Finmo + Microsoft Outlook Integrations

How to connect Finmo + Microsoft Outlook

Zapier lets you send info between Finmo and Microsoft Outlook automatically—no code required. With 5,000+ supported apps, the possibilities are endless.

Choose a Trigger

Start here arrow pointing down

Choose an Action

Connect Apps

Connect My Apps

Free forever for core features
14 day trial for premium features & apps

Top companies trust Zapier to automate work and free up time

Connect your apps and automate workflows

Easy automation for busy people. Zapier moves info between your web apps automatically, so you can focus on your most important work.

By signing up, you agree to Zapier's terms of service and privacy policy.

Supported triggers and actions

What does this mean?

Application Started
Triggers when a new deal is created by the broker or when a borrower signs up to start a new application.
Trigger
Instant
Try It
Deal Submitted
Triggers when the deal is pushed to expert or submitted to a lender.
Trigger
Instant
Try It
Update Document Request Status
Triggers when there is activity on a document request.
Trigger
Instant
Try It
- Calendar
  If empty, will default to your default calendar.
Trigger
Scheduled
Try It
- Shared Inbox
  Specify a shared inbox you have access to, otherwise read emails from your own inbox.
Trigger
Scheduled
Try It

- Calendar
  If empty, will default to your default calendar.
- SubjectRequired
- Start Date & TimeRequired
  Date and time of when this event starts. See this help doc for more information.
- End Date & TimeRequired
  Date and time of when this event ends.
- All Day Event?
  If "true", we'll ignore the time entered in the start and end time fields. For example, 2019-03-25 6pm would become 2019-03-25.
- Description
  Allows HTML
- Show me as Free or Busy
Action
Write
- To Email(s)Required
- CC Email(s)
- BCC Email(s)
- SubjectRequired
- Body FormatRequired
- BodyRequired
- Attachment
  A file to be attached to the email. Can be an actual file or a public URL which will be downloaded and attached. Plain text content will converted into a txt file and attached. Please note the maximum size for an attachment is 4MB.
Action
Write

- Contact Folder
  If empty, the dropdown below will only show contacts in your top level contactFolder.
- ContactRequired
- First Name
- Last Name
- Email Addresses
  Microsoft allows a maximum of THREE email addresses when updating contacts.
- Business Phones
  Microsoft allows a maximum of TWO business phone numbers when updating contacts.
- Home Phones
  Microsoft allows a maximum of TWO home phone numbers when updating contacts.
- 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
Action
Write
- Api Docs Info
  API docs for Microsoft Outlook are located here https://docs.microsoft.com/en-us/graph/use-the-api
- HTTP MethodRequired
- URLRequired
  Requests can only be made to domains associated by this application.
- Query String Parameters
  These params will be URL-encoded and appended to the URL when making the request.
- Headers
  Authentication headers are included automatically
- Additional Request Headers
  Zapier will apply these optional headers and values to the request in addition to any headers created as part of the authentication mechanism.
- Body
  Zapier will pass this along raw. If you would like to provide complex JSON, try a "Code by Zapier" step to build the structure and pass it along here. For example, {"foo": "bar"} is perfectly valid.
Action
Write
- Contact Folder
  If empty, a contact will be created in the default Contacts folder.
- First NameRequired
- Last Name
- Email
  Microsoft allows a maximum of THREE email addresses when creating contacts.
- Business Phones
  Microsoft allows a maximum of TWO business phone numbers when creating contacts.
- Home Phones
  Microsoft allows a maximum of TWO home phone numbers when creating contacts.
- Mobile Phone
- Job Title
- Company Name
- Department
- Business Website URL
- File As
  Optionally, specify a name to file the contact under.
- 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
Action
Search or write

Deal Note Created
Triggers when a new deal note is added in your team.
Trigger
Instant
Try It
Application Submitted by Borrower
Triggers when a borrower submits the application.
Trigger
Instant
Try It
- Calendar
  If empty, will default to your default calendar.
- Time BeforeRequired
  How far before the event do you want us to trigger? For starter and free plans, this should be 16 minutes or more. For higher plans, 6 minutes or more.
- Time Before (Unit)Required
Trigger
Scheduled
Try It
- Contact Folder
  To trigger only on new contacts in a certain folder, select a folder here. If empty, we will trigger on new contacts in the default Contacts folder.
Trigger
Scheduled
Try It
- Calendar
  If empty, will default to your default calendar.
Trigger
Scheduled
Try It
- Contact Folder
  If empty, a contact will be created in the default Contacts folder.
- First NameRequired
- Last Name
- Email Addresses
  Microsoft allows a maximum of THREE email addresses when creating contacts.
- Business Phones
  Microsoft allows a maximum of TWO business phone numbers when creating contacts.
- Home Phones
  Microsoft allows a maximum of TWO home phone numbers when creating contacts.
- Mobile Phone
- Job Title
- Company Name
- Department
- Business Website URL
- File As
  Optionally, specify a name to file the contact under.
- 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
Action
Write
- From Email
  Leave this field blank to send from your own address. Use this field to send from a shared inbox you have access to.
- To Email(s)Required
- CC Email(s)
- BCC Email(s)
- SubjectRequired
- Body FormatRequired
- BodyRequired
- Attachment
  A file to be attached to the email. Can be an actual file or a public URL which will be downloaded and attached. Plain text content will converted into a txt file and attached. Please note the maximum size for an attachment is 4MB.
Action
Write
- Owner
  Determines which App Extensions will appear in the dropdown below.
- App ExtensionRequired
Action
Write
- Contact Folder
  If empty, will search for contacts in the default Contacts folder.
- First Name
- Last Name
- Email
Action
Search

How Finmo + Microsoft Outlook Integrations Work

Step 1: Authenticate Finmo and Microsoft Outlook.
30 seconds
Step 2: Pick one of the apps as a trigger, which will kick off your automation.
15 seconds
Step 3: Choose a resulting action from the other app.
15 seconds
Step 4: Select the data you want to send from one app to the other.
2 minutes
That’s it! More time to work on other things.

Connect apps

Connect Finmo + Microsoft Outlook

Microsoft Outlook Tutorials

About Finmo

Finmo manages the end to end mortgage process.

Learn more

Related categories

CRM (Customer Relationship Management)

About Microsoft Outlook

Microsoft Outlook is a web-based suite of webmail, contacts, tasks, and calendaring services.

Learn more

Related categories

Similar apps

Gmail

Email, Google

Zoho Mail

Email, Zoho

Get started for free

You can't add more hours to the day. Zapier is the next best thing.

By signing up, you agree to Zapier's terms of service and privacy policy.

Finmo + Microsoft Outlook Integrations

How to connect Finmo + Microsoft Outlook

Connect your apps and automate workflows

Application Started

Deal Submitted

Update Document Request Status

New Calendar Event

Calendar

New Email

Shared Inbox

Create Event

Calendar

SubjectRequired

Start Date & TimeRequired

End Date & TimeRequired

All Day Event?

Description

Show me as Free or Busy

Create Draft Email

To Email(s)Required

CC Email(s)

BCC Email(s)

SubjectRequired

Body FormatRequired

BodyRequired

Attachment

Update Contact

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

API Request (Beta)

Api Docs Info

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

Find or Create Contact

Contact 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