--- title: "Connect Clientify and Microsoft To Do - APIANT.ai" description: "When \"New Contact\" fires in Clientify, your agent runs \"Create Task\" in Microsoft To Do, or \"Completed Task\" in Microsoft To Do to \"Add task\" in Clientify." canonical: "https://apiant.ai/connect/clientify-to-microsoft-to-do" --- # Connect Clientify and Microsoft To Do When **New Contact** fires in [Clientify](https://apiant.ai/connections/clientify), your agent runs **Create Task** in [Microsoft To Do](https://apiant.ai/connections/microsoft-to-do), or **Completed Task** in Microsoft To Do to **Add task** in Clientify. Describe the whole flow and it is built, tested on every scenario and kept running. Clientify **3** triggers Clientify **15** actions Microsoft To Do **4** triggers Microsoft To Do **4** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Clientify and Microsoft To Do to do together? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser. ### Set it up in your client ### Claude Code Run this in the directory you want to work in. `claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### Claude, web and desktop Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Cursor Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Codex and the ChatGPT desktop app Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Any other MCP client Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) Example flows ## What Clientify and Microsoft To Do can do together ### From Clientify to Microsoft To Do - When **New Contact** in Clientify then **Create Task** in Microsoft To Do - When **New Deal** in Clientify then **Complete Task** in Microsoft To Do ### From Microsoft To Do to Clientify - When **Completed Task** in Microsoft To Do then **Add task** in Clientify - When **New List** in Microsoft To Do then **Create Contact** in Clientify Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships. Everything your agent can do with Clientify and Microsoft To Do ## Triggers and actions 7 triggers · 19 actions - Trigger **New Contact** Triggers when a new contact is created in Clientify. - Trigger **New Deal** Triggers when a new deal is created in Clientify. - Trigger **New Task** Triggers when a new task is created in Clientify. - Action **Add company** Creates a company in Clientify with its contact details, address, tags and custom field values. - Action **Add task** Creates a task in Clientify, optionally assigned to a user and linked to contacts, companies and deals. - Action **Create Abandoned Cart** Creates an abandoned shopping cart for a Clientify contact, with the cart's items, shop and currency. - Action **Create Contact** Creates a contact in Clientify. If a contact with the same email or phone already exists it is updated instead, unless forced insert is turned on. - Action **Create Deal** Creates a deal in Clientify, optionally linked to a contact and company and placed in a pipeline stage. - Action **Create Order** Creates an order in Clientify for a contact, with its line items. - Action **Delete contact** Deletes a contact from Clientify. - Action **Find Contact** Finds contacts by name, surname or email, optionally narrowed by phone, source, type or dates, and returns the matches. - Action **Get company** Returns the full details of a Clientify company by its id, including contact info, tags, custom fields and employees. - Action **Get contact** Returns a Clientify contact's full details, including emails, phones, addresses, tags and custom fields. - Action **Get deal** Returns a Clientify deal by its id, including amount, stage, pipeline, involved contacts and companies, tasks and custom fields. - Action **List contacts** Returns the contacts in your Clientify account, optionally filtered by name/email, phone, source, type, or created/modified dates. - Action **Update company** Updates an existing company in Clientify and returns the updated record. - Action **Update contact** Updates an existing Clientify contact's name, title, company, status and notes. Fields left blank keep their current values. - Action **Update deal** Updates an existing Clientify deal, changing only the fields you fill in. - Trigger **Completed Task** Triggers when a task in the chosen Microsoft To Do list is marked as completed. - Trigger **New List** Triggers when a new task list is created in Microsoft To Do. - Trigger **New Task** Triggers when a new task is added to the chosen Microsoft To Do list. - Trigger **Updated Task** Triggers when a task in the chosen Microsoft To Do list is added or changed. - Action **Complete Task** Marks a task in a Microsoft To Do list as completed. - Action **Create List** Creates a new task list in Microsoft To Do. - Action **Create Task** Creates a new task in the chosen Microsoft To Do list. - Action **Find a Task** Returns up to 100 tasks in a Microsoft To Do list whose title contains the text you search for, optionally limited to one status. ## Each app on its own - [ **Clientify** Clientify is an all-in-one platform with AI to find, connect, and win more clients through communication...](https://apiant.ai/connections/clientify) - [ **Microsoft To Do** Microsoft To Do is an intelligent task management app that makes it easy to plan and manage your day.](https://apiant.ai/connections/microsoft-to-do) Reviews ## What our customers say ## More from Clientify - [ **Clientify to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/clientify-to-hubspot) - [ **Clientify to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/clientify-to-salesforce) - [ **Clientify to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/clientify-to-slack) - [ **Clientify to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/clientify-to-google-sheets) - [ **Clientify to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/clientify-to-gmail) - [ **Clientify to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/clientify-to-google-calendar) ## More into Microsoft To Do - [ **HubSpot to Microsoft To Do** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-microsoft-to-do) - [ **Google Sheets to Microsoft To Do** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-microsoft-to-do) - [ **Gmail to Microsoft To Do** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-microsoft-to-do) - [ **Google Calendar to Microsoft To Do** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-microsoft-to-do) - [ **Google Drive to Microsoft To Do** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-microsoft-to-do) - [ **Mailchimp to Microsoft To Do** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-microsoft-to-do) Questions ## Clientify and Microsoft To Do, answered ### ### What can start an automation from Clientify? Any of Clientify's 3 triggers in the catalog, including New Contact, New Deal and New Task. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Microsoft To Do when something happens in Clientify? Any of Microsoft To Do's 4 actions, including Create List, Create Task, Complete Task and Find a Task. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Microsoft To Do to Clientify? Yes. When something happens in Microsoft To Do, your agent can act in Clientify too. This page covers both directions: Microsoft To Do's triggers and Clientify's actions are listed here as well. ### ### Do I have to build a connector for Clientify or Microsoft To Do? No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running. ### ### Can my AI client use Clientify and Microsoft To Do without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both. ### ### What happens when something fails? Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships. ### ### Is there a free plan? Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.