Microsoft Office 365 + umsatz.io

Modify deal stages in umsatz.io and send emails in Microsoft Office 365

Stay updated with your business dealings effortlessly. When you change the stage of a deal in umsatz.io, this workflow directly sends an email through your Microsoft Office 365 account to keep everyone in the loop. Enhance your communication and business efficiency by ensuring relevant parties are promptly informed about significant progress or changes in deal status.

When this happens...
Modify the Stage of a Deal
Triggers when the deal stage of a deal changes.
TriggerInstant
automatically do this!
Send Email
Send an email from your Office 365 account.
ActionWrite

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Supported triggers and actions

Modify a Contact Property
Triggers when a contact property is filled or edited.
Trigger
Instant
Try It
New Activity
Triggers when a user tracks a new call in the app.
Trigger
Instant
Try It
New Deal
Triggers when a new deal is created in the system.
Trigger
Instant
Try It
Modify the Stage of a Deal
Triggers when the deal stage of a deal changes.
Trigger
Instant
Try It
- DealnameRequired
- Note (optional)
Action
Write

- Deal IdRequired
- Dealname
- Note (optional)
Action
Write
Find Contact by Id
Find contact by id
Action
Search

Find Deal by Id
Find deal by id
Action
Search
- EmailRequired
- Note (optional)
Action
Search or write
- 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
- Parent Folder
- Child Folder
Trigger
Polling
Try It
- Calendar
- SubjectRequired
- Start Date & TimeRequired
- End Date & TimeRequired
- All Day Event?
- Description
- Show me as Free or Busy
- Attendees
- Categories
- Location
Action
Write
- To Email(s)Required
- CC Email(s)
- BCC Email(s)
- SubjectRequired
- Body FormatRequired
- BodyRequired
- Attachment
- Action for Files Larger Than 150MB
Action
Write
- From Email
- To Email(s)Required
- CC Email(s)
- BCC Email(s)
- SubjectRequired
- Body FormatRequired
- BodyRequired
- Attachments
- Action for Files Larger Than 150MB
Action
Write
- Calendar
- Search TermRequired
- Start Date & Time
- End Date & Time
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

Modify a Deal Property
Triggers when a deal property is filled or edited.
Trigger
Instant
Try It
New Contact
Triggers when a new contact is created in the system.
Trigger
Instant
Try It
New Form Submission
Triggers when a new form is submitted in the system.
Trigger
Instant
Try It
- Note (optional)
Action
Write
- Note (optional)
Action
Write
- EmailRequired
Action
Search
- EmailRequired
Action
Search
- QueryRequired
Action
Search
- Calendar
- Time BeforeRequired
- Time Before (Unit)Required
Trigger
Polling
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
- 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
- EventRequired
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
- Contact Folder
- First Name
- Last Name
- Email
Action
Search

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