Can I filter documents by type or category?

Yes, DryMerge allows you to filter documents based on type or category. Specify your criteria, and tasks will be created accordingly.

Can I attach the document link to the task?

Absolutely. DryMerge can include a link to the document in the task description for easy access and reference.

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

Project managers and document review teams use this automation to ensure new documents are promptly acted upon and properly managed.

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HubSpot + Microsoft To Do

Create Tasks in Microsoft To Do for New HubSpot Documents

Manage and keep track of important documents by creating a task in Microsoft To Do whenever a new document is added in HubSpot. This is particularly useful for teams who need to review and act on new documents promptly.

New Document Added

Triggers when a new document is added in HubSpot.

Create Task

Adds a task in Microsoft To Do with the document details.

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

or pick a common variation below

Create Follow-Up Tasks in Microsoft To Do for New HubSpot Contacts in Specific Industries

HubSpot + Microsoft To Do

Create Follow-Up Tasks in Microsoft To Do for Stale HubSpot Deals

HubSpot + Microsoft To Do

Create Microsoft To Do Tasks for HubSpot Calls

HubSpot + 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 tasks in Microsoft To Do for new HubSpot documents"

Create tasks in Microsoft To Do for new HubSpot documents

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 HubSpot + Microsoft To Do.

Create Contact

Creates a new contact in HubSpot

Delete Contact

Deletes a contact in HubSpot

Update Contact

Updates the stage/lead value of a contact in HubSpot

Read Contact

Reads context about a contact in HubSpot using various identifiers

Delete Ticket

Deletes a ticket in HubSpot using the ticket ID

Update Ticket

Updates a ticket in HubSpot using the ticket ID

Create Ticket

Creates a new ticket in HubSpot

Read Ticket

Lists all tickets in HubSpot

Create Company

Creates a new company in HubSpot

Delete Company

Deletes a company in HubSpot

Update Company

Updates a company in HubSpot

Read Company

Reads a company in HubSpot

App details

HubSpot

HubSpot is an inbound marketing, sales, and service software platform. Streamline marketing campaigns and manage leads.

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.