EveryAction + Microsoft Outlook
Add a note to EveryAction contacts for new flagged emails in Microsoft Outlook
Stay on top of important communications with this efficient workflow. When you flag a new email in Microsoft Outlook, it will immediately create a note for a contact in EveryAction. This allows for streamlined tracking of pertinent information, keeping your contacts up-to-date with necessary details. This automation optimizes your time, ensuring you never miss documenting crucial email conversations.
Stay on top of important communications with this efficient workflow. When you flag a new email in Microsoft Outlook, it will immediately create a note for a contact in EveryAction. This allows for streamlined tracking of pertinent information, keeping your contacts up-to-date with necessary details. This automation optimizes your time, ensuring you never miss documenting crucial email conversations.
- When this happens...
New Flagged EmailTriggers when a new email is flagged.
TriggerPollingZapier checks for new data every 15 min on the Free plan - automatically do this!
Add Note to ContactAdd a note to an existing contact
ActionWriteCreate a new record or update an existing record in your app.
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Calendar
Time BeforeRequired
Time Before (Unit)Required
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planShared Inbox
Parent Folder
Child Folder
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planParent Folder
Child Folder
Search termsRequired
Note
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
New Flagged Email
Triggers when a new email is flagged.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planEvent
Merge with existing attendees?
Attendees
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Distribution listRequired
User emailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Calendar
SubjectRequired
Start Date & TimeRequired
End Date & TimeRequired
Location Name
Sensitivity
Attendees
Is this an All Day Event?
Description
Show me as Free or Busy
Is this an Online Meeting?
Enable Reminder
Categories
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Shared Mailbox
To Email(s)Required
CC Email(s)
BCC Email(s)
Reply-To Email
SubjectRequired
Body FormatRequired
BodyRequired
Attachment
Action for Files Larger Than 150MB
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Shared Mailbox
Folder NameRequired
Parent Folder
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Shared Mailbox
Email IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Shared Mailbox
Email IDRequired
Flag ActionRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Shared Mailbox
Email IDRequired
Mark asRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Shared Mailbox
Categories to RemoveRequired
Email IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Send From (Shared Mailbox)
Draft Email IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Shared Mailbox
Email IDRequired
ImportanceRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact Folder
ContactRequired
First Name
Last Name
Email Addresses
Business Phones
Home Phones
Mobile Phone
Job Title
Company Name
Department
Business Website URL
Personal Notes
Street
City
State
Postal Code
Country or Region
Street
City
State
Postal Code
Country or Region
Street
City
State
Postal Code
Country or Region
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Calendar
Search TermRequired
Start Date & Time
End Date & Time
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch Info
Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appGroup email address or IDRequired
Search Term
Start Date & Time
End Date & Time
ActionThis is an event a Zap performs.SearchFind existing data in your appCalendar
Start Date & TimeRequired
End Date & TimeRequired
Select Fields
ActionThis is an event a Zap performs.SearchFind existing data in your appVANID
External ID Type
External ID
Activist CodesRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.VANID
External ID Type
External ID
TagRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.VANID
Contact External ID Type
Contact External ID
DesignationRequired
Date ReceivedRequired
AmountRequired
Source Code
Payment MethodRequired
StatusRequired
Financial Batch
Direct Marketing Code
Notes
Online Reference Number
External Contribution ID Type
External Contribution ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.VANID
External ID Type
External ID
Survey QuestionsRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Person Id Copy
VANID
External ID Type
External ID
Contact Mode
Prefix
First Name
Middle Name
Last Name
Suffix
Date of Birth
Common Name
Official Name
Preferred Contact Method
Email
Email Type
Subscription Status
Ignore Invalid Email
Phone Number
International Dialing Prefix
Phone Type
Phone Extension
Is Preferred Phone
Phone Opt-In Status
Phone Number 2
International Dialing Prefix 2
Phone Type 2
Phone Extension 2
Is Preferred Phone 2
Phone Opt-In Status 2
Ignore Invalid Phones
Address Line 1
Address Line 2
Address Line 3
City
State or Province Code
Postal Code
Country Code
Address Type
Activist Codes
Email Interests
Note
Note Category
Contribution Copy
DesignationRequired
Date ReceivedRequired
