Connect ClearCRM and Microsoft To Do
Integrate ClearCRM with Microsoft To Do to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Complete a Task in Microsoft To Do when New Ticket in Clearcrm
Create Task List in Microsoft To Do when New Ticket in Clearcrm
Get Task from Microsoft To Do when New Ticket in Clearcrm
Create a Task in Microsoft-to-do1 when New Ticket in Clearcrm
Get All Lists in Microsoft-to-do1 when New Ticket in Clearcrm
Popular ClearCRM + Microsoft To Do flows
Start from a real workflow other teams are already running.
Choose a trigger
ClearCRM
When this happens...
Get recent contracts
New Customer
New Estimate
New Invoice
Get recent leads
New Payment
New Project
New Proposal
New Ticket
Choose an action
Microsoft To Do
Automatically do this!
Complete a Task
Create Task List
Get Task
Create a Task
Get All Lists
Get User Details
Complete a Task in Microsoft To Do when New Ticket in Clearcrm
Use this flowCreate Task List in Microsoft To Do when New Ticket in Clearcrm
Use this flowGet Task from Microsoft To Do when New Ticket in Clearcrm
Use this flowCreate a Task in Microsoft-to-do1 when New Ticket in Clearcrm
Use this flowGet All Lists in Microsoft-to-do1 when New Ticket in Clearcrm
Use this flowGet User Details in Microsoft-to-do1 when New Ticket in Clearcrm
Use this flowComplete a Task in Microsoft To Do when Get recent contracts from ClearCRM
Use this flowCreate Task List in Microsoft To Do when Get recent contracts from ClearCRM
Use this flowGet Task from Microsoft To Do when Get recent contracts from ClearCRM
Use this flowCreate a Task in Microsoft-to-do1 when Get recent contracts from ClearCRM
Use this flowSupported Triggers & Actions
Everything you can automate between ClearCRM and Microsoft To Do.
When this happensTriggers
A trigger is an event that starts a workflow.
Get recent contracts
Get contracts added in a recent time window and include each contract's timestamp converted to UTC.
New Customer
Fetch customers added to Clear CRM within the configured schedule window (minutes) and return their records with ISO-formatted creation timestamps.
New Estimate
Retrieve estimates created in Clear CRM within the configured time window and return them with standardized UTC timestamps.
New Invoice
Fetch invoices created within the configured schedule window and return them with ISO-formatted UTC creation timestamps.
Get recent leads
Get leads added in the configured time window and include each lead's added time in UTC.
New Payment
Retrieve payments recorded in Clear CRM within the configured schedule window and return each payment with its UTC timestamp.
Do thisActions
Action is the task that follows automatically within your ClearCRM integrations.
Complete a Task
Marks a task as completed in Microsoft To Do.
Create Task List
Creates a new list in Microsoft To Do to organize tasks.
Get Task
Gets the details of a task by its ID or Name.
Create a Task
Creates a new task.
Get All Lists
Get an all lists
Get User Details
Get an existing user details.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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Step-by-step video tutorials to help you connect apps, automate workflows, and save time.
Learn how to automate ClearCRM and Microsoft To Do workflows.
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About ClearCRM
Clear CRM is a comprehensive customer relationship management platform designed to streamline your sales, marketing, and customer support processes. Enhance your business efficiency with powerful tools for managing customer interactions, tracking sales leads, and automating marketing campaigns.
Learn moreSimilar apps
About 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.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your ClearCRM and Microsoft To Do accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between ClearCRM and Microsoft To Do as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Microsoft To Do. No coding required.
Yes. You can set up a workflow where ClearCRM triggers actions in Microsoft To Do, and a separate workflow where Microsoft To Do triggers actions in ClearCRM. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between ClearCRM and Microsoft To Do. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire ClearCRM and Microsoft To Do integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
