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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 "New AIA Invoice" from Knowify.

Add your action

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

You’re connected!

Zapier seamlessly connects Knowify and Microsoft Exchange, 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.

New AIA Invoice
Triggers when a new AIA invoice has been added.
Trigger
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New Bill
Triggers when a new bill has been added.
Trigger
Polling
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Bill Sent for Approval
Triggers when a bill is sent for approval.
Trigger
Polling
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New Client
Triggers when a new client has been added.
Trigger
Polling
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Contract Out for Signature
Triggers when a contract job has been sent out for signature.
Trigger
Polling
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New Invoice Payment
Triggers when a new invoice payment is added.
Trigger
Polling
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New Payment
Triggers when a new payment is added.
Trigger
Polling
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Phase Status Changed
Triggers when a phase status is changed
Trigger
Polling
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New Contract Job
Triggers when a new contract job has been added.
Trigger
Polling
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Job Reopened
Triggers when a contract job has been reopened
Trigger
Polling
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Updated Purchase
Triggers when a purchase has been updated.
Trigger
Polling
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New Task
Triggers when a new task has been added.
Trigger
Polling
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New Service Job
Triggers when a new service job has been added.
Trigger
Polling
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Time Entry Approved
Triggers when a time entry has been approved
Trigger
Polling
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- Job Name
  Required
- Client Name
  Required
- Address
  Required
- City
  Required
- State/Province
  Required
- Zipcode
  Required
- Country (2-letter abbreviation)
  Required
- Contract Value
- Line Item Name
- Phase Name
- Invoiced to Date
- Labor Cost to Date
- Material Cost to Date
- Sub Cost to Date
- Payments to Date
- Labor Budget
- Material Budget
- Sub Budget
- Sales Lead
- Project Manager
- Job notes
- Sync to QB
Action
Write
- Product
  Required
- Item Name
  Required
- Description
- Our Cost
  Required
- Sale Price
  Required
- Item Number
Action
Write
- FileName
  Required
- Url
  Required
- Project Id
  Required
Action
Write
- Description
  Required
- Comment
- Task Complete?
- Deadline
- Date Completed
- Resource(s)
- Job
- Phase
Action
Write
- Vendor Name
  Required
- Street Address
- Street Address (Continued)
- City Name
- Client Contact Name
- Country Name
- Email Address
- Phone Number
- State/Province
- Is this vendor a subcontractor?
- Other Details
- Zip Code
Action
Write
- Product
  Required
- Item Name
  Required
- Description
- Our Cost
  Required
- Sale Price
  Required
- Item Number
Action
Write
- Client Name
  Required
Action
Search
- Phase Name
  Required
- Project Name
Action
Search
- Job Name
  Required
Action
Search
- Description
  Required
Action
Search
- Name
  Required
Action
Search
- Vendor Id
  Required
Action
Search
- Parent Folder
- 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
  Required
- Merge with existing attendees?
- Attendees
  Required
Action
Write
- Distribution List
  Required
- User Email
  Required
Action
Write
- Calendar
- Subject
  Required
- Start Date & Time
  Required
- End Date & Time
  Required
- All Day Event?
- Description
- Show me as Free or Busy
Action
Write
- To Email(s)
  Required
- CC Email(s)
- BCC Email(s)
- Subject
  Required
- Body Format
  Required
- Body
  Required
- Attachment
Action
Write
- Shared Mailbox
- Folder Name
  Required
- Parent Folder
Action
Write
- Email ID
  Required
- Mailbox
Action
Write
- Email ID
  Required
- Flag Action
  Required
- Mailbox
Action
Write
- Email ID
  Required
- Mark as
  Required
- Mailbox
Action
Write
- Email ID
  Required
- Comment
Action
Write
- To Email(s)
  Required
- CC Email(s)
- BCC Email(s)
- Subject
  Required
- Body Format
  Required
- Body
  Required
- Attachment
Action
Write
- Event
  Required
- 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
- Calendar
- Search Term
  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

