DocketManager + Microsoft Outlook
Create DocketManager contacts and send emails via Microsoft Outlook
When a new contact is created in DocketManager, kick-start your correspondence process by setting up this automated workflow. The moment a contact is added in DocketManager, it triggers an email from your Microsoft Outlook account, ensuring prompt communication and continuous engagement. This seamless integration between DocketManager and Microsoft Outlook eliminates delays in communication and enhances the productivity of your contact management process.
When a new contact is created in DocketManager, kick-start your correspondence process by setting up this automated workflow. The moment a contact is added in DocketManager, it triggers an email from your Microsoft Outlook account, ensuring prompt communication and continuous engagement. This seamless integration between DocketManager and Microsoft Outlook eliminates delays in communication and enhances the productivity of your contact management process.
- When this happens...
Contact CreatedTriggers when a new Contact is Created.
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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Contact Created
Triggers when a new Contact is Created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Customer Created
Triggers when a new Customer is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Order Placed Online
Triggers when an Online Order is placed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Payment Created
Triggers when a Payment is Created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Queue Changed
Triggers when and Order Item moves into a new Queue.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Quote Email
Triggers when a Quote Email is sent
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Supplier Created
Triggers when a new Supplier is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Sync Item
Triggers when the "Sync Item" button is clicked on the Item View page.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Task Completed
Triggers when a Task is marked as completed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Vendor Updated
Triggers when a Vendor is modified.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Contact IdRequired
Text
TypeRequired
LabelRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
External ID
Phone
Cell
Email
Billing Address Name
Billing Address
Billing City
Billing Region
Billing Country
Billing Zip/Postal
Shipping Address Name
Shipping Address
Shipping City
Shipping Region
Shipping Country
Shipping Zip/Postal
Tags
Default Order Statuses
Default Item Statuses
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Task TextRequired
Due Date
Assigned ToRequired
Created ByRequired
Customer IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Task TextRequired
Due Date
Assigned ToRequired
Created ByRequired
Order Item IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Task TextRequired
Due Date
Assigned ToRequired
Created ByRequired
Order IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Quote Item IdRequired
Text
TypeRequired
LabelRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Quote IdRequired
Text
TypeRequired
LabelRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Order IdRequired
Tracking Number
Contact Name
Destination Address Name
Destination Address
Destination City
Destination Region
Destination Country
Destination Zip/Postal
Cost
Price
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Queue NameRequired
Order Item IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IdRequired
Update
UpdatesRequired
Billing
Billing Address
Shipping
Shipping Address
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search ByRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appNumberRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appNumberRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch ByRequired
Customer IdRequired
NameRequired
Title
Phone
Cell
Email
Tags
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
Contact Updated
Triggers when a Contact is modified.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Customer Updated
Triggers when a Customer is modified.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Order Posted
Triggers when an Order is Posted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Proof Status Updated
Triggers when a Proof Status is Created or Changed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Quote Converted
Triggers when a Quote is converted to an Order.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Shipping Email
Triggers when a Shipping Email is sent.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Supplier Updated
Triggers when a Supplier is modified.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Sync Order
Triggers when the "Sync Order" button is clicked on the Order View page.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Vendor Created
Triggers when a new Vendor is Created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Customer IdRequired
NameRequired
Title
Phone
Cell
Email
Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Task TextRequired
Due Date
Assigned ToRequired
Created ByRequired
Contact IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Customer IdRequired
Text
TypeRequired
LabelRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Order Item IdRequired
Text
TypeRequired
LabelRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Order IdRequired
Text
TypeRequired
LabelRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Order IDRequired
Created By Employee IDRequired
Deposit TypeRequired
Payment TypeRequired
Reference Number
Payment DateRequired
Payment AmountRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Task TextRequired
Due Date
Assigned ToRequired
Created ByRequired
Quote Item IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Task TextRequired
Due Date
Assigned ToRequired
Created ByRequired
Quote IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Task TextRequired
Due Date
Assigned ToRequired
Created ByRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IdRequired
Updates Help
UpdatesRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search ByRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch ByRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appNumberRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appNumberRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch ByRequired
NameRequired
External ID
Phone
Cell
Email
Billing Address Name
Billing Address
Billing City
Billing Region
Billing Country
Billing Zip/Postal
Shipping Address Name
Shipping Address
Shipping City
Shipping Region
Shipping Country
Shipping Zip/Postal
Tags
Default Order Statuses
Default Item Statuses
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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