How to Complete Microsoft To Do Task When Specific Column Value Changes in Monday.com Using Pabbly Connect

Learn how to automate task completion in Microsoft To Do when a specific column value changes in Monday.com using Pabbly Connect. Step-by-step guide included. Discover hidden automation capabilities within your existing tools. This guide shows you how to connect your essential applications and permanently eliminate redundant manual processes.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To automate task completion in Microsoft To Do when a specific column value changes in Monday.com, you first need to access Pabbly Connect. Start by visiting the Pabbly Connect homepage at Pabbly.com/connect. Here, you can either sign in if you are an existing user or click on the ‘Sign Up for Free’ button to create a new account.

Once you have logged in, you will be taken to the dashboard of Pabbly Connect. This dashboard allows you to manage your workflows effectively. To create a new workflow, click on the ‘Create Workflow’ option. You will then need to name your workflow, such as ‘Complete Microsoft To Do Task When Status of Task is Changed’.

2. Setting Up Trigger and Action in Pabbly Connect

In this step, you will set up the trigger and action necessary for the automation process. The trigger will be from Monday.com, and the action will be in Microsoft To Do. Select Monday.com as your trigger application and choose the trigger event as ‘Specific Column Value Changes’ in your board.

• Select the trigger application: Monday.com
• Choose the trigger event: Specific Column Value Changes
• Connect to Pabbly Connect using the provided Webhook URL

After setting up the trigger, you will need to connect Monday.com to Pabbly Connect using the Webhook URL provided. This URL acts as a bridge to send data from Monday.com to Pabbly Connect. Once the connection is established, you can test it by changing a task status in Monday.com to see if the response is captured in Pabbly Connect.

3. Applying Filter to Continue Workflow

Next, you will apply a filter to ensure that the workflow continues only when the status is set to ‘Done’. In Pabbly Connect, add a filter step after the trigger to specify that the workflow should proceed only if the status of the task is equal to ‘Done’.

• Add a filter step in Pabbly Connect
• Set the filter condition to check if status equals ‘Done’
• Ensure the workflow stops if the status is not ‘Done’

This filter is crucial for ensuring that only completed tasks in Monday.com trigger an action in Microsoft To Do. If the status does not meet this condition, the workflow will halt, preventing unnecessary actions.

4. Completing Task in Microsoft To Do

Now that you have set up the trigger and filter, it’s time to connect Microsoft To Do to Pabbly Connect as your action application. Select Microsoft To Do and choose the action event as ‘Complete Task’. This will allow you to mark the task as completed automatically.

When connecting Microsoft To Do, you will need to authorize Pabbly Connect to access your Microsoft To Do account. Once authorized, you will be prompted to select the task list where the task will be marked complete. Make sure to select the correct list corresponding to the tasks from Monday.com.

5. Testing and Verifying the Integration

The final step is to test the integration to ensure everything works smoothly. After completing the setup, create a new task in Monday.com and change its status to ‘Done’. Check Microsoft To Do to verify that the task has been marked as completed automatically.

If the task is successfully marked complete, your integration is working correctly. This automation allows you to manage your tasks efficiently without manual updates, showcasing the power of Pabbly Connect in streamlining workflows.

Conclusion

This guide summarizes the key points and helps you understand the essential features and benefits of using this tool.

In conclusion, using Pabbly Connect to automate task completion in Microsoft To Do when a specific column value changes in Monday.com is a straightforward process. By setting up triggers, filters, and actions, you can ensure your task management is efficient and effective.