Connect Microsoft Outlook and RemOnline
Integrate Microsoft Outlook with RemOnline to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Asset in RemOnline when When a new contact is created in Microsoft Outlook
Change Order Status in RemOnline when When a new contact is created in Microsoft Outlook
Find or Create Asset in RemOnline when When a new contact is created in Microsoft Outlook
Create a Lead in RemOnline when When a new contact is created in Microsoft Outlook
Create a Order in RemOnline when When a new contact is created in Microsoft Outlook
Popular Microsoft Outlook + RemOnline flows
Start from a real workflow other teams are already running.
Choose a trigger
Microsoft Outlook
When this happens...
When a new contact is created
When a new email is received
New Calendar Event Created
Choose an action
RemOnline
Automatically do this!
Create Asset
Change Order Status
Find or Create Asset
Create a Lead
Create a Order
Create a Client
Find or Create Client
Create a Payment
List Tasks
List Inquiry Statuses
List Inquiry Types
List Inquiries
List Estimates
List Order Statuses
List Orders
List Invoice Statuses
List Invoices
List Warehouses
List Postings
List Assets
List Contacts
List Products
List Services
Get Company Settings
Get Locations
List Employees
Get Company Taxes
List Order/Estimate Types
Get Order/Estimate Custom Fields
Add Invoice Comment
Add Lead Comment
Add Order Comment
Add Task Comment
Changing Order Status
Create Asset in RemOnline when When a new contact is created in Microsoft Outlook
Use this flowChange Order Status in RemOnline when When a new contact is created in Microsoft Outlook
Use this flowFind or Create Asset in RemOnline when When a new contact is created in Microsoft Outlook
Use this flowCreate a Lead in RemOnline when When a new contact is created in Microsoft Outlook
Use this flowCreate a Order in RemOnline when When a new contact is created in Microsoft Outlook
Use this flowCreate a Client in RemOnline when When a new contact is created in Microsoft Outlook
Use this flowFind or Create Client in RemOnline when When a new contact is created in Microsoft Outlook
Use this flowCreate a Payment in RemOnline when When a new contact is created in Microsoft Outlook
Use this flowList Tasks in Remonline when When a new contact is created in Microsoft Outlook
Use this flowList Inquiry Statuses from RemOnline when When a new contact is created in Microsoft Outlook
Use this flowSupported Triggers & Actions
Everything you can automate between Microsoft Outlook and RemOnline.
When this happensTriggers
A trigger is an event that starts a workflow.
When a new contact is created
Runs the workflow automatically whenever a new contact is created in the account or in the selected contact folder.
When a new email is received
Runs the workflow automatically whenever a new email is received in the account.
New Calendar Event Created
Runs the workflow automatically whenever a new calendar event is created in the connected account.
Clients List
The list of client you can use in the product.
Clients Update
The list of clients has been updated..
Get Task List
get task list
Do thisActions
Action is the task that follows automatically within your Microsoft Outlook integrations.
Create Contact
Fix folder dropdown pagination/search globals, tighten email validation, remove whereClause, update help text
Create Draft Email
Create a draft email with subject, body, and recipients (To, CC, BCC); auto-detect HTML or plain-text body and accept comma- or semicolon-separated recipient lists.
Create Calendar Event
Create a calendar event with title, date/time (or all-day), timezone, attendees, location, description, and optional reminders.
Cancel Calendar Event
Remove an event from your Outlook calendar.
Send Email
Send an email from your Outlook account, including importance level and optional custom headers.
Update Contact
Apply review fixes to Update Contact: add record selector label, update fields placeholder, conditionally show additional details group, and refactor folder/contact dropdowns to reusable components.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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Learn how to automate Microsoft Outlook and RemOnline workflows.
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About Microsoft Outlook
Microsoft Outlook is an email service developed by Microsoft, primarily used for managing emails, calendars, tasks, and contacts. It integrates seamlessly with other Microsoft services and offers various features like email sorting, search functionality, and connection to various third-party apps
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About RemOnline
RemOnline is a versatile, web-based platform designed to optimize and simplify various business operations. It provides powerful tools for managing customer relationships, tracking inventory, and overseeing sales processes, making it an ideal solution for businesses across different industries. Whether you're in retail, service-oriented sectors, or any field that requires efficient operations management, RemOnline offers a seamless approach to improving workflow, boosting productivity, and enhancing customer satisfaction. With its user-friendly interface and comprehensive features, the platform enables businesses to manage tasks more effectively and scale their operations with ease.
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Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Microsoft Outlook and RemOnline accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Microsoft Outlook and RemOnline as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach RemOnline. No coding required.
Yes. You can set up a workflow where Microsoft Outlook triggers actions in RemOnline, and a separate workflow where RemOnline triggers actions in Microsoft Outlook. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Microsoft Outlook and RemOnline. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Microsoft Outlook and RemOnline integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
