Integrate Customerly with Microsoft To-Do
Send information between Customerly and Microsoft To-Do automatically, without writing any code, using Zoho Flow.
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Supported 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 updated
Triggers when the details of an existing task are updated
Task created
Triggers when a new task is created
All Actions - Actions are the automated tasks
Create or update user
Creates or updates a user
Create or update lead
Creates or updates a lead
Send message
Sends a message to the specified email address
Fetch lead
Fetches the details of an existing lead by email address
Fetch user
Fetches the details of an existing user by email address
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 list
Fetches the details of an existing list by name or ID
Fetch task
Fetches the details of an existing task by subject or ID
What is Customerly?
Customerly is live chat software that lets you create templated emails, set up marketing sales funnels, and add qualifying automated questions before conversations.
Similar apps
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.
Build comprehensive workflows using
Webhook triggers
Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.
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Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Know more
Louis Castellano
CEO, Lakeside CNC Group
We use Zoho Flow to connect Zoho Subscriptions with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Subscriptions and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!
Josh Lucas
Head of Operations, AAA Band Rentals
Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Know more
Siddharth Ahuja
CEO, Fabricroot
