How can I filter for specific types of invoices?

DryMerge allows you to filter invoices by criteria such as the client or the invoice amount. Specify your conditions, and DryMerge will apply the filters accordingly.

Can I use this with another task management app?

Yes, you can use this with other task management apps instead of Microsoft To Do. Describe the changes you need, and DryMerge will set up the automation accordingly.

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

This automation is used by finance teams to ensure they stay on top of the invoicing process and manage their tasks effectively.

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Microsoft To Do + Zoho CRM

Generate Tasks in Microsoft To Do for New Zoho CRM Invoices

Streamline your invoicing process by creating a task in Microsoft To Do whenever a new invoice is generated in Zoho CRM. This helps finance teams to stay on top of their invoicing workflow.

New Invoice Created

Triggers when a new invoice is created in Zoho CRM.

Create Invoice Task

Generates a task in Microsoft To Do for the new invoice.

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

or pick a common variation below

Generate Tasks in Microsoft To Do for Zoho CRM Activities

Microsoft To Do + Zoho CRM

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Microsoft To Do + Zoho CRM

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Microsoft To Do + Zoho CRM

How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Generate tasks in Microsoft To Do for new Zoho CRM invoices"

Generate tasks in Microsoft To Do for new Zoho CRM invoices

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 + Zoho CRM.

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 Zoho CRM Task

Creates a new task in Zoho CRM

Update Zoho CRM Task

Updates an existing task in Zoho CRM

Get Zoho CRM Task

Retrieves details of a specific task from Zoho CRM

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.

Zoho CRM

Zoho CRM is a web-based business tool for customer relationship management. Manage your organization's sales, marketing, customer support, and inventory in a single system.