Connect Microsoft To Do and Perfex CRM to Build Intelligent Automations
Ready to use Microsoft To Do and Perfex CRM automations
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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 Contract
Triggers when a new contract is created
New Customer
Triggers when a new customer is added
New Lead
Triggers when a new lead 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 Perfex CRM
Frequently Asked Questions
To start, connect both your Microsoft To Do and Perfex CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Microsoft To Do triggers actions in Perfex CRM (or vice versa).
Absolutely. You can customize how Microsoft To Do data is recorded in Perfex CRM. This includes choosing which data fields go into which fields of Perfex CRM, setting up custom formats, and filtering out unwanted information.
The data sync between Microsoft To Do and Perfex CRM 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 Perfex 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.
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 Perfex CRM
Perfex CRM is a customer relationship management software designed to help businesses manage their interactions with current and potential customers. It offers features such as client management, project management, invoicing, and support ticketing, making it ideal for small to medium-sized businesses looking to streamline their operations and improve customer engagement.
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