1.Detects new email
Integrate Microsoft Office 365 and email capture tools to trigger when a new email arrives.
Create VIP triage item and SMS alert for owner
Automatically monitor new email arrivals across Microsoft Office 365, Notion, and SMS by Zapier. Get instant create and update when matching contact is found, triage status is set to New, or an email qualifies—so you can build triage records, alert the owner by SMS, and prevent manual ticket routing.
How this automation accelerates your triage response
When new email arrives, high-priority messages can sit unaddressed while someone triages and routes them. This automation normalizes sender data, creates Notion triage items, and sends SMS alerts—so your team sees and acts fast.
Microsoft Office 365or swap with your favorite app
2.Normalizes sender email
Integrate Formatter by Zapier and data transformation tools to lowercase the sender email for reliable matching.
Formatter by Zapieror swap with your favorite app
3.Finds matching contact
Integrate Microsoft Office 365 and contact search tools to find the best contact match by normalized email.
4.Filters qualifying senders
Integrate Filter by Zapier and routing rules tools to continue only for records that match configured criteria.
Filter by Zapieror swap with your favorite app
5.Creates triage database item
Integrate Notion and task record tools to create a triage item with subject, message body, and owner assignment.
Notionor swap with your favorite app
6.Sends SMS to owner
Integrate SMS by Zapier and messaging tools to send a triage summary to the configured owner phone number.
SMS by Zapieror swap with your favorite app
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Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
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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