Microsoft Outlook + Virtuous CRM

Send emails in Microsoft Outlook for new or updated gifts in Virtuous CRM

Stay on top of your donor management with this convenient automation between Virtuous CRM and Microsoft Outlook. When a new or updated gift is recorded in Virtuous CRM, an email will be sent via Microsoft Outlook to keep you informed. This seamless workflow ensures you never miss an important update and helps you maintain strong relationships with your supporters.

When this happens...
New or Updated Gift
Triggers when a gift is created and/or updated.
TriggerInstant
automatically do this!
Send Email
Send an email from your Outlook account.
ActionWrite

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Supported triggers and actions

- Contact status
Trigger
Instant
Try It
New Form Submission
Triggers on a new form submission.
Trigger
Instant
Try It
- Contact idRequired
- TypeRequired
- NoteRequired
- Note date time
- Important
- Private
- Time spent
Action
Write
- Task TypeRequired
- TaskRequired
- Description
- Due Date TimeRequired
- OwnerRequired
Action
Write
- Contact IdRequired
- Gift TypeRequired
- Gift DateRequired
- Gift AmountRequired
- Batch
- Notes
- Is Tax Deductible
- Is Private
- Receipt Date
- Receipt Segment Id
- Segment Id
- Cash Accounting Code
- Tribute
- State
- Project Id
- Project Amount
- Premium Id
- Premium Quantity
- Transaction Source
- Transaction Id
Action
Write

- Contact ID
- Email Address
- Reference Source
- Reference Id
Action
Search
- 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
- Parent Folder
- Child Folder
- Search termsRequired
- Note
Trigger
Polling
Try It
- Shared Inbox
- Parent Folder
- Child Folder
Trigger
Polling
Try It
- Event
- Merge with existing attendees?
- Attendees
Action
Write
- 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?
Action
Write
- To Email(s)Required
- CC Email(s)
- BCC Email(s)
- Reply-To Email
- SubjectRequired
- Body FormatRequired
- BodyRequired
- Attachment
- Action for Files Larger Than 150MB
Action
Write
- Contact to DeleteRequired
Action
Write
- Email IDRequired
- To RecipientsRequired
- Comment
- Send From
Action
Write
- Email IDRequired
- Comment
Action
Write
- 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
Action
Write
- 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
Action
Write
- Calendar
- Search TermRequired
- Start Date & Time
- End Date & Time
Action
Search
- Search Info
- Search ValueRequired
Action
Search
- Calendar
- Start Date & TimeRequired
- End Date & TimeRequired
- Select Fields
Action
Search

- Contact note status
Trigger
Instant
Try It
- Gift status
Trigger
Instant
Try It
- Tag NameRequired
- Contact idRequired
Action
Write
- Contact NameRequired
- Contact TypeRequired
- Is Private
- Nickname
- Label
- Address 1
- Address 2
- City
- State Code
- Zip Code
- Country
- Is Primary Address
- Latitude
- Longitude
- Description
- Website
- Is Archived
- Reference Id
- Reference Source
Action
Write
- Contact IdRequired
- Contact NameRequired
- Contact TypeRequired
- Is Private
- Nickname
- Description
- Website
- Origin Segment Id
- Marital Status
Action
Write
- Contact ID
- Email Address
- Reference Source
- Reference Id
- Contact NameRequired
- Contact TypeRequired
- Is Private
- Nickname
- Label
- Address 1
- Address 2
- City
- State Code
- Zip Code
- Country
- Is Primary Address
- Latitude
- Longitude
- Description
- Website
- Is Archived
Action
Search or write
Cancelled Calendar Event
Triggers when an event is cancelled.
Trigger
Instant
Try It
- Calendar
Trigger
Polling
Try It
- Shared Inbox
Trigger
Polling
Try It
New Flagged Email
Triggers when a new email is flagged.
Trigger
Polling
Try It
- Calendar
Trigger
Polling
Try It
- Email IDRequired
- CategoriesRequired
- Mark as Read
Action
Write
- 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
Action
Write
- 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
Action
Write
- EventRequired
Action
Write
- Email IDRequired
- Destination FolderRequired
Action
Write
- Draft Email IDRequired
- Send From
Action
Write
- 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
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- Contact Folder
- First Name
- Last Name
- Email
Action
Search
- Folder Info
- FolderRequired
- Search Terms
- From Address
- Start Date
- End Date
Action
Search
- Contact 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
Action
Search or write