Microsoft To-Do + Simpro Integration

Integrate Microsoft To-Do to Simpro in one click, or tell Integrately AI how you want each job handled. Track tasks, schedule updates, alert your team, and manage field operations automatically.

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Task is created in Microsoft To-Do
Task is completed in Microsoft To-Do
Task is updated in Microsoft To-Do
Task list is created in Microsoft To-Do
Recurring invoice is updated in Simpro Instant
Recurring invoice is created in Simpro Instant
Invoice is updated in Simpro Instant
Invoice is created in Simpro Instant
Contact is created in Simpro Instant
Job is created in Simpro Instant
Company customer created in Simpro Instant
Job is updated in Simpro Instant
Company customer updated in Simpro Instant
Site is created in Simpro Instant
Site is updated in Simpro Instant
Individual customer created in Simpro Instant
Individual customer updated in Simpro Instant
Quote is created in Simpro Instant
Quote is updated in Simpro Instant

Create task in Microsoft To-Do
Complete task in Microsoft To-Do
Update task in Microsoft To-Do
Create task list in Microsoft To-Do
Get task by id in Microsoft To-Do
Delete task in Microsoft To-Do
Search task in Microsoft To-Do
Update lead in Simpro
Update contact in Simpro
Create lead in Simpro
Get contact by ID in Simpro
Create individual customer in Simpro
Search individual customer in Simpro
Search company customer in Simpro
Create contact in Simpro
Create company customer in Simpro
Create service job in Simpro
Search job in Simpro
Create site in Simpro
Search contact in Simpro
Search site in Simpro
Create service quote in Simpro
Search quote in Simpro
Create activity schedule block in Simpro

Trusted by experts at...

Ready Workflows for Microsoft To-Do + Simpro Integration

Track jobs, organise tasks, keep lists updated, alert your team, and manage operations, all in just one click.

Create Microsoft To-Do task for updated simPRO individual customer

Simpro + Microsoft To-Do Integration

Activate

Create Microsoft To-Do task for new simPRO individual customer

simPRO and Microsoft To-Do are both powerful tools that, when used correctly, can help you become more productive.

When you create a individual customer in simPRO, do you also create a task in Microsoft To-Do? If not, you should! This will help ensure that you never forget to follow-up with a lead. Also, it can help to keep your team organized and on track.

Activate

When Individual customer created in simPRO > Check any condition > Create task in Microsoft To-Do

Simpro + Microsoft To-Do Integration

Activate

When Task is updated in Microsoft To-Do > Check any condition > Create individual customer in simPRO

Microsoft To-Do + Simpro Integration

Activate

1of1

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Microsoft To-Do + Simpro flow

Connect your billing, communication, and storage tools to extend your task and job management workflow. Pick a combination and activate it in one click.

Xero (8)

Gmail (8)

Slack (8)

QuickBooks Online (8)

Google Drive (8)

Microsoft Outlook (8)

Create a Microsoft To-Do task for every new Simpro job, and generate a corresponding invoice in Xero

New Simpro jobs instantly create a Microsoft To-Do task and a Xero invoice, eliminating manual data entry across systems.

When a new Simpro contact is created, add a Microsoft To-Do task and create a contact in Xero

Simpro contacts automatically populate Microsoft To-Do and Xero without requiring manual copying.

When a Simpro job is updated, update the task in Microsoft To-Do and update the invoice in Xero

Job changes in Simpro immediately reflect in your Microsoft To-Do task and Xero invoice.

Create a Simpro job for every new Microsoft To-Do task, and set up the contact in Xero

Microsoft To-Do tasks automatically generate Simpro jobs and Xero contacts the moment you create them.

If a Simpro quote is created, create a priority task in Microsoft To-Do and generate an invoice in Xero

New Simpro quotes automatically trigger Microsoft To-Do tasks and Xero invoices based on quote creation.

When a Simpro invoice is updated, update the Microsoft To-Do task and record the status in Xero

Invoice updates in Simpro instantly adjust your Microsoft To-Do task and Xero records.

Use ChatGPT to summarise every new Simpro job description, create a Microsoft To-Do task, and create an invoice in Xero

ChatGPT summarises Simpro job details to create actionable Microsoft To-Do tasks and Xero invoices.

Turn every completed Simpro job into a Microsoft To-Do task, create a Xero invoice, and notify your finance team on Slack

Completed Simpro jobs trigger Microsoft To-Do tasks, Xero invoices, and Slack team alerts.

