Integrate Outseta with Outlook

Send information between Outseta 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 Outseta

Promptly send welcome emails to companies to boost customer satisfaction and foster loyalty. This flow will send out a welcome email via Outlook for new companies created in Outseta.

How it works
  1. The flow triggers when a new account is added in Outseta.
  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 Outseta

Outseta + Outlook

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Supported triggers and actions

Integrate Outseta and Outlook using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Account created

Triggers when a new account is added

Case created

Triggers when a new case created

Person created

Triggers when a new person is added

Deal created

Triggers when a new deal is created

Email received

Triggers when a new email is received

Event created

Triggers when a new event is created

All Actions - Actions are the automated tasks

Create case

Creates a new case

Create account

Creates a new account with a new person

Create deal

Creates a new deal

Create person

Creates a new person

Update deal

Updates the details of an existing deal

Fetch people details

Fetches the details of the specified people

Create contact

Creates a new contact

Flag email

Flags the specified email

Reply to email

Replies to the specified email

Send email

Creates and sends a new email

Create event

Creates a new event

Update event

Updates a event by id

Update contact

Updates the details of an existing contact

Fetch calendar

Fetches the details of a calendar by name

Fetch event

Fetches an event by title

Fetch contact

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

Find contact folder

Finds a folder by name

What is Outseta?

Outseta is the only all-in-one platform integrating subscription billing, email marketing, support, CRM, and reporting tools that reduces costs, maintenance, and helps SaaS start-ups grow faster.

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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Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more

Louis Castellano

CEO, Lakeside CNC Group

We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!

Josh Lucas

Head of Operations, AAA Band Rentals

Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more

Siddharth Ahuja

CEO, Fabricroot

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