Connect Microsoft Outlook and ServiceTrade to unlock the power of automation
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Set up your first integration
Quickly connect Microsoft Outlook to ServiceTrade with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Microsoft Outlook with ServiceTrade - 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 "Calendar Event Start" from Microsoft Outlook.
Add your action
An action happens after the trigger—such as "Add Asset to Location" in ServiceTrade.
You’re connected!
Zapier seamlessly connects Microsoft Outlook and ServiceTrade, 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.
- Calendar
- Time BeforeRequired
- Time Before (Unit)Required
Try ItTriggerPolling- Parent FolderRequired
- Child Folder
Try ItTriggerPolling- Contact Folder
Try ItTriggerPolling- Parent Folder
- Child Folder
- Search termsRequired
- Note
Try ItTriggerPolling
- Cancelled Calendar Event
Triggers when an event is cancelled.
Try ItTriggerInstant - Calendar
Try ItTriggerPolling- Shared Inbox
Try ItTriggerPolling- New Flagged Email
Triggers when a new email is flagged.
Try ItTriggerPolling
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Practical ways you can use Microsoft Outlook and ServiceTrade
Create Outlook reminders for ServiceTrade deficiencies.
Never miss addressing a critical maintenance issue. When a new deficiency is identified in ServiceTrade, Zapier can automatically schedule a reminder in Microsoft Outlook. This keeps action items clear, reduces delays, and ensures quick follow-up on potential problems.
Business OwnerNotify when Outlook calendar events are updated in ServiceTrade.
Ensure your team stays in the loop with calendar changes. When a calendar event is updated in Microsoft Outlook, Zapier can notify ServiceTrade, either by updating an appointment or adding relevant data. This ensures fewer missed updates and smoother coordination among teams.
Data ScienceTrack ServiceTrade quotes in Outlook.
Stay on top of potential sales opportunities. When a new quote is created in ServiceTrade, Zapier can add a corresponding calendar event in Microsoft Outlook to remind the team when follow-ups are needed. This ensures timely reminders, improving the chances of closing deals quickly.
Marketing & Marketing Ops