Move tasks from Microsoft Teams to okoCrm

On schedule the scenario takes labeled tasks from Microsoft Teams and creates them as pages in okoCrm.

  • Labeled tasks land straight in the knowledge base
  • Moved without copying
  • The label changes to avoid duplicates
  • Tag a task — the rest is automatic
Set it upScriptera

How it works

To create okoCrm records from Microsoft Teams without manual input, use a ready-made scenario.

  1. Starts when: On schedule
  2. Then: Get all tasks with specific label
  3. Then: Add to Notion database
  4. Then: Replace label on task

You can launch this Microsoft Teams + okoCrm integration in Scriptera: describe the task in plain words — the scenario is built, launched and monitored for you.

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