eWay-CRM + Microsoft Outlook
Create tasks in eWay-CRM from new flagged emails in Microsoft Outlook
When you flag an email in Microsoft Outlook, it's important to manage this action effectively. This workflow aids in creating a task in eWay-CRM from your flagged emails in Microsoft Outlook. This not only improves organization but also ensures no critical email is missed in your workflow. Enjoy better email management with this easy automation.
When you flag an email in Microsoft Outlook, it's important to manage this action effectively. This workflow aids in creating a task in eWay-CRM from your flagged emails in Microsoft Outlook. This not only improves organization but also ensures no critical email is missed in your workflow. Enjoy better email management with this easy automation.
- 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!
Save a TaskCreates a new task or edits an existing one.
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 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.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 found
New or Updated Contact
Triggers when scheduled and returns a new or updated contact in eWay-CRM.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew or Updated Journal
Triggers when scheduled and returns a new or updated journal in eWay-CRM.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew or Updated Task
Triggers when scheduled and returns a new or updated task in eWay-CRM.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planTitle
First Name
Middle Name
Last Name
Suffix
Job Title
Company (Relation)
Company (Text)
Department
Email 1
Email 2
Email 3
Email Opt Out
Mobile Phone
Business Phone
Business Phone 2
Home Phone
Other Phone
Fax
Website
Street (Business)
City (Business)
ZIP / Postal Code (Business)
State (Business)
Country (Business)
Street (Home)
City (Home)
ZIP / Postal Code (Home)
State (Home)
Country (Home)
Street (Other)
City (Other)
ZIP / Postal Code (Other)
State (Other)
Country (Other)
Priority
Type
Status
Note
GUID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Subject
Company
Contact Person
Project
Deals
Marketing Campaign
Owner
Start Time
End Time
Priority
System
GDPR Relevant
Phone
Type
Status
Note
GUID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SubjectRequired
Company
Contact Person
Project
Deal
Marketing
DelegatorRequired
SolverRequired
Start Date
Due Date
Reminder
Reminder Set
Completed Date
Completed
Completed (%)
Priority
Total Work
Actual Work
Type
Status
Note
GUID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.GUID
Title
First Name
Middle Name
Last Name
Suffix
Job Title
Company (Relation)
Department
Email 1
Email 2
Email 3
Email Opt Out
Mobile Phone
Business Phone
Business Phone 2
Home Phone
Other Phone
Fax
Website
Street (Business)
City (Business)
ZIP / Postal Code (Business)
State (Business)
Country (Business)
Street (Home)
City (Home)
ZIP / Postal Code (Home)
State (Home)
Country (Home)
Street (Other)
City (Other)
ZIP / Postal Code (Other)
State (Other)
Country (Other)
Priority
Type
Status
Note
ActionThis is an event a Zap performs.SearchFind existing data in your appGUID
Subject
Company
Contact Person
Project
Deals
Marketing Campaign
Owner
Start Time
End Time
Priority
System
GDPR Relevant
Phone
Type
Status
ActionThis is an event a Zap performs.SearchFind existing data in your appGUID
Subject
Company
Contact Person
Project
Deal
Marketing
Delegator
Solver
Start Date
Due Date
Reminder
Reminder Set
Completed Date
Completed (%)
Priority
Total Work
Actual Work
Status
Type
Note
ActionThis is an event a Zap performs.SearchFind existing data in your app
Cancelled Calendar Event
Triggers when an event is cancelled.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Shared Inbox
Parent Folder
Child Folder
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew 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 appNew or Updated Company
Triggers when scheduled and returns a new or updated company in eWay-CRM.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew or Updated Deal
Triggers when scheduled and returns a new or updated deal in eWay-CRM.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew or Updated Project
Triggers when scheduled and returns a new or updated project in eWay-CRM.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planName
Department
Business Phone
Mobile Phone
Fax
Email
Email Opt Out
Website
EIN / ID
VAT Number
Street (Billing)
City (Billing)
ZIP / Postal Code (Billing)
State (Billing)
Country (Billing)
Street (Physical)
City (Physical)
ZIP / Postal Code (Physical)
State (Physical)
Country (Physical)
Street (Other)
City (Other)
ZIP / Postal Code (Other)
State (Other)
Country (Other)
Priority
Referral Source
Industry
Customer
Vendor
Competitor
Bank Account No.
Gross Sales
Employees
Type
Status
Note
GUID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Name
Company (Relation)
Company (Text)
Contact Person (Relation)
Contact Person (Text)
Date Received
Email
Email Opt Out
Phone
Street
City
ZIP / Postal Code
State
Country
Estimated Revenue
Currency
Probability
Estimated Close Date
Referral Source
Marketing Campaign
Type
Status
Note
GUID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Name
Company
Contact Person
Project Manager
Start Date
Estimated End Date
End Date
Estimated Revenue
Actual Revenue
Currency
Estimated Hours
Actual Hours
Estimated People Costs
Actual People Costs
Estimated Other Costs
Actual Other Costs
Referral Source
Invoice Date
Payment Terms
Date Payment Received
Payment Type
Quantity
Price Per Unit
Type
Status
Note
GUID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.GUID
Name
Department
Business Phone
Mobile Phone
Fax
Email
Email Opt Out
Website
EIN / ID
VAT Number
Street (Billing)
City (Billing)
ZIP / Postal Code (Billing)
State (Billing)
Country (Billing)
Street (Physical)
City (Physical)
ZIP / Postal Code (Physical)
State (Physical)
Country (Physical)
Street (Other)
City (Other)
ZIP / Postal Code (Other)
Priority
Referral Source
Industry
Customer
Vendor
Competitor
Bank Account No.
Gross Sales
Employees
Type
Status
Note
ActionThis is an event a Zap performs.SearchFind existing data in your appGUID
Name
Company (Relation)
Contact Person (Relation)
Date Received
Email
Email Opt Out
Phone
Street
City
ZIP / Postal Code
State
Country
Estimated Revenue
Currency
Probability
Estimated End
Referral Source
Marketing Campaign
Status
Type
Note
ActionThis is an event a Zap performs.SearchFind existing data in your appGUID
Name
Company
Contact Person
Project Manager
Start Date
Estimated End Date
End Date
Estimated Revenu
Actual Revenue
Currency
Estimated Hours
Actual Hours
Estimated People Costs
Actual People Costs
Estimated Other Costs
Actual Other Costs
Referral Source
Invoice Date
Payment Terms
Date Payment Received
Payment Type
Quantity
Price Per Unit
Status
Type
Note
ActionThis is an event a Zap performs.SearchFind existing data in your appDrop-Down MenuRequired
Value (in English)
ItemGUID
ActionThis is an event a Zap performs.SearchFind existing data in your app
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