Triggers when an event is updated.

Adds attendees to a calendar event.

Create an event in the calendar of your choice.

Creates a draft of an email that can then be reviewed and sent out.

Create a new mail folder.

Delete an email from a shared or own mailbox.

Update the follow-up flag on an email.

Update the read status of an email.

Remove one or more categories from an email.

Send a draft email that was previously created.

Update an email's importance level.

Updates a contact.

Finds Calendar Events in your calendar.

Finds emails based on name.

Finds calendar events in a Microsoft 365 group calendar.

Retrieves calendar events within a specific date range for reporting and automation (maximum of 500 events returned).

Updates an onboarding step for a client (e.g., contract signed, welcome call completed). Records interaction history.

Records a successful payment. Updates client billing status to "Active" and records interaction history.

Marks a subscription as cancelled. Updates client billing status to "Past Due" and records interaction history.

Find a client by email

Triggers when a contact is updated.

Sets the categories applied to an email.

Creates a new contact.

Creates a draft reply for an email.

Deletes an existing contact.

Deletes an existing event.

Forward an email to specific recipients based on rules or conditions.

Move an email to a specific folder.

Creates a new reply to a specified email message.

Send an email from your Outlook account.

Updates a calendar event information.

This is an advanced action which makes a raw HTTP request that includes this integration's authentication.

Search for contacts.

Searches for emails within a specific folder rather than across all mailboxes.

Retrieves a specific email attachment using its ID.

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Track when a client receives or sends an email. Captures the email body, subject line, sender/recipient information, and timestamps for engagement tracking and analysis.

Marks a payment as failed. Updates client billing status to "Past Due" and records interaction history.

Records when a new Slack message is received from a client or contact.

Looks up a client's CRS by email.