FIN Compliance + Microsoft Outlook

Create events in Microsoft Outlook for new compliance calendar tasks in FIN Compliance

Keep your compliance tasks in order and never miss an important event with this time-saving workflow. When you add a new task in the FIN Compliance app, it directly creates an event in your Microsoft Outlook calendar. It not only simplifies the task scheduling process, ensuring you're always on top of your compliance responsibilities, but also saves valuable time you can use to focus on other critical aspects of your business.

Keep your compliance tasks in order and never miss an important event with this time-saving workflow. When you add a new task in the FIN Compliance app, it directly creates an event in your Microsoft Outlook calendar. It not only simplifies the task scheduling process, ensuring you're always on top of your compliance responsibilities, but also saves valuable time you can use to focus on other critical aspects of your business.

  1. When this happens...
    FIN ComplianceFIN Compliance
    New Compliance Calendar Task

    Triggers when a new task is added in your FIN Compliance calendar.

    TriggerPolling
  2. automatically do this!
    Microsoft OutlookMicrosoft Outlook
    Create Event

    Create an event in the calendar of your choice.

    ActionWrite
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Supported triggers and actions

    • Task NameRequired

    • Start DateRequired

    • DescriptionRequired

    • CompletedRequired

    Action
    Write
    • Calendar

    • Time BeforeRequired

    • Time Before (Unit)Required

    Trigger
    Polling
    Try It
    • Parent FolderRequired

    • Child Folder

    Trigger
    Polling
    Try It
    • Contact Folder

    Trigger
    Polling
    Try It
fin-compliance logo
fin-compliance logo

About FIN Compliance

FIN Compliance is a consortium of compliance, consulting, and business management solutions to help investment firms to structure, maintain, and develop their regulatory review programs.

Related categories

  • Project Management
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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