professionals to manage identities for their users and devices.
Zoho Invoice is a cloud-based software that helps businesses build invoice templates, create invoices, and send them to customers. It supports multiple languages and currencies. It also comes with an audit trail feature that tracks all changes made in the invoice. Zoho Invoice provides both free and paid versions.
Both teams could integrate the features of these two applications without much effort. First, they could create a synchronization between the Task Management feature in Microsoft To-Do and Zoho Invoice. For example, if a user adds a task (or task item. in Microsoft To-Do, this task will automatically be sent as an invoice to the customer in Zoho Invoice.
Second, the user can include an attachment of the task in Zoho Invoice when sending out an invoice. When a user creates a new task in Microsoft To-Do, it will be included as an attachment in the invoice created by Zoho Invoice. This attachment can be downloaded by customers who want to open it in Microsoft To-Do.
Third, both applications should be integrated on a single page so that it is easier for users to switch between the two applications. For example, if a user opens a new invoice in Zoho Invoice, they will see the latest tasks created in Microsoft To-Do below the invoice screen. Similarly, if the user has created a new task in Microsoft To-Do, they will see this task on top of the invoice screen in Zoho Invoice. In addition, the list of tasks in Microsoft To-Do should be synchronized with Zoho Invoice so that it appears on top of the invoice screen in Zoho Invoice. In addition, if a user completes a task in either application, it should be marked as completed on both applications. For example, if a user marks a task as completed in Microsoft To-Do, this task should also be marked as completed in Zoho Invoice. Likewise, if a user marks a task as completed in Zoho Invoice, this task should also be marked as completed in Microsoft To-Do.
First, when integrating Microsoft To-Do and Zoho Invoice, users will be able to manage their tasks and invoices from one single place. For example, they will not need to log into Microsoft To-Do and then use another application to check their invoices or update their invoices.
Second, both applications will be compatible with iOS devices as well as Android devices. Hence, users can use their mobile phones to view tasks created on any platform such as Windows PC or MacOS devices. In addition, they will be able to view invoices wherever they are because these applications will be available on all platforms.
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