AmountRequired
Source Code
Payment MethodRequired
StatusRequired
Financial Batch
Direct Marketing Code
Notes
Online Reference Number
External Contribution ID Type
External Contribution ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Online Actions FormRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search KeywordRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch KeywordRequired
Batch NumberRequired
Batch Name
DesignationRequired
Expected Contribution Count
Expected Contribution Total Amount
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
Cancelled Calendar Event
Triggers when an event is cancelled.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Shared MailboxRequired
Parent Folder
Child Folder
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planShared Inbox
Parent Folder
Child Folder
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planEmail IDRequired
CategoriesRequired
Mark as Read
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Shared Mailbox
Destination FolderRequired
Email IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact Folder
First NameRequired
Last Name
Email Addresses
Business Phones
Home Phones
Mobile Phone
Job Title
Company Name
Department
Business Website URL
File As
Personal Notes
Street
City
State
Postal Code
Country or Region
Street
City
State
Postal Code
Country or Region
Street
City
State
Postal Code
Country or Region
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Shared Mailbox
Email IDRequired
To Email(s)
CC Email(s)
BCC Email(s)
Reply-To Email
Subject
Body Format
Body
Attachment
Action for Files Larger Than 150MB
Reply to All
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact to DeleteRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.EventRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Send From (Shared Mailbox)
Email IDRequired
To RecipientsRequired
Comment
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Email IDRequired
Destination FolderRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Email IDRequired
Comment
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Send From (Shared Mailbox)
To Email(s)Required
CC Email(s)
BCC Email(s)
Reply-To Email
SubjectRequired
Body FormatRequired
BodyRequired
Attachments
Action for Files Larger Than 150MB
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Event
Subject
Start Date & Time
End Date & Time
All Day Event?
Is Online Meeting?
Hide attendees list?
Description
Show me as Free or Busy
The importance of the event
Merge with existing attendees?
Attendees
Categories
Location
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Api Docs Info
Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact Folder
First Name
Last Name
Email
ActionThis is an event a Zap performs.SearchFind existing data in your appFolder Info
FolderRequired
Search Terms
From Address
Start Date
End Date
ActionThis is an event a Zap performs.SearchFind existing data in your appShared Mailbox
Email IDRequired
Attachment IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appContact Folder
First NameRequired
Last Name
Email
Business Phones
Home Phones
Mobile Phone
Job Title
Company Name
Department
Business Website URL
File As
Personal Notes
Street
City
State
Postal Code
Country or Region
Street
City
State
Postal Code
Country or Region
Street
City
State
Postal Code
Country or Region
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundVANID
External ID Type
External ID
Activist Codes
Survey Questions
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.VANID
External ID Type
External ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.VANID
External ID Type
External ID
NoteRequired
Note CategoryRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Person Id Copy
VANID
External ID Type
External ID
Contact Mode
Prefix
First Name
Middle Name
Last Name
Suffix
Date of Birth
Common Name
Official Name
Preferred Contact Method
Email
Email Type
Subscription Status
Ignore Invalid Email
Phone Number
International Dialing Prefix
Phone Type
Phone Extension
Is Preferred Phone
Phone Opt-In Status
Phone Number 2
International Dialing Prefix 2
Phone Type 2
Phone Extension 2
Is Preferred Phone 2
Phone Opt-In Status 2
Ignore Invalid Phones
Address Line 1
Address Line 2
Address Line 3
City
State or Province Code
Postal Code
Country Code
Address Type
Activist Codes
Email Interests
Note
Note Category
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Batch NumberRequired
Batch Name
DesignationRequired
Expected Contribution Count
Expected Contribution Total Amount
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.VANID
External ID Type
External ID
EmailRequired
Email Type
Subscription Status
Email Interests
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Min Match Req Copy
Person Id Copy
VANID
External ID Type
External ID
Contact Mode
Prefix
First Name
Middle Name
Last Name
Suffix
Date of Birth
Common Name
Official Name
Email
Phone Number
International Dialing Prefix
Address Line 1
Address Line 2
Address Line 3
City
State or Province Code
Postal Code
Country Code
Information to Return
ActionThis is an event a Zap performs.SearchFind existing data in your app
About EveryAction
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