Integrate Upsales with Microsoft To-Do

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

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Create a new task in Microsoft To-Do when a new order is created in Upsales

Ensure every order is tracked and prioritised by creating tasks and preventing delays or oversights. This flow will generate a task in Microsoft To-Do each time a new order is made in Upsales.

How it works
  1. The flow triggers when a new order is created in Upsales.
  2. Zoho Flow creates a new task in Microsoft To-Do.
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Create a new task in Microsoft To-Do when a new order is created in Upsales

Upsales + Microsoft To-Do

Build your own integrations between Upsales and Microsoft To-Do

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Supported triggers and actions

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

All Triggers - A trigger kickstarts the flow

Contact created

Triggers when a new contact is created

Event created

Triggers when a new event is created

Order created

Triggers when a new order is created

Opportunity created

Triggers when a new opportunity is created

Appointment created

Triggers when a new appointment is created

User created

Triggers when a new user is created

Company created

Triggers when a new company is created

Product created

Triggers when a new product is created

Activity created

Triggers when a new activity is created

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

All Actions - Actions are the automated tasks

Create contact

Creates a new contact

Create activity

Creates a new activity

Create order

Creates a new order

Create product

Creates a new product

Create company

Creates a new company

Create appointment

Creates a new appointment

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

What is Upsales?

Upsales is a sales and marketing platform that allows you to target customers based on various parameters, enable digital signatures to close deals faster, and schedule customized reports that can be sent to your team.

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

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Logic

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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Zoho Flow is an easy-to-use, very intuitive, and comprehensive integration platform. It helped us integrate Zoho Workplace with WordPress without writing a single line of code. Now, we do not miss Slack anymore, thanks to Zoho Flow and Zoho Workplace. Learn more

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We use Zoho Flow as the business process designer, where our apps are connected according to the actual, real-life interactions. The most measurable benefit is that we do not have 'forgotten repairs' anymore. Learn more

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CEO, Lakeside CNC Group

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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