Microsoft Outlook + Projectworks
Send emails in Microsoft Outlook for new leave requests in Projectworks
Whenever a new leave request is initiated in Projectworks, this workflow ensures a corresponding email is promptly sent through Microsoft Outlook. It streamlines the communication process regarding leave applications, making it convenient and efficient. No more manual monitoring or sending of emails, let this automation handle your administrative tasks in real-time while you focus on more critical tasks.
Whenever a new leave request is initiated in Projectworks, this workflow ensures a corresponding email is promptly sent through Microsoft Outlook. It streamlines the communication process regarding leave applications, making it convenient and efficient. No more manual monitoring or sending of emails, let this automation handle your administrative tasks in real-time while you focus on more critical tasks.
- When this happens...
New Leave RequestTriggers when a new leave request is created
TriggerPollingZapier checks for new data every 15 min on the Free plan - 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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Get Custom Fields
Triggers when a user requests a list of Custom Fields
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planGet Offices
Triggers when a user requests a list of offices.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planGet Users
Triggers when a user requests a list of users.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planUserIDRequired
TaskIDRequired
Hours
IsActiveRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ClientNameRequired
AccountManagerIDRequired
OfficeIDRequired
ExternalReference
IsActive
CurrencyIDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ProjectNameRequired
OfficeIDRequired
ClientIDRequired
ProjectTypeIDRequired
ProjectStatusIDRequired
CurrencyIDRequired
ProjectManagerIDRequired
AccountManagerIDRequired
TaskSelfServiceModeIDRequired
ExternalReference
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.UserIDRequired
TaskIDRequired
DateRequired
MinutesRequired
Comment
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.moduleIDRequired
ModuleName
glcodeID
IsActive
Budget
ExternalReference
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.EntityIDRequired
EntityTypeIDRequired
FieldIDRequired
ValueRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.taskIDRequired
TaskName
StatusID
PercentComplete
ExternalReference
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.name
externalReference
ActionThis is an event a Zap performs.SearchFind existing data in your appentityTypeIDRequired
labelRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appexternalReferenceRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appname
externalReference
projectNumber
ActionThis is an event a Zap performs.SearchFind existing data in your appemail
name
externalReference
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.Shared Inbox
Parent Folder
Child Folder
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew 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 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.Distribution listRequired
User emailRequired
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?
Enable Reminder
Categories
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Shared Mailbox
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.Shared Mailbox
Folder NameRequired
Parent Folder
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Shared Mailbox
Email IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Shared Mailbox
Email IDRequired
Flag ActionRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Shared Mailbox
Email IDRequired
Mark asRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Shared Mailbox
Categories to RemoveRequired
Email IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Send From (Shared Mailbox)
Draft Email IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Shared Mailbox
Email IDRequired
ImportanceRequired
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 appGroup email address or IDRequired
Search Term
Start Date & Time
End Date & Time
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
Get Clients
Triggers when a user requests a list of clients.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planGet Leave Statuses
Triggers when a user requests a list of leave statuses.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planiD
userID
taskID
date
userExternalReference
taskExternalReference
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planProjectIDRequired
ModuleNameRequired
BudgetRequired
IsServicesRequired
GLCodeIDRequired
IsActive
ExternalReference
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.UserIDRequired
StatusIDRequired
DateRequired
TypeIDRequired
HoursRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.moduleIDRequired
TaskNameRequired
TaskTypeIDRequired
StartDate
EndDate
IsOnTimesheet
StatusID
PercentComplete
ExternalReference
EnforceTimesheetDates
IsScheduled
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ProjectIDRequired
DateRequired
ResourceTypeIDRequired
UserIDRequired
IsPenciledRequired
HoursRequired
Comment
ModeIDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.clientIDRequired
ClientName
AccountManagerID
OfficeID
ExternalReference
IsActive
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.projectIDRequired
ProjectName
ProjectStatusID
ProjectManagerID
AccountManagerID
ExternalReference
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IDRequired
IsReviewed
Minutes
Comment
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.name
code
ActionThis is an event a Zap performs.SearchFind existing data in your appcode
description
ActionThis is an event a Zap performs.SearchFind existing data in your appname
externalReference
ActionThis is an event a Zap performs.SearchFind existing data in your appexternalReferenceRequired
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 planShared Inbox
Parent Folder
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 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.Shared Mailbox
Destination FolderRequired
Email IDRequired
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.Shared Mailbox
Email IDRequired
To Email(s)
CC Email(s)
BCC Email(s)
Reply-To Email
Subject
Body Format
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.Contact to DeleteRequired
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.Send From (Shared Mailbox)
Email IDRequired
To RecipientsRequired
Comment
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.Email IDRequired
Comment
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Send From (Shared Mailbox)
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.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 appShared Mailbox
Email IDRequired
Attachment IDRequired
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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