Integrate Flowlu with Outlook

Send information between Flowlu and Outlook automatically, without writing any code, using Zoho Flow.

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Initiate a welcome email using Outlook when a new company is created in Flowlu

Quickly welcome your new clients with a tailored automated welcome email. This flow will send out a welcome email via Outlook for new companies created in Flowlu.

How it works
  1. The flow triggers when a new account is created in Flowlu.
  2. Zoho Flow creates and sends a new email in Outlook.
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Initiate a welcome email using Outlook when a new company is created in Flowlu

Flowlu + Outlook

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Supported triggers and actions

Integrate Flowlu and Outlook using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Sales opportunity created

Triggers when a new sales opportunity is created

Issue created

Triggers when a new issue is created

Project created

Triggers when a new project is created

Task created

Triggers when a new task is created

Account created

Triggers when a new account is created

Invoice paid

Triggers when an invoice payment is made

Event created

Triggers when a new event is created

Email received

Triggers when a new email is received

All Actions - Actions are the automated tasks

Create account

Creates a new account

Create sales opportunity

Creates a new sales opportunity

Create task

Creates a new task

Create invoice

Creates a new invoice

Create project

Creates a new project

Update project

Updates the details of an existing project

Update sales opportunity

Updates the details of an existing sales opportunity

Update task

Updates the details of an existing task

Update account

Updates the details of an existing account

Fetch sales opportunity

Fetches the details of an existing opportunity by opportunity ID

Fetch project

Fetches the details of an existing project by project ID

Fetch account

Fetches the details of an existing account by account ID

Fetch task

Fetches the details of an existing task by task ID

Send email

Creates and sends a new email

Reply to email

Replies to the specified email

Create event

Creates a new event

Flag email

Flags the specified email

Create contact

Creates a new contact

Update contact

Updates the details of an existing contact

Update event

Updates a event by id

Find contact folder

Finds a folder by name

Fetch calendar

Fetches the details of a calendar by name

Fetch contact

Fetches the details of an existing contact by email address from the default contacts folder

Fetch event

Fetches an event by title

What is Flowlu?

Flowlu is an all-in-one business management suite that takes care of your projects, CRM, invoicing, team collaboration, knowledge base, and more.

Accounting CRM

What is Outlook?

Outlook is email software that lets you manage contacts, set reminders, and share calendars with coworkers.

Email Microsoft Popular

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.

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All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.

Neville Mader

Director, Perth Security Services

Zoho Flow has truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more

Toto

Technical Engineer, Master Liveaboards

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