Connect Bexio and Microsoft To Do to Build Intelligent Automations
Choose a Trigger
When this happens...
New Order
New Quote
New Sales-Invoice
New/Updated Company
Choose an Action
Automatically do this!
Complete a Task
Create Task List
Get Task
Create a Task
Get All Lists
Get User Details
Ready to use Bexio and Microsoft To Do automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Order
Triggers when a new order is created
New Quote
Triggers when a new quote is created or updated
New Sales-Invoice
Triggers when a new sales invoice is created or updated
New/Updated Company
Triggers when a company is added or updated
New Task
Triggers when a new task is created.
Updated Task
Triggers when a task is update.
Do thisActions
Action is the task that follows automatically within your Bexio integrations.
Create Product
Creates a product
Create Project
Creates a Project
Create Person
Creates a person
Create Company
Creates a company
Export Invoice to PDF
Exports an existing sales invoice as a pdf document
Search Project
Search a project
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Step by step guides to integrate Bexio and Microsoft To Do
Frequently Asked Questions
To start, connect both your Bexio and Microsoft To Do accounts to viaSocket. Once connected, you can set up a workflow where an event in Bexio triggers actions in Microsoft To Do (or vice versa).
Absolutely. You can customize how Bexio data is recorded in Microsoft To Do. This includes choosing which data fields go into which fields of Microsoft To Do, setting up custom formats, and filtering out unwanted information.
The data sync between Bexio and Microsoft To Do typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Bexio and Microsoft To Do. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Bexio
Bexio is a business platform for offering accounting, invoices, payroll, and more for small companies in Switzerland.
Learn MoreAbout Microsoft To Do
Microsoft To Do is a task management app to help you stay organized and manage your day-to-day. You can use Microsoft To Do to make shopping lists or task lists, take notes, record collections, plan an event, or set reminders to increase your productivity and focus on what matters to you.
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