Microsoft To Do + QuickBooks
Follow Up on QuickBooks Proposals with Microsoft To-Do Tasks
Enhance your proposal management by creating a task in Microsoft To-Do for each new proposal recorded in QuickBooks. This ensures that all proposals are followed up on promptly, improving the chances of client acceptance and business growth.
New QuickBooks Proposal
Triggers when a new proposal is recorded in QuickBooks.
Create Follow-Up Task
Creates a task in Microsoft To-Do for follow-up.
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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, "Follow up on QuickBooks proposals with Microsoft to-do tasks"
Follow up on QuickBooks proposals with Microsoft to-do tasks
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 + QuickBooks.
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
New Customer
Triggers when a new customer is created in QuickBooks
New Invoice
Triggers when a new invoice is created in QuickBooks
New Payment
Triggers when a new payment is recorded in QuickBooks
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.
QuickBooks
QuickBooks is an accounting software package for managing sales and expenses and keeping track of daily transactions. Sync financial data and automate accounting tasks.
Related apps
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