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Birdview PSA + Microsoft Office 365

Create new Birdview PSA activities from Office 365 emails

Do you need a better way of managing a team inbox? Is your team spending too much time processing emailed requests? Zapier can help you stay on top of things! This Zapier integration will add every new email received by a specific email account into Birdview PSA as a new Activity, giving you a quick way to turn email requests into actionable tasks.

Do you need a better way of managing a team inbox? Is your team spending too much time processing emailed requests? Zapier can help you stay on top of things! This Zapier integration will add every new email received by a specific email account into Birdview PSA as a new Activity, giving you a quick way to turn email requests into actionable tasks.

  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!
    Birdview PSABirdview PSA
    Create Activity

    Creates a new activity.

    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
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birdviewpsa logo

About Birdview PSA

Birdview PSA is an all-in-one platform for professional services, enabling seamless resource, project, and finance planning, management, and forecasting.
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Related categories

  • Project Management

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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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