Connect Microsoft Outlook and ZeeRM to power AI-driven automation

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Choose a Trigger

Choose an Action

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

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 "Contact Update Using Email Address" in ZeeRM.

You’re connected!

Zapier seamlessly connects Microsoft Outlook and ZeeRM, 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 Before
  Required
- Time Before (Unit)
  Required
Trigger
Polling
Try It
- Shared Inbox
- Parent Folder
- Child Folder
Trigger
Polling
Try It
- Contact Folder
Trigger
Polling
Try It
- Parent Folder
- Child Folder
- Search terms
  Required
- Note
Trigger
Polling
Try It
New Flagged Email
Triggers when a new email is flagged.
Trigger
Polling
Try It

- Calendar
Trigger
Polling
Try It
- Event
- Merge with existing attendees?
- Attendees
Action
Write

- Distribution list
  Required
- User email
  Required
Action
Write
- Calendar
- Subject
  Required
- Start Date & Time
  Required
- End Date & Time
  Required
- 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
Action
Write
- Shared Mailbox
- To Email(s)
  Required
- CC Email(s)
- BCC Email(s)
- Reply-To Email
- Subject
  Required
- Body Format
  Required
- Body
  Required
- Attachment
- Action for Files Larger Than 150MB
Action
Write
- Shared Mailbox
- Folder Name
  Required
- Parent Folder
Action
Write
- Shared Mailbox
- Email ID
  Required
Action
Write
- Shared Mailbox
- Email ID
  Required
- Flag Action
  Required
Action
Write
- Shared Mailbox
- Email ID
  Required
- Mark as
  Required
Action
Write
- Shared Mailbox
- Categories to Remove
  Required
- Email ID
  Required
Action
Write
- Send From (Shared Mailbox)
- Draft Email ID
  Required
Action
Write
- Shared Mailbox
- Email ID
  Required
- Importance
  Required
Action
Write
- Contact Folder
- Contact
  Required
- 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
Action
Write
- Calendar
- SearchTerm
  Required
- Start Date & Time
- End Date & Time
Action
Search
- Search_info
- Search Value
  Required
Action
Search
- Group email address or ID
  Required
- Search Term
- Start Date & Time
- End Date & Time
Action
Search
- Calendar
- Start Date & Time
  Required
- End Date & Time
  Required
- Select Fields
Action
Search
Appointment (Design) State Changes
Triggers when an Appointment of type Design is created, updated, or deleted.
Trigger
Instant
Try It
Contact Created
Triggers when a Contact is Created.
Trigger
Instant
Try It
Job Status Changed
Triggers when a Job Status is changed.
Trigger
Instant
Try It
- Lookup Key - Email Address
  Required
- Contact - External Contact ID
- Contact - Company Name
- Contact - First Name
- Contact - Last Name
- Contact - Address Line 1
- Contact - Address Line 2
- Contact - City
- Contact - State
- Contact - Postal Code
- Contact - Country ID
- Contact - Home Phone Number
- Contact - Work Phone Number
- Contact - Cell Phone
- Contact - Email Address
- Contact - Comments
- Contact - Mailing List Email
- Contact - Mailing List Postal
- Contact - Mailing List Transactional
- Contact - Type ID
- Contact - Industry Type ID
- Contact - Status ID
- Contact - Sub Status ID
- Contact - Lead Source ID
- Contact - Sub Lead Source ID
- Contact - Job Title
- Contact - Department
- Contact - Manager
- Contact - Office
Action
Write
- Job Note - Validate Only
  Required
- Job ID
  Required
- User ID
  Required
- Note Body
  Required
- Highlight Color
- Include in Contact Communications
  Required
Action
Write
- Lookup Key - Email Address
  Required
- Lead External ID
- Lead Source Category
- Lead Source Sub Category
- Lead Inquiry Type
- UTM Source
- Customer Company
- Customer First Name
- Customer Last Name
- Customer Address Line 1
- Customer Address Line 2
- Customer City
- Customer State
- Customer Postal Code
- Customer Country ID
- Customer Home Phone
- Customer Work Phone
- Customer Cell Phone
- Customer Email
- Customer Notes
- Customer Mailing List Postal
- Customer Mailing List Email
- Job Address Line 1
- Job Address Line 2
- Job City
- Job State
- Job Postal Code
- Job Country ID
- Job Notes
- Job Construction Type ID
Action
Write

Cancelled Calendar Event
Triggers when an event is cancelled.
Trigger
Instant
Try It
- Calendar
Trigger
Polling
Try It
- Parent Folder
- Child Folder
Trigger
Polling
Try It
- Shared Mailbox
  Required
- Parent Folder
- Child Folder
Trigger
Polling
Try It
- Shared Inbox
- Parent Folder
- Child Folder
Trigger
Polling
Try It
- Contact Folder
Trigger
Polling
Try It
- Email ID
  Required
- Categories
  Required
- Mark as Read
Action
Write
- Shared Mailbox
- Destination Folder
  Required
- Email ID
  Required
Action
Write
- 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
Write
- 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
Write
- Contact to Delete
  Required
Action
Write
- Event
  Required
Action
Write
- Send From (Shared Mailbox)
- Email ID
  Required
- To Recipients
  Required
- Comment
Action
Write
- Email ID
  Required
- Destination Folder
  Required
Action
Write
- Email ID
  Required
- Comment
Action
Write
- 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
Write
- 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
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Contact Folder
- First Name
- Last Name
- Email
Action
Search
- Folder_info
- Folder
  Required
- Search Terms
- From Address
- Start Date
- End Date
Action
Search
- Shared Mailbox
- Email ID
  Required
- Attachment ID
  Required
Action
Search
- 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
Search or write
Appointment (Service) State Changes
Triggers when an Appointment of type Service is created, updated, or deleted.
Trigger
Instant
Try It
Contact Updated
Triggers when a Contact is Updated.
Trigger
Instant
Try It
Lead Created
Triggers when a Lead is Created.
Trigger
Instant
Try It
- Contact - External Contact ID
- Contact - Company Name
- Contact - First Name
- Contact - Last Name
- Contact - Address Line 1
- Contact - Address Line 2
- Contact - City
- Contact - State
- Contact - Postal Code
- Contact - Country ID
- Contact - Home Phone Number
- Contact - Work Phone Number
- Contact - Cell Phone
- Contact - Email Address
- Contact - Comments
- Contact - Mailing List Email
- Contact - Mailing List Postal
- Contact - Mailing List Transactional
- Contact - Type ID
  Required
- Contact - Industry Type ID
- Contact - Status ID
- Contact - Sub Status ID
- Contact - Lead Source ID
- Contact - Sub Lead Source ID
- Contact - Job Title
- Contact - Department
- Contact - Manager
- Contact - Office
Action
Write
- Customer - Company Name
- Customer - First Name
- Customer - Last Name
- Customer - Address Line 1
- Customer - Address Line 2
- Customer - City
- Customer - State or Province
- Customer - Postal Code
- Customer - Country ID
- Customer - Email Address
- Customer - Cell Phone
- Customer - Home Phone
- Customer - Notes
- Customer - Ok to send Emails
- Lead - Lead Source ID
  Required
- Lead - Sub Lead Source ID
- Lead - Inquiry Type ID
- Lead - Request Type ID
- Lead - Validate Only
- Job - Postal Code
  Required
- Job - Notes
- Job - Construction Type
  Required
Action
Write
- Date Query Name
  Required
- Date 1 From Date
  Required
- Date 1 To Date
  Required
Action
Search

For AI agents & developers

Use Microsoft Outlook and ZeeRM with AI agents and code

Beyond Zap workflows. Call Microsoft Outlook and ZeeRM 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 ZeeRM 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
Contact Update Using Email Address

Works with

Claude · ChatGPT · Cursor · any MCP-compatible client

Connect Zapier MCP

Typescript

Call from code with the Zapier SDK

Trigger Microsoft Outlook and ZeeRM actions from backend services, scripts, or agent code.

Install

# TypeScript / Node
npm install @zapier/zapier-sdk

Run an action

import { createZapierSdk } from '@zapier/zapier-sdk';

const zapier = createZapierSdk();
await zapier.runAction({ /* microsoft-outlook / zeerm action */ });

Run the SDK docs

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

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Connect Microsoft Outlook and ZeeRM 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

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

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 ZeeRM integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About Microsoft Outlook

Microsoft Outlook is a web-based suite of webmail, contacts, tasks, and calendaring services.

Learn moreLearn moreHelpHelp

Related categories

Calendar

Microsoft

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About ZeeRM

ZeeRM is a full-service software solution to manage your business. Features of an ERP system as well as a CRM system in one.

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