Fulcrum + Microsoft Outlook

Create draft emails in Microsoft Outlook for new records created in Fulcrum

Whenever a new record is created in your Fulcrum app, this automation helpfully prepares a draft email in Microsoft Outlook. This workflow aids in prompt communication by reducing manual tasks, benefiting your productivity and efficiency. Speed up your response time and never miss communicating an update again.

When this happens...
Record Created
Triggers when a new record is created.
TriggerInstant
automatically do this!
Create Draft Email
Creates a draft of an email that can then be reviewed and sent out.
ActionWrite

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Supported triggers and actions

- AppRequired
Trigger
Instant
Try It
- AppRequired
Trigger
Instant
Try It
- AppRequired
- LatitudeRequired
- LongitudeRequired
Action
Write
- AppRequired
- Record IdRequired
- LatitudeRequired
- LongitudeRequired
Action
Write
- Report URLRequired
- Attachment Filename
Action
Write

- Record IDRequired
Action
Search
- Calendar
- Time BeforeRequired
- Time Before (Unit)Required
Trigger
Polling
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- Shared Inbox
- Parent Folder
- Child Folder
Trigger
Polling
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- Contact Folder
Trigger
Polling
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- Parent Folder
- Child Folder
- Search termsRequired
- Note
Trigger
Polling
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New Flagged Email
Triggers when a new email is flagged.
Trigger
Polling
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- Calendar
Trigger
Polling
Try It
- Event
- Merge with existing attendees?
- Attendees
Action
Write
- Distribution listRequired
- User emailRequired
Action
Write
- 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
Action
Write
- 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
Action
Write
- Shared Mailbox
- Folder NameRequired
- Parent Folder
Action
Write
- Shared Mailbox
- Email IDRequired
Action
Write
- Shared Mailbox
- Email IDRequired
- Flag ActionRequired
Action
Write
- Shared Mailbox
- Email IDRequired
- Mark asRequired
Action
Write
- Shared Mailbox
- Categories to RemoveRequired
- Email IDRequired
Action
Write
- Send From (Shared Mailbox)
- Draft Email IDRequired
Action
Write
- Shared Mailbox
- Email IDRequired
- ImportanceRequired
Action
Write
- 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
Action
Write
- Calendar
- Search TermRequired
- Start Date & Time
- End Date & Time
Action
Search
- Search Info
- Search ValueRequired
Action
Search
- Group email address or IDRequired
- Search Term
- Start Date & Time
- End Date & Time
Action
Search
- Calendar
- Start Date & TimeRequired
- End Date & TimeRequired
- Select Fields
Action
Search

- AppRequired
Trigger
Instant
Try It
- NameRequired
- DescriptionRequired
- CustomerRequired
- StatusRequired
- Start DateRequired
- End DateRequired
- External Job IDRequired
Action
Write
- Record IDRequired
- AppRequired
- Status
- Project ID
- Assigned To ID
- Latitude
- Longitude
Action
Write
- Record IDRequired
- AppRequired
- Report Template
Action
Write
- SQL QueryRequired
- Response Format
Action
Search
- Form ID
- Project ID
- Changeset ID
- Bounding Box
- Created Since
- Updated Since
- Created Before
- Updated Before
- Page
- Records Per Page
- Newest First
Action
Search
Cancelled Calendar Event
Triggers when an event is cancelled.
Trigger
Instant
Try It
- Calendar
Trigger
Polling
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- Parent Folder
- Child Folder
Trigger
Polling
Try It
- Shared MailboxRequired
- Parent Folder
- Child Folder
Trigger
Polling
Try It
- Shared Inbox
- Parent Folder
- Child Folder
Trigger
Polling
Try It
- Contact Folder
Trigger
Polling
Try It
- Email IDRequired
- CategoriesRequired
- Mark as Read
Action
Write
- Shared Mailbox
- Destination FolderRequired
- Email IDRequired
Action
Write
- 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
Action
Write
- 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
Action
Write
- Contact to DeleteRequired
Action
Write
- EventRequired
Action
Write
- Send From (Shared Mailbox)
- Email IDRequired
- To RecipientsRequired
- Comment
Action
Write
- Email IDRequired
- Destination FolderRequired
Action
Write
- Email IDRequired
- Comment
Action
Write
- 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
Action
Write
- 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
Action
Write
- Api Docs Info
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- Contact Folder
- First Name
- Last Name
- Email
Action
Search
- Folder Info
- FolderRequired
- Search Terms
- From Address
- Start Date
- End Date
Action
Search
- Shared Mailbox
- Email IDRequired
- Attachment IDRequired
Action
Search
- 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
- 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

About Fulcrum

Fulcrum is a mobile data collection tool that allows users to easily design custom forms and quickly conduct field data collection on Android and iOS. Fulcrum works in connected and disconnected environments.