Connect Outlook to Capsule CRM

Both apps 118Outlook 48Capsule CRM 70

• Trigger
  Calendar Event Changes

  Triggered when a new calendar event occurs (created, updated, or deleted) in the Outlook calendar.

• Trigger
  New Calendar Event

  Triggered when a new calendar event is created in the Outlook calendar.

• Trigger
  New Contact Added

  Triggered when a new contact is added in the Outlook contacts.

• Trigger
  New Outlook Message

  Triggered when a new message is received in the Outlook mailbox.

• Trigger
  New Sent Message

  Triggered when a new message is sent from the Outlook mailbox.

• Action
  Add Mail Attachment

  Tool to add an attachment to an email message. use when you have a message id and need to attach a small (<3 mb) file or reference.

• Action
  Create Calendar

  Tool to create a new calendar in the signed-in user's mailbox. use when organizing events into a separate calendar.

• Action
  Create Contact Folder

  Tool to create a new contact folder in the user's mailbox. use when needing to organize contacts into custom folders.

• Action
  Create Email Rule

  Create email rule filter with conditions and actions

• Action
  Create Mail Folder

  Tool to create a new mail folder. use when you need to organize email into a new folder.

• Action
  Create Master Category

  Tool to create a new category in the user's master category list. use after selecting a unique display name.

• Action
  Delete Mail Folder

  Delete a mail folder from the user's mailbox. use when you need to remove an existing mail folder.

• Action
  Download Outlook Attachment

  Downloads a specific file attachment from an email message in a microsoft outlook mailbox; the attachment must contain 'contentbytes' (binary data) and not be a link or embedded item.

• Action
  Get Mailbox Settings

  Tool to retrieve mailbox settings. use when you need to view settings such as automatic replies, time zone, and working hours for the signed-in or specified user.

• Action
  Get Mail Delta

  Tool to retrieve incremental changes (delta) of messages in a mailbox. use when syncing mailbox updates since last checkpoint.

• Action
  Get Mail Tips

  Tool to retrieve mail tips such as automatic replies and mailbox full status. use when you need to check recipient status before sending mail.

• Action
  Get Master Categories

  Tool to retrieve the user's master category list. use when you need to get all categories defined for the user.

• Action
  Get Supported Languages

  Tool to retrieve supported languages in the user's mailbox. use when you need to display or select from available mailbox languages.

• Action
  Get Supported Time Zones

  Tool to retrieve supported time zones in the user's mailbox. use when you need a list of time zones to display or choose from for event scheduling.

• Action
  List Calendars

  Tool to list calendars in the signed-in user's mailbox. use when you need to retrieve calendars with optional odata queries.

• Action
  List Event Attachments

  Tool to list attachments for a specific outlook calendar event. use when you have an event id and need to view its attachments.

• Action
  List Outlook Attachments

  Lists metadata (like name, size, and type, but not `contentbytes`) for all attachments of a specified outlook email message.

• Action
  List Reminders

  Tool to retrieve reminders for events occurring within a specified time range. use when you need to see upcoming reminders between two datetimes.

• Action
  Outlook Add Event Attachment

  Adds an attachment to a specific outlook calendar event. use when you need to attach a file or nested item to an existing event.

• Action
  Outlook Calendar Create Event

  Creates a new outlook calendar event, ensuring `start datetime` is chronologically before `end datetime`.

• Action
  Outlook Create Contact

  Creates a new contact in a microsoft outlook user's contacts folder.

• Action
  Outlook Create Draft

  Creates an outlook email draft with subject, body, recipients, and an optional attachment. supports creating drafts as part of existing conversation threads by specifying a conversationid; attachments require a name, mimetype, and content.

• Action
  Outlook Create Draft Reply

  Creates a draft reply in the specified user's outlook mailbox to an existing message (identified by a valid `message id`), optionally including a `comment` and cc/bcc recipients.

• Action
  Outlook Delete Contact

  Permanently deletes an existing contact, using its `contact id` (obtainable via 'list user contacts' or 'get contact'), from the outlook contacts of the user specified by `user id`.

• Action
  Outlook Delete Event

  Deletes an existing calendar event, identified by its unique `event id`, from a specified user's microsoft outlook calendar, with an option to send cancellation notifications to attendees.

• Action
  Outlook Get Contact

  Retrieves a specific outlook contact by its `contact id` from the contacts of a specified `user id` (defaults to 'me' for the authenticated user).

• Action
  Outlook Get Contact Folders

  Tool to retrieve a list of contact folders in the signed-in user's mailbox. use after authentication when you need to browse or select among contact folders.

• Action
  Outlook Get Event

  Retrieves the full details of a specific calendar event by its id from a user's outlook calendar, provided the event exists.

• Action
  Outlook Get Message

  Retrieves a specific email message by its id from the specified user's outlook mailbox. use the 'select' parameter to include specific fields like 'internetmessageheaders' for filtering automated emails.

• Action
  Outlook Get Profile

  Retrieves the microsoft outlook profile for a specified user.

• Action
  Outlook Get Schedule

  Retrieves free/busy schedule information for specified email addresses within a defined time window.

• Action
  Outlook List Contacts

  Retrieves a user's microsoft outlook contacts, from the default or a specified contact folder.

• Action
  Outlook List Events

  Retrieves events from a user's outlook calendar via microsoft graph api, supporting pagination, filtering, property selection, sorting, and timezone specification.

• Action
  Outlook List Mail Folders

  Tool to list a user's top-level mail folders. use when you need folders like inbox, drafts, sent items; set include hidden folders=true to include hidden folders.

• Action
  Outlook List Messages

  Retrieves a list of email messages from a specified mail folder in an outlook mailbox, with options for filtering (including by conversationid to get all messages in a thread), pagination, and sorting; ensure 'user id' and 'folder' are valid, and all date/time strings are in iso 8601 format.

