Connect JobTread and Microsoft Outlook to unlock the power of automation

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Quickly connect JobTread to Microsoft Outlook with a Zapier template.

Our most popular template

Create new Microsoft Outlook contacts for newly added JobTread customer contacts
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JobTread + Microsoft Outlook
Create emails in Microsoft Outlook when new customer contacts are added in JobTread
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JobTread + Microsoft Outlook
Create new Microsoft Outlook contacts from newly created JobTread customer contacts
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JobTread + Microsoft Outlook
Create new Microsoft Outlook contacts when new customers are added in JobTread
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JobTread + Microsoft Outlook
Create JobTread tasks from new Microsoft Outlook calendar events
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Microsoft Outlook + JobTread
Create new Microsoft Outlook contacts when vendor contacts are created in JobTread
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JobTread + Microsoft Outlook

Create new Microsoft Outlook contacts for newly added JobTread customer contacts

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JobTread + Microsoft Outlook

Create emails in Microsoft Outlook when new customer contacts are added in JobTread

Details

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JobTread + Microsoft Outlook

Create new Microsoft Outlook contacts from newly created JobTread customer contacts

Details

Try it

JobTread + Microsoft Outlook

Create new Microsoft Outlook contacts when new customers are added in JobTread

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JobTread + Microsoft Outlook

Create JobTread tasks from new Microsoft Outlook calendar events

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Microsoft Outlook + JobTread

Create new Microsoft Outlook contacts when vendor contacts are created in JobTread

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JobTread + Microsoft Outlook

Create new Microsoft Outlook contacts for every new vendor added in JobTread
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JobTread + Microsoft Outlook
Create new Microsoft Outlook contacts from newly created customers in JobTread
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JobTread + Microsoft Outlook

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Zapier makes it easy to integrate JobTread with Microsoft Outlook - no code necessary. See how you can get setup in minutes.

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Comment Created" from JobTread.

Add your action

An action happens after the trigger—such as "Add Attendees to Calendar Event" in Microsoft Outlook.

You’re connected!

Zapier seamlessly connects JobTread and Microsoft Outlook, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- Organization
  Required
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- Organization
  Required
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- Organization
  Required
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Instant
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- Organization
  Required
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Instant
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- Organization
  Required
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Instant
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- Organization
  Required
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Instant
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- Organization
  Required
- Limit files uploaded to this type (optional)
Trigger
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- Organization
  Required
Trigger
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- Organization
  Required
Trigger
Instant
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- Organization
  Required
Trigger
Instant
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- Organization
  Required
Trigger
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- Assignee
  Required
- Target Type
  Required
- Target Id
  Required
- Notify
Action
Write
- Organization
  Required
- Add Customer Contact
- Add Location
- Add Files to Customer
Action
Write
- Organization
  Required
- Job ID
  Required
- Date
  Required
- Notes
- Notify assignees
- Assignees
Action
Write
- Organization
  Required
- Account ID
  Required
- Location Name
  Required
- Location Address
Action
Write
- Organization
  Required
- Add Vendor Contact
Action
Write
- Organization
  Required
- Target Type
  Required
- Target Id
  Required
- Task Template Name
  Required
- Start Date and Time
- Notify
Action
Write
- Organization
  Required
- Customer Id
- Customer Name
- This customer is taxable
Action
Write
- Organization
  Required
- Location Id
  Required
- Address
- Name
Action
Write
- Organization
  Required
- Account Id
- Vendor name
Action
Write
- Organization
  Required
- Customer Name
Action
Search
- Organization
  Required
- Location Name
Action
Search
- Organization
  Required
- Vendor Name
Action
Search
Cancelled Calendar Event
Triggers when an event is cancelled.
Trigger
Instant
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- Calendar
Trigger
Polling
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- Shared Inbox
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
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- Email ID
  Required
- Categories
  Required
- Mark as Read
Action
Write
- Contact Folder
- First Name
  Required
- Last Name
- EmailAddresses
- BusinessPhones
- HomePhones
- MobilePhone
- JobTitle
- CompanyName
- Department
- Business Website URL
- FileAs
- PersonalNotes
- 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
- Email ID
  Required
- To Email(s)
- CC Email(s)
- BCC Email(s)
- Reply-To Email
- Subject
- Body
- Attachment
- Action for Files Larger Than 150MB
- Reply to All
Action
Write
- Event
  Required
Action
Write
- Email ID
  Required
- Destination Folder
  Required
Action
Write
- Draft Email ID
  Required
- Send From
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
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Contact Folder
- First Name
- Last Name
- Email
Action
Search
- Folder_info
- Folder
  Required
- Search Terms
- From Address
- Start Date
- End Date
Action
Search
- Contact Folder
- First Name
  Required
- Last Name
- Email
- BusinessPhones
- HomePhones
- MobilePhone
- JobTitle
- CompanyName
- Department
- Business Website URL
- FileAs
- PersonalNotes
- 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

