Integrations Microsoft Outlook SERA Systems
Microsoft Outlook + SERA Systems

Connect Microsoft Outlook and SERA Systems to Build Intelligent Automations

Choose a Trigger

Microsoft Outlook

When this happens...

Choose an Action

SERA Systems

Automatically do this!

Enable Integrations or automations with these events of Microsoft Outlook and SERA Systems

Enable Integrations or automations with these events of Microsoft Outlook and SERA Systems

Triggers

New contact

New contact

Trigger when new contact is created

New Email

New Email

Triggers when new email is created.

Request a new Trigger for Microsoft Outlook

Actions

Create Contact

Create Contact

Creates a new contact.

Create Draft Email

Create Draft Email

Create a new draft email

Create Event

Create Event

Create an event in specified calendar

Delete Event

Delete Event

Delete an existing event

Send Email

Send Email

Send an email from your outlook account

Update Contact

Update Contact

Update an existing contact

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Step by step guides to integrate Microsoft Outlook and SERA Systems

Frequently Asked Questions

How do I start an integration between Microsoft Outlook and SERA Systems?

To start, connect both your Microsoft Outlook and SERA Systems accounts to viaSocket. Once connected, you can set up a workflow where an event in Microsoft Outlook triggers actions in SERA Systems (or vice versa).

Can we customize how data from Microsoft Outlook is recorded in SERA Systems?

Absolutely. You can customize how Microsoft Outlook data is recorded in SERA Systems. This includes choosing which data fields go into which fields of SERA Systems, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Microsoft Outlook and SERA Systems?

The data sync between Microsoft Outlook and SERA Systems typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Microsoft Outlook to SERA Systems?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Microsoft Outlook and SERA Systems?

Yes, you can set conditional logic to control the flow of data between Microsoft Outlook and SERA Systems. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

Microsoft Outlook

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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SERA Systems

About SERA Systems

Sera is the new era of field services software that includes automated dispatch scheduling, improved efficiency while providing a delightful experience to business owners, technicians and customers service teams.

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