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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 "New Invoice" from Equinox.

Add your action

An action happens after the trigger—such as "Add Attendees to Calendar Event" in Microsoft Outlook.

You’re connected!

Zapier seamlessly connects Equinox and Microsoft Outlook, 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.

New Invoice
Triggers when a new invoice is created
Trigger
Polling
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New Task
Triggers when a new task is created
Trigger
Polling
Try It
Updated Task
Triggers when a task is updated
Trigger
Polling
Try It
- Matter Category
  Required
- Matter Subcategory
- Client
  Required
- Matter Title
  Required
- Matter Long Title
- Matter User
  Required
- Matter User 2
- Matter User 3
- Matter User 4
- Matter Country
- Billing Location
- Applicants
- Inventors
- Mattercode
Action
Write
- Matter ID or Mattercode
  Required
- Matter Category
- Matter Subcategory
- Client
- Matter Title
- Matter Long Title
- Matter User
- Matter User 2
- Matter User 3
- Matter User 4
- Matter Country
- Billing Location
- Applicants
- Inventors
- Mattercode
Action
Write

- Mattercode
Action
Search
- Report ID
  Required
- Show Report IDs
Action
Search

Cancelled Calendar Event
Triggers when an event is cancelled.
Trigger
Instant
Try It
- Calendar
Trigger
Polling
Try It
- Shared Inbox
- Parent Folder
- Child Folder
Trigger
Polling
Try It
New Flagged Email
Triggers when a new email is flagged.
Trigger
Polling
Try It
- Calendar
Trigger
Polling
Try It
- Email ID
  Required
- Categories
  Required
- Mark as Read
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
- Email ID
  Required
- To Email(s)
- CC Email(s)
- BCC Email(s)
- Reply-To Email
- Subject
- Body
- Attachment
- Action for Files Larger Than 150MB
- Reply to All
Action
Write
- Event
  Required
Action
Write
- Email ID
  Required
- Destination Folder
  Required
Action
Write
- Draft Email ID
  Required
- Send From
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
- Calendar
- Start Date & Time
  Required
- End Date & Time
  Required
- Select Fields
Action
Search

New Matter
Triggers when a new matter is created
Trigger
Polling
Try It
Updated Matter
Triggers when a matter is updated
Trigger
Polling
Try It
- Document
  Required
- Title
  Required
- Addendum
- User
- Filename
  Required
- Notes
- Status
- Attention Of
- Matter Id
  Required
- Date
- Email
- Primary Classification
- Secondary Classification
- Published Status
- Filing Status
- Sender
- Recipient
- Locked
- Folder
- Setup by
Action
Write
- Matter ID
  Required
- Due Date
  Required
- Task Description
  Required
- Task User
- Task Importance
- Task Type
- Associated Template
Action
Write
- Task ID
  Required
- Task Due Date
- Task Description
- Task User
- Task Importance
- Task Type
- Task Notes
Action
Write
- Matter ID
  Required
Action
Search
- 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
- Shared Inbox
- Parent Folder
- Child Folder
Trigger
Polling
Try It
- Event
- Merge with existing attendees?
- Attendees
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?
Action
Write
- 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
- Contact to Delete
  Required
Action
Write
- Email ID
  Required
- To Recipients
  Required
- Comment
- Send From
Action
Write
- Email ID
  Required
- Comment
Action
Write
- From Email
- 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
- 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
- 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

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Customers have created over 25 million Zaps on the platform

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Connect Equinox and Microsoft Outlook to integrate crucial parts of your business

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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.

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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

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About Equinox

Equinox is an efficient IP portfolio management system that helps you manage trademarks, patents, registered designs & more.

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Related categories

Productivity

About Microsoft Outlook

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

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