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JobTread + Microsoft Outlook

Create new JobTread customer contacts from new Microsoft Outlook emails matching your search

Keep your customer contacts in the JobTread app updated effortlessly. Whenever you receive a new Microsoft Outlook email that matches your searched terms, this workflow swiftly creates a new customer contact in JobTread. It's a quick, efficient way to ensure your customer contact information remains current without manual updates. You can optimize communication and enhance business relationships with this streamlined process.

Keep your customer contacts in the JobTread app updated effortlessly. Whenever you receive a new Microsoft Outlook email that matches your searched terms, this workflow swiftly creates a new customer contact in JobTread. It's a quick, efficient way to ensure your customer contact information remains current without manual updates. You can optimize communication and enhance business relationships with this streamlined process.

  1. When this happens...
    Microsoft OutlookMicrosoft Outlook
    New Email Matching Search

    Triggers when a new e-mail is received in your inbox that matches a search.

    TriggerPolling
  2. automatically do this!
    JobTreadJobTread
    Create Customer Contact

    Create a new contact for a customer.

    ActionWrite
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Supported triggers and actions

    • Calendar

    • Time BeforeRequired

    • Time Before (Unit)Required

    Trigger
    Polling
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    • Parent FolderRequired

    • Child Folder

    Trigger
    Polling
    Try It
    • Contact Folder

    Trigger
    Polling
    Try It
    • Parent Folder

    • Child Folder

    • Search termsRequired

    • Note

    Trigger
    Polling
    Try It
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About JobTread

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

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About Microsoft Outlook

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

Related categories