- Organization
  Required
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- Organization
  Required
Trigger
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- Organization
  Required
Trigger
Instant
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- Organization
  Required
Trigger
Instant
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- Organization
  Required
Trigger
Instant
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- Organization
  Required
Trigger
Instant
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- Organization
  Required
- Limit files updated to this type (optional)
Trigger
Instant
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- Organization
  Required
Trigger
Instant
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- Organization
  Required
Trigger
Instant
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- Organization
  Required
Trigger
Instant
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- JavaScript Code
  Required
Action
Write
- Organization
  Required
- Comment Message
  Required
- Target Type
  Required
- Target Id
  Required
- Assignee Emails
Action
Write
- Organization
  Required
- Customer ID
  Required
- Name
  Required
- Title
Action
Write
- Organization
  Required
- Location ID
  Required
- Description
- Name
- Account ID
Action
Write
- Organization
  Required
- Name
  Required
- Description
- Is To-Do
- Target Type
- Target Id
- Parent Task Id
- Start Date
- Start Time
- End Date
- Task Progress
- End Time
- Assigned Membership Ids
- Assigned Emails
- Task Type Name
Action
Write
- Organization
  Required
- Vendor ID
  Required
- Name
  Required
- Title
Action
Write
- Query (JSON)
  Required
Action
Write
- Organization
  Required
- Job Id
  Required
- Description
- Name
- Closed On
Action
Write
- Organization
  Required
- Task Id
  Required
- Task name
- Task Description
- Task Progress
- Parent Task Id
- Start Date
- Start Time
- End Date
- End Time
- Assigned Membership Ids
- Task Type Name
Action
Write
- Organization
  Required
- File URLs
  Required
- Target Type
- Target Id
- File Tag Names
- File Folder
Action
Write
- Organization
  Required
- Job Number
- Job Name
Action
Search
- Organization
  Required
- User Email
- User Name
Action
Search
- Calendar
- Time Before
  Required
- Time Before (Unit)
  Required
Trigger
Polling
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- Parent Folder
  Required
- Child Folder
Trigger
Polling
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- Contact Folder
Trigger
Polling
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- Parent Folder
- Child Folder
- Search terms
  Required
- Note
Trigger
Polling
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- Shared Inbox
- Parent Folder
- Child Folder
Trigger
Polling
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- Event
- Merge with existing attendees?
- Attendees
Action
Write
- Calendar
- Subject
  Required
- Start Date & Time
  Required
- End Date & Time
  Required
- Location Name
- Sensitivity
- Attendees
- Is this an All Day Event?
- Description
- Show me as Free or Busy
- Is this an Online Meeting?
Action
Write
- To Email(s)
  Required
- CC Email(s)
- BCC Email(s)
- Reply-To Email
- Subject
  Required
- Body Format
  Required
- Body
  Required
- Attachment
- Action for Files Larger Than 150MB
Action
Write
- Contact to Delete
  Required
Action
Write
- Email ID
  Required
- To Recipients
  Required
- Comment
- Send From
Action
Write
- Email ID
  Required
- Comment
Action
Write
- From Email
- To Email(s)
  Required
- CC Email(s)
- BCC Email(s)
- Reply-To Email
- Subject
  Required
- Body Format
  Required
- Body
  Required
- Attachments
- Action for Files Larger Than 150MB
Action
Write
- Contact Folder
- Contact
  Required
- First Name
- Last Name
- EmailAddresses
- BusinessPhones
- HomePhones
- MobilePhone
- JobTitle
- CompanyName
- Department
- Business Website URL
- PersonalNotes
- 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
- SearchTerm
  Required
- Start Date & Time
- End Date & Time
Action
Search
- Search_info
- Search Value
  Required
Action
Search
- Calendar
- Start Date & Time
  Required
- End Date & Time
  Required
- Select Fields
Action
Search

