Automate Email Notifications with Pabbly Connect: Microsoft To Do and Gmail Integration

Learn how to send automatic email notifications when a task is created in Microsoft To Do using Pabbly Connect for seamless Gmail integration. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To automate email notifications when a task is created in Microsoft To Do, you first need to access Pabbly Connect. Start by visiting the Pabbly website and create a free account. This process is straightforward and allows you to utilize free tasks to test your automation workflows.

Once you have created your account, log in and navigate to the dashboard. Here, you will find the option to create a workflow. Click on the ‘Create Workflow’ button to begin setting up your automation.

2. Setting Up the Trigger in Pabbly Connect

In this step, you will configure the trigger for your automation. Select Microsoft To Do as the trigger application in Pabbly Connect. The event you want to trigger is ‘New Task’, which means every time a new task is created in Microsoft To Do, it will initiate the workflow.

• Select Microsoft To Do as the trigger application.
• Choose ‘New Task’ as the trigger event.
• Connect your Microsoft To Do account to Pabbly Connect.

After connecting your account, select the specific task list you want to monitor. This allows Pabbly Connect to capture the details of newly created tasks, ready to be sent via email.

3. Creating a Task in Microsoft To Do

Now that your trigger is set up, it’s time to create a task in Microsoft To Do. Navigate to the application and add a new task, such as ‘Create an invoice of $685 and send it to the Pabbly team by the end of this month.’ This task will be used to test your automation.

Once the task is created, you can check the response in Pabbly Connect. This will confirm that the task details, including the title and due date, have been successfully captured. You should see the task details displayed in the response section of your workflow.

4. Configuring the Action to Send Email via Gmail

After confirming that the task details are captured, the next step is to set up the action to send an email through Gmail. In Pabbly Connect, select Gmail as the action application. The action event you need is ‘Send Email’. This allows you to automatically share task details via email when a new task is created.

• Select Gmail as the action application.
• Choose ‘Send Email’ as the action event.
• Connect your Gmail account to Pabbly Connect.

Fill in the recipient’s email address, subject line, and body content for the email. You can map the task details captured earlier directly into the email fields, ensuring that the recipient receives all relevant information about the task.

5. Testing the Automation and Finalizing

With your email action configured, it’s time to test the automation. Click the ‘Save and Send Test Request’ button in Pabbly Connect. If everything is set up correctly, you should see the email sent to the specified recipient, confirming that the integration works as intended.

Remember that sometimes the trigger may not work in real-time. The Pabbly Connect system checks for new tasks every eight hours. So, after adding a task, wait for a while to see the email notification arrive in the recipient’s inbox.

Conclusion

By following these detailed steps, you can effectively automate email notifications for new tasks created in Microsoft To Do using Pabbly Connect. This integration streamlines your workflow, ensuring that team members are promptly informed about their tasks without any manual effort.