Start Tallyfy process when an email in Outlook arrives matching specific search criteria
People in companies of all sizes get tons of email. Most of the time, emails are fairly routine-e.g. approval requests, workflows, etc - which have to go through a pre-set business process. This integration lets you watch incoming emails in your Outlook, and when a given search criteria is matched (like the subject contains "Request proposal"), it automatically launches a Tallyfy process using a specific blueprint (like "Send sales proposal").
- When this happens...

New EmailTriggers when a new e-mail is received in your inbox.TriggerPolling - automatically do this!

Launch ProcessLaunch a new process using a template.ActionWrite
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More things you can do with Microsoft Office 365 and Tallyfy
Discover other triggers and actions you can use with Microsoft Office 365 and Tallyfy
- 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 Flagged EmailTriggers when a new 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.- Shared Mailbox
- Destination FolderRequired
- Email IDRequired
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.- Shared Mailbox
- Email IDRequired
- To Email(s)
- CC Email(s)
- BCC Email(s)
- Reply-To Email
- Subject
- Body Format
- 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.- Send From (Shared Mailbox)
- 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.- Send From (Shared Mailbox)
- To Email(s)Required
- CC Email(s)
- BCC Email(s)
- SubjectRequired
- Body FormatRequired
- BodyRequired
- Attachments
- Action for Files Larger Than 150MB
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
Process Completed (Instant)Instantly triggers when a process (run) is completed, using a Tallyfy organization webhook. Requires an org admin to connect. Non-admins should use a polling trigger.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
New Comment or Issue on a Task (Instant)Instantly triggers when a comment is added or an issue is raised or resolved on a task, using a Tallyfy organization webhook. Requires an org admin to connect. Non-admins should use the polling "New Comment Or Issue On Task" trigger.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
New Task Assigned to MeTriggers when a new active task is assigned to the connected user. De-duplicates by task ID.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Process IDRequired
- Task IDRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- ActionRequired
- Process
- TaskRequired
- CommentRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Template IDRequired
- Field TypeRequired
- LabelRequired
- Required
- Guidance
- Options
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Process IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Process
- TaskRequired
- Value
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Template IDRequired
- New Title
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Template TitleRequired
- Template TypeRequired
- Summary
- Folder ID
- Tags
- Make Public
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Group NameRequired
- Description
- Member User IDs
- Guest Emails
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- TitleRequired
- Color
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Folder IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Group IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Tag IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Guest EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Guest EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Email AddressRequired
- First NameRequired
- Last NameRequired
- Member RoleRequired
- Invitation Message
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ProcessRequired
- TaskRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Folder Object IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Process ID
- Task IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Task NameRequired
- Description
- OwnersRequired
- Guest
- DeadlineRequired
- Tags
- Folders
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Process IDRequired
- Tag IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Process IDRequired
- Tag IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Task IDRequired
- Comment IDRequired
- ContentRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Folder IDRequired
- Name
- Parent Folder ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Context TypeRequired
- Context IDRequired
- Form Field IDRequired
- Field ValueRequired
- Update as Guest
- Guest Email
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Guest EmailRequired
- First Name
- Last Name
- Phone
- Company Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Process IDRequired
- Name
- Summary
- Starred
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Task IDRequired
- Task TitleRequired
- DeadlineRequired
- Task Type
- Summary
- Assign Users
- Assign Guests
- Assign Groups
- Max Assignable
- Everyone Must Complete
- Prevent Guest Comments
- Top Secret
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- TemplateRequired
- Search ByRequired
- Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Organization ID
ActionThis is an event a Zap performs.SearchFind existing data in your app- Group IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Task IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Process IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Template IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search QueryRequired
- Search In
- Results Limit
ActionThis is an event a Zap performs.SearchFind existing data in your app- Per Page
ActionThis is an event a Zap performs.SearchFind existing data in your app- Status
- Per Page
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search Query
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search Query
- Status
ActionThis is an event a Zap performs.SearchFind existing data in your app- Folder ID
- Per Page
ActionThis is an event a Zap performs.SearchFind existing data in your app- Template IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- User IDRequired
- Status
- Per Page
ActionThis is an event a Zap performs.SearchFind existing data in your app- TemplateRequired
