1.Monitor new email in support inbox
Integrate Microsoft Office 365 and email inbox tools to detect a new support email to capture sender and message context.
When new support inbox emails arrive, delays can stall incident capture and billing. This automation extracts client and project details and creates time tracked project tasks—so your team can capture context fast.
Integrate Microsoft Office 365 and email inbox tools to detect a new support email to capture sender and message context.
Integrate AI by Zapier and data enrichment tools to extract a client name from the sender domain to normalize billing entities.
Integrate AI by Zapier and text extraction tools to derive a project name from the subject or body to route each request.
Integrate My Hours, client management tools, and project task tracking to create or match a project task to log billable work.
Build custom automations across your tools in minutes. Describe what you need, connect your apps, and create workflows without the manual effort.
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
Step 1
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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