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Zapier makes it easy to integrate Microsoft Outlook with Relavate - no code necessary. See how you can get setup in minutes.
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 "Associate Client With Vendor" in Relavate.
You’re connected!
Zapier seamlessly connects Microsoft Outlook and Relavate, 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.
- 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 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 EmailTriggers 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.- Calendar
- SearchTermRequired
- Start Date & Time
- End Date & Time
ActionThis is an event a Zap performs.SearchFind existing data in your app- 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
New Affiliate CampaignTriggers when a new affiliate campaign is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
New ClientTriggers when a new client is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
New Deal AttachmentTriggers when a new deal attachment is added in any deal.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
New ImplementationTriggers when a new implementation is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
New Implementation AttachmentTriggers when a new implementation attachment is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
New PartnerTriggers when a new partner is created. Available for Vendors only.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
New Referral ActivityTriggers when a new referral activity is created on any referral.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
Updated Affiliate CampaignTriggers when an affiliate campaign is updated.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
Updated ClientTriggers when a client is updated.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
Updated ImplementationTriggers when an implementation is updated.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
Updated ReferralTriggers when a referral is updated.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Client IDRequired
- Vendor IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Partner IDRequired
- Vendor IDRequired
- Campaign IDRequired
- Lead StatusRequired
- Annual Revenue
- Client NameRequired
- IP Address
- Browser
- Device
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Partner IDRequired
- Vendor IDRequired
- Status IDRequired
- Product IDRequired
- Client IDRequired
- CompanyRequired
- Deal RevenueRequired
- Billing FrequencyRequired
- Date Added
- Expected Close
- Comments
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Implementation IDRequired
- ActivityRequired
- Activity Date Time
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Partner IDRequired
- Vendor IDRequired
- Client IDRequired
- CompanyRequired
- Revenue
- Billing Frequency
- Date Added
- Comments
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Partner CompanyRequired
- First NameRequired
- Last NameRequired
- EmailRequired
- Invite to Resell?
- Invite to Refer?
- Invite to Affiliate?
- Invite to Implement?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Client IDRequired
- First Name
- Last Name
- Email
- Client Phone Number
- Client Company Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Task IDRequired
- Deal Stage
- Task Complete?
- Task
- Due Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Task IDRequired
- Task Complete?
- Task
- Due Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
Cancelled Calendar EventTriggers when an event is cancelled.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- 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.- Api_docs_info
- 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.- Contact Folder
- First Name
- Last Name
- Email
ActionThis is an event a Zap performs.SearchFind existing data in your app- 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- 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
New Affiliate LeadTriggers when a new affiliate lead is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
New DealTriggers when a new deal is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
New Deal TaskTriggers when a new deal task is created in any deal.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
New Implementation ActivityTriggers when a new implementation activity is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
New Implementation TaskTriggers when a new implementation task is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
New ReferralTriggers when a new referral is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
New VendorTriggers when a new vendor partner is created. Available for Partners only.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
Updated Affiliate LeadTriggers when an affiliate lead is updated.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
Updated DealTriggers when a deal is updated.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
Updated PartnerTriggers when a partner is updated.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
Updated VendorTriggers when a vendor is updated.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Deal IDRequired
- Deal StageRequired
- Task Complete?Required
- TaskRequired
- Due Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- First Name
- Last NameRequired
- Client EmailRequired
- Client Phone Number
- Client Company Name
- Vendor IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Partner IDRequired
- Client IDRequired
- Deal ID
- CompanyRequired
- Fee
- Target Date
- Comments
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Implementation IDRequired
- Task Complete?
- TaskRequired
- Due Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Referral IDRequired
- Activity DetailRequired
- Date Time of Activity
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Lead IDRequired
- Lead Status
- Annual Revenue
- Client
- IP Address
- Browser
- Device
- Lost ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Deal IDRequired
- Status ID
- Product ID
- Client ID
- Company
- Deal Revenue
- Billing Frequency
- Date Added
- Expected Close
- Comments
- Lost Deal Reason ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Implementation IDRequired
- Status
- Client ID
- Company
- Fee
- Target Date
- Actual Completion
- Comments
- Declined Reason ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Referral IDRequired
- Client ID
- Company
- Revenue
- Billing Frequency
- Date Added
- Comments
- Referral Status
- Lost ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
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Connect Microsoft Outlook and Relavate 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.



