Connect Dealpath and Microsoft Outlook to power AI-driven automation

Attaches a deal to an existing investment in Dealpath.

Attaches a property to an existing asset in Dealpath.

Attaches a property to an existing loan in Dealpath.

Creates a new deal in Dealpath.

Uploads a file to a deal in Dealpath.

Creates a new folder within a deal in Dealpath.

Creates a new investment in Dealpath.

Creates a new property in Dealpath.

Deletes a deal from Dealpath. This action cannot be undone.

Clears the value of a custom field on a deal in Dealpath.

Clears the value of a custom field on a property in Dealpath.

Deletes a fund from Dealpath. This action cannot be undone.

Deletes a loan from Dealpath. This action cannot be undone.

Detaches a deal from an investment in Dealpath.

Detaches a property from a deal in Dealpath. Cannot detach if it is the last property on the deal.

Downloads the actual file content from Dealpath. Use this after "Get Files on Deal" or "Get Files on Asset" to download individual files.

Updates an existing deal name in Dealpath.

Updates one or more custom fields on an asset.

Updates one or more custom fields on a loan.

Updates an existing fund name in Dealpath.

Updates an existing property name in Dealpath.

Searches for deals, assets, properties, or loans in Dealpath by name, address, or other text. Returns the first matching records for use in later steps.

Retrieves a single deal by ID from Dealpath.

Retrieves all values for a specific field across multiple records in Dealpath.

Retrieves all custom field values for a deal in Dealpath.

Retrieves all custom field values for a loan in Dealpath.

Retrieves a list of files (metadata only) belonging to an asset. Use "Get File" action in a subsequent step to download the actual file content.

Retrieves a list of file tag definitions from Dealpath.

Retrieves a list of folders belonging to a deal in Dealpath.

Retrieves a list of investments from Dealpath.

Retrieves a list of properties from Dealpath with optional filtering.

Retrieves role assignments for an asset in Dealpath.

Triggers at a specified time before an event in your calendar starts.

Triggers when there is a new attachment.

Triggers when a new contact is added to your account

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

Triggers when an event is updated.

Adds attendees to a calendar event.

Adds a user to a distribution list or group. Only available in Microsoft 365 Business accounts that have organizational directories.

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).

Attaches a deal to an existing fund in Dealpath.

Attaches an investment to an existing fund in Dealpath.

Attaches a property to an existing deal in Dealpath.

Creates a new asset in Dealpath.

Uploads a file to an asset in Dealpath.

Creates a new folder within an asset in Dealpath.

Creates a new fund in Dealpath.

Creates a new lease in Dealpath.

Creates a new loan in Dealpath.

Deletes an asset from Dealpath. This action cannot be undone.

Clears the value of a custom field on an asset in Dealpath.

Clears the value of a custom field on a loan in Dealpath.

Permanently deletes a file from Dealpath. This action cannot be undone.

Deletes a property from Dealpath. Cannot delete if it is the last property on a deal or asset.

Detaches a property from an asset in Dealpath. Cannot detach if it is the last property on the asset.

Detaches a property from a loan in Dealpath.

Updates an existing asset name in Dealpath.

Updates the workflow status of a deal in Dealpath.

Updates one or more custom fields on a deal.

Updates one or more custom fields on a property.

Updates an existing investment name in Dealpath.

Updates an existing loan name in Dealpath.

Searches for people in your Dealpath organization by name or email address. Returns matching members for use in assigning roles or tasks.

Retrieves a list of assets from Dealpath with optional filtering.

Retrieves a list of deals from Dealpath with optional filtering.

Retrieves all custom field values for an asset in Dealpath.

Retrieves all custom field values for an investment in Dealpath.

Retrieves all custom field values for a property in Dealpath.

Retrieves a list of files (metadata only) belonging to a deal. Use "Get File" action in a subsequent step to download the actual file content.

Retrieves a list of folders belonging to an asset in Dealpath.

Retrieves a list of funds from Dealpath.

Retrieves a list of loans from Dealpath with optional filtering.

Retrieves a single property by ID from Dealpath.

Retrieves role assignments for a deal in Dealpath.

Triggers when a new event is created in your calendar.

Triggers when a new email arrives in your personal mailbox inbox, or in a specific folder if selected.

Triggers when a new email arrives in a shared mailbox inbox, or in a specific folder if selected.

Triggers when a new message is created in a folder.

Triggers when a contact is updated.

Sets the categories applied to an email.

Create a duplicate of an email in a different folder.

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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