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AgencyZoom + Microsoft Office 365

Create tasks in AgencyZoom for new emails in Microsoft Office 365

When a new email arrives in your Microsoft Office 365 inbox, streamline your workflow by instantaneously creating a task in AgencyZoom. This automation helps you stay organized, ensuring important tasks derived from your emails are tracked and managed effectively in AgencyZoom. Turn your inbox into a productivity powerhouse and never miss an action item again.

When a new email arrives in your Microsoft Office 365 inbox, streamline your workflow by instantaneously creating a task in AgencyZoom. This automation helps you stay organized, ensuring important tasks derived from your emails are tracked and managed effectively in AgencyZoom. Turn your inbox into a productivity powerhouse and never miss an action item again.

  1. When this happens...
    Microsoft Office 365Microsoft Office 365
    New Email

    Triggers when a new e-mail is received in your inbox.

    TriggerScheduled
  2. automatically do this!
    AgencyZoomAgencyZoom
    Create Task

    Create a task in Agencyzoom.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Calendar

    • Time BeforeRequired

    • Time Before (Unit)Required

    Trigger
    Scheduled
    Try It
    • Calendar

    Trigger
    Scheduled
    Try It
    • Shared Inbox

    Trigger
    Scheduled
    Try It
  • Microsoft Office 365 triggers, actions, and search

    New Flagged Email

    Triggers when a new email is flagged.

    Trigger
    Scheduled
    Try It
    • Parent FolderRequired

    • Child Folder

    Trigger
    Scheduled
    Try It
    • Contact Folder

    Trigger
    Scheduled
    Try It
    • Parent Folder

    • Child Folder

    • Search termsRequired

    • Note

    Trigger
    Scheduled
    Try It
    • Parent Folder

    • Child Folder

    Trigger
    Scheduled
    Try It
agencyzoom-ca67272 logo
agencyzoom-ca67272 logo

About AgencyZoom

AgencyZoom is a sales and automation software specifically made for P&C insurance agents.
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Related categories

  • CRM (Customer Relationship Management)

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office-365 logo
office-365 logo

About Microsoft Office 365

Microsoft Office 365 Business is a complete office suite in the cloud. It provides all the standard office products like Excel, Outlook, Word, SharePoint and more, but available from any internet enabled computer! Zapier does not currently support Outlook.com addresses or Home 365 accounts, only business or Enterprise.

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