Do everything in one place
Customize your Concur and Outlook integration with the following
triggers and actions.
Triggers
When this happens…
Concur
- New expense report submissionNew expense report submission in Concur
- New expense reportNew expense report in Concur
- New or updated invoiceNew or updated invoice in Concur
- New or updated userNew or updated user in Concur
- New or updated expense reportNew or updated expense report in Concur
Any other trigger you can think up
Outlook
- New contactNew contact in Outlook
- New email Real-timeNew email received in Outlook Mail
- New event Real-timeNew event created in Outlook Calendar
- New/updated contactNew/updated contact in Outlook
- New/updated event Real-timeNew/updated event in Outlook Calendar
Any other trigger you can think up
Actions
Do this…
Concur
- Custom actionCustom action in Concur (Custom)
- Upload receipt imageUpload receipt image in Concur
- Create list itemCreate list item in Concur
- Create userCreate user in Concur
- Create users BatchCreate users in Concur
- Create vendors BatchCreate vendors in Concur
- Delete list itemDelete list item in Concur
- Get all attendee types BatchGet all attendee types in Concur
- Get all expense group configurations BatchGet all expense group configurations in Concur
- Get all expense types BatchGet all expense types in Concur
- Get all lists BatchGet all lists in Concur
- Get all payment types BatchGet all payment types in Concur
- Search users BatchSearch users in Concur
- Get entry image URLGet entry image URL in Concur
- Get expense report detailsGet expense report details by report ID in Concur
- Get all list item BatchRetrieve first level list item in Concur
- Get invoice detailsGet invoice by ID in Concur
- Get userGet user profile in Concur
- Get user provisioning status detailsGet user provisioning status details in Concur
- Submit expense report through a workflowSubmit expense report through a workflow in Concur
- Search expense reports BatchSearch expense reports in Concur
- Search vendors BatchSearch vendors in Concur
- Update userUpdate user in Concur
- Update users BatchUpdate users in Concur
- Update vendors BatchUpdate vendors in Concur
Any other action you can think up
Outlook
- Custom actionCustom action in Outlook (Custom)
- Create contactCreate contact in Outlook
- Create calendar eventCreate event in Outlook Calendar
- Delete contactDelete contact in Outlook
- Download email attachmentsDownload email attachments from email in Outlook Mail
- Get calendar by IDGet calendar details by ID in Outlook
- Get contactGet contact in Outlook
- Get calendar event by IDGet event in Outlook Calendar
- List contacts BatchList contacts in Outlook
- List all instances of an event BatchList all instances of an event in Outlook
- Search calendar BatchSearch for calendar details in Outlook
- Search contacts BatchSearch contacts in Outlook
- Search calendar events BatchSearch events in Outlook Calendar
- Send emailSend email from Outlook Mail
- Update contactUpdate contact in Outlook
- Update calendar eventUpdate event in Outlook Calendar
Any other action you can think up
The wonders of Workato
Easily set up as many intelligent automations you need.
- 1000s of ready-to-use templates
- Accelerate work with intelligent automation
- Do it yourself, faster
- Build bots. Put them to work