Connect essensys Operate and Microsoft Exchange to power AI-driven automation
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How Zapier works
Zapier makes it easy to integrate essensys Operate with Microsoft Exchange - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Account" from essensys Operate.
Add your action
An action happens after the trigger—such as "Add Attendees to Calendar Event" in Microsoft Exchange.
You’re connected!
Zapier seamlessly connects essensys Operate and Microsoft Exchange, 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 AccountTriggers when a new account is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
New Calendar EventTriggers when a new calendar event is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
New Charge SheetTriggers when a new charge sheet is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Update Charge SheetTriggers when a new charge sheet is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Deleted ContactTriggers when a contact is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
New LeadTriggers when new lead is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
New LicenceTriggers when a new licence is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
New ProductTriggers when a new product is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- TaxRequired
- ProductRequired
- Account NameRequired
- Date FromRequired
- QuantityRequired
- Date ToRequired
- Unit PriceRequired
- Reference Text
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Lead NameRequired
- web Channel
- Primary Source
- Secondary Source (New)
- Secondary Source
- Lead Channel
- EmailRequired
- Location
- Broker
- Broker Contact
- User
- Region
- Lead Type
- Lead Source
- Industry
- Dead Reason
- Client Type
- Broker Updated
- Check to Receive Marketing Up
- Lead Converted
- Multi Day Booking
- LeadDADI Lead
- Tour Arranged
- Tour Reminder Sent
- Tour Requested
- Web to Lead
- Lead Converted Date
- Dead Date
- Enquiry Date
- Event End Date
- Event Start Date
- Second Event End Date
- Second Event Start Date
- Agent Email
- Agent Reference
- Lead Status
- Budget
- County
- Event Name
- Fax No
- Floor
- I Am Interested In
- Lead Status Id
- Location Required
- Mobile No
- No of Attendees
- Number of People
- 2 of Your Favourite Pastimes
- Postcode
- Quality of Space
- Registered Address Country
- Registered Address County
- Registered Address Line 1
- Registered Address Line 2
- Registered Address Line 3
- Registered Address Postcode
- Registered Address Town
- Size
- Space Type
- Phone No
- Term
- Test Lead WF
- Time Line
- Timing
- Town
- Website
- Win Chance
- Comments
- Start Date
- Last Name
- First Name
- Country
- Address Line 1
- Address Line 2
- Campaign
- Address Line 3
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- LocationRequired
- TaxRequired
- Product GroupRequired
- Product NameRequired
- Unit PriceRequired
- Available AtRequired
- Start DateRequired
- Cost TypeRequired
- Location Name
- Catering
- Created By
- Actual Workstations
- Creation Date
- Currency Occupier
- Current Price
- Facility
- Markup Type
- Office and Occupier
- Product Group Name
- Show in Calendar
- Tax Rate
- Update Date
- Updated By
- Frequency
- Retainer Tax
- Retainer Product
- Record Type
- Office Type
- Office Status
- Meeting Room Type
- Allow Zero Invoice
- Mandatory Square Foot Calculated
- Allow Zero Price on Invoices
- Can Book on Website
- Mandatory to Virtual Clients
- Clearance Time
- Cost Centre
- Department Number
- Description
- Desk
- Discontinued
- Hide From Invoices
- End Date
- Extract Cost From Call Logger
- Floor
- Revacc No
- Discrevacc No
- Defacc No
- Gove Code
- Hide From Point of Sale
- Dedube Imported Products
- Include Reservation Discounts
- Included in Commissions
- Item ID
- Published
- Mandatory Charge
- Markup
- Meeting Room
- Metered Charge
- Minimum Price
- Number of People
- Notes
- Time Based Plan Hours
- Office
- Office Size
- Online Alias
- Mandatory Charge Percent of All
- Mandatory Percent of Rent
- Ports
- Pricing Day Ext
- Pricing Day Highest Qualifier
- Pricing Day Int
- Pricing Day Lowest Qualifier
- Pricing Day Mins
- Pricing Half Day Ext
- Pricing Half Day Highest Qual
- Pricing Half Day Int
- Pricing Half Day Lowest Qual
- Pricing Half Day Mins
- Pricing Hourly Ext
- Pricing Hourly Highest Qualifier
- Pricing Hourly Int
- Pricing Hourly Lowest Qual
- Pricing Hourly Mins
- Can Be Bundled
- Product Cannot Be Discounted
- Product Cost
- Quality of Space
- Service
- Reference Text
- Retainer
- Service Charge Item
- SMS Item
- Time Based Plan
- Can Edit Mandatory Charge
- Virtual Service
- Withholding Tax
- Workstations
- Complimentary Items
- Mandatory Charge Type
- Related Space
- Styles
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- IdRequired
- Optout
- First Name
- Last Name
- Mobile Phone
- Owner
- Account
- Date of Birth
- Would Most Like
- Community Status
- Portal Access Level
- Community Profile Active
- News Letter
- Company Profile Active
- Receive Shout Out Emails
- Receive Status Update Emails
- Assistants Name
- Car Reg No
- Company Logo
- Department
- Dis Likes Tags
- Expertise Tags
- Ext
