How to connect WikiPro + Microsoft Outlook
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New or Update Customer
Triggers when a new customer is either added or updated.
Try ItPhone NumberRequired
Mobile number including the country code (e.g. +16262894300). If the contact does not exist with this phone number it will be created and sent the text message.
MessageRequired
Content of the message
ActionRequired
ListRequired
Phone NumberRequired
Mobile number including the country code (e.g. +16262894300)
Calendar
If empty, will default to your default calendar.
Try It
Phone NumberRequired
Mobile number including the country code (e.g. +16262894300). If a contact exists with this phone number it will be updated, otherwise a new contact will be created.
First Name
Last Name
Email
Note
Phone NumberRequired
TemplateRequired
Calendar
If empty, will default to your default calendar.
Time BeforeRequired
How far before the event do you want us to trigger? For starter and free plans, this should be 16 minutes or more. For higher plans, 6 minutes or more.
Time Before (Unit)Required
Try ItContact Folder
To trigger only on new contacts in a certain folder, select a folder here. If empty, we will trigger on new contacts in the default Contacts folder.
Try It
How WikiPro + Microsoft Outlook Integrations Work
- Step 1: Authenticate WikiPro and Microsoft Outlook.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
Microsoft Outlook Tutorials
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