How can I filter for clients from specific industries?

DryMerge allows you to filter clients by industry. Specify the industries of interest, and DryMerge will handle the filtering.

Can I categorize tasks within these lists by project phase?

Yes, you can categorize tasks within lists by project phase. Describe your categorization method, and DryMerge will configure it.

Which people use this automation? What do they use it for?

Customer success teams use this automation to manage client-specific tasks efficiently by creating dedicated lists for each new client.

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Accelo + Microsoft To Do

Create Microsoft To Do Lists for New Clients in Accelo

Keep your client management organized by creating new lists in Microsoft To Do for each new client added in Accelo. Ideal for customer success teams to track client-specific tasks.

New Client Added

Triggers when a new client is added.

Create List

Creates a new list in Microsoft To Do.

See more Accelo to Microsoft To Do integrations or use AI to customize your automation.

or pick a common variation below

Create Microsoft To Do Tasks for New Accelo Tickets

Accelo + Microsoft To Do

Create Microsoft To Do Tasks for New Accelo Projects

Accelo + Microsoft To Do

Create Microsoft To Do Tasks for Missed Accelo Deadlines

Accelo + Microsoft To Do

How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Create Microsoft To Do lists for new clients in Accelo"

Create Microsoft To Do lists for new clients in Accelo

DryMerge figures out the details.

Based on your description, DryMerge identifies the apps involved, determines the appropriate triggers and actions, and creates the automation for you.

Sure! Connecting

Your workflow is ready to go!

Once DryMerge has created your automation, it will run automatically whenever the trigger event occurs, saving you time and effort.

Frequently Asked Questions

Our Capabilities

See what DryMerge can do with Accelo + Microsoft To Do.

New Accelo Company

Triggers when a new company is created in Accelo

New Accelo Contact

Triggers when a new contact is created in Accelo

New Accelo Task

Triggers when a new task is created in Accelo

New Accelo Ticket

Triggers when a new ticket is created in Accelo

New Accelo Project

Triggers when a new project is created in Accelo

New Accelo Milestone

Triggers when a new milestone is created in Accelo

New Accelo Activity

Triggers when a new activity is logged in Accelo

Updated Accelo Task

Triggers when a task is updated in Accelo

Updated Accelo Ticket

Triggers when a ticket is updated in Accelo

Updated Accelo Project

Triggers when a project is updated in Accelo

Updated Accelo Milestone

Triggers when a milestone is updated in Accelo

Create Accelo Company

Creates a new company in Accelo

App details

Accelo

Accelo is a cloud-based service operations automation platform. Manage client work, track time and billing, and streamline operations for professional service businesses.

Microsoft To Do

Microsoft To Do is a cloud-based task management application. Create to-do lists, set reminders, and collaborate on shared tasks to boost productivity.