Create a Microsoft To-Do task from every new Simpro job, and send a confirmation email via Gmail

New Simpro jobs generate Microsoft To-Do tasks and send automated confirmation emails through Gmail.

When a Simpro contact is created, add a Microsoft To-Do task and send a welcome email in Gmail

Simpro contacts automatically create Microsoft To-Do tasks and trigger Gmail welcome emails.

When a Simpro job status changes, update the Microsoft To-Do task and email the update via Gmail

Job status changes in Simpro update Microsoft To-Do tasks and email clients via Gmail.

Create a Simpro job for every Microsoft To-Do task and send a notification email in Gmail

Microsoft To-Do tasks instantly create Simpro jobs and dispatch confirmation emails via Gmail.

If a Simpro quote is created, create an urgent Microsoft To-Do task and send a priority email in Gmail

New Simpro quotes trigger urgent Microsoft To-Do tasks and priority notification emails in Gmail.

When a Simpro invoice is updated, update the Microsoft To-Do task and send a payment reminder via Gmail

Simpro invoice updates trigger Microsoft To-Do task changes and automated payment reminders in Gmail.

Use Claude to analyse every new Simpro customer message, create a Microsoft To-Do follow-up task, and send a reply via Gmail

Claude evaluates customer messages in Simpro to create Microsoft To-Do tasks and send Gmail replies.

Turn every new Simpro job into a Microsoft To-Do task, send an email via Gmail, and record the details in Google Drive

Simpro jobs generate Microsoft To-Do tasks, Gmail notifications, and Google Drive records.

Create a Microsoft To-Do task for every new Simpro job, and notify your team instantly on Slack

Simpro jobs automatically generate Microsoft To-Do tasks and post instant team notifications in Slack.

When a Simpro contact is created, add a Microsoft To-Do task and post an alert in Slack

New Simpro contacts trigger Microsoft To-Do tasks and team alerts in Slack.

When a Simpro job progresses, update the Microsoft To-Do task and post a status update in Slack

Simpro job updates instantly refresh Microsoft To-Do tasks and broadcast status reports in Slack.

Create a Simpro job from every Microsoft To-Do task and announce it in your team Slack channel

Microsoft To-Do task creation triggers Simpro service jobs and announcements in Slack.

If a Simpro quote is created, create a task in Microsoft To-Do and alert the sales channel on Slack

New Simpro quotes generate Microsoft To-Do tasks and alert sales teams in Slack.

When a Simpro invoice is created, update the Microsoft To-Do task and post a revenue update in Slack

Simpro invoice creation updates Microsoft To-Do tasks and posts revenue updates in Slack.

Use Gemini to summarise every new Simpro job notes, create a Microsoft To-Do task, and post the brief in Slack

Gemini summarises Simpro job notes to create Microsoft To-Do tasks and post briefings in Slack.

Turn every completed Simpro job into a Microsoft To-Do task, post an update in Slack, and email the client via Gmail

Completed Simpro jobs trigger Microsoft To-Do tasks, Slack announcements, and Gmail client updates.

Create a Microsoft To-Do task for every new Simpro invoice, and create a sales receipt in QuickBooks Online

Simpro invoices automatically generate Microsoft To-Do tasks and QuickBooks Online sales receipts.

When a Simpro customer is created, add a Microsoft To-Do task and create a customer in QuickBooks Online

New Simpro customers automatically populate Microsoft To-Do and QuickBooks Online records.

When a Simpro invoice is updated, update the Microsoft To-Do task and update QuickBooks Online

Simpro invoice updates instantly refresh Microsoft To-Do tasks and QuickBooks Online records.

Create a Simpro service job from every Microsoft To-Do task and record the invoice in QuickBooks Online

Microsoft To-Do tasks automatically generate Simpro service jobs and QuickBooks Online invoices.

If a Simpro quote is created, create a Microsoft To-Do task and generate a QuickBooks Online estimate

New Simpro quotes generate Microsoft To-Do tasks and QuickBooks Online estimates automatically.

When a Simpro recurring invoice is updated, update the Microsoft To-Do task and sync with QuickBooks Online

Simpro recurring invoice changes update Microsoft To-Do tasks and QuickBooks Online records.

Use Perplexity to research every new Simpro company customer, create a Microsoft To-Do task, and set up the customer in QuickBooks Online

Perplexity researches Simpro customers to create Microsoft To-Do tasks and QuickBooks Online accounts.

