Connect Microsoft Outlook and Rally to unlock the power of automation
- No credit card required
- Free forever for core features
- 14-day trial for premium features and apps
How Zapier works
Zapier makes it easy to integrate Microsoft Outlook with Rally - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "Calendar Event Start" from Microsoft Outlook.
Add your action
An action happens after the trigger—such as "Create Matter" in Rally.
You’re connected!
Zapier seamlessly connects Microsoft Outlook and Rally, 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 BeforeRequired
- Time Before (Unit)Required
Try ItTriggerPolling- Parent FolderRequired
- Child Folder
Try ItTriggerPolling- Contact Folder
Try ItTriggerPolling- Parent Folder
- Child Folder
- Search termsRequired
- Note
Try ItTriggerPolling
- Cancelled Calendar Event
Triggers when an event is cancelled.
Try ItTriggerInstant - Calendar
Try ItTriggerPolling- Shared Inbox
Try ItTriggerPolling- New Flagged Email
Triggers when a new email is flagged.
Try ItTriggerPolling
Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023
93%
Customers who say using Zapier has made them better at their job
25m
Customers have created over 25 million Zaps on the platform
6 mins
The average user takes less than 6 minutes to set up a Zap
Connect Microsoft Outlook and Rally 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
Create more impactful campaigns with automation
Provide world-class support with a little help from automation
Automate your way to actionable, up-to-date data
Resolve incidents faster with automation
Learn how to automate Microsoft Outlook on the Zapier blog
Frequently Asked Questions about Microsoft Outlook + Rally integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Microsoft Outlook and Rally
What is the first step in integrating Microsoft Outlook with Rally?
The initial step in integrating Microsoft Outlook with Rally involves setting up a connection using a platform that supports both apps, such as our integration service. You need to authorize your accounts and establish the desired triggers and actions for seamless information flow.
Can I create custom triggers in Microsoft Outlook to automate tasks in Rally?
Yes, you can create custom triggers in Microsoft Outlook that can initiate actions within Rally. For instance, when you receive an email with a specific subject line, it can automatically create a task or update an existing one in Rally.
How do I ensure data consistency between Outlook and Rally during integration?
Data consistency is maintained by configuring precise triggers and actions between both applications. For example, ensure that updates made to tasks in Outlook automatically sync and reflect the changes in your Rally projects by double-checking trigger settings.
Is it possible to update a Rally user story directly from an email received in Outlook?
Absolutely! By setting an appropriate trigger for incoming emails, you can automate updates to user stories directly from your Outlook inbox into Rally. This helps in efficiently managing project tasks without leaving your email client.
Can I send notifications from Rally back to my Outlook email?
Yes, notifications from Rally can be configured to be sent directly to your Outlook email as alerts. This ensures you stay informed on developments without needing to constantly check the Rally interface.
What types of actions can be performed automatically between these two applications?
The integration allows for numerous automated actions such as creating or updating tasks/items, sending notifications, updating status during specific events, and synchronization of meeting notes between Microsoft Outlook and Rally.
How do we handle security concerns when integrating these platforms?
We ensure security by using secure authentication protocols and ensuring all transmitted data are encrypted. When connecting Microsoft Outlook and Rally through our systems, rest assured that sensitive data is handled with utmost confidentiality.
