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Microsoft Outlook + Simpro
Microsoft Outlook + Simpro
Microsoft Outlook + Simpro integrations
Create new Simpro service jobs from new Microsoft Outlook messages in folder
Instantly streamline your workflow between Microsoft Outlook and Simpro. As soon as a new message lands in a specific Outlook folder, this automation creates a service job in Simpro. It's a simple yet powerful way to ensure every important email leads to a timely response, enhancing customer service and efficiency.
- When this happens...
New Message in FolderTriggers when a new message is created in a folder.TriggerPolling - automatically do this!
Create Service JobThis is a hidden trigger, and is used in a Dynamic Dropdown within this appActionWrite
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More things you can do with Microsoft Outlook and Simpro
Discover other triggers and actions you can use with Microsoft Outlook and Simpro
- Calendar
- Time BeforeRequired
- Time Before (Unit)Required
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Shared MailboxRequired
- Parent Folder
- Child Folder
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Shared Inbox
- Parent Folder
- Child Folder
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Email IDRequired
- CategoriesRequired
- Mark as Read
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Shared Mailbox
- Destination FolderRequired
- Email IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Contact Folder
- First NameRequired
- 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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Shared Mailbox
- Email IDRequired
- To Email(s)
- CC Email(s)
- BCC Email(s)
- Reply-To Email
- Subject
- Body Format
- Body
- Attachment
- Action for Files Larger Than 150MB
- Reply to All
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Contact to DeleteRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- EventRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Send From (Shared Mailbox)
- Email IDRequired
- To RecipientsRequired
- Comment
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Email IDRequired
- Destination FolderRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Email IDRequired
- Comment
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Send From (Shared Mailbox)
- To Email(s)Required
- CC Email(s)
- BCC Email(s)
- Reply-To Email
- SubjectRequired
- Body FormatRequired
- BodyRequired
- Attachments
- Action for Files Larger Than 150MB
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- 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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Calendar
- SearchTermRequired
- Start Date & Time
- End Date & Time
ActionThis is an event a Zap performs.SearchFind existing data in your app- Result_limit_info
- Search_info
- Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Group email address or IDRequired
- Search Term
- Start Date & Time
- End Date & Time
ActionThis is an event a Zap performs.SearchFind existing data in your app- Calendar
- Start Date & TimeRequired
- End Date & TimeRequired
- Select Fields
ActionThis is an event a Zap performs.SearchFind existing data in your app- Contact Folder
- First NameRequired
- 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
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Company Customer Updated
Triggers when a company customer is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Individual Customer Updated
Triggers when an individual customer is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Job Updated
Triggers when a job is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Quote Updated
Triggers when a quote is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Schedule Updated
Triggers when a job, lead, quote or activity schedule is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Site Updated
Triggers when a site is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Company NameRequired
- Preferred Techs
- Phone
- Do Not Call
- Alt Phone
- Address
- City
- State
- Postal Code
- Country
- Address
- City
- State
- Postal Code
- Country
- Customer Type
- Tags
- Part Tax Code
- Discount Fee
- Notes
- Customer Profile
- Customer Group
- Account Manager
- Currency
- Account Name
- Routing No
- Account No
- Payment Method
- Credit Limit
- On Stop
- Vendor Order No Required
- Archived
- Sites
- Email
- EIN
- Website
- Fax
- Company Number
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Title
- Given NameRequired
- Family NameRequired
- Preferred Techs
- Phone
- Do Not Call
- Alt Phone
- Address
- City
- State
- Postal Code
- Country
- Address
- City
- State
- Postal Code
- Country
- Customer Type
- Tags
- Part Tax Code
- Discount Fee
- Notes
- Customer Profile
- Customer Group
- Account Manager
- Currency
- Account Name
- Routing No
- Account No
- Payment Method
- Credit Limit
- On Stop
- Vendor Order No Required
- Archived
- Sites
- Email
- Cell Phone
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- CustomerRequired
- SiteRequired
- Customer Contact
- Lead Name
