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Zapier makes it easy to integrate Microsoft Exchange with OneNote - no code necessary. See how you can get setup in minutes.

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Microsoft Exchange
Microsoft Exchange logo
Microsoft Exchange
1. Choose trigger event
OneNote logo
OneNote
OneNote logo
OneNote
2. Choose action
Microsoft Exchange logo
1. Select the event
Setup
Test
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Microsoft Exchange
Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Calendar Event Start" from Microsoft Exchange.

Add your action

An action happens after the trigger—such as "Append Note" in OneNote.

You’re connected!

Zapier seamlessly connects Microsoft Exchange and OneNote, 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 Before
      Required
    • Time Before (Unit)
      Required
    Trigger
    Polling
    Try It
    • Contact Folder
    Trigger
    Polling
    Try It
    • Contact Folder
    • First Name
      Required
    • Last Name
    • EmailAddresses
    • BusinessPhones
    • HomePhones
    • MobilePhone
    • JobTitle
    • CompanyName
    • Department
    • Business Website URL
    • FileAs
    • PersonalNotes
    • Street
    • City
    • State
    • Postal Code
    • Country or Region
    • Street
    • City
    • State
    • Postal Code
    • Country or Region
    • Street
    • City
    • State
    • Postal Code
    • Country or Region
    Action
    Write
  • Microsoft Exchange triggers, actions, and search
    New Calendar Event

    Triggers when a new event is created in your calendar.

    Trigger
    Polling
    Try It
    • Calendar
    • Subject
      Required
    • Start Date & Time
      Required
    • End Date & Time
      Required
    • All Day Event?
    • Description
    • Show me as Free or Busy
    Action
    Write
    • To Email(s)
      Required
    • CC Email(s)
    • BCC Email(s)
    • Subject
      Required
    • Body Format
      Required
    • Body
      Required
    • Attachment
    Action
    Write

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Customers have created over 25 million Zaps on the platform

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Connect Microsoft Exchange and OneNote to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.
An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.
An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.
An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.
An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Learn how to automate OneNote on the Zapier blog

Make work flow with AI

Level up your Microsoft Exchange to OneNote integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
Illustration of AI enhancing Zapier workflows with automation and app integrations.

Frequently Asked Questions about Microsoft Exchange + OneNote integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Microsoft Exchange and OneNote

How can I connect Microsoft Exchange with OneNote?

To connect Microsoft Exchange with OneNote, you'll need to use integration platforms that support both services. While setting up, you’ll be asked to connect your Microsoft Exchange and OneNote accounts to the integration platform and follow specific prompts for authorization.

What triggers are available when integrating Microsoft Exchange with OneNote?

When integrating with our system, you can set triggers such as receiving a new email in Microsoft Exchange or a calendar event starting. These triggers can prompt actions like creating a new note in OneNote or appending information to an existing note.

What actions can I automate by linking Microsoft Exchange to OneNote?

By linking these two services, you can automate actions like creating a note in OneNote whenever a new email arrives in your Exchange inbox or adding meeting notes when a calendar event starts.

Is it possible to automatically save emails from Outlook to OneNote?

Yes, you can set up an automation where emails arriving in your Outlook (which uses Microsoft Exchange) are automatically saved as notes in OneNote. This requires setting up the right trigger-action pair through your integration platform.

Can calendar events from Microsoft Exchange be tracked in OneNote?

Absolutely! You can create workflows that allow calendar events from your Microsoft Exchange account to be logged in OneNote, enabling easy access and reference for all meeting details and reminders.

Are there any limitations when syncing data between Microsoft Exchange and OneNote?

While most basic functions work flawlessly, some limitations exist based on permissions settings and API restrictions from both platforms. We recommend checking both platforms' documentation for any specific limitations that might affect syncing data.

Do I need specialized software to integrate Microsoft Exchange with OneNote?

You typically don't need specialized software beyond what an integration platform provides. Such platforms offer the necessary interlinks between Microsoft Exchange and OneNote, handling complex tasks seamlessly behind the scenes.

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About Microsoft Exchange
Microsoft Exchange Server is a mail server and calendaring server developed by Microsoft.
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About OneNote
Microsoft OneNote is a note-taking app that makes it easy to capture and save ideas, images, audio recordings, and anything else you need to remember.
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