New Allocation
Triggers when a new allocation has been added.
Trigger
Polling
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New Bill Payment
Triggers when a new bill payment is added.
Trigger
Polling
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Change Order Made Active
Triggers when a change order has been made active.
Trigger
Polling
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Contract Job Made Active
Triggers when a contract job has been made active.
Trigger
Polling
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New Invoice
Triggers when a new invoice has been added.
Trigger
Polling
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Item Marked Received
Triggers when an item is marked received, returning the request with the specified item marked as received
Trigger
Polling
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Phase Scheduled
Triggers when a phase has been scheduled
Trigger
Polling
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New Product
Triggers when a new trigger has been added.
Trigger
Polling
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Job Closed
Triggers when a contract job has been closed
Trigger
Polling
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New Purchase
Triggers when a new purchase has been added.
Trigger
Polling
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Submittal Approved
Triggers when a submittal has been approved.
Trigger
Polling
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Task Marked Complete
Triggers when a task has been marked complete
Trigger
Polling
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Service Job Marked Complete
Triggers when a service job has been marked complete.
Trigger
Polling
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New Vendor
Triggers when a new vendor has been added.
Trigger
Polling
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- Client Name
  Required
- Client Contact Name
- Email Address
- Phone Number
- Client Parent Id
- Street Address
- Street Address (Continued)
- City Name
- State/Province
- Zip Code
- Country Name
- Shipping Same as Billing
- Shipping Street Address
- Shipping Street Address (Cont'd)
- Shipping City Name
- Shipping Contact Name
- Shipping Country Name
- Shipping State/Province Name
- Shipping Zip Code
- Website
- Sync to QB
Action
Write
- Job Name
  Required
- Job Costing Style
- Contract Type
  Required
- Client Name
  Required
- Sales Lead
- Project Manager
- Job notes
- Address1
- Address2
- City
- State/Province
- Zip
- Country (2 characters)
- Sync to QB
Action
Write
- Service Asset Name
  Required
- Client Name
  Required
- Service Asset Notes
- Manufacturer
- Model
- Serial Number
- Location on Site
- Address
  Required
- Address 2
- City
  Required
- State/Province (2-letter abbreviation)
  Required
- Zipcode
  Required
- Country (2-letter abbreviation)
  Required
- Installation Date (MM-DD-YYYY)
- Last Serviced Date (MM-DD-YYYY)
Action
Write
- Job Name
  Required
- Client Name
  Required
- Service Notes
- Address
  Required
- Address 2
- City
  Required
- State/Province (2-letter abbreviation)
  Required
- Zipcode
  Required
- Country (2-letter abbreviation)
  Required
- Is Time & Materials?
  Required
- Resource
- Date (MM-DD-YYYY)
- Time Zone
- Start Time
- End Time
Action
Write
- Id
  Required
- Name
  Required
- Business State
  Required
- Start Date
- Finish Date
- Work Order
Action
Write
- Task
  Required
- Description
  Required
- Comment
- Task Complete?
- Deadline
- Date Completed
- Resource(s)
- Job
- Phase
Action
Write
- Client Id
  Required
Action
Search
- Name
  Required
Action
Search
- Project Id
  Required
Action
Search
- Description
  Required
Action
Search
- User Id
  Required
Action
Search
- Calendar
- Time Before
  Required
- Time Before (Unit)
  Required
Trigger
Polling
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New Calendar Event
Triggers when a new event is created in your calendar.
Trigger
Polling
Try It
New Email
Triggers when a new e-mail is received in your inbox.
Trigger
Polling
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New Flagged Email
Triggers when an email is flagged.
Trigger
Polling
Try It
- Calendar
Trigger
Polling
Try It
- Email ID
  Required
- Categories
  Required
- Mark as Read
Action
Write
- Mailbox
- Email ID
  Required
- Destination Folder
  Required
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
- Contact to Delete
  Required
Action
Write
- Event
  Required
Action
Write
- Email ID
  Required
- To Email(s)
  Required
- Comment
Action
Write
- Email ID
  Required
- Destination Folder
  Required
Action
Write
- Draft Email ID
  Required
- Send From
Action
Write
- Email ID
  Required
- Importance
  Required
- Mailbox
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
- 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

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Connect Knowify and Microsoft Exchange to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

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Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Make work flow with AI

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

Learn about AI automation

About Knowify

Knowify is a job costing and project management platform for contractors.

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Related categories

Project Management

About Microsoft Exchange

Microsoft Exchange Server is a mail server and calendaring server developed by Microsoft.

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Related categories

Email Microsoft

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