Integrate Microsoft To-Do with Insightly

Send information between Microsoft To-Do and Insightly automatically, without writing any code, using Zoho Flow.

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Create an event in Insightly when a new task is set up in Microsoft To-Do

Prioritize and allocate time effectively by scheduling tasks as events. This flow will initiate an event in Insightly when a task is created in Microsoft To-Do.

How it works
  1. The flow triggers when a new task is created in Microsoft To-Do.
  2. Zoho Flow creates a new event in Insightly.
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Create an event in Insightly when a new task is set up in Microsoft To-Do

Microsoft To-Do + Insightly

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Supported triggers and actions

Integrate Microsoft To-Do and Insightly using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Task completed

Triggers when an existing task is completed

List created

Triggers when a new list is created

Task created

Triggers when a new task is created

Task updated

Triggers when the details of an existing task are updated

New Project

Triggers when a new project is created

New Task

Triggers when a new task is created

New Lead

Triggers when a new lead is created

New Contact

Triggers when a new contact is created

New Opportunity

Triggers when a new opportunity is created

New Organization

Triggers when a new organization is created

All Actions - Actions are the automated tasks

Mark task as completed

Marks the specified task as completed

Create task

Creates a new task

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 Opportunity

Creates a new opportunity

Create Event

Creates a new event

Create Contact

Creates a new contact

Create Task

Creates a new task

Create Project

Creates a new project

Create Lead

Creates a new lead

Create Organization

Creates a new organization

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.

Microsoft To-Do Lists

What is Insightly?

Insightly is a CRM and project management software. You can access everything about a lead from a single page, automate customer communication, and monitor your milestones, tasks, and even resources.

Build comprehensive workflows using

Webhook triggers

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Logic

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Custom functions

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Zoho Flow had eliminated the most routine and repetitive tasks that were creating a huge burden on our employees, leading to many unnecessary delays and mistakes. Now, we have better data integrity and we serve our customers faster. It is on a totally different level. Learn more

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CEO, Lakeside CNC Group

Zoho Flow has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.

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With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more

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Technical Engineer, Master Liveaboards

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