Connect Solve CRM and Microsoft To Do
Integrate Solve CRM with Microsoft To Do to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Complete a Task in Microsoft To Do when New Company in Solve-crm
Create Task List in Microsoft To Do when New Company in Solve-crm
Get Task from Microsoft To Do when New Company in Solve-crm
Get All Lists in Microsoft-to-do1 when New Company in Solve-crm
Get User Details in Microsoft-to-do1 when New Company in Solve-crm
Popular Solve CRM + Microsoft To Do flows
Start from a real workflow other teams are already running.
Choose a trigger
Solve CRM
When this happens...
New Company
New Contacts
New Tagged Contact
Update Contact
Choose an action
Microsoft To Do
Automatically do this!
Complete a Task
Create Task List
Get Task
Create a Task
Get All Lists
Get User Details
Complete a Task in Microsoft To Do when New Company in Solve-crm
Use this flowCreate Task List in Microsoft To Do when New Company in Solve-crm
Use this flowGet Task from Microsoft To Do when New Company in Solve-crm
Use this flowGet All Lists in Microsoft-to-do1 when New Company in Solve-crm
Use this flowGet User Details in Microsoft-to-do1 when New Company in Solve-crm
Use this flowComplete a Task in Microsoft To Do when New Contacts in Solve CRM
Use this flowCreate Task List in Microsoft To Do when New Contacts in Solve CRM
Use this flowGet Task from Microsoft To Do when New Contacts in Solve CRM
Use this flowGet All Lists in Microsoft-to-do1 when New Contacts in Solve CRM
Use this flowGet User Details in Microsoft-to-do1 when New Contacts in Solve CRM
Use this flowSupported Triggers & Actions
Everything you can automate between Solve CRM and Microsoft To Do.
When this happensTriggers
A trigger is an event that starts a workflow.
New Company
Triggered when a new company record is created in Solve360.
New Contacts
Triggers when you add a new contact.
New Tagged Contact
Triggers when a specific tag is applied to a contact.
Update Contact
Triggers when update a contact.
New Task
Triggers when a new task is created.
Updated Task
Triggers when a task is update.
Do thisActions
Action is the task that follows automatically within your Solve CRM integrations.
Create a Company
Creates a new company record in Solve360.
Create a Contact
Creates a new contact in Solve360.
List Contact
List all contact.
List Ownership
List all Ownership
List Category Tags
Returns a collection of available contact tags.
List Fields
Returns a collection of available contact fields.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
Learn to build automation
Step-by-step video tutorials to help you connect apps, automate workflows, and save time.
Learn how to automate Solve CRM and Microsoft To Do workflows.
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About Solve CRM
Solve360 is a modern CRM and project management tool designed to help businesses streamline their customer relationship processes and manage projects efficiently. It offers a range of features including contact management, task tracking, and collaboration tools to enhance productivity and improve client interactions.
Learn more
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 moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Solve CRM and Microsoft To Do accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Solve CRM and Microsoft To Do as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Microsoft To Do. No coding required.
Yes. You can set up a workflow where Solve CRM triggers actions in Microsoft To Do, and a separate workflow where Microsoft To Do triggers actions in Solve CRM. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Solve CRM and Microsoft To Do. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Solve CRM and Microsoft To Do integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