- Additional Contacts
- Site Contact
- Description
- Notes
- Follow Up Date
- Tags
- Sales Person
- Project Manager
- Forecast Estimated Price
- Forecast Probability of Sale
- Forecast Expected Due Date Month
- Forecast Expected Due Date Year
- Status ID
- Cost Center
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- StaffRequired
- Date
- Start TimeRequired
- End TimeRequired
- Schedule RateRequired
- Notes
- Locked
- Type
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- JobRequired
- Customer
- Site
- Customer Contract
- Customer Contact
- Additional Contacts
- Site Contact
- Order Number
- Request Number
- Name
- Description
- Notes
- Date Issued
- Due Date
- Due Time
- Completed Date
- Tags
- Salesperson
- Project Manager
- Technician
- Stage
- Status
- Response Time
- Auto Adjust Status
- STCs Eligible
- VEECs Eligible
- STC Value
- VEEC Value
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ID
- Order No
- Name
ActionThis is an event a Zap performs.SearchFind existing data in your app- ID
- Name
- Address
- City
- State
- Postal Code
- Country
ActionThis is an event a Zap performs.SearchFind existing data in your app- ID
- Phone
- Cell Phone
- Alt Phone
- Email
ActionThis is an event a Zap performs.SearchFind existing data in your app- ID
- Email
- Work Phone
- Cell Phone
- Alt Phone
- Title
- Given NameRequired
- Family Name
- Fax
- Department
- Position
- Notes
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- ID
- Company NameRequired
- Phone
- Alt Phone
- Email
- EIN
- Website
- Fax
- Company Number
- Preferred Techs
- Do Not Call
- Address
- City
- State
- Postal Code
- Country
- Address
- City
- State
- Postal Code
- Country
- Customer Type
- Tags
- Part Tax Code
- Discount Fee
- Notes
- Customer Profile
- Customer Group
- Account Manager
- Currency
- Account Name
- Routing No
- Account No
- Payment Method
- Credit Limit
- On Stop
- Vendor Order No Required
- Archived
- Sites
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
- Cancelled Calendar Event
Triggers when an event is cancelled.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Shared Inbox
- Parent Folder
- Child Folder
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Parent Folder
- Child Folder
- Search termsRequired
- Note
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- New Flagged Email
Triggers when a new email is flagged.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Event
- Merge with existing attendees?
- Attendees
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Distribution listRequired
- User emailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- 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?
- Enable Reminder
- Categories
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Shared Mailbox
- To Email(s)Required
- CC Email(s)
- BCC Email(s)
- Reply-To Email
- SubjectRequired
- Body FormatRequired
- BodyRequired
- Attachment
- Action for Files Larger Than 150MB
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Shared Mailbox
- Folder NameRequired
- Parent Folder
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Shared Mailbox
- Email IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Shared Mailbox
- Email IDRequired
- Flag ActionRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Shared Mailbox
- Email IDRequired
- Mark asRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Shared Mailbox
- Categories to RemoveRequired
- Email IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Send From (Shared Mailbox)
- Draft Email IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Shared Mailbox
- Email IDRequired
- ImportanceRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Contact Folder
- ContactRequired
- 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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Email_summary_info
- Folder
- Search terms
- From address
- Start date
- End date
ActionThis is an event a Zap performs.SearchFind existing data in your app- Contact Folder
- First Name
- Last Name
- Email
ActionThis is an event a Zap performs.SearchFind existing data in your app- Result_limit_info
- Folder_info
- FolderRequired
- Search Terms
- From Address
- Start Date
- End Date
ActionThis is an event a Zap performs.SearchFind existing data in your app- Shared Mailbox
- Email IDRequired
- Attachment IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Email_info
- Email IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- New Company Customer
Triggers when a company customer is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Individual Customer
Triggers when an individual customer is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Job
Triggers when a job is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Quote
Triggers when a quote is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Schedule
Triggers when a job, lead, quote or activity schedule is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Site
Triggers when a site is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - JobRequired
- FileRequired
- FilenameRequired
- Folder
- Public?
