Connect Microsoft Outlook and Paperless to unlock the power of automation
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Set up your first integration
Quickly connect Microsoft Outlook to Paperless with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Microsoft Outlook with Paperless - 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 Document (From Template)" in Paperless.
You’re connected!
Zapier seamlessly connects Microsoft Outlook and Paperless, 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
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Connect Microsoft Outlook and Paperless 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
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Learn how to automate Microsoft Outlook on the Zapier blog
Frequently Asked Questions about Microsoft Outlook + Paperless 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 Paperless
How can I integrate Microsoft Outlook with Paperless?
You can integrate Microsoft Outlook with Paperless using our platform to automate your workflow. Set up a Zap where an email arriving in Outlook triggers a new document creation in Paperless.
What are common triggers in Outlook for integration with Paperless?
Common triggers include receiving a new email, an email flagged as important, or an email labeled. These triggers can initiate actions such as creating a document or uploading attachments in Paperless.
Can I use specific email criteria for triggering actions in Paperless?
Yes, you can set conditions like specific keywords in the subject line or emails from certain contacts to trigger actions such as archiving documents or generating summaries in Paperless.
Is it possible to automate document creation from attachments received in Outlook?
Absolutely. You can set up automation where attachments from incoming emails are directly uploaded and stored as documents in your Paperless account.
How do I handle multiple trigger events from Outlook simultaneously?
Our platform allows you to set multiple triggers within a single Zap. For instance, an email marked as 'important' and coming from a specific contact can be combined to automate document tasks in Paperless.
Are there any limitations on file types when sending attachments from Outlook to Paperless?
Most common file types like PDF, DOCX, and TXT are supported when sending attachments from Outlook to be processed by Paperless. However, ensure that the file size does not exceed limits set by both services.
What steps should I follow if automation between Outlook and Paperless fails?
First, check the connection settings of your accounts on our platform. Ensure that your trigger and action rules are correctly configured. You may also review error logs for specific issues related to the failed automation.
