When created or updated app record in servis.ai, sync it to Microsoft To Do.
When an app record is created or updated in servis.ai, create a task in Microsoft To Do.
See all servis.ai + Microsoft To Do integrations or talk to a human
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How Knit builds this workflow
The Agent researches both APIs and wires the trigger on one side to the action on the other — no pre-built connector required. Here is the vocabulary it has to work with.
servis.ai Explore servis.ai →
TriggersFires when a new contact or lead is added to servis.ai.
Fires when a field on a contact changes in servis.ai.
Fires when a deal, case or record moves to a new stage in servis.ai.
Fires when a deal is marked won in servis.ai.
Creates or updates a contact in servis.ai.
Creates a new deal in servis.ai.
Moves a deal or record to a new stage in servis.ai.
Logs a call, email, or note against a record in servis.ai.
Microsoft To Do Explore Microsoft To Do →
TriggersFires when a new task, job or item is created in Microsoft To Do.
Fires when a task in Microsoft To Do is marked complete.
Fires when a task's due date in Microsoft To Do is coming up.
Fires when a task, job or project changes status in Microsoft To Do.
Creates a new task, job or item in Microsoft To Do.
Updates a task's status or assignee in Microsoft To Do.
Posts a comment on a task in Microsoft To Do.
Assigns a task in Microsoft To Do to a team member.
More servis.ai + Microsoft To Do workflows
Generate project tasks when deals are won
When a deal is won in servis.ai, automatically create a project task in Microsoft To Do to kick off client onboarding.
See details
Update CRM deal stages when project tasks complete
When a milestone task is completed in Microsoft To Do, automatically update the deal stage in servis.ai to keep sales reps informed.
See details
Log activity in CRM when task comments are added
When a comment is added to a client task in Microsoft To Do, automatically log the activity in servis.ai on the customer record.
See details
See all servis.ai + Microsoft To Do integrations → · Browse the full workflow library →
Common questions
Can Knit build “When created or updated app record in servis.ai, sync it to Microsoft To Do.” between servis.ai and Microsoft To Do?
Yes — describe it in the box above and Knit's Integrations Agent researches servis.ai and Microsoft To Do's public API docs (or your own uploaded docs) and builds a working workflow, whether or not either app already has a pre-built connector.
How long does it take to build?
Minutes to a first working version, not weeks — you test it against real data before it goes anywhere near production.
How does connecting Microsoft To Do and servis.ai help sales and delivery teams?
It bridges revenue and fulfillment, automatically converting won deals into project work and keeping sales reps updated on project status.
Can deal changes in servis.ai automatically spin up project tasks?
Yes, when a deal is won or changes stages in servis.ai, you can instantly create initial project tasks in Microsoft To Do.