Can I filter which invoices create notification tasks?

Certainly, you can filter invoices based on criteria such as overdue duration, amount, or client in Pipedrive to trigger this automation.

Can I customize the task for different types of invoices?

Yes, you can specify task details based on invoice amount, client type, or other criteria, and DryMerge will handle the setup.

Who uses this automation and why?

Finance teams and account managers use this to ensure all overdue invoices are promptly followed up on, maintaining cash flow and client relationships.

Home Contact Pricing Apps Blog

Microsoft To Do + Pipedrive

Notify Overdue Payments in Microsoft To Do for Pipedrive Invoices

Manage overdue payments effectively by setting up notification tasks. When an invoice is overdue in Pipedrive, a task is created in Microsoft To Do. This automation ensures prompt follow-up on overdue payments, helping maintain cash flow and client relationships.

Invoice Overdue

Triggers when an invoice in Pipedrive becomes overdue.

Create Notification Task

Adds a notification task in Microsoft To Do for the overdue invoice.

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

or pick a common variation below

Create Review Tasks in Microsoft To Do for Pipedrive Notes

Microsoft To Do + Pipedrive

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

Microsoft To Do + Pipedrive

Create Meeting Prep Tasks in Microsoft To Do for Pipedrive Scheduled Calls

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, "Notify overdue payments in Microsoft To Do for Pipedrive invoices"

Notify overdue payments in Microsoft To Do for Pipedrive 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 + 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.