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Microsoft Office 365 + Tallyfy

Start Tallyfy process when an email in Outlook arrives matching specific search criteria

People in companies of all sizes get tons of email. Most of the time, emails are fairly routine-e.g. approval requests, workflows, etc - which have to go through a pre-set business process. This integration lets you watch incoming emails in your Outlook, and when a given search criteria is matched (like the subject contains "Request proposal"), it automatically launches a Tallyfy process using a specific blueprint (like "Send sales proposal").

People in companies of all sizes get tons of email. Most of the time, emails are fairly routine-e.g. approval requests, workflows, etc - which have to go through a pre-set business process. This integration lets you watch incoming emails in your Outlook, and when a given search criteria is matched (like the subject contains "Request proposal"), it automatically launches a Tallyfy process using a specific blueprint (like "Send sales proposal").

  1. When this happens...
    Microsoft Office 365Microsoft Office 365
    New Email

    Triggers when a new e-mail is received in your inbox.

    TriggerScheduled
  2. automatically do this!
    TallyfyTallyfy
    Launch Process

    Launch a new process using a templates.

    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 Office 365 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
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office-365 logo

About Microsoft Office 365

Microsoft Office 365 Business is a complete office suite in the cloud. It provides all the standard office products like Excel, Outlook, Word, SharePoint and more, but available from any internet enabled computer! Zapier does not currently support Outlook.com addresses or Home 365 accounts, only business or Enterprise.
Learn moreHelp

Related categories

  • Email
  • Microsoft

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About Tallyfy

Tallyfy is a workflow platform that eliminates chaos from your repeatable processes - freeing up your time.

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