
When this happens...
Document Completed
Document Sent
Document Viewed

Automatically do this!
Complete a Task
Create Task List
Get Task
Create a Task
Get All Lists
Get User Details
When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a document has been completed.
Triggers when a document is sent.
Triggers when a signer view a document for the first time.
Triggers when a new task is created.
Triggers when a task is update.
Triggers when a task is completed
Action is the task that follows automatically within your Signwell integrations.
Creates a document from a template and sends the document. This action uses API requests. Limits apply if not using an API plan.
Marks a task as completed in Microsoft To Do.
Creates a new list in Microsoft To Do to organize tasks.
Gets the details of a task by its ID or Name.
Creates a new task.
Get an all lists

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To start, connect both your Signwell and Microsoft To Do accounts to viaSocket. Once connected, you can set up a workflow where an event in Signwell triggers actions in Microsoft To Do (or vice versa).
Absolutely. You can customize how Signwell data is recorded in Microsoft To Do. This includes choosing which data fields go into which fields of Microsoft To Do, setting up custom formats, and filtering out unwanted information.
The data sync between Signwell and Microsoft To Do 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 Signwell and Microsoft To Do. 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.
Signwell is a digital platform that facilitates electronic signatures and document management, streamlining the process of signing, sending, and storing documents securely online.
Learn MoreMicrosoft 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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