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

Triggers

When this happens…

eTapestry
  • Account created
    Account created in eTapestry
  • Account updated
    Account updated in eTapestry
  • Any other trigger you can think up

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

Actions

Do this…

eTapestry
  • Add account
    Add new account in eTapestry
  • Add contact
    Add new contact in eTapestry
  • Add gift
    Add new gift in eTapestry
  • Search accounts
    Search accounts in eTapestry
  • Update account
    Update account in eTapestry
  • Any other action you can think up

Outlook
  • Custom action
    Custom action in Outlook (Custom)
  • Create calendar event
    Create event in Outlook Calendar
  • Download email attachments
    Download email attachments from email in Outlook Mail
  • Get calendar event by ID
    Get event in Outlook Calendar
  • Search calendar events
    Search events in Outlook Calendar
  • Send email
    Send email from Outlook Mail
  • Update calendar event
    Update event in Outlook Calendar
  • Any other action you can think up

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Pre-built eTapestry and Outlook Automations

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