Turn every new Simpro job into a Microsoft To-Do task, create a QuickBooks Online invoice, and notify your team on Slack

Simpro jobs trigger Microsoft To-Do tasks, QuickBooks Online invoices, and Slack team alerts.

Create a Microsoft To-Do task for every new Simpro site, and save a record file in Google Drive

Simpro site creation automatically generates Microsoft To-Do tasks and Google Drive document folders.

When a Simpro quote is created, add a Microsoft To-Do task and upload the quote details to Google Drive

New Simpro quotes generate Microsoft To-Do tasks and store quote records in Google Drive.

When a Simpro job is updated, update the Microsoft To-Do task and archive the job files in Google Drive

Simpro job updates refresh Microsoft To-Do tasks and update corresponding files in Google Drive.

Create a Simpro job from every Microsoft To-Do task and create a project folder in Google Drive

Microsoft To-Do tasks automatically generate Simpro service jobs and Google Drive folders.

If a Simpro site is updated, create a Microsoft To-Do task and update the site records in Google Drive

Simpro site updates trigger Microsoft To-Do tasks and refresh document records in Google Drive.

When a Simpro invoice is created, update the Microsoft To-Do task and save the invoice file in Google Drive

Simpro invoices trigger Microsoft To-Do tasks and store billing records in Google Drive.

Use ChatGPT to summarise every new Simpro job report, create a Microsoft To-Do task, and save the summary file in Google Drive

ChatGPT summarises Simpro job reports to create Microsoft To-Do tasks and Google Drive files.

Turn every new Simpro customer into a Microsoft To-Do task, create a folder in Google Drive, and alert your team on Slack

Simpro customers generate Microsoft To-Do tasks, Google Drive folders, and Slack team alerts.

Create a Microsoft To-Do task for every new Simpro job, and send a calendar invite via Microsoft Outlook

Simpro jobs automatically generate Microsoft To-Do tasks and send Microsoft Outlook calendar invites.

When a Simpro contact is created, add a Microsoft To-Do task and send a welcome email in Microsoft Outlook

New Simpro contacts trigger Microsoft To-Do tasks and Outlook welcome emails.

When a Simpro job status changes, update the Microsoft To-Do task and send an update via Microsoft Outlook

Simpro job status changes update Microsoft To-Do tasks and send Outlook notification emails.

Create a Simpro job for every Microsoft To-Do task and schedule an event in Microsoft Outlook

Microsoft To-Do tasks generate Simpro service jobs and Microsoft Outlook calendar events.

If a Simpro quote is created, create an urgent Microsoft To-Do task and email the sales team via Microsoft Outlook

New Simpro quotes generate urgent Microsoft To-Do tasks and Microsoft Outlook team emails.

When a Simpro invoice is updated, update the Microsoft To-Do task and send a reminder in Microsoft Outlook

Simpro invoice updates trigger Microsoft To-Do task changes and Outlook payment reminders.

Use Claude to analyse every new Simpro customer message, create a Microsoft To-Do task, and send a drafted reply via Microsoft Outlook

Claude evaluates customer messages in Simpro to create Microsoft To-Do tasks and Outlook replies.

Turn every new Simpro job into a Microsoft To-Do task, schedule a meeting in Microsoft Outlook, and notify your team on Slack

Simpro jobs trigger Microsoft To-Do tasks, Outlook meetings, and Slack channel announcements.

Supported triggers and actions for Microsoft To-Do and Simpro

Mix and match to build the exact automation you need

Microsoft To-Do Triggers & Actions

Task is created in Microsoft To-Do

Triggers the automation when a new task is created

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Task is completed in Microsoft To-Do

Triggers the automation when any task is completed

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Task is updated in Microsoft To-Do

Triggers the automation when any task is updated

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Task list is created in Microsoft To-Do

Triggers the automation when a new task list is created

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Simpro Triggers & Actions

Instant

Recurring invoice is updated in Simpro

Triggers the automation when a existing recurring invoice is updated.

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Instant

Recurring invoice is created in Simpro

Triggers the automation when a new recurring invoice is created

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Instant

Invoice is updated in Simpro

Triggers the automation when existing invoice is updated.

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Instant

Invoice is created in Simpro

Triggers the automation when a new invoice is created

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Instant

Contact is created in Simpro

Triggers the automation when a new contact is created.

