How to connect Moxie and Microsoft To Do
Create a New Scenario to Connect Moxie and Microsoft To Do
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 Moxie, triggered by another scenario, or executed manually (for testing purposes). In most cases, Moxie or Microsoft To Do will be your first step. To do this, click "Choose an app," find Moxie or Microsoft To Do, and select the appropriate trigger to start the scenario.

Add the Moxie Node
Select the Moxie node from the app selection panel on the right.

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

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Authenticate Microsoft To Do
Now, click the Microsoft To Do node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Microsoft To Do settings. Authentication allows you to use Microsoft To Do through Latenode.
Configure the Moxie and Microsoft To Do 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 Moxie and Microsoft To Do 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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Save and Activate the Scenario
After configuring Moxie, Microsoft To Do, 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 Moxie and Microsoft To Do integration works as expected. Depending on your setup, data should flow between Moxie and Microsoft To Do (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect Moxie and Microsoft To Do
Moxie + Microsoft To Do + Slack: When a new appointment is booked in Moxie, a corresponding task is created in Microsoft To Do to prepare for the appointment. A notification is then sent to a designated Slack channel to inform the team about the new booking and task.
Microsoft To Do + Moxie + Google Calendar: When a task is completed in Microsoft To Do, a follow-up meeting is scheduled in Moxie with the relevant contact. The meeting is then added to Google Calendar to ensure everyone is aware of the scheduled time.
Moxie and Microsoft To Do integration alternatives
About Moxie
Use Moxie in Latenode to automate data entry and validation workflows. Pull data from multiple sources, use Moxie to clean and standardize it, then push the refined data to your databases or apps. Benefit from Latenode's visual editor and scalable architecture to handle large datasets efficiently without code.
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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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See how Latenode works
FAQ Moxie and Microsoft To Do
How can I connect my Moxie account to Microsoft To Do using Latenode?
To connect your Moxie account to Microsoft To Do on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Moxie and click on "Connect".
- Authenticate your Moxie and Microsoft To Do accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I create To Do tasks from new Moxie chat transcripts?
Yes, you can! Latenode's visual editor makes it easy to automate task creation in Microsoft To Do based on new Moxie transcripts. Improve agent follow-up and ensure no customer request is missed.
What types of tasks can I perform by integrating Moxie with Microsoft To Do?
Integrating Moxie with Microsoft To Do allows you to perform various tasks, including:
- Automatically create a To Do task for unresolved Moxie conversations.
- Log completed To Do tasks as notes within a Moxie contact profile.
- Update To Do task status when a related Moxie case is closed.
- Generate daily To Do reports based on open Moxie support tickets.
- Send a Moxie message when a critical To Do task is completed.
Can Latenode automatically assign To Do tasks based on Moxie data?
Yes! Latenode’s advanced logic and JavaScript support let you assign tasks based on Moxie conversation topics or agent availability, optimizing workload distribution.
Are there any limitations to the Moxie and Microsoft To Do integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Historical Moxie data prior to integration setup is not automatically synced.
- Complex task dependencies between the two apps may require custom JavaScript.
- Microsoft To Do limitations apply based on your Microsoft subscription level.