An automated workflow using integromat
Connects Paymo + Microsoft To Do
Create Microsoft To Do tasks from Paymo tasks
About this workflow template
This automation scenario allows you to connect Paymo and Microsoft To Do
It can be build using Integromat, a no-code workflow automation tool. Integromat allows you to create automated bots using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.
Categories
Paymo and Microsoft To Do can also be integrated using automation tools other than integromat:
Diagram
How it works?
When this trigger fires in Paymo
Watch New Tasks in Paymo
Triggers when a new task has been created.
Then this action happens in Microsoft To Do
Create a Task in Microsoft To Do
Creates a new task with a file attachment (File size should not be above 3MB).
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Create Microsoft To Do tasks from Paymo tasks.
Part I
Configure Applications
First, we need to connect Paymo and Microsoft To Do to Make.com.
Create Make.com account.
Create Make.com account if you don't have one.
Connect Paymo to Make.com.
Give Make.com access to your Paymo account, using Paymo credentials.
Connect Microsoft To Do to Make.com.
Give Make.com access to your Microsoft To Do account, using Microsoft To Do credentials.
Part II
Build an integration workflow
Next, we need to create a workflow automation scenario using graphical no-code web interface of Make.com.
Set up a Trigger action for Paymo
Choose the following trigger: Watch New Tasks (Triggers when a new task has been created.).
Then set up an Action for Microsoft To Do
Choose this action: Create a Task (Creates a new task with a file attachment (File size should not be above 3MB).).
Part III
Test and Publish
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Paymo and Microsoft To Do.
Test the workflow and turn it on for production use
Test your scenario and publish to production. Now you have an automatic workflow, that will Create Microsoft To Do tasks from Paymo tasks!
Related Automation Templates
Supported triggers and actions
New task
Triggers when a new task is created.
triggerbyzapierpabbly-connectCompleted task
Triggers when a task is completed.
triggerbyzapierpabbly-connectNew list
Triggers when a new list is created.
triggerbyzapierpabbly-connectUpdated task
Triggers when a task is updated.
triggerbyzapierpabbly-connectWatch tasks
Triggers when a new task is created or modified.
triggerbyintegromatTask in list completed
This trigger fires when a task in a given list is completed
triggerbyifttt
Create task
Creates a new task.
actionbyzapierintegratelypabbly-connectpipedreamCreate client
Creates a new client.
actionbyzapierintegratelypabbly-connectpipedreamCreate time entry
Creates a new time entry.
actionbyzapierintegratelypabbly-connectCreate project
Creates a new project.
actionbyzapierintegratelypabbly-connectpipedreamCreate task list
Creates a new task list.
actionbyzapierintegratelypabbly-connectCreate invoice
Creates a new invoice.
actionbyzapierintegratelypabbly-connect
Apps you need
Microsoft To Do is a smart app that simplifies your day-to-day task management. Its intelligent Suggestions enable you to focus on what's important and increase productivity, while making it easy to organize everything from shopping lists to event planning.
Make.com (Integromat) is a powerful automation tool that enables users to connect their favorite apps, services, and devices without any coding skills. With its unique features, users can automate even complex integrations easily and efficiently, saving time and effort. Integromat allows to connect apps and automate processes in a few clicks.