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Instant

Job is created in Simpro

Triggers the automation when a new job is created

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Instant

Company customer created in Simpro

Triggers the automation when a new customer is created within the company's database

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Instant

Job is updated in Simpro

Triggers the automation when a job is updated

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Instant

Company customer updated in Simpro

Triggers the automation when a company's customer information is updated

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Instant

Site is created in Simpro

Triggers the automation when a new site is created

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Instant

Site is updated in Simpro

Triggers the automation when a site is updated

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Instant

Individual customer created in Simpro

Triggers the automation when a new individual customer is added

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Instant

Individual customer updated in Simpro

Triggers the automation when a customer's information is updated

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Instant

Quote is created in Simpro

Triggers the automation when a new quote is created

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Instant

Quote is updated in Simpro

Triggers the automation when any quote is updated

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What can you automate with Microsoft To-Do + Simpro?

Streamline your field service management by automating tasks, jobs, quotes, and customer records between Microsoft To-Do and Simpro.

Get Started For Free

🔄

Sync new Simpro jobs to Microsoft To-Do tasks

Automatically create a task in Microsoft To-Do whenever a new job is booked in Simpro. Your team starts work immediately without waiting for manual handoffs.

📝

Capture every submitted quote and customer field

Map detailed Simpro quote parameters and customer information directly into Microsoft To-Do task notes. Your task list retains complete context for every job.

🔔

Alert team members the moment a job is updated

Trigger immediate notifications when Simpro job statuses change, ensuring your entire staff stays informed about project progress.

🔀

Route tasks based on submitted job criteria

Create different Microsoft To-Do lists or assign priorities depending on the specific job type or customer tier submitted in Simpro.

📊

Keep Microsoft To-Do tasks updated as Simpro evolves

Automatically update existing tasks in Microsoft To-Do when job details, due dates, or customer requirements change in Simpro.

🔍

Search and update instead of creating duplicates

Check for existing tasks in Microsoft To-Do before creating new ones, preventing redundant entries for ongoing Simpro projects.

⏱️

Handle later status changes like completions and approvals

Trigger automated workflows when Simpro quotes are approved, invoices are updated, or jobs are marked complete.

🔌

Extend your workflow to team communication apps

Connect your Microsoft To-Do and Simpro automation to Slack or Gmail to notify stakeholders and clients the moment work progresses.

And much more...

Who is Microsoft To-Do + Simpro integration for?

Field service teams, operations managers, and administrators connect Microsoft To-Do and Simpro to eliminate manual data entry and streamline daily job management.

Field service managers

Dispatchers

Account managers

Operations coordinators

Field technicians

Project auditors

📈

Field service managers

You're tracking daily job schedules in Microsoft To-Do but your management reports only update when someone manually checks Simpro, so the status counts you're reviewing against are always a few hours behind — with this integration, every new job update syncs instantly and your operational data stays current.

⚡

Dispatchers

You're coordinating urgent service calls in Simpro but finding out about completed tasks too late to reassign your team, leading to unnecessary delays in the field — with this integration, every task completion triggers immediate notifications so your dispatch board stays accurate.

🤝

Account managers

You're answering client questions about job progress while manually cross-referencing Microsoft To-Do lists with Simpro accounts, resulting in slow responses during client calls — with this integration, every job milestone updates automatically so you have complete visibility on demand.

📋

Operations coordinators

You're manually copying new customer details and job requirements from Simpro into Microsoft To-Do every morning, making it easy to miss important task assignments as volume grows — with this integration, every new job creates a structured task instantly without manual data entry.

🔧

Field technicians

You're waiting for office staff to manually hand over job details and task lists after an estimate is approved in Simpro, delaying your on-site arrival times — with this integration, every quote approval triggers immediate task creation so your crew can head out faster.

🗂️

Project auditors

You're attempting to reconcile historical project records between Microsoft To-Do and Simpro, but manual logging errors keep creating gaps in your audit history — with this integration, every job and task update syncs reliably so your operational history remains complete.

Try This Integration – No Code Needed

Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate Microsoft To-Do + Simpro

Build and manage your Microsoft To-Do + Simpro automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected

Connect Microsoft To-Do + Simpro with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.

20M+ Ready Automations

Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.

AI that builds your automations

Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.

24x5 Live Chat Support

Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.

Free done-for-you setup

Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.

Secure by design

SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.

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Frequently Asked Questions

How do I connect Microsoft To-Do to Simpro?

You can connect Microsoft To-Do to Simpro in 1 click using ready workflows on Integrately, or ask Integrately AI to build the integration for you. It takes seconds to link your accounts alongside tools like Xero, Gmail, and Slack.