- Facebook Account
- Fax No
- Flickr Account
- Private Phone No
- Contact Image
- Important Note
- Instagram Account
- Interesting Facts
- Job Function
- Likes Tags
- Linkedin Account
- Managers Name
- Pinterest Account
- Salutation
- Social Tags
- Phone No
- Twitter Account
- Social Websites
- What Do I Do
- What I Care About
- Contact Type
- Email
- Title
- Lead Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Email
ActionThis is an event a Zap performs.SearchFind existing data in your app- Calendar
- Time BeforeRequired
- Time Before (Unit)Required
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
New Calendar EventTriggers when a new event is created in your calendar.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
New EmailTriggers when a new e-mail is received in your inbox.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
New Flagged EmailTriggers when an email is flagged.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Email IDRequired
- CategoriesRequired
- Mark as Read
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Mailbox
- Email IDRequired
- Destination FolderRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Contact Folder
- First NameRequired
- 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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Email IDRequired
- To Email(s)
- CC Email(s)
- BCC Email(s)
- Reply-To Email
- Subject
- Body
- Attachment
- Action for Files Larger Than 150MB
- Reply to All
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Contact to DeleteRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- EventRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Email IDRequired
- To Email(s)Required
- Comment
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Email IDRequired
- Destination FolderRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Email IDRequired
- Comment
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- To Email(s)Required
- CC Email(s)
- BCC Email(s)
- SubjectRequired
- Body FormatRequired
- BodyRequired
- Attachment
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- EventRequired
- 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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Calendar
- Search TermRequired
- Start Date & Time
- End Date & Time
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search_info
- Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Shared Mailbox
- Email IDRequired
- Attachment IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Contact Folder
- First NameRequired
- 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
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
Updated AccountTriggers when an account is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Deleted Calendar EventTriggers when a Calendar Event is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Delete Charge SheetTriggers when a new charge sheet is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
New ContactTriggers when a new contact is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Updated ContactTriggers when a contact is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Updated LeadTriggers when new lead is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
New OpportunityTriggers when new opportunity is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Account NameRequired
- Account TypeRequired
- End Date
- Start DateRequired
- web Channel
- Primary Source
- Secondary Source
- Client TypeRequired
- Broker
- Broker Contact
- User
- Payment Type
- Rental Payment Type
- Standard Payment Term
- Rental Payment Term
- Meeting Package
- Location
- Lead Source
- Industry
- Group Account
- Campaign
- Agent Type
- Addressline1
- Addressline2
- Addressline3
- Country
- County
- Email
- Postcode
- Mobile No
- Sic Code
- City
- Website
- VAT No
- Phone No
- Charge VAT
- Email Invoice
- Include BFWD
- Show Call Details
- Include Itemised Bill
- Include Statement
- LeadDADI Agent
- On Account
- Online Bill
- Print Invoice
- Account Alias
- Accounts Code
- Bank Account Name
- Bank Account Number
- Bank Code
- Bill Day
- Agent Email
- Agent Reference
- Call Logger Code
- Company No
- Contact
- Copier Code
- Credit Limit
- DD Reference
- Ddi
- Department Number
- Door Number
- Fax Number
- First Name
- Forward Address Country
- Forward Address County
- Forward Address Fax
- Forward Address First Name
- Forward Address Last Name
- Forward Address Line 1
- Forward Address Line 2
- Forward Address Line 3
- Forward Address Post Code
- Forward Address Telephone
- Forward Address Town
- Free Text
- Invoice BCC Address
- Invoice Cc Address
- Invoice Email Address
- Last Name
- Bank Name
- Shopper Reference
- Override Discount (%)
- Payment Token
- Registered Address Country
- Registered Address County
- Registered Address Line 1
- Registered Address Line 2
- Registered Address Line 3
- Registered Address Post Code
- Registered Telephone
- Registered Address Town
- Registered Fax
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- First NameRequired
- Last NameRequired
- Mobile PhoneRequired
- Owner
- Account
- Optout
- Date of Birth
- Would Most Like
- Community Status
- Portal Access Level