• Action
  Outlook Move Message

  Move a message to another folder within the specified user's mailbox. this creates a new copy of the message in the destination folder and removes the original message.

• Action
  Outlook Reply Email

  Sends a plain text reply to an outlook email message, identified by `message id`, allowing optional cc and bcc recipients.

• Action
  Outlook Search Messages

  Searches messages in a microsoft 365 or enterprise outlook account mailbox, supporting filters for sender, subject, attachments, pagination, and sorting by relevance or date.

• Action
  Outlook Send Email

  Sends an email with subject, body, recipients, and an optional attachment via microsoft graph api; attachments require a non-empty file with valid name and mimetype.

• Action
  Outlook Update Calendar Event

  Updates specified fields of an existing outlook calendar event.

• Action
  Outlook Update Contact

  Updates an existing outlook contact, identified by `contact id` for the specified `user id`, requiring at least one other field to be modified.

• Action
  Outlook Update Email

  Updates specified properties of an existing email message; `message id` must identify a valid message within the specified `user id`'s mailbox.

• Action
  Update Mailbox Settings

  Tool to update mailbox settings for the signed-in user. use when you need to configure automatic replies, default time zone, language, or working hours. example: schedule automatic replies for vacation.

• Trigger
  List projects

  list projects (cases/kases), surfacing new ones over time

• Trigger
  List tasks

  list tasks, surfacing new ones over time

• Trigger
  New case

  Polls for newly created cases in Capsule CRM.

• Trigger
  New opportunity

  Polls for newly created opportunities in Capsule CRM.

• Trigger
  New organization

  Polls for newly created organizations in Capsule CRM.

• Trigger
  New person

  Polls for newly created people in Capsule CRM.

• Trigger
  New task

  Polls for newly created tasks in Capsule CRM.

• Trigger
  New user

  Polls for newly created user accounts in Capsule CRM.

• Action
  Add additional party to opportunity

  add an additional party to an opportunity

• Action
  Add Task

  Add a task in Capsule CRM (POST /api/v2/tasks), optionally linked to a party.

• Action
  Complete a task

  Marks a task as completed in Capsule CRM.

• Action
  Create a case

  Creates a new case (kase) in Capsule CRM, optionally linked to a party.

• Action
  Create a new task for organization

  This action creates a new task for the specified organization.

• Action
  Create an open case for organization

  This action creates a new open case for the specified organization.

• Action
  Create an open case for person

  This action creates a new open case for the specified person.

• Action
  Create an organization

  Creates a new organization party in Capsule CRM.

• Action
  Create a note

  Creates a new note (entry) attached to a party, opportunity, or case in Capsule CRM.

• Action
  Create a person

  Creates a new person party in Capsule CRM.

• Action
  Create a tag for organization

  This action creates a new tag for the specified organization.

• Action
  Create a tag for person

  This action creates a new tag for the specified person.

• Action
  Create entry

  create an activity entry

• Action
  Create opportunity

  create an opportunity

• Action
  Create party

  create a party (person or organization)

• Action
  Create project

  create a project (case)

• Action
  Create tag

  create a tag for an entity type

• Action
  Delete a party

  Deletes a party by id in Capsule CRM.

• Action
  Delete entry

  delete an activity entry

• Action
  Delete opportunity

  delete an opportunity

• Action
  Delete project

  delete a project

• Action
  Delete tag

  delete a tag

• Action
  Delete task

  delete a task

• Action
  Get Party

  Get a party (person or organization) in Capsule CRM, including its custom fields both raw and flattened by field-definition id.

• Action
  List additional parties for opportunity

  list additional parties on an opportunity

• Action
  List cases

  Lists cases (kases) in Capsule CRM.

• Action
  List deleted opportunities

  list deleted opportunities

• Action
  List deleted parties

  list deleted parties

• Action
  List deleted projects

  list deleted projects

• Action
  List employees of party

  list people employed at an organization party

• Action
  List entries by date

  list activity entries by date

• Action
  List entries for entity

  list activity entries for a party/opportunity/project

• Action
  List opportunities

  Lists sales opportunities in Capsule CRM.

• Action
  List opportunities by party

  list opportunities for a party

• Action
  List parties

  Lists parties (people and organizations) in Capsule CRM.

• Action
  List projects associated with opportunity

  list projects associated with an opportunity

• Action
  List projects by party

  list projects for a party

• Action
  List tags

  list tags for an entity type

• Action
  List teams

  list teams

• Action
  List tracks for entity

  list tracks for an entity

• Action
  List users

  list users

• Action
  Remove additional party from opportunity

  remove an additional party from an opportunity

• Action
  Run filter query

  run a saved/ad-hoc filter query for an entity

• Action
  Search opportunities

  search opportunities

• Action
  Search parties

  Searches parties by a free-text query in Capsule CRM.

• Action
  Search projects

  search projects

• Action
  Show current user

  get the authenticated user

• Action
  Show entry

  retrieve an activity entry by ID

• Action
  Show opportunity

  retrieve an opportunity by ID

• Action
  Show project

  retrieve a project by ID

• Action
  Show site config

  get account/site configuration

• Action
  Show tag

  retrieve a tag by ID

• Action
  Show task

  retrieve a task by ID

• Action
  Show user

  retrieve a user by ID

• Action
  Update entry

  update an activity entry

• Action
  Update opportunity

  update an opportunity

• Action
  Update party

  update a party

• Action
  Update project

  update a project

• Action
  Update tag

  update a tag

• Action
  Update task

  update a task

• Action
  Update user

  update a user

• Action
  Upload attachment

  upload an attachment

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.