Microsoft To Do + Salesforce
Create Tasks in Microsoft To Do for Salesforce Quote Approvals
Streamline the quote approval process by creating tasks in Microsoft To Do for each quote that requires approval in Salesforce. This helps sales managers track pending approvals and facilitates quicker decision-making.
New Quote Approval
Triggers when a quote requires approval in Salesforce.
Create Approval Task
Adds a new task to Microsoft To Do for the quote.
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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 Salesforce quote approvals"
Create tasks in Microsoft To Do for Salesforce quote approvals
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.
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+ 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 + Salesforce.
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 Contact
Creates a new contact in Salesforce
Delete Contact
Deletes a contact in Salesforce
Update Contact
Updates an existing contact in Salesforce
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.
Salesforce
Salesforce is a leading customer relationship management (CRM) platform. Automate sales processes and manage customer data.
Related apps
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