DASH Technology + Microsoft Outlook

Create DASH Technology file notes from new Microsoft Outlook emails

When a new email is received in Microsoft Outlook, this template will find the matching contact(s) with the same email address as the sender. Finally, the email will be added to DASH Technology as a file note and include any attachments.

When a new email is received in Microsoft Outlook, this template will find the matching contact(s) with the same email address as the sender. Finally, the email will be added to DASH Technology as a file note and include any attachments.

  1. When this happens...
    Microsoft OutlookMicrosoft Outlook
    New Email

    Triggers when a new e-mail is received in your inbox.

    TriggerPolling
  2. automatically do this!
    DASH TechnologyDASH Technology
    Create File Note

    Create File Note in ROAR

    ActionWrite
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Supported triggers and actions

  • Microsoft Outlook triggers, actions, and search

    Cancelled Calendar Event

    Triggers when an event is cancelled.

    Trigger
    Instant
    Try It
    • Calendar

    Trigger
    Polling
    Try It
    • Shared Inbox

    Trigger
    Polling
    Try It
dash-technology logo
dash-technology logo

About DASH Technology

DASH Technology is the Advice Marketplace - Connecting technology to better deliver financial advice

Related categories

  • CRM (Customer Relationship Management)

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microsoft-outlook logo
microsoft-outlook logo

About Microsoft Outlook

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

Related categories

  • Calendar
  • Email
  • Microsoft

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