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Zapier makes it easy to integrate Microsoft Outlook with Paperless - no code necessary. See how you can get setup in minutes.
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Microsoft Outlook
Microsoft Outlook
1. Choose trigger event
Paperless
Paperless
2. Choose action
1. Select the event
Setup
Test
Microsoft Outlook
Choose a trigger event
Choose a trigger
A trigger is the event that starts your Zap—like a "Calendar Event Start" from Microsoft Outlook.
Add your action
An action happens after the trigger—such as "Create Document (From Template)" in Paperless.
You’re connected!
Zapier seamlessly connects Microsoft Outlook and Paperless, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
Create a new record or update an existing record in your app.
Shared Mailbox
Destination Folder
Required
Email ID
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Contact Folder
First Name
Required
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
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Shared Mailbox
Email ID
Required
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
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Contact to Delete
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Event
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Send From (Shared Mailbox)
Email ID
Required
To Recipients
Required
Comment
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Email ID
Required
Destination Folder
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Email ID
Required
Comment
Action
This is an event a Zap performs.
Write
Create 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
Subject
Required
Body Format
Required
Body
Required
Attachments
Action for Files Larger Than 150MB
Action
This is an event a Zap performs.
Write
Create 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
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Stop on error
Required
HTTP Method
Required
URL
Required
Query string parameters
Additional request headers
Body
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Contact Folder
First Name
Last Name
Email
Action
This is an event a Zap performs.
Search
Find existing data in your app
Folder_info
Folder
Required
Search Terms
From Address
Start Date
End Date
Action
This is an event a Zap performs.
Search
Find existing data in your app
Shared Mailbox
Email ID
Required
Attachment ID
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Contact Folder
First Name
Required
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
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
New document name
Required
(Destination-) Workspace
Required
(Source-) Template
Required
Dispatch after create?
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
For AI agents & developers
Use Microsoft Outlook and Paperless with AI agents and code
Beyond Zap workflows. Call Microsoft Outlook and Paperless actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.
No code
Connect via Zapier MCP
Expose Microsoft Outlook and Paperless actions as tools in any MCP client. Authenticate once, then call them in natural language.
Example actions on this page
Add Attendees to Calendar Event
Create Document (From Template)
Works with
Claude · ChatGPT · Cursor · any MCP-compatible client
There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.
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Customers who say using Zapier has made them better at their job
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Customers have created over 25 million Zaps on the platform
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Connect Microsoft Outlook and Paperless to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
Automate your lead management and improve conversions
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Provide world-class support with a little help from automation
Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.
Automate your way to actionable, up-to-date data
The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.
Resolve incidents faster with automation
Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.
Learn how to automate Microsoft Outlook on the Zapier blog
Make work flow with AI
Level up your Microsoft Outlook to Paperless integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
Frequently Asked Questions about Microsoft Outlook + Paperless integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Microsoft Outlook and Paperless
How can I integrate Microsoft Outlook with Paperless?
You can integrate Microsoft Outlook with Paperless using our platform to automate your workflow. Set up a Zap where an email arriving in Outlook triggers a new document creation in Paperless.
What are common triggers in Outlook for integration with Paperless?
Common triggers include receiving a new email, an email flagged as important, or an email labeled. These triggers can initiate actions such as creating a document or uploading attachments in Paperless.
Can I use specific email criteria for triggering actions in Paperless?
Yes, you can set conditions like specific keywords in the subject line or emails from certain contacts to trigger actions such as archiving documents or generating summaries in Paperless.
Is it possible to automate document creation from attachments received in Outlook?
Absolutely. You can set up automation where attachments from incoming emails are directly uploaded and stored as documents in your Paperless account.
How do I handle multiple trigger events from Outlook simultaneously?
Our platform allows you to set multiple triggers within a single Zap. For instance, an email marked as 'important' and coming from a specific contact can be combined to automate document tasks in Paperless.
Are there any limitations on file types when sending attachments from Outlook to Paperless?
Most common file types like PDF, DOCX, and TXT are supported when sending attachments from Outlook to be processed by Paperless. However, ensure that the file size does not exceed limits set by both services.
What steps should I follow if automation between Outlook and Paperless fails?
First, check the connection settings of your accounts on our platform. Ensure that your trigger and action rules are correctly configured. You may also review error logs for specific issues related to the failed automation.
About Microsoft Outlook
Microsoft Outlook is a web-based suite of webmail, contacts, tasks, and calendaring services.
Paperless lets you create, sign, and manage intelligent documents on a single platform. For more productivity and a better experience for everyone involved.