Connect Microsoft To Do and Sage Sales Management to Build Intelligent Automations
Choose a Trigger
When this happens...
New Task
Updated Task
Completed Task
Choose an Action
Automatically do this!
Create Account
Create Activity
Create Contact
Create Calendar Item
Create Opportunity
Create Sales Order
Find Account
List Users
List Roles
List Accounts
List Account Types
List Contacts
List Opportunities
List Opportunity Types
List Opportunity Statuses
List Activities
List Activity Types
List Activity Points
List Calendar
List Emails
List Calls
List Products
List Order Headers
List Order Statuses
List Sales
List Campaigns
Update Account
Update Activity
Update Contact
Update Calendar Item
Update Opportunity
Update Sales Order
Find Contact
Use the Built-in Integrations
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 Activity
Triggers when a new activity is created.
New Account
Triggers when a new account is created.
New Calendar Item
Triggers when a new calendar item 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.
Know More About Microsoft To Do1 and Sage Sales Management Integrations
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Watch Integrations In Action
Frequently Asked Questions
To start, connect both your Microsoft To Do and Sage Sales Management accounts to viaSocket. Once connected, you can set up a workflow where an event in Microsoft To Do triggers actions in Sage Sales Management (or vice versa).
Absolutely. You can customize how Microsoft To Do data is recorded in Sage Sales Management. This includes choosing which data fields go into which fields of Sage Sales Management, setting up custom formats, and filtering out unwanted information.
The data sync between Microsoft To Do and Sage Sales Management 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 Sage Sales Management. 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 Sage Sales Management
ForceManager is a sales management tool designed to enhance the productivity and efficiency of sales teams by providing real-time data and insights.
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