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Automatically create Microsoft To Do tasks from new Nimble contacts or deals. Latenode’s visual editor and affordable pricing makes it easy to scale sales task automation with advanced JavaScript logic when needed.
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Create a New Scenario to Connect Nimble 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 Nimble, triggered by another scenario, or executed manually (for testing purposes). In most cases, Nimble or Microsoft To Do will be your first step. To do this, click "Choose an app," find Nimble or Microsoft To Do, and select the appropriate trigger to start the scenario.
Add the Nimble Node
Select the Nimble node from the app selection panel on the right.
Nimble
Add the Microsoft To Do Node
Next, click the plus (+) icon on the Nimble 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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Microsoft To Do
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 Nimble 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 Nimble and Microsoft To Do 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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Microsoft To Do
Trigger on Webhook
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Nimble
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring Nimble, 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 Nimble and Microsoft To Do integration works as expected. Depending on your setup, data should flow between Nimble and Microsoft To Do (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Nimble + Microsoft To Do + Microsoft Teams: When a new contact is added in Nimble, a task is created in Microsoft To Do to follow up. A daily summary of these new contacts and tasks is then sent to a Microsoft Teams channel.
Microsoft To Do + Nimble + Outlook: When a task is completed in Microsoft To Do, the corresponding contact record in Nimble is updated. No direct Outlook integration is possible with the available triggers and actions.
About Nimble
Use Nimble within Latenode to enrich contact data and automate outreach. Update your CRM, personalize emails, and trigger follow-ups based on engagement—all visually. Latenode handles the workflow logic and scale, while Nimble provides targeted contact intelligence for smarter automation.
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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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How can I connect my Nimble account to Microsoft To Do using Latenode?
To connect your Nimble account to Microsoft To Do on Latenode, follow these steps:
Can I automatically create tasks from new Nimble contacts?
Yes, you can! Latenode allows you to create workflows that automatically generate Microsoft To Do tasks from new Nimble contacts, ensuring no lead or follow-up is missed. Stay organized effortlessly.
What types of tasks can I perform by integrating Nimble with Microsoft To Do?
Integrating Nimble with Microsoft To Do allows you to perform various tasks, including:
How does Latenode enhance Nimble's automation capabilities?
Latenode extends Nimble with advanced logic, JavaScript functions, AI steps, and custom integrations to automate complex processes beyond basic integrations.
Are there any limitations to the Nimble and Microsoft To Do integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: