1.Monitor new email in shared inbox
Integrate Microsoft Office 365 and email capture to watch your shared inbox for every new message to record sender, recipients, and summary.
Create centralized email records from your shared inbox
Automatically capture new message details from your shared inbox across Microsoft Office 365 and Quickbase. Create centralized email records by filtering qualifying emails and creating Quickbase records for triage, reporting, and auditing without manual copying.
How this automation creates email records faster
When new email arrives in a shared inbox, manual copying can slow triage and blur your audit trail. This automation captures messages and filters qualifying emails, then creates Quickbase recordsβso your team can report with confidence.
Microsoft Office 365or swap with your favorite app
2.Filter qualifying emails
Integrate Filter by Zapier to continue only for qualifying emails and stop processing for system notifications to reduce noise.
Filter by Zapieror swap with your favorite app
3.Create Quickbase record
Integrate Quickbase to create a new record in your table and map sender, recipients, summary, and timestamp to log each email.
Quickbaseor swap with your favorite app
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Set up in minutes
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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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