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Automatically create Microsoft To Do tasks from new Qwilr proposals, ensuring seamless follow-up. Latenode's no-code editor simplifies the workflow, and affordable execution-based pricing keeps costs down as you scale your sales process.
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Create a New Scenario to Connect Microsoft To Do and Qwilr
In the workspace, click the “Create New Scenario” button.
Add the First Step
Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Microsoft To Do, triggered by another scenario, or executed manually (for testing purposes). In most cases, Microsoft To Do or Qwilr will be your first step. To do this, click "Choose an app," find Microsoft To Do or Qwilr, and select the appropriate trigger to start the scenario.
Add the Microsoft To Do Node
Select the Microsoft To Do node from the app selection panel on the right.
Microsoft To Do
Configure the Microsoft To Do
Click on the Microsoft To Do node to configure it. You can modify the Microsoft To Do URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the Qwilr Node
Next, click the plus (+) icon on the Microsoft To Do node, select Qwilr from the list of available apps, and choose the action you need from the list of nodes within Qwilr.
Microsoft To Do
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Qwilr
Authenticate Qwilr
Now, click the Qwilr node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Qwilr settings. Authentication allows you to use Qwilr through Latenode.
Configure the Microsoft To Do and Qwilr Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the Microsoft To Do and Qwilr Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
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AI Anthropic Claude 3
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Qwilr
Trigger on Webhook
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Microsoft To Do
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring Microsoft To Do, Qwilr, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.
Test the Scenario
Run the scenario by clicking “Run once” and triggering an event to check if the Microsoft To Do and Qwilr integration works as expected. Depending on your setup, data should flow between Microsoft To Do and Qwilr (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Qwilr + Microsoft To Do + Microsoft Teams: When a Qwilr proposal is accepted, a corresponding task is created in Microsoft To Do, and a notification message is sent to a specified channel in Microsoft Teams.
Qwilr + Microsoft To Do + Slack: When a proposal is sent in Qwilr, a follow-up reminder task is created in Microsoft To Do, and a notification is sent to a Slack channel informing the sales team.
About Microsoft To Do
Automate task management by integrating Microsoft To Do with Latenode. Automatically create tasks from emails, database entries, or other apps. Sync tasks between systems, set reminders based on triggers, and manage projects visually using Latenode's low-code interface. Stop manual updates and build scalable task workflows.
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About Qwilr
Automate Qwilr quote creation inside Latenode workflows. Automatically generate Qwilr proposals when triggered by new CRM leads or form submissions. Send data to Qwilr, then use Latenode to track views, trigger follow-ups, and update your database—no manual data entry needed. Scale personalized sales flows with ease.
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How can I connect my Microsoft To Do account to Qwilr using Latenode?
To connect your Microsoft To Do account to Qwilr on Latenode, follow these steps:
Can I automatically create Qwilr proposals from new Microsoft To Do tasks?
Yes, you can! Latenode allows you to automatically trigger Qwilr proposal creation when new tasks are added in Microsoft To Do. Streamline your sales process with no-code logic and AI-powered content generation.
What types of tasks can I perform by integrating Microsoft To Do with Qwilr?
Integrating Microsoft To Do with Qwilr allows you to perform various tasks, including:
Can I filter Microsoft To Do tasks based on due dates in Latenode?
Yes! Latenode’s filtering and advanced date manipulation allows precise task selection based on due dates for efficient Qwilr proposal automation.
Are there any limitations to the Microsoft To Do and Qwilr integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: