Integrate Microsoft To-Do with Wealthbox CRM
Send information between Microsoft To-Do and Wealthbox CRM automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Microsoft To-Do and Wealthbox CRM using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Task completed
Triggers when an existing task is completed
Task updated
Triggers when the details of an existing task are updated
Task created
Triggers when a new task is created
List created
Triggers when a new list is created
New task
Triggers when a new task is created
New comment
Triggers when a new comment is created
New contact
Triggers when a new contact is created
New opportunity
Triggers when a new opportunity is created
New workflow
Triggers when a new workflow is created
New project
Triggers when a new project is created
Completed task
Triggers when a task is completed
New note
Triggers when a new note is created
New event
Triggers when a new event is created
All Actions - Actions are the automated tasks
Create task
Creates a new task
Mark task as completed
Marks the specified task as completed
Create list
Creates a new list
Update task
Updates the details of an existing task
Fetch task
Fetches the details of an existing task by subject or ID
Fetch list
Fetches the details of an existing list by name or ID
Create project
Creates a new project
Create task
Creates a new task
Create contact
Creates a new contact
Create note
Creates a new note
Create event
Creates a new event
Create opportunity
Creates a new opportunity
Fetch contact
Fetches a contact by email
What is Microsoft To-Do?
Microsoft To-Do is a task management application that lets you plan your day with tasks, keep track of deadlines with reminders, and share lists to collaborate on projects.
Similar apps
What is Wealthbox CRM?
Wealthbox CRM is a web-based tool for financial advisors. You can link tasks to contacts or opportunities, collaborate on projects, and manage events.
Similar apps
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Webhook triggers
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Logic
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Custom functions
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