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Microsoft Outlook + ShareFile

Create new ShareFile folders for every new Microsoft Outlook contact

When a new contact is added in Microsoft Outlook, stay organized by automatically creating a corresponding folder in ShareFile. This workflow aids in maintaining a structured storage system, easily linking your communications in Outlook with document management in ShareFile. Skim off tedious manual tasks and stay focused on what matters.

When a new contact is added in Microsoft Outlook, stay organized by automatically creating a corresponding folder in ShareFile. This workflow aids in maintaining a structured storage system, easily linking your communications in Outlook with document management in ShareFile. Skim off tedious manual tasks and stay focused on what matters.

  1. When this happens...
    Microsoft OutlookMicrosoft Outlook
    New Contact

    Triggers when a new contact is added to your account

    TriggerScheduled
  2. automatically do this!
    ShareFileShareFile
    Create Folder

    Creates a folder in the chosen folder. If home is chosen will create a folder in the home directory.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Calendar

    • Time BeforeRequired

    • Time Before (Unit)Required

    Trigger
    Scheduled
    Try It
    • Calendar

    Trigger
    Scheduled
    Try It
    • Shared Inbox

    Trigger
    Scheduled
    Try It
  • Microsoft Outlook triggers, actions, and search

    New Flagged Email

    Triggers when a new email is flagged.

    Trigger
    Scheduled
    Try It
    • 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
microsoft-outlook logo
microsoft-outlook logo

About Microsoft Outlook

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

Related categories

  • Calendar
  • Email
  • Microsoft

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About ShareFile

Securely send, store, and share files – plus discover document workflows designed to improve your client experience.

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