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Abby Connect and Microsoft To Do Integration

When a New Call Record is captured in Abby Connect, Zapier can send key details like caller ID, call start date and time and notes directly to Microsoft To Do as a new task. This integration helps automate phone call follow-ups so your team can review next steps and save time managing call-related tasks.

Use Cases

  • Call Records Logged as To Do Tasks: When Abby Connect captures a New Call Record, Zapier creates a task in Microsoft To Do containing the caller ID, notes and call start date or time. Your office staff can review these tasks to confirm details and plan next actions without switching tools.
  • Message Follow-Ups for Support Teams: When a New Message arrives in Abby Connect, Zapier creates a task in Microsoft To Do with the caller name, phone number and case type, if available. Support teams can manage follow-ups directly in their task list and ensure every inquiry receives a timely response.
  • Sales Call Notes Converted to Tasks: Sales teams get new Microsoft To Do tasks automatically through Zapier whenever Abby Connect logs a New Call Record. Each task includes caller ID and notes so your team can track potential leads and keep next steps visible in one place.
  • Message Tracking for Office Managers: Every New Message recorded by Abby Connect is sent through Zapier to Microsoft To Do as a new task containing caller name and phone number, if available, along with case type when configured. Office managers can review these items to verify responses and monitor workload.

Features

  • Create Microsoft To Do Tasks from Calls: When a New Call Record is logged in Abby Connect, Zapier creates a Microsoft To Do task with caller ID, notes and call start time so teams can review and act promptly.
  • Add Message Follow-Up Tasks: A New Message in Abby Connect triggers creation of a Microsoft To Do task containing caller name and phone number, if available, along with receptionist name, helping teams track inquiries in one place.
  • Organize Follow-Ups by Call Details: Each New Call Record from Abby Connect becomes a Microsoft To Do task through Zapier, including caller ID and call start date or time, so teams can prioritize and schedule follow-ups without manual entry.

Resources

FAQs

What does the Abby Connect and Microsoft To Do integration do?

The integration uses Zapier to send Abby Connect call details such as caller ID, notes and call start date or time to Microsoft To Do, where a new task is created for your team to review and manage.

Is the Abby Connect and Microsoft To Do integration one-way?

Yes. This is a one-way integration through Zapier. Data flows from Abby Connect to Microsoft To Do only and nothing created in Microsoft To Do will change or update information in Abby Connect.

How do I set up the Abby Connect integration with Microsoft To Do?

To set up, sign in to your Zapier account, connect Abby Connect as the trigger app and enter your Abby Connect API key from my.abby.com under Settings, Integrations, Zapier. Then choose Microsoft To Do as the action app and map your fields.

Which triggers are available for this integration?

The integration offers two triggers in Zapier: New Call Record and New Message. Each trigger sends the relevant Abby Connect data to Microsoft To Do so your team can organize and act on new information.

Can teams customize what happens after a task is created in Microsoft To Do?

Yes. Once a task is created from a New Call Record or New Message, teams can assign, categorize and schedule it in Microsoft To Do to reduce manual work and keep follow-ups organized.

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