Automate Microsoft To-Do Tasks from Gmail with Pabbly Connect

Learn how to create Microsoft To-Do tasks from Gmail using Pabbly Connect. This step-by-step guide will help you automate your task management seamlessly. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

Watch Step By Step Video Tutorial Below

1. Access Pabbly Connect for Gmail and Microsoft To-Do Integration

To create Microsoft To-Do tasks from Gmail, the first step is to access Pabbly Connect. You can do this by visiting the Pabbly website and signing in with your Google account.

Once signed in, you will be directed to the dashboard of Pabbly Connect. Here, you will find options to create a new workflow, which is essential for automating the task creation process.

2. Creating a New Workflow in Pabbly Connect

After accessing the dashboard, click on the big blue button labeled ‘Create Workflow’. This is where you will set up the integration between Gmail and Microsoft To-Do using Pabbly Connect.

Give your workflow a suitable name, such as ‘Add Task to Microsoft To-Do from Gmail’. This naming convention helps in identifying the workflow later. Following this, you will see two boxes labeled Trigger and Action.

• Trigger: New Email Received in Gmail
• Action: Create New Task in Microsoft To-Do

Next, select the trigger application as ‘Email Parser’ which is a feature of Pabbly Connect. This will capture the incoming emails and initiate the workflow.

3. Setting Up Email Parser in Pabbly Connect

Now that you have selected Email Parser as your trigger, you need to copy the webhook URL provided by Pabbly Connect. This URL will be used to forward emails from Gmail.

Go to your Gmail settings, find the ‘Forwarding and POP/IMAP’ tab, and add the copied webhook URL as a forwarding address. After clicking next and proceeding, Gmail will send a confirmation code to the webhook.

• Step 1: Copy the Webhook URL from Pabbly Connect
• Step 2: Paste the Webhook URL in Gmail settings
• Step 3: Confirm the forwarding address via the code sent to Pabbly Connect

Once the confirmation is done, Gmail will forward the emails to the Pabbly Connect webhook, allowing the automation to proceed.

4. Configuring the Workflow for Task Creation

After setting up the Email Parser, you need to add a filter in your workflow. This filter will ensure that only emails with a specific subject, like ‘New Entry’, will trigger the task creation in Microsoft To-Do.

To set the filter, select the subject field from the previous step and set it to equal ‘New Entry’. This way, only relevant emails will be processed by Pabbly Connect.

Filter by Subject: New Entry Ensure the filter is set to proceed only if the condition is met

Once the filter is configured, you can proceed to map the necessary details for the task, such as the name, email, and age, using the Text Formatter feature in Pabbly Connect.

5. Completing the Integration with Microsoft To-Do

Now it’s time to add Microsoft To-Do as the action application in your workflow. Select ‘Create Task’ as the event and connect your Microsoft account with Pabbly Connect.

Fill in the required fields such as task title, task notes, and category. Use the mapped data from the previous steps to populate these fields. For example, set the task title to the subject of the email and include the details retrieved from the Email Parser.

Task Title: Subject of Email Task Notes: Include Name, Email, and Age Category: Set as needed (e.g., Yellow Category)

Finally, test the workflow to ensure everything is working correctly. If the response shows success, your integration is complete, and tasks will automatically be created in Microsoft To-Do whenever you receive an email matching the criteria.

Conclusion

In this tutorial, we explored how to create Microsoft To-Do tasks from Gmail using Pabbly Connect. By following these steps, you can automate your task management process efficiently and effectively. This integration not only saves time but also ensures that you never miss important tasks from your emails.