Microsoft Outlook + Rolldog
Create Rolldog account activities for new Microsoft Outlook calendar events
Easily manage your customer interactions with this efficient workflow. When a new event is added to your Microsoft Outlook Calendar, an account activity is instantly created in Rolldog. It's a great way to ensure all your client meetings are seamlessly reflected in your Rolldog Activities, thereby enhancing client relationship management effectiveness.
Easily manage your customer interactions with this efficient workflow. When a new event is added to your Microsoft Outlook Calendar, an account activity is instantly created in Rolldog. It's a great way to ensure all your client meetings are seamlessly reflected in your Rolldog Activities, thereby enhancing client relationship management effectiveness.
- When this happens...
New Calendar EventTriggers when a new event is created in your calendar.
TriggerPollingZapier checks for new data every 15 min on the Free plan - automatically do this!
Create Account ActivityCreates an Account Activity
ActionWriteCreate a new record or update an existing record in your app.
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Calendar
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
New Account
Triggers when a new account is created in Rolldog
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Contact
Triggers when a new contact is created in Rolldog
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Lead
Triggers when a new lead is created in Rolldog
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Opportunity
Triggers when a new opportunity is created in Rolldog
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Project
Triggers when a new project is created
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Service Ticket
Triggers when a new service ticket is created
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Account
Triggers when an account is updated
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Individual Account
Triggers when an individual account is updated
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Account IDRequired
Action(s)Required
DateRequired
Notes
Activity TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Lead IDRequired
Action(s)Required
DateRequired
Notes
Activity TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Account idRequired
NameRequired
Email
Work Phone
Work Phone Extension
Mobile Phone
Linkedin
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IdRequired
Account Name
Phone
Email
Website
Account Background
Address 1 Line One
Address 1 Line Two
Address 1 City
Address 1 State/Prov.
Address 1 Country
Address 1 Zip/Postal Code
Address 2 Line One
Address 2 Line Two
Address 2 City
Address 2 State/Prov.
Address 2 Country
Address 2 Zip/Postal Code
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IDRequired
External ID
External URL
Summary
Description
Resolution Notes
Priority
Service Ticket Status ID
External Assignee
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appAccount NameRequired
Account NameRequired
Account TypeRequired
Industry
Phone
Email
Website
Account Background
Address 1 Line One
Address 1 Line Two
Address 1 City
Address 1 State/Prov.
Address 1 Country
Address 1 Zip/Postal Code
Address 2 Line One
Address 2 Line Two
Address 2 City
Address 2 State/Prov.
Address 2 Country
Address 2 Zip/Postal Code
Contact Name
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNameRequired
Company Name
Lead TypeRequired
Lead Source
Email
Title
Work Phone
Work Phone Extension
Mobile Phone
Website
Linkedin
Industry
Lead Background
Address Line One
Address Line Two
Address City
Address State/Prov.
Address Country
Address Zip/Postal Code
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 foundNew Account Activity
Triggers when a new account activity is created
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Individual Account
Triggers when a new individual account is created
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Lead Activity
Triggers when a new lead activity is created
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Opportunity Activity
Triggers when a new opportunity activity is created
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Project Activity
Triggers when a new project activity is created
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Service Ticket Activity
Triggers when a new service ticket activity is created
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Contact
Triggers when a contact is updated
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Lead
Triggers when a lead is updated
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Contact IDRequired
Action(s)Required
DateRequired
Notes
Activity Type
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Account NameRequired
Account TypeRequired
Industry
Phone
Email
Website
Account Background
Address 1 Line One
Address 1 Line Two
Address 1 City
Address 1 State/Prov.
Address 1 Country
Address 1 Zip/Postal Code
Address 2 Line One
Address 2 Line Two
Address 2 City
Address 2 State/Prov.
Address 2 Country
Address 2 Zip/Postal Code
Contact Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Company Name
Lead TypeRequired
Lead Source
Email
Title
Work Phone
Work Phone Extension
Mobile Phone
Website
Linkedin
Industry
Lead Background
Address Line One
Address Line Two
Address City
Address State/Prov.
Address Country
Address Zip/Postal Code
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IdRequired
Lead Name
Company Name
Email
Title
Work Phone
Work Phone Extension
Mobile Phone
Website
Linkedin
Lead Background
Address Line One
Address Line Two
Address City
Address State/Prov.
Address Country
Address Zip/Postal Code
Lead Source
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Account NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appLead NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appNameRequired
Account idRequired
Email
Work Phone
Work Phone Extension
Mobile Phone
Linkedin
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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