Microsoft Outlook + ProjectManager

Send emails in Microsoft Outlook for new users in ProjectManager

Welcome new members on your ProjectManager platform by sending them a welcome email directly through your Microsoft Outlook. This workflow activates as soon as a new user joins on ProjectManager, and instantly prepares a personalized greeting via Outlook. By utilizing this automation, you're not only saving time but also ensuring a personalized touch for every new addition to your team. This streamlined system helps you create a warm and efficient onboarding experience for all.

When this happens...
New User
Triggered when a new user is added to your account
TriggerScheduled
automatically do this!
Send Email
Send an email from your Outlook account.
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Supported triggers and actions

What does this mean?

New User
Triggered when a new user is added to your account
Trigger
Scheduled
Try It
- Project ID
Trigger
Scheduled
Try It
- NameRequired
- Description
- Manager
- Priority
- Status
- Folder
- Target Date
- AccessRequired
Action
Write
- UserRequired
- Task IDRequired
- DateRequired
- HoursRequired
- Notes
Action
Write
- Project IDRequired
Action
Write

Get Project Priorities
Gets a list of all the priorities which can be applied to a project
Action
Write
- ProjectRequired
Action
Write

- Task IDRequired
Action
Write
- ProjectRequired
Action
Write
Get User Roles
Get all the roles which can be assigned to a user
Action
Write
Get User Teams
Get all the teams which a user can be added to
Action
Write
- Task IDRequired
- Field IDRequired
- ValueRequired
Action
Write
- Task IDRequired
- Name
- Description
- Due Date
- Progress
- Priority
- Status ID
Action
Write
- User to UpdateRequired
- First Name
- Last Name
- Phone Number
- Notes
- Teams
- Skills
Action
Write
- First Name
- Last Name
- Email
- Assignable Users Only
- Team
- Skill
- Role
Action
Search
- Date From
- Date To
- Project
- Task
- User
- Order By
Action
Search
- First NameRequired
- Last NameRequired
- EmailRequired
- Assignable Users Only
- Team
- Skill
- Role
- Phone
- Notes
- Teams
- Skills
Action
Search or write
- Date From
- Date To
- Project
- Task IDRequired
- UserRequired
- Order By
- DateRequired
- HoursRequired
- Notes
Action
Search or write
- Parent FolderRequired
- Child Folder
Trigger
Scheduled
Try It
- Contact Folder
Trigger
Scheduled
Try It
- Parent Folder
- Child Folder
- Search termsRequired
- Note
Trigger
Scheduled
Try It
- Parent Folder
- Child Folder
Trigger
Scheduled
Try It
- Calendar
- SubjectRequired
- Start Date & TimeRequired
- End Date & TimeRequired
- All Day Event?
- Description
- Show me as Free or Busy
Action
Write
- To Email(s)Required
- CC Email(s)
- BCC Email(s)
- SubjectRequired
- Body FormatRequired
- BodyRequired
- Attachment
- Action for Files Larger Than 150MB
Action
Write
- From Email
- To Email(s)Required
- CC Email(s)
- BCC Email(s)
- 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
- 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 Project
Triggers when a new project is created
Trigger
Scheduled
Try It
- Project
- User
Trigger
Scheduled
Try It
- Project IdRequired
- NameRequired
- Description
- Start Date
- Due Date
- ProgressRequired
- Assignees
- Priority
- Status ID
Action
Write
- First NameRequired
- Last NameRequired
- EmailRequired
- Phone
- Notes
- Role
- Teams
- Skills
Action
Write
Get Project Folders
Get all of the project folders, used to organise your projects
Action
Write
Get Project Statuses
Get all the statuses which can be applied to a project
Action
Write
- Task IDRequired
Action
Write
Get Task Priorities
Get all the priorities which can be applied to a task
Action
Write
- User IDRequired
Action
Write
Get User Skills
Get all the skills which can be applied to a user
Action
Write
Get Account Information
Returns information about the current user including home URL, email, user ID and workspace name
Action
Write
- Project to UpdateRequired
- Name
- Description
- Manager
- Priority
- Status
- Status Update
- Folder
- Target Date
Action
Write
- Timesheet Entry IDRequired
- Hours
- Notes
Action
Write
- Project Name
- Manager
- Priority
- Status
- Folder
Action
Search
- Project
- Assignee
- Priority
- Progress From
- Progress To
- Date From
- Date To
- Task Name
- Summary Task
- Order ByRequired
Action
Search
- NameRequired
- Manager
- Priority
- Status
- Folder
- Description
- Target Date
- AccessRequired
Action
Search or write
- Project IdRequired
- Assignee
- Priority
- Progress From
- Progress To
- Date From
- Date To
- NameRequired
- Summary Task
- Order ByRequired
- Description
- Start Date
- Due Date
- ProgressRequired
- Assignees
- Status ID
Action
Search or write
- Calendar
- Time BeforeRequired
- Time Before (Unit)Required
Trigger
Scheduled
Try It
- Calendar
Trigger
Scheduled
Try It
- Shared Inbox
Trigger
Scheduled
Try It
New Flagged Email
Triggers when a new email is flagged.
Trigger
Scheduled
Try It
- Calendar
Trigger
Scheduled
Try It
- 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
- EventRequired
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
- Attendees
- Categories
- Location
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Contact Folder
- First Name
- Last Name
- Email
Action
Search

About Microsoft Outlook

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

Learn more Help

Related categories

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Gmail

Email, Google

Zoho Mail

Email, Zoho

About ProjectManager

ProjectManager.com is a simple yet powerful online project management tool that enables you and your team to plan, track, monitor and report on your projects in real-time.

Help

Related categories

Project Management

PRODUCTS

CAPABILITIES

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Microsoft Outlook + ProjectManager

Send emails in Microsoft Outlook for new users in ProjectManager

New User

New Task

Project ID

Create Project

Description

Manager

Priority

Status

Folder

Target Date

AccessRequired

Create Timesheet Entry

UserRequired

Task IDRequired

DateRequired

HoursRequired

Notes

Get Project Details

Project IDRequired

Get Project Priorities

Get Task Fields

ProjectRequired

Get Task Details

Task IDRequired

Get Task Statuses (Columns)

ProjectRequired

Get User Roles

Get User Teams

Update Task Field Value

Task IDRequired

Field IDRequired

ValueRequired

Update Task

Task IDRequired

Name

Description

Due Date

Progress

Priority

Status ID

Update User

User to UpdateRequired

First Name

Last Name

Phone Number

Notes

Teams

Skills

Search Users

First Name

Last Name

Email

Assignable Users Only

Team

Skill

Role

Search Timesheets

Date From

Date To

Project

Task

User

Order By

Find or Create User

First NameRequired

Last NameRequired

EmailRequired

Assignable Users Only

Team

Skill

Role

Phone

Notes

Teams

Skills