How can I filter which notes trigger tasks?

You can filter for notes by their content, author, or specific tags to determine which should trigger a task.

Can I select which notes create tasks?

Yes, you can customize which notes get converted into tasks based on keywords or tags used in the notes.

Who uses this automation and why?

This is beneficial for customer success teams and sales teams to ensure that client feedback is promptly addressed and integrated into the workflow.

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Microsoft To Do + Pipedrive

Create Review Tasks in Microsoft To Do for Pipedrive Notes

Keep your team updated on client feedback with this automation. Every time a note is added to a deal in Pipedrive, a task is created in Microsoft To Do for the responsible team members to review the feedback. This ensures that everyone stays on the same page with client needs and comments.

New Deal Note

Triggers when a note is added to a deal.

Create Review Task

Adds a review task in Microsoft To Do.

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

or pick a common variation below

Create Tasks in Microsoft To Do for Pipedrive Deal Notes

Microsoft To Do + Pipedrive

Create Follow-Up Tasks in Microsoft To Do for Pipedrive Deal Transfers

Microsoft To Do + Pipedrive

Create Cleanup Tasks in Microsoft To Do for Inactive Pipedrive Deals

Microsoft To Do + Pipedrive

How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Create review tasks in Microsoft To Do for Pipedrive notes"

Create review tasks in Microsoft To Do for Pipedrive notes

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 Microsoft To Do + Pipedrive.

Create Microsoft To-Do List

Creates a new list in Microsoft To-Do

List Microsoft To-Do Lists

Lists all the lists in Microsoft To-Do

Create Microsoft To-Do Task

Creates a new task in a Microsoft To-Do list

Update Microsoft To-Do Task

Updates an existing task in Microsoft To-Do

Mark Microsoft To-Do Task as Completed

Marks a task as completed in Microsoft To-Do

List Microsoft To-Do Tasks

Lists all tasks in a Microsoft To-Do list

New Microsoft To-Do Task

Triggers when a new task is created in Microsoft To-Do

Completed Microsoft To-Do Task

Triggers when a task is marked as completed in Microsoft To-Do

Updated Microsoft To-Do Task

Triggers when a task is updated in Microsoft To-Do

Create Activity

Creates a new activity in Pipedrive

Update Activity

Updates an existing activity in Pipedrive

Delete Activity

Deletes an activity in Pipedrive

App details

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.