Microsoft Outlook + Tracker
Trigger new emails in Microsoft Outlook when new opportunities arise in Tracker
Stay on top of new opportunities in your business with this workflow. As soon as a New Opportunity arises in the Tracker app, an email will be sent through your Microsoft Outlook, keeping you informed every step of the way. This automation saves you time by sending those important updates directly to your inbox, ensuring you're always ahead of the game.
Stay on top of new opportunities in your business with this workflow. As soon as a New Opportunity arises in the Tracker app, an email will be sent through your Microsoft Outlook, keeping you informed every step of the way. This automation saves you time by sending those important updates directly to your inbox, ensuring you're always ahead of the game.
- When this happens...
New OpportunityTriggers when a new opportunity is added to Tracker.
TriggerInstantThis event starts a Zap instantly. - automatically do this!
Send EmailSend an email from your Outlook account.
ActionWriteCreate a new record or update an existing record in your app.
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New Activity
Triggers when a new activity is added to Tracker.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Contact
Triggers when a new contact is added to Tracker.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Lead
Triggers when a new lead is added to Tracker.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Resource
Triggers when a new resource is added to Tracker.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Activity
Triggers when an existing activity is updated to Tracker.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Contact
Triggers when an existing contact is updated to Tracker.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Lead
Triggers when an existing lead is updated to Tracker.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Resource
Triggers when an existing resource is updated to Tracker.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Contact Name
Client Name
Resource Name
Opportunity Name
Campaign Name
Project Name
User Name
Lead Name
Subject
Priority
Activity Type
Date Due
Time Due
Task Status
Location
Start Date
End Date
Start Time
End Time
Note
Contact Type
Interviewer
Last Updated Date/Time
Last Updated Name
Reminder Date/Time
Interview Type
CV Sent
CV Sent Count
Interview Number
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Client Name
Preferred Name
First Name
Last Name
Full NameRequired
Job Title
Address Line 1
Address Line 2
Town/City
County/State
Post/Zip Code
Country
Business Phone
Home Phone
Mobile/Cell
Other Phone
Fax
LinkedIn
Email
Website
Department
Office
Manager Name
Assistant Name
Nickname
Spouses Name
Birthday
Anniversary
Note
Is Primary Contact
Source
Marketing
Internal Reference
Contact Role
Last Updated
Last Updated By
Creation Date
Tag text
Contact Owner
Is Private Record
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Client Name
Contact Name
Resource Name
Lead Owner
Product Name
Lead NameRequired
Description
Lead From
Telephone
Email
Lead Date
Award Date
Lead Status Name
Source
Value
Strategy
Contact Type
Creation Date
Internal Reference
Tag Text
Last Updated
Last Updated By
Currency
Department
Close Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Opportunity NameRequired
Opportunity Owner
Department
Status
Client Name
Contact Name
Date Opened
Location
Client Reference
Work Type
Source
Probability
Number of Positions
Estimated Value
Factored Value
Target Margin
Award Date
Invoice Date
Start Date
End Date
Date Filled
Description
Note
Strategy
Published
Publish Reference
Publish Title
Publish Description
Publish Location
Publish Start
Publish Duration
Publish Work Type
Publish Sector
Publish Category
Zip Code Location
Last Update
Last Update By
Pay Rate/Salary
Creation Date
Currency
Publish Salary From
Publish Salary To
Publish Salary Per
Publish Benefits
Publish Skills
Tag Text
Charge Rate/Fee
Start Time
End Time
Business Type
Secondary Owner
Owner Percentage
Secondary Owner Percentage
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Client Name
Company Name
Contact Name
Product Name
Project Name
Ticket Raised Date
Ticket Contact Type
Company
Email
Telephone
Ticket Status
Ticket Priority
Ticket Department
Ticket Type
Product Version
Ticket Resolution Due
Last Updated
Last Updated By
Subject
Description
Resolution
Assigned To
Keywords
Publish
Lifecycle Stage
Assigned To
Category 1 Changes
Category 2 Changes
Product Change
Service Change
Change Date
Creation Date
Assigned To Department
Assigned Team
Tag Text
First Response Made
Ticket Status
First Response Due
Ticket Type
Closed
Other Email To Notify
Creation Contact Name
Creation User Name
Reminder
Feedback Score
Feedback Comments
Feedback Link
Ticket Priority
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TermRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appCalendar
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
New Client
Triggers when a new client is added to Tracker.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Invoice
Triggers when a new invoice is added to Tracker.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Opportunity
Triggers when a new opportunity is added to Tracker.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Ticket
Triggers when a new ticket is added to Tracker.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Client
Triggers when an existing client is updated on Tracker.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Invoice
Triggers when an existing invoice is updated to Tracker.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Opportunity
Triggers when an existing opportunity is updated to Tracker.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Ticket
Triggers when an existing ticket is updated to Tracker.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Client NameRequired
Address Line 1
Address Line 2
Town/City
County/State
Post/Zip Code
Country
Telephone
Fax
Email
Website
Note
Background
Source
Internal Reference
Sort Code
Account Number
Bank Name
Bank Reference
Last Updated
Last Updated By
Target Revenue
Turnover
Creation Date
Client Vertical
Tag Text
Client Owner
Tax Exempt
Invoice Contact Name
Invoicing Frequency
Invoicing Date
Invoice Terms
Department
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Invoice Date
Invoice Due Date
Name
Invoice Contact Name
Address Line 1
Address Line 2
Town/City
County/State
Post/Zip Code
Country
Purchase Order No
Invoice Status
Invoice Owner
Invoice Terms
Payment Date
Invoice Sub Total
Invoice Tax Total
Invoice Total
Invoice Note
Creation Date
Currency Code
Client Name
Invoice Item Id
Item Date
Item Code
Item Description
Item Units
Item Unit Value
Item Sub Value
Item Tax Rate
Item Total Value
Item Status
Item Invoice Order Id
Item Tax Amount
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact Name
Client Name
Resource Name
Opportunity Name
Campaign Name
User Name
Project Name
Lead Name
Date
Time
TextRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Preferred Name
First Name
Last Name
Full NameRequired
Job Title
Address Line 1
Address Line 2
Town/City
County/State
Post/Zip Code
Country
Home Phone
Mobile/Cell
Work Phone
Other Phone
Email
Other Email
Date of Birth
Nationality
Ethnic Origin
Languages
Education
Notice Period
Interview Date
Interview Result
Interview Note
Summary
Date Resume Sent
Date Applied
Date Registered
Interviewed By
Source
Sort Code
Account No
Bank Name
Bank Reference
Last Update
Last Update By
Status
Creation Date
Employment History
Achievements
Associations
NI-SS Number
Marketing
Tag Text
Current Salary
Desired Salary
Current Pay Rate
Desired Pay Rate
Owner
Payroll Number
Agency Name
Available From Date
IBAN
Swift
Current Employer
Is Private Record
Department
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TermRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appTermRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
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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