Do everything in one place

Customize your Clari and Outlook integration with the following triggers and actions.

Triggers

When this happens…

Outlook
  • New contact
    New contact in Outlook
  • New email Real-time
    New email received in Outlook Mail
  • New event Real-time
    New event created in Outlook Calendar
  • New/updated contact
    New/updated contact in Outlook
  • New/updated event Real-time
    New/updated event in Outlook Calendar
  • Any other trigger you can think up

Actions

Do this…

Clari
  • Stop or cancel an in-progress job
    Stop or cancel an in-progress job in Clari
  • Create a new Forecast Export
    Create a new Forecast Export in Clari
  • Custom action
    Custom action in Clari
  • View all jobs initiated by the connection user
    View all jobs initiated by the connection user in Clari
  • View the status of a given export using its Job ID
    View the status of a given export using its Job ID in Clari
  • Retrieve and save Forecast Export content
    Retrieve and save Forecast Export content in Clari
  • View limit information for your organization
    View limit information for your organization in Clari
  • Any other action you can think up

Outlook
  • Custom action
    Custom action in Outlook (Custom)
  • Create contact
    Create contact in Outlook
  • Create calendar event
    Create event in Outlook Calendar
  • Delete contact
    Delete contact in Outlook
  • Download email attachments
    Download email attachments from email in Outlook Mail
  • Get calendar by ID
    Get calendar details by ID in Outlook
  • Get contact
    Get contact in Outlook
  • Get calendar event by ID
    Get event in Outlook Calendar
  • List contacts Batch
    List contacts in Outlook
  • List all instances of an event Batch
    List all instances of an event in Outlook
  • Search calendar Batch
    Search for calendar details in Outlook
  • Search contacts Batch
    Search contacts in Outlook
  • Search calendar events Batch
    Search events in Outlook Calendar
  • Send email
    Send email from Outlook Mail
  • Update contact
    Update contact in Outlook
  • Update calendar event
    Update event in Outlook Calendar
  • Any other action you can think up

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