Can I automatically create Microsoft To-Do tasks from new Simpro jobs?

Can I connect Microsoft To-Do, Simpro, and Slack?

What is a good Zapier alternative for Microsoft To-Do and Simpro?

How does Microsoft To-Do handle task creation during job updates?

Can Simpro trigger multi-step workflows with accounting tools?

Do I need coding skills to automate Microsoft To-Do and Simpro?

Is the Microsoft To-Do and Simpro integration free?

Didn't find the answer you were looking for?

No worries — just send us a message and we’ll get back to you as soon as possible.

Want to automate something else in your workflow?

You Can Also Connect Microsoft To-Do or Simpro With 1500+ Other Apps

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Popular Simpro Integrations

Sync Simpro with accounting, CRM, and communication platforms to keep your field service data working across your business.

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Microsoft To-Do + Simpro Integration

Integrate Microsoft To-Do to Simpro in one click, or tell Integrately AI how you want each job handled. Track tasks, schedule updates, alert your team, and manage field operations automatically.

Trusted by experts at...

Ready Workflows for Microsoft To-Do + Simpro Integration

Track jobs, organise tasks, keep lists updated, alert your team, and manage operations, all in just one click.

Create Microsoft To-Do task for updated simPRO individual customer

Create Microsoft To-Do task for new simPRO individual customer

When Individual customer created in simPRO > Check any condition > Create task in Microsoft To-Do

When Task is updated in Microsoft To-Do > Check any condition > Create individual customer in simPRO

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Microsoft To-Do + Simpro flow

Connect your billing, communication, and storage tools to extend your task and job management workflow. Pick a combination and activate it in one click.

Supported triggers and actions for Microsoft To-Do and Simpro

Mix and match to build the exact automation you need

What can you automate with Microsoft To-Do + Simpro?

Streamline your field service management by automating tasks, jobs, quotes, and customer records between Microsoft To-Do and Simpro.

Who is Microsoft To-Do + Simpro integration for?

Field service teams, operations managers, and administrators connect Microsoft To-Do and Simpro to eliminate manual data entry and streamline daily job management.

Did you know?

Our team can create automations for you... At no extra cost!

Why choose Integrately to automate Microsoft To-Do + Simpro

Build and manage your Microsoft To-Do + Simpro automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

How Integrately Works?

Trusted by 42,000+ Customers

Frequently Asked Questions

Want to automate something else in your workflow?

You Can Also Connect Microsoft To-Do or Simpro With 1500+ Other Apps

Automate Your Tedious Tasks
With A Single Click

It's so easy a caveman could do it.

Microsoft To-Do + Simpro Integration

Integrate Microsoft To-Do to Simpro in one click, or tell Integrately AI how you want each job handled. Track tasks, schedule updates, alert your team, and manage field operations automatically.

Trusted by experts at...

Ready Workflows for Microsoft To-Do + Simpro Integration

Track jobs, organise tasks, keep lists updated, alert your team, and manage operations, all in just one click.

Create Microsoft To-Do task for updated simPRO individual customer

Create Microsoft To-Do task for new simPRO individual customer

When Individual customer created in simPRO > Check any condition > Create task in Microsoft To-Do

When Task is updated in Microsoft To-Do > Check any condition > Create individual customer in simPRO

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Microsoft To-Do + Simpro flow

Connect your billing, communication, and storage tools to extend your task and job management workflow. Pick a combination and activate it in one click.

Supported triggers and actions for Microsoft To-Do and Simpro

Mix and match to build the exact automation you need

What can you automate with Microsoft To-Do + Simpro?

Streamline your field service management by automating tasks, jobs, quotes, and customer records between Microsoft To-Do and Simpro.

Who is Microsoft To-Do + Simpro integration for?

Field service teams, operations managers, and administrators connect Microsoft To-Do and Simpro to eliminate manual data entry and streamline daily job management.

Did you know?

Our team can create automations for you... At no extra cost!

Why choose Integrately to automate Microsoft To-Do + Simpro

Build and manage your Microsoft To-Do + Simpro automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

How Integrately Works?

Trusted by 42,000+ Customers

Frequently Asked Questions

Want to automate something else in your workflow?

You Can Also Connect Microsoft To-Do or Simpro With 1500+ Other Apps

Automate Your Tedious Tasks With A Single Click

It's so easy a caveman could do it.

Automate Your Tedious Tasks
With A Single Click