- Email?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Title
- Given NameRequired
- Family Name
- Email
- Work Phone
- Fax
- Cell Phone
- Department
- Position
- Notes
- Alt Phone
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- CustomerRequired
- SiteRequired
- Cost Center
- Customer Contact
- Additional Contacts
- Site Contact
- Order Number
- Name
- Description
- Notes
- Date Issued
- Due Date
- Due Time
- Tags
- Salesperson
- Project Manager
- Technician
- Stage
- Status
- Response Time
- Auto Adjust Status
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- CustomerRequired
- SiteRequired
- Cost CenterRequired
- Customer Contact
- Additional Contacts
- Site Contact
- Description
- Notes
- Salesperson
- Project Manager
- Technicians
- Date Issued
- Due Date
- Validity Days
- Order No
- Name
- Stage
- Year
- Month
- Percent
- Status
- Tags
- Auto Adjust Status
- Catalog
- Billable Status
- Estimated Time
- Fit Time
- Base Price
- Markup
- Sales Tax Code
- Sell Price
- Quantity
- Income Account
- Type
- Rate
- Markup
- Sales Tax Code
- Time (Hours)
- Income Account
- Type
- Billable Status
- Description
- Estimated Cost
- Markup
- Estimated Time
- Sales Tax Code
- Actual Cost
- Actual Cost Date
- Sell Price
- Quantity
- Income Account
- Prebuild
- Billable Status
- Estimated Time
- Fit Time
- Base Price
- Markup
- Sales Tax Code
- Sell Price
- Quantity
- Income Account
- Service Fee
- Billable Status
- Fit Time
- Base Price
- Markup
- Sales Tax Code
- Sell Price
- Income Account
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- NameRequired
- Address
- City
- State
- Postal Code
- Country
- Address
- City
- State
- Postal Code
- Billing Contact
- Contact
- Title
- Given Name
- Family Name
- Email
- Work Phone
- Cell Phone
- Fax
- Position
- Preferred Notification Method
- Public Notes
- Private Notes
- Zone
- Preferred Technicians
- Customers
- STC Zone
- VEEC Zone
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ID
- Email
- WorkPhone
- CellPhone
- AltPhone
ActionThis is an event a Zap performs.SearchFind existing data in your app- ID
- Staff
- Date
- Type
ActionThis is an event a Zap performs.SearchFind existing data in your app- ID
- Company Name
- Phone
- Alt Phone
- Email
- EIN
- Website
- Fax
- Company Number
ActionThis is an event a Zap performs.SearchFind existing data in your app- ID
- Order Number
- Name
ActionThis is an event a Zap performs.SearchFind existing data in your app- ID
- NameRequired
- Address
- City
- State
- Postal Code
- Country
- Address
- City
- State
- Postal Code
- Billing Contact
- Contact
- Title
- Given Name
- Family Name
- Email
- Work Phone
- Cell Phone
- Fax
- Position
- Preferred Notification Method
- Public Notes
- Private Notes
- Zone
- Preferred Technicians
- Customers
- STC Zone
- VEEC Zone
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- ID
- Phone
- Cell Phone
- Alt Phone
- Email
- Title
- Given NameRequired
- Family NameRequired
- Preferred Techs
- Do Not Call
- Address
- City
- State
- Postal Code
- Country
- Address
- City
- State
- Postal Code
- Country
- Customer Type
- Tags
- Part Tax Code
- Discount Fee
- Notes
- Customer Profile
- Customer Group
- Account Manager
- Currency
- Account Name
- Routing No
- Account No
- Payment Method
- Credit Limit
- On Stop
- Vendor Order No Required
- Archived
- Sites
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
Microsoft Outlook is a web-based suite of webmail, contacts, tasks, and calendaring services.
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Simpro is a field service and job management software package. Optimize workflow processes & field service operations for trade businesses.
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