- Community Profile Active
- News Letter
- Company Profile Active
- Receive Shout Out Emails
- Receive Status Update Emails
- Assistants Name
- Car Reg No
- Company Logo
- Department
- Dis Likes Tags
- Expertise Tags
- Ext
- Facebook Account
- Fax No
- Flickr Account
- Private Phone No
- Contact Image
- Important Note
- Instagram Account
- Interesting Facts
- Job Function
- Likes Tags
- Linkedin Account
- Managers Name
- Pinterest Account
- Salutation
- Social Tags
- Phone No
- Twitter Account
- Social Websites
- What Do I Do
- What I Care About
- Contact Type
- Email
- Title
- Lead Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- NameRequired
- HubSpot Deal ID
- Lead SourceRequired
- Close DateRequired
- LocationRequired
- AccountRequired
- Contact NameRequired
- StageRequired
- Salesperson
- Client Type
- Broker
- Broker Contact
- Overturned Broker
- Overturned Broker Contact
- User
- Region
- Lost Reason
- Opportunity Type
- Lead Type
- Campaign
- Contract Type
- Agreement Signed
- Broker Updated
- Forecast
- LeadDADI Lead
- Tour Arranged
- Viewed
- Web to Lead
- Won
- Won Notification Sent
- Check in Date
- Lost Date
- Dead Date
- End Date
- Enquiry Date
- Start Date
- Amount
- Agent Fee
- Agent Email
- Agent Reference
- Broker Status
- Budget
- Term Months
- Expansion Value
- Favorite Food
- Location Required
- Other Needs
- Overturned Agent Email
- Overturned Agent Reference
- Parking Spaces
- Rate
- Size
- Term Days
- Test Opp Wf
- Timing
- Workstations
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- StatusRequired
- PriorityRequired
- SubjectRequired
- Account NameRequired
- LocationRequired
- ContactRequired
- Start Date/TimeRequired
- TypeRequired
- Assigned To
- Record Type
- Opportunity Name
- Lead Name
- Comments
- Created By
- Creation Date
- Due Date/Time
- Email Address
- End Date
- End Date Time
- End Time
- Is Lead
- Mobile/Cell
- Related To
- Reminder
- Reminder Minutes
- Send Confirmation
- Send to Outlook
- Start Date
- Start Time
- Uid
- Update Date
- Updated By
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- IdRequired
- Name
- Lead Source
- Close Date
- Location
- Account
- Contact Name
- Stage
- Salesperson
- Client Type
- Broker
- Broker Contact
- Overturned Broker
- Overturned Broker Contact
- User
- Region
- Lost Reason
- Opportunity Type
- Lead Type
- Campaign
- Contract Type
- Agreement Signed
- Broker Updated
- Forecast
- LeadDADI Lead
- Tour Arranged
- Viewed
- Web to Lead
- Won
- Won Notification Sent
- Check in Date
- Lost Date
- Dead Date
- End Date
- Enquiry Date
- Start Date
- Amount
- Agent Fee
- Agent Email
- Agent Reference
- Broker Status
- Budget
- Term Months
- Expansion Value
- Favorite Food
- Location Required
- Other Needs
- Overturned Agent Email
- Overturned Agent Reference
- Parking Spaces
- Rate
- Size
- Term Days
- Test Opp Wf
- Timing
- Workstations
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Email
- Opportunity ID
ActionThis is an event a Zap performs.SearchFind existing data in your app- Parent Folder
- Child Folder
- Search termsRequired
- Note
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Shared Inbox
- Parent Folder
- Child Folder
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- EventRequired
- Merge with existing attendees?
- AttendeesRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Distribution ListRequired
- User EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Calendar
- SubjectRequired
- Start Date & TimeRequired
- End Date & TimeRequired
- All Day Event?
- Description
- Show me as Free or Busy
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- To Email(s)Required
- CC Email(s)
- BCC Email(s)
- SubjectRequired
- Body FormatRequired
- BodyRequired
- Attachment
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Shared Mailbox
- Folder NameRequired
- Parent Folder
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Email IDRequired
- Mailbox
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Email IDRequired
- Flag ActionRequired
- Mailbox
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Email IDRequired
- Mark asRequired
- Mailbox
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Shared Mailbox
- Categories to RemoveRequired
- Email IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Draft Email IDRequired
- Send From
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Email IDRequired
- ImportanceRequired
- Mailbox
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Contact Folder
- ContactRequired
- 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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Contact Folder
- First Name
- Last Name
- Email
ActionThis is an event a Zap performs.SearchFind existing data in your app- Folder_info
- FolderRequired
- Search Terms
- From Address
- Start Date
- End Date
ActionThis is an event a Zap performs.SearchFind existing data in your app- Calendar
- Start Date & TimeRequired
- End Date & TimeRequired
- Select Fields
ActionThis is an event a Zap performs.SearchFind existing data in your app
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Connect essensys Operate and Microsoft Exchange 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.




