Microsoft Outlook + umsatz.io

Modify deal stages in umsatz.io and send emails through Microsoft Outlook

Stay on top of your deals in Umsatz.io with this seamless workflow. When you modify the stage of a deal, this process automatically sends an email in Microsoft Outlook, keeping your team in the loop. Streamline your sales process and enhance team communication with this effortless integration.

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Supported triggers and actions

Contact Property Changed
Triggers when a Contact Property has been changed.
Trigger
Instant
Try It
New Activity
Triggers when a user tracks a new call in the app.
Trigger
Instant
Try It
New Deal Created
Triggers when a new Deal is created.
Trigger
Instant
Try It
Deal Stage Changed
Triggers when a Deal Stage has been changed.
Trigger
Instant
Try It
Create Deal
Creates a new deal in the system.
Action
Write

Update Deal
Updates deal in the system based on deal id.
Action
Write
Find Contact by Id
Finds a Contact by their Id.
Action
Search

Find Deal by Id
Finds a Deal by their Id.
Action
Search
Find or Create Contact by Email
Find a Contact by email. If one is not found, create one.
Action
Search or write
Cancelled Calendar Event
Triggers when an event is cancelled.
Trigger
Instant
Try It
- Calendar
Trigger
Polling
Try It
- Parent Folder
- Child Folder
Trigger
Polling
Try It
- Shared MailboxRequired
- Parent Folder
- Child Folder
Trigger
Polling
Try It
- Shared Inbox
- Parent Folder
- Child Folder
Trigger
Polling
Try It
- Contact Folder
Trigger
Polling
Try It
- Email IDRequired
- CategoriesRequired
- Mark as Read
Action
Write
- Shared Mailbox
- Destination FolderRequired
- Email IDRequired
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
- 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
Action
Write
- Contact to DeleteRequired
Action
Write
- EventRequired
Action
Write
- Send From (Shared Mailbox)
- Email IDRequired
- To RecipientsRequired
- Comment
Action
Write
- Email IDRequired
- Destination FolderRequired
Action
Write
- Email IDRequired
- Comment
Action
Write
- 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
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
- Api Docs Info
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- Contact Folder
- First Name
- Last Name
- Email
Action
Search
- Folder Info
- FolderRequired
- Search Terms
- From Address
- Start Date
- End Date
Action
Search
- Shared Mailbox
- Email IDRequired
- Attachment IDRequired
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

Deal Property Changed
Triggers when a Deal Property has been changed.
Trigger
Instant
Try It
New Contact Created
Triggers when a new Contact is created.
Trigger
Instant
Try It
New Form Submission
Triggers when a new Form Submission is created.
Trigger
Instant
Try It
Create Contact
Creates a new contact in the system.
Action
Write
Update Contact
Updates a contact based on contactId.
Action
Write
Find Contact by Email
Finds a Contact by their email address.
Action
Search
Find Deals by Email
Find Deals by their related email address.
Action
Search
Find Contact by Search
Finds Contacts by search text.
Action
Search
- Calendar
- Time BeforeRequired
- Time Before (Unit)Required
Trigger
Polling
Try It
- Shared Inbox
- Parent Folder
- Child Folder
Trigger
Polling
Try It
- Contact Folder
Trigger
Polling
Try It
- Parent Folder
- Child Folder
- Search termsRequired
- Note
Trigger
Polling
Try It
New Flagged Email
Triggers when a new email is flagged.
Trigger
Polling
Try It
- Calendar
Trigger
Polling
Try It
- Event
- Merge with existing attendees?
- Attendees
Action
Write
- Distribution listRequired
- User emailRequired
Action
Write
- 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
Action
Write
- 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
Action
Write
- Shared Mailbox
- Folder NameRequired
- Parent Folder
Action
Write
- Shared Mailbox
- Email IDRequired
Action
Write
- Shared Mailbox
- Email IDRequired
- Flag ActionRequired
Action
Write
- Shared Mailbox
- Email IDRequired
- Mark asRequired
Action
Write
- Shared Mailbox
- Categories to RemoveRequired
- Email IDRequired
Action
Write
- Send From (Shared Mailbox)
- Draft Email IDRequired
Action
Write
- Shared Mailbox
- Email IDRequired
- ImportanceRequired
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
- Group email address or IDRequired
- Search Term
- Start Date & Time
- End Date & Time
Action
Search
- Calendar
- Start Date & TimeRequired
- End Date & TimeRequired
- Select Fields
Action
Search

About Microsoft Outlook

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

Related categories

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Gmail

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Zoho Mail

Email, Zoho

About umsatz.io

umsatz.io is a CRM system that helps businesses to make more sales.

Learn more

Related categories

Sales & CRM

Related Zap Templates

Create new contacts in Microsoft Outlook from new contacts in umsatz.io

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Create new contacts in Microsoft Outlook from new contacts in umsatz.io

Microsoft Outlook + umsatz.io

Modify deal stages in umsatz.io and send emails through Microsoft Outlook

Contact Property Changed

New Activity

New Deal Created

Deal Stage Changed

Create Deal

Update Deal

Find Contact by Id

Find Deal by Id

Find or Create Contact by Email

Cancelled Calendar Event

New Calendar Event

New Email in Personal Inbox

New Email in Shared Mailbox

New Message in Folder

Updated Contact

Set Categories on an Email

Copy Email

Create Contact

Create Draft Reply

Delete Contact

Delete Event

Forward Email

Move Email to Folder

Reply to Email

Send Email

Update Calendar Event

API Request (Beta)

Find Contacts

Find Emails in Specific Folder

Get Attachment by ID

Find or Create Contact

Deal Property Changed

New Contact Created

New Form Submission

Create Contact

Update Contact

Find Contact by Email

Find Deals by Email

Find Contact by Search

Calendar Event Start

New Attachment

New Contact

New Email Matching Search

New Flagged Email

Updated Calendar Event

Add Attendees to Calendar Event

Add User to Distribution List

Create Event

Create Draft Email

Create Folder

Delete Email

Flag / Unflag Email

Mark Email as Read/Unread

Remove Categories From Email

Send Draft Email

Set Email Importance

Update Contact

Find Calendar Events

Find Emails

Find Calendar Events in Group Calendar

Get Calendar Events in Date Range

About Microsoft Outlook

Related categories

Similar apps

Gmail

Zoho Mail

About umsatz.io

Related categories

Related Zap Templates

Related Zap Templates