mfr - field service management + Microsoft Outlook

Tag new jobs in mfr - field service management when new emails arrive in Microsoft Outlook

Easily manage your field service jobs with this workflow: when a new email arrives in your Microsoft Outlook, it will add a tag to a specific job in your mfr - field service management software. This automation not only expedites job tracking, but it also ensures nothing falls through the cracks, enhancing productivity in your field service operations.

When this happens...
New Email
Triggers when a new e-mail is received in your inbox.
TriggerPolling
automatically do this!
Add Tag to Entity (Job)
Adds a tag to an entity like a (job).
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
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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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- Shared Inbox
- Parent Folder
- Child Folder
Trigger
Polling
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- Event
- Merge with existing attendees?
- Attendees
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

- Email IDRequired
- 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
- Email IDRequired
- Comment
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 errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- Contact Folder
- First Name
- Last Name
- Email
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
New Customer
Triggers when new customer is created.
Trigger
Instant
Try It
New Job
Triggers when new job was created.
Trigger
Instant
Try It
- Entity Id (Job)Required
- Entity typeRequired
- TagRequired
Action
Write
- Customer NameRequired
- Company Id
- Company Address
- Company Postal
- Company City
- Company note
- Main contact first name company
- Main contact last name company
- Main contact phone number
- Main contacts email
Action
Write
- ItemType NameRequired
- ItemType IdRequired
- Price
- Costs
- ItemType description
- ItemType EAN
Action
Write
- Location NameRequired
- Location Id
- Company Id
- AddressRequired
- Zip code
- City
- Country
- Contact First Name
- Contact Last Name
- Location Note
- Contact Telephone
- Contact Email
Action
Write
- Entity Id (Job)Required
- Entity typeRequired
- TagRequired
Action
Write
- Item Name / Id
Action
Search
- ServiceRequest Id
- ServiceRequest State
- Expand
- Customer
- ServiceObject Id
Action
Search
- Expands
- ServiceRequest IdRequired
Action
Search

Cancelled Calendar Event
Triggers when an event is cancelled.
Trigger
Instant
Try It
- Calendar
Trigger
Polling
Try It
- Shared Inbox
Trigger
Polling
Try It
New Flagged Email
Triggers when a new email is flagged.
Trigger
Polling
Try It
- Calendar
Trigger
Polling
Try It
- 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?
Action
Write
- 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
- EventRequired
Action
Write
- From Email
- 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
- 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
- Appointment Type
Trigger
Instant
Try It
New Location (Service Location)
Triggers when new location (service location) is available.
Trigger
Instant
Try It
- Service Request StateRequired
Trigger
Instant
Try It
- Appointment typeRequired
- Duration [Minutes]Required
- Start date timeRequired
- End date time
- Appointment description
- Username of techncianRequired
Action
Write
- Customer First NameRequired
- Customer Last NameRequired
- Company Id
- Company Address
- Company Postal
- Company City
- Company note
- Company note
Action
Write
- Job IdRequired
- Report definition Code (e.g. R-212)Required
Action
Write
- Job NameRequired
- Job Id
- Customer IdRequired
- Job Description
- Location Id (Service location)
- Job Template
- Project Id
- TargetTime
- StartDateTime
- EndDateTime
- MFR Username
- Produktliste
Action
Write
- FilenameRequired
- FileRequired
- Job IdRequired
Action
Write
- ServiceObject Id
- ServiceObject Name
Action
Search
- Username
Action
Search