Connect Surventrix and Microsoft Outlook to power AI-driven automation

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Choose an Action

Launch your first automated workflow

Start with a template that brings Surventrix and Microsoft Outlook together. Build enterprise-grade automation in minutes.

Our most popular template

Send emails in Microsoft Outlook for new instructions created in Surventrix
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Surventrix + Microsoft Outlook
Send emails in Microsoft Outlook when instructions are archived in Surventrix
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Surventrix + Microsoft Outlook
Send email in Microsoft Outlook when new quotes are sent in Surventrix
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Surventrix + Microsoft Outlook
Send an email in Microsoft Outlook each time an instruction is paid in Surventrix
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Surventrix + Microsoft Outlook

Send emails in Microsoft Outlook for new instructions created in Surventrix

Details

Try it

Surventrix + Microsoft Outlook

Send emails in Microsoft Outlook when instructions are archived in Surventrix

Details

Try it

Surventrix + Microsoft Outlook

Send email in Microsoft Outlook when new quotes are sent in Surventrix

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Surventrix + Microsoft Outlook

Send an email in Microsoft Outlook each time an instruction is paid in Surventrix

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Surventrix + Microsoft Outlook

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Zapier makes it easy to integrate Surventrix with Microsoft Outlook - no code necessary. See how you can get setup in minutes.

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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 "Instruction Archived" from Surventrix.

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 Surventrix 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.

- Instruction Archived Trigger Enabled
Trigger
Instant
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- Instruction Paid Trigger Enabled
Trigger
Instant
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- New Quote Sent Trigger Enabled
Trigger
Instant
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- Appointment details updated Trigger Enabled
Trigger
Instant
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Cancelled Calendar Event
Triggers when an event is cancelled.
Trigger
Instant
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- Calendar
Trigger
Polling
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- Shared Inbox
Trigger
Polling
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New Flagged Email
Triggers when a new email is flagged.
Trigger
Polling
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- Calendar
Trigger
Polling
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- 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
- 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

- Instruction Trigger Enabled
Trigger
Instant
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- New Lead Created Trigger Enabled
Trigger
Instant
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- Surveyor Assigned Trigger Enabled
Trigger
Instant
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- Calendar
- Time Before
  Required
- Time Before (Unit)
  Required
Trigger
Polling
Try It
- Shared Inbox
- Parent Folder
  Required
- 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
- Calendar
- Start Date & Time
  Required
- End Date & Time
  Required
- Select Fields
Action
Search

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Customers who say using Zapier has made them better at their job

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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Connect Surventrix and Microsoft Outlook 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.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

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.

Resolve incidents faster with automation

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

Make work flow with AI

Level up your Surventrix to Microsoft Outlook integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About Surventrix

Surventrix is an online and mobile based report writing and business management tool for the surveying industry.

HelpHelp

Related categories

Productivity

About Microsoft Outlook

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

Learn moreLearn moreHelpHelp

Related categories

Calendar Email Microsoft

Similar apps

Gmail

Email, Google

Zoho Mail

Email, Zoho

Connect Surventrix and Microsoft Outlook to power AI-driven automation

Launch your first automated workflow

Send emails in Microsoft Outlook for new instructions created in Surventrix

Send emails in Microsoft Outlook when instructions are archived in Surventrix

Send email in Microsoft Outlook when new quotes are sent in Surventrix

Send an email in Microsoft Outlook each time an instruction is paid in Surventrix

Send emails in Microsoft Outlook for new instructions created in Surventrix

Send emails in Microsoft Outlook when instructions are archived in Surventrix

Send email in Microsoft Outlook when new quotes are sent in Surventrix

Send an email in Microsoft Outlook each time an instruction is paid in Surventrix

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Choose a trigger

Add your action

You’re connected!

Supported triggers and actions

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

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

Automate your lead management and improve conversions

Create more impactful campaigns with automation

Provide world-class support with a little help from automation

Automate your way to actionable, up-to-date data

Resolve incidents faster with automation

Learn how to automate Microsoft Outlook on the Zapier blog

How to add Microsoft Outlook events to Google Calendar

Automatically copy events from one Microsoft Outlook calendar to another

How to create Microsoft Outlook calendar events from a Google Sheet

Make work flow with AI

Connect Surventrix to Microsoft Outlook on the world's largest no-code automation platform