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

Person created

Triggers when a new person is added

Case created

Triggers when a new case created

Account created

Triggers when a new account 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 person

Creates a new person

Create deal

Creates a new deal

Create account

Creates a new account with a new person

Create case

Creates a new case

Update deal

Updates the details of an existing deal

Fetch people details

Fetches the details of the specified people

Send email

Creates and sends a new email

Create event

Creates a new event

Create contact

Creates a new contact

Flag email

Flags the specified email

Reply to email

Replies to the specified email

Update contact

Updates the details of an existing contact

Update event

Updates a event by id

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

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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 has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.

Julien Granjean

CEO, iDAYit

Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more

Harnoor Abroll

Technical and Operations Head, TruAct

With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more

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Technical Engineer, Master Liveaboards

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