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Microsoft Outlook + Process Plan

Microsoft Outlook + Process Plan

Microsoft Outlook + Process Plan integrations

Create events in Microsoft Outlook from new assigned tasks in Process Plan

When you get assigned a task in Process Plan, with this automation, an event is immediately created in Microsoft Outlook. This way, you can create a streamlined workflow that ensures you never miss a due date. It saves you the hassle of manual data entry, allowing you to focus more on the tasks at hand.

  1. When this happens...
    Task Assigned
    Task Assigned
    Task AssignedTriggers when a task is assigned.
  2. automatically do this!
    Create Event
    Create Event
    Create EventCreate an event in the calendar of your choice.
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More things you can do with Process Plan and Microsoft Outlook

Discover other triggers and actions you can use with Process Plan and Microsoft Outlook

    • Process Template
      Required
    • When This Field Is Updated
      Required
    Trigger
    Instant
    Try It
    • Process Template
      Required
    Trigger
    Instant
    Try It
    • Process Template
      Required
    • When This Task Is Canceled (No Selection = Any Tasks)
    Trigger
    Instant
    Try It
    • Process Template
      Required
    • When This Tasks Due Date Is Changed (No Selection = Any Tasks)
    Trigger
    Instant
    Try It
    • Process Template
      Required
    Trigger
    Instant
    Try It
    • Process Template
      Required
    • When This Task Is Assigned (No Selection = Any Tasks)
    Trigger
    Instant
    Try It
    • Process Template
      Required
    • When This Task Is Completed (No Selection = Any Tasks)
    • When This Task Response Is Used (No Selection = Any Response)
    Trigger
    Instant
    Try It
    • Process Template
      Required
    • Triggers When This Tasks Notes Are Updated (No Selection = Any Tasks)
    Trigger
    Instant
    Try It
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About Microsoft Outlook
Microsoft Outlook is a web-based suite of webmail, contacts, tasks, and calendaring services.
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About Process Plan
ProcessPlan is a process, procedure, project, and workflow tool. Visually diagram your processes and then let ProcessPlan automate and manage your daily operations so you don't have to worry about making sure things are done correctly. Make your business run like a well-oiled machine while you sit back and relax!
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