Connect Microsoft To Do and Pennylane to Build Intelligent Automations
Choose a Trigger
When this happens...
New Task
Updated Task
Completed Task
Choose an Action
Automatically do this!
Create Customer
Create a Product
Update Customer
Update Product
Create a Estimate
Retrieve a customer
Retrieve a Product
Retrieve a Category
Create Company Customer
Create Quote
Retrieve quote
Ready to use Microsoft To Do and Pennylane automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Task
Triggers when a new task is created.
Updated Task
Triggers when a task is update.
Completed Task
Triggers when a task is completed
New Customer Invoice
Triggers when a new invoice is created.
New Customer
Triggers when a new customer is created.
New Product
Triggers when a new product is created.
Do thisActions
Action is the task that follows automatically within your Microsoft To Do integrations.
Complete a Task
Marks a task as completed.
Create List
Creates a new list.
Find a Task
Find a task by its id and title.
Create a Task
Creates a new task.
Get All Lists
Get an all lists
Get User Details
Get an existing user details.
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Step by step guides to integrate Microsoft To Do and Pennylane
Frequently Asked Questions
To start, connect both your Microsoft To Do and Pennylane accounts to viaSocket. Once connected, you can set up a workflow where an event in Microsoft To Do triggers actions in Pennylane (or vice versa).
Absolutely. You can customize how Microsoft To Do data is recorded in Pennylane. This includes choosing which data fields go into which fields of Pennylane, setting up custom formats, and filtering out unwanted information.
The data sync between Microsoft To Do and Pennylane 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 Microsoft To Do and Pennylane. 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 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 MoreAbout Pennylane
Pennylane centralizes all your cash flows and connects with your financial tools to ease and automate collaboration with your accountant.
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