
When this happens...
New contact
New Email
Automatically do this!
New Task
New Project
New Phase
New Tag
Remove Task hold
Enable Organization User
Disable Organization User
Change Project Members Role
Add Project Member
When this happensTriggers
A trigger is an event that starts a workflow.
Trigger when new contact is created
Triggers when new email is created.
Action is the task that follows automatically within your Microsoft Outlook integrations.
Creates a new contact.
Create a new draft email
Create an event in specified calendar
Delete an existing event
Send an email from your outlook account
Update an existing contact

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Microsoft Outlook and Workzappy accounts to viaSocket. Once connected, you can set up a workflow where an event in Microsoft Outlook triggers actions in Workzappy (or vice versa).
Absolutely. You can customize how Microsoft Outlook data is recorded in Workzappy. This includes choosing which data fields go into which fields of Workzappy, setting up custom formats, and filtering out unwanted information.
The data sync between Microsoft Outlook and Workzappy typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Microsoft Outlook and Workzappy. 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 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
Learn MoreWorkzappy is a comprehensive platform designed to enhance productivity and streamline project management for teams and businesses. It offers a suite of tools that facilitate task management, collaboration, and communication, ensuring that projects are completed efficiently and effectively.
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