Integrations Microsoft To Do ATZ CRM
Microsoft To Do + ATZ CRM

Connect Microsoft To Do and ATZ CRM to Build Intelligent Automations

Choose a Trigger

Microsoft To Do

When this happens...

Choose an Action

ATZ CRM

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Task

New Task

Triggers when a new task is created.

Updated Task

Updated Task

Triggers when a task is update.

Completed Task

Completed Task

Triggers when a task is completed

Add contact

Add contact

Add a new contact to ATZ CRM.

Add candidate

Add candidate

Create a candidate profile in ATZ CRM for tracking and follow-up.

Update Candidate

Update Candidate

Update a candidate's details in ATZ CRM.

Do thisActions

Action is the task that follows automatically within your Microsoft To Do integrations.

Complete a Task

Complete a Task

Marks a task as completed.

Create List

Create List

Creates a new list.

Find a Task

Find a Task

Find a task by its id and title.

Create a Task

Create a Task

Creates a new task.

Get All Lists

Get All Lists

Get an all lists

Get User Details

Get User Details

Get an existing user details.

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Step by step guides to integrate Microsoft To Do and ATZ CRM

Frequently Asked Questions

How do I start an integration between Microsoft To Do and ATZ CRM?

To start, connect both your Microsoft To Do and ATZ CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Microsoft To Do triggers actions in ATZ CRM (or vice versa).

Can we customize how data from Microsoft To Do is recorded in ATZ CRM?

Absolutely. You can customize how Microsoft To Do data is recorded in ATZ CRM. This includes choosing which data fields go into which fields of ATZ CRM, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Microsoft To Do and ATZ CRM?

The data sync between Microsoft To Do and ATZ CRM typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Microsoft To Do to ATZ CRM?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Microsoft To Do and ATZ CRM?

Yes, you can set conditional logic to control the flow of data between Microsoft To Do and ATZ CRM. 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.

Microsoft To Do

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.

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ATZ CRM

About ATZ CRM

ATZ CRM is a comprehensive customer relationship management platform designed to streamline your sales and customer service processes. It offers tools for managing contacts, tracking sales, and enhancing customer interactions, making it ideal for businesses looking to improve their customer engagement and sales efficiency.

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