Integrate Nutshell with Outlook
Send information between Nutshell and Outlook automatically, without writing any code, using Zoho Flow.
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Send out a welcome email with Outlook once a new company is created in Nutshell
Quickly welcome your new clients with a tailored automated welcome email. This flow will send a welcome email via Outlook to new companies created in Nutshell.
How it works
- The flow triggers when a new company is created in Nutshell.
- Zoho Flow creates and sends a new email in Outlook.
Send out a welcome email with Outlook once a new company is created in Nutshell
Nutshell + Outlook
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Supported triggers and actions
Integrate Nutshell and Outlook using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Person created
Triggers when a new person is created
Lead added
Triggers when a new lead is added
Company created
Triggers when a new company is created
Activity created
Triggers when a new activity is created
Lead won
Triggers when a new lead is won
Email sent
Triggers when a new email is sent
Event created
Triggers when a new event is created
Task created
Triggers when a new task is added to the selected list
Email received
Triggers when a new email is received
Event updated
Triggers when the details of an existing event are updated
All Actions - Actions are the automated tasks
Create company
Creates a new company
Create lead
Creates a new lead
Create person
Creates a new person
Fetch person by email
Fetches the details of an existing person by email address
Fetch account by ID
Fetches the details of an existing account by id
Fetch account by name
Fetches the details of an existing account by name
Fetch lead
Fetches the details of an existing lead by email address of associated contact
Fetch person by id
Fetches the details of an existing person by id
Forward event
Forwards an event request to the specified recipients
Create contact
Creates a new contact
Reply to email
Replies to the specified email
Create event
Creates a new event
Create task
Creates a new task in the selected list
Send email
Creates and sends a new email
Flag email
Flags the specified email
Update contact
Updates the details of an existing contact
Update task
Updates the details of an existing task in the selected list
Update event
Updates the details of an existing event
Fetch calendar
Fetches the details of a calendar by name
Fetch event
Fetches the details of an existing event by title or ID from the selected calendar
Find contact folder
Finds a folder by name
Fetch contact
Fetches the details of an existing contact by email address from the default contacts folder
Fetch task
Fetches the details of an existing task by title or ID from the selected list
Build comprehensive workflows using
Webhook triggers
Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.
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Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more
Owain ap Rees
Sales Director, Artico
Zoho Flow is an easy-to-use, very intuitive, and comprehensive integration platform. It helped us integrate Zoho Workplace with WordPress without writing a single line of code. Now, we do not miss Slack anymore, thanks to Zoho Flow and Zoho Workplace. Learn more
Rahul Roushan
CEO, OpIndia
Zoho Flow had eliminated the most routine and repetitive tasks that were creating a huge burden on our employees, leading to many unnecessary delays and mistakes. Now, we have better data integrity and we serve our customers faster. It is on a totally different level. Learn more
Louis Castellano
CEO, Lakeside CNC Group