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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Practical ways you can use JobTread and Microsoft Outlook

Create tasks in JobTread from new Outlook calendar events

When a new calendar event is added to your Microsoft Outlook, Zapier automatically creates a task in JobTread. This ensures that every meeting or deadline scheduled in Outlook is properly tracked in your project management system, reducing the chances of overlooked responsibilities.

Business Owner

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Email updates for new JobTread comments

When a comment is created in JobTread, Zapier sends an email notification via Microsoft Outlook. This keeps customer support teams informed of the latest updates or issues, enabling prompt responses and fostering a more streamlined workflow.

Customer Support Ops

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Attach JobTread files to Outlook emails

When a new file is uploaded to JobTread, Zapier triggers an action to attach it to a draft email in Microsoft Outlook. This automation bridges communication gaps, letting project managers easily collaborate with stakeholders by sharing crucial documentation without toggling between platforms.

Project Management

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Learn how to automate Microsoft Outlook on the Zapier blog

Make work flow with AI

Level up your JobTread to Microsoft Outlook integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About JobTread

JobTread is construction estimating & project management software that will help you keep your budget and jobs on track.

HelpHelp

Related categories

Project Management

About Microsoft Outlook

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

Learn moreLearn moreHelpHelp

Related categories

Calendar Email Microsoft

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Connect JobTread and Microsoft Outlook to unlock the power of automation

Set up your first integration

Create new Microsoft Outlook contacts for newly added JobTread customer contacts

Create emails in Microsoft Outlook when new customer contacts are added in JobTread

Create new Microsoft Outlook contacts from newly created JobTread customer contacts

Create new Microsoft Outlook contacts when new customers are added in JobTread

Create JobTread tasks from new Microsoft Outlook calendar events

Create new Microsoft Outlook contacts when vendor contacts are created in JobTread

Create new Microsoft Outlook contacts for newly added JobTread customer contacts

Create emails in Microsoft Outlook when new customer contacts are added in JobTread

Create new Microsoft Outlook contacts from newly created JobTread customer contacts

Create new Microsoft Outlook contacts when new customers are added in JobTread

Create JobTread tasks from new Microsoft Outlook calendar events

Create new Microsoft Outlook contacts when vendor contacts are created in JobTread

Create new Microsoft Outlook contacts for every new vendor added in JobTread

Create new Microsoft Outlook contacts from newly created customers in JobTread

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Choose a trigger

Add your action

You’re connected!

Supported triggers and actions

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Practical ways you can use JobTread and Microsoft Outlook

Create tasks in JobTread from new Outlook calendar events

Email updates for new JobTread comments

Attach JobTread files to Outlook emails

Learn how to automate Microsoft Outlook on the Zapier blog

How to add Microsoft Outlook events to Google Calendar

Automatically copy events from one Microsoft Outlook calendar to another

How to create Microsoft Outlook calendar events from a Google Sheet

Make work flow with AI

Connect JobTread to Microsoft Outlook on the world's largest no-code automation platform