- Search ByRequired
- Search ValueRequired
- ProcessRequired
- TaskRequired
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
- Shared Inbox
- Parent FolderRequired
- Child Folder
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- 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- 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
- Attendees
- Categories
- Location
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Shared Mailbox
- To Email(s)Required
- CC Email(s)
- BCC Email(s)
- SubjectRequired
- Body FormatRequired
- BodyRequired
- Attachment
- Action for Files Larger Than 150MB
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.- Shared Mailbox
- Email IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Shared Mailbox
- Email IDRequired
- Flag ActionRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Shared Mailbox
- Email IDRequired
- Mark asRequired
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.- Send From (Shared Mailbox)
- Draft Email IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Shared Mailbox
- Email IDRequired
- ImportanceRequired
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 and timeRequired
- End date and timeRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
New Process Launched (Instant)Instantly triggers when a new process (run) is launched, using a Tallyfy organization webhook. Requires an org admin to connect. Non-admins should use the polling "New Process Launched" trigger.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
New Task Assigned (Instant)Instantly triggers when a task is assigned, using a Tallyfy organization webhook. Requires an org admin to connect. Non-admins should use the polling "New Task Assigned To Me" trigger.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Task Completed (Instant)Instantly triggers when a task is completed, using a Tallyfy organization webhook. Requires an org admin to connect. Non-admins should use the polling "Task Completed" trigger.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Task CompletedTriggers when a task is completed. Polls completed tasks and de-duplicates by task ID.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Template IDRequired
- Step IDRequired
- Field TypeRequired
- LabelRequired
- Required
- Position
- Guidance
- Options
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Folder IDRequired
- Object IDRequired
- Object TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ActionRequired
- Process
- TaskRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- User IDRequired
- RoleRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Process IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- NameRequired
- Parent Folder ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Email AddressRequired
- First Name
- Last Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Task IDRequired
- Comment IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Template IDRequired
- Step IDRequired
- Form Field IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Template IDRequired
- Kickoff Field IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Template IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- User IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- User IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Template IDRequired
- From Step IDRequired
- Form Field IDRequired
- Target Step IDRequired
- Position
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Process IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Process IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Template IDRequired
- Ordered Field IDsRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- TemplateRequired
- Process NameRequired
- Process Notes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Template IDRequired
- Tag IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Template IDRequired
- Tag IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Template IDRequired
- Step IDRequired
- Form Field IDRequired
- OptionsRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Template IDRequired
- Step IDRequired
- Form Field IDRequired
- Label
- Guidance
- Required
- Position
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Group IDRequired
- Name
- Description
- Member User IDs
- Guest Emails
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Template IDRequired
- Kickoff Field IDRequired
- Label
- Required
- Guidance
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Tag IDRequired
- Title
- Color
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Template IDRequired
- Title
- Summary
- Guidance
- Is Public
- Auto Naming
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Resource TypeRequired
- Search TermRequired
- Context ID
- Exact Match
ActionThis is an event a Zap performs.SearchFind existing data in your app- Template IDRequired
- Step IDRequired
- Form Field IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Template IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Organization ID
ActionThis is an event a Zap performs.SearchFind existing data in your app- Process IDRequired
- Task IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- User IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search Query
- Per Page
ActionThis is an event a Zap performs.SearchFind existing data in your app- Guest ID or EmailRequired
- Per Page
ActionThis is an event a Zap performs.SearchFind existing data in your app- Status
- Template ID
- Tag ID
- Per Page
ActionThis is an event a Zap performs.SearchFind existing data in your app- Process IDRequired
- Per Page
ActionThis is an event a Zap performs.SearchFind existing data in your app- Process IDRequired
- Task IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search Query
ActionThis is an event a Zap performs.SearchFind existing data in your app- Status
- Per Page
ActionThis is an event a Zap performs.SearchFind existing data in your app- Guest Email AddressRequired
- Create Guest If Not Found
- First Name
- Last Name
ActionThis is an event a Zap performs.SearchFind existing data in your app- Email AddressRequired
- Create Guest If Not Found
- First Name
- Last Name
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




