Sets the categories applied to an email.

Create a copy of an email in another folder.

Creates a draft reply for an email.

Deletes an existing contact.

Deletes an existing event.

Forwards an existing email to new recipients.

Move an email to a specific folder.

Creates a new reply to a provided email ID.

Send an email from your Office 365 account.

Updates a calendar event information.

Finds a Calendar Event in your calendar.

Finds emails based on search criteria.

Retrieves a specific email attachment using its ID.

this is the description.

Adds a new family member to a household.

Creates a new event.

Creates a new opportunity.

Creates a new task.

Start a new workflow for a contact, project, or opportunity — based on a workflow template you have created in Wealthbox.

Find or Create a Contact

Adds a user to a distribution list or group. Only available in Microsoft 365 Business accounts that have organizational directories.

Create an event in the calendar of your choice.

Create a new mail folder.

Delete an email from a shared or own mailbox.

Update the follow-up flag on an email.

Update the read status of an email.

Remove one or more categories from an email.

Send a draft email that was previously created.

Update an email's importance level.

Updates a contact.

Search for a contact.

Searches for emails within a specific folder rather than across all mailboxes.

Retrieves calendar events within a specific date range for reporting and automation.

Triggers when an existing contact is updated (only available for Premier and Enterprise Wealthbox plans)

Creates a new contact.

Creates a new note.

Creates a new project.

Creates a new household.

Find a contact.