Microsoft Outlook + MyDesk
Create draft emails in Microsoft Outlook for new MyDesk leads
Are you forgetting to approach new leads? Using this Zapier template, a draft email in Microsoft Outlook is automatically set up whenever a new lead is created in MyDesk. All you have to do is review the email and send it.
Are you forgetting to approach new leads? Using this Zapier template, a draft email in Microsoft Outlook is automatically set up whenever a new lead is created in MyDesk. All you have to do is review the email and send it.
- When this happens...
New CompanyTriggers when a new Company is created.
TriggerPollingZapier checks for new data every 15 min on the Free plan - automatically do this!
Create Draft EmailCreates a draft of an email that can then be reviewed and sent out.
ActionWriteCreate a new record or update an existing record in your app.
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Representative
Appointment Type
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planCompanyRequired
Contact With
SubjectRequired
Description
Start DateRequired
End DateRequired
Assigned ToRequired
Location
Appointment TypeRequired
Follow UpRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CompanyRequired
Salutation
First Name
Surname Prefixes
SurnameRequired
Function
Mobile Number
Phone Number
Email Address
Set as PrimaryRequired
ActiveRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company
SubjectRequired
Description
Planned Date
Assigned ToRequired
Created ByRequired
PerformedRequired
Completed Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Id
Key
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Code
Description
ActionThis is an event a Zap performs.SearchFind existing data in your appCodeRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appName
Code
ActionThis is an event a Zap performs.SearchFind existing data in your appInfo
Company
First Name
Surname Prefixes
Surname
Email Address
Phone Number
Mobile Number
Key
Id
InfoSettings
Minimum matchesRequired
CompanyRequired
Salutation
First Name
Surname Prefixes
SurnameRequired
Function
Mobile Number
Phone Number
Email Address
Set as PrimaryRequired
ActiveRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundCalendar
Time BeforeRequired
Time Before (Unit)Required
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planParent FolderRequired
Child Folder
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planParent Folder
Child Folder
Search termsRequired
Note
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planShared Inbox
Parent Folder
Child Folder
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planEvent
Merge with existing attendees?
Attendees
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
Location Name
Sensitivity
Attendees
Is this an All Day Event?
Description
Show me as Free or Busy
Is this an Online Meeting?
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)
Reply-To Email
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.Contact to DeleteRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Email IDRequired
To RecipientsRequired
Comment
Send From
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.From Email
To Email(s)Required
CC Email(s)
BCC Email(s)
Reply-To Email
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.Contact Folder
ContactRequired
First Name
Last Name
Email Addresses
Business Phones
Home Phones
Mobile Phone
Job Title
Company Name
Department
Business Website URL
Personal Notes
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.Calendar
Search TermRequired
Start Date & Time
End Date & Time
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch Info
Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appCalendar
Start Date & TimeRequired
End Date & TimeRequired
Select Fields
ActionThis is an event a Zap performs.SearchFind existing data in your app
Company TypeRequired
Company Group
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planStatusRequired
Representative
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planCompleted By
Assigned To
Subject
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planCompanyRequired
Address TypeRequired
Street
Postal CodeRequired
CityRequired
CountryRequired
Set as Primary Visiting AddressRequired
Set as Primary Shipping AddressRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company TypeRequired
NameRequired
KeyRequired
Website
Email Address
Phone Number
Description
Customer Number
RepresentativeRequired
Company Group
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CompanyRequired
SubjectRequired
Description
Amount
Estimated Success Rate
Estimated Closing Date
StatusRequired
RepresentativeRequired
Created ByRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company TypeRequired
Id
Key
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Name
Email Address
Website
Customer Number
Postal Code
Company Group
Key
Id
InfoSettings
Minimum matchesRequired
Exact Name matchRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appInfo
Company
First Name
Surname Prefixes
Surname
Email Address
Phone Number
Mobile Number
Key
Id
InfoSettings
Minimum matchesRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appInfo
Subject
Company
Representative
Created By
Status
Key
Id
InfoSettings
Minimum matchesRequired
Exact Subject matchRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appInfo
Name
Email Address
Website
Customer Number
Postal Code
Company Group
Key
Id
InfoSettings
Minimum matchesRequired
Exact Name matchRequired
Company TypeRequired
NameRequired
KeyRequired
Website
Email Address
Phone Number
Description
Customer Number
RepresentativeRequired
Company Group
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundInfo
Subject
Company
Representative
Created By
Status
Key
Id
InfoSettings
Minimum matchesRequired
Exact Subject matchRequired
CompanyRequired
SubjectRequired
Description
Amount
Estimated Success Rate
Estimated Closing Date
StatusRequired
RepresentativeRequired
Created ByRequired
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
Cancelled Calendar Event
Triggers when an event is cancelled.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Flagged Email
Triggers when a new email is flagged.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planEmail IDRequired
CategoriesRequired
Mark as Read
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
Email Addresses
Business Phones
Home Phones
Mobile Phone
Job Title
Company Name
Department
Business Website URL
File As
Personal Notes
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.EventRequired
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.Draft Email IDRequired
Send From
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
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 appFolder Info
FolderRequired
Search Terms
From Address
Start Date
End Date
ActionThis is an event a Zap performs.SearchFind existing data in your appContact Folder
First NameRequired
Last Name
Email
Business Phones
Home Phones
Mobile Phone
Job Title
Company Name
Department
Business Website URL
File As
Personal Notes
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
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