Microsoft To Do and WhatConverts Integration

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Automatically create Microsoft To Do tasks from new leads captured in WhatConverts, ensuring prompt follow-up. Latenode's flexible API integrations and affordable execution-based pricing make lead management efficient and scalable.

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Microsoft To Do

WhatConverts

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Microsoft To Do and WhatConverts

Create a New Scenario to Connect Microsoft To Do and WhatConverts

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 WhatConverts will be your first step. To do this, click "Choose an app," find Microsoft To Do or WhatConverts, 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.

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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.

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Microsoft To Do

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#1 Microsoft To Do

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Connection *

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Connect Microsoft To Do

Sign In

Run node once

Add the WhatConverts Node

Next, click the plus (+) icon on the Microsoft To Do node, select WhatConverts from the list of available apps, and choose the action you need from the list of nodes within WhatConverts.

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Microsoft To Do

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WhatConverts

Authenticate WhatConverts

Now, click the WhatConverts node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your WhatConverts settings. Authentication allows you to use WhatConverts through Latenode.

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Microsoft To Do

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WhatConverts

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Connect WhatConverts

Sign In

Run node once

Configure the Microsoft To Do and WhatConverts Nodes

Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.

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Microsoft To Do

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WhatConverts

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Connect WhatConverts

WhatConverts Oauth 2.0

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Select an action *

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Map

The action ID

Run node once

Set Up the Microsoft To Do and WhatConverts Integration

Use various Latenode nodes to transform data and enhance your integration:

  • Branching: Create multiple branches within the scenario to handle complex logic.
  • Merging: Combine different node branches into one, passing data through it.
  • Plug n Play Nodes: Use nodes that don’t require account credentials.
  • Ask AI: Use the GPT-powered option to add AI capabilities to any node.
  • Wait: Set waiting times, either for intervals or until specific dates.
  • Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
  • Iteration: Process arrays of data when needed.
  • Code: Write custom code or ask our AI assistant to do it for you.
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WhatConverts

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Trigger on Webhook

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Save and Activate the Scenario

After configuring Microsoft To Do, WhatConverts, 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 WhatConverts integration works as expected. Depending on your setup, data should flow between Microsoft To Do and WhatConverts (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.

Most powerful ways to connect Microsoft To Do and WhatConverts

WhatConverts + Microsoft To Do + Microsoft Teams: When a new lead is registered in WhatConverts, a task is created in Microsoft To Do to follow up with the lead. A message is then sent to a Microsoft Teams channel notifying the sales team about the new lead and the created task.

WhatConverts + Microsoft To Do + Google Calendar: When a new lead is registered in WhatConverts, a follow-up task is created in Microsoft To Do. Then, a meeting is scheduled in Google Calendar to discuss the new lead.

Microsoft To Do and WhatConverts integration alternatives

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.

About WhatConverts

Capture and analyze marketing leads in WhatConverts, then pipe data to Latenode to automate follow-ups. Qualify leads based on source & behavior using Latenode's no-code tools, triggering custom CRM updates or personalized email sequences. Scale lead management without complex coding.

See how Latenode works

FAQ Microsoft To Do and WhatConverts

How can I connect my Microsoft To Do account to WhatConverts using Latenode?

To connect your Microsoft To Do account to WhatConverts on Latenode, follow these steps:

  • Sign in to your Latenode account.
  • Navigate to the integrations section.
  • Select Microsoft To Do and click on "Connect".
  • Authenticate your Microsoft To Do and WhatConverts accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

Can I create tasks from new leads using Microsoft To Do and WhatConverts integration?

Yes, easily! Latenode's visual editor lets you trigger task creation in Microsoft To Do when WhatConverts captures new leads, ensuring prompt follow-up and improved lead management.

What types of tasks can I perform by integrating Microsoft To Do with WhatConverts?

Integrating Microsoft To Do with WhatConverts allows you to perform various tasks, including:

  • Create a Microsoft To Do task for each new lead captured in WhatConverts.
  • Update task details in Microsoft To Do based on WhatConverts lead status.
  • Set due dates for tasks based on lead creation date in WhatConverts.
  • Assign tasks in Microsoft To Do based on the lead source from WhatConverts.
  • Send summary reports of completed tasks to WhatConverts for analysis.

Can I customize field mapping between Microsoft To Do and WhatConverts?

Yes! Latenode’s data mapping lets you precisely control how data fields sync between Microsoft To Do and WhatConverts, customizing your workflow.

Are there any limitations to the Microsoft To Do and WhatConverts integration on Latenode?

While the integration is powerful, there are certain limitations to be aware of:

  • Complex workflows may require JavaScript for advanced data transformations.
  • Real-time updates depend on the polling interval of the respective apps.
  • Rate limits of Microsoft To Do and WhatConverts APIs may affect performance.

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