Integration
Connect Outlook to Formstack Documents
When something happens in Outlook, your agent does the next thing in Formstack Documents. Describe it in plain language and the automation is built, tested on every branch and kept running.
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Triggers and actions 6 triggers · 58 actions
Trigger
Calendar Event ChangesTriggered when a new calendar event occurs (created, updated, or deleted) in the Outlook calendar.
Trigger
New Calendar EventTriggered when a new calendar event is created in the Outlook calendar.
Trigger
New Contact AddedTriggered when a new contact is added in the Outlook contacts.
Trigger
New Outlook MessageTriggered when a new message is received in the Outlook mailbox.
Trigger
New Sent MessageTriggered when a new message is sent from the Outlook mailbox.
Action
Add Mail AttachmentTool 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 CalendarTool to create a new calendar in the signed-in user's mailbox. use when organizing events into a separate calendar.
Action
Create Contact FolderTool to create a new contact folder in the user's mailbox. use when needing to organize contacts into custom folders.
Action
Create Email RuleCreate email rule filter with conditions and actions
Action
Create Mail FolderTool to create a new mail folder. use when you need to organize email into a new folder.
Action
Create Master CategoryTool to create a new category in the user's master category list. use after selecting a unique display name.
Action
Delete Mail FolderDelete a mail folder from the user's mailbox. use when you need to remove an existing mail folder.
Action
Download Outlook AttachmentDownloads 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 SettingsTool 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 DeltaTool to retrieve incremental changes (delta) of messages in a mailbox. use when syncing mailbox updates since last checkpoint.
Action
Get Mail TipsTool 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 CategoriesTool to retrieve the user's master category list. use when you need to get all categories defined for the user.
Action
Get Supported LanguagesTool 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 ZonesTool 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 CalendarsTool to list calendars in the signed-in user's mailbox. use when you need to retrieve calendars with optional odata queries.
Action
List Event AttachmentsTool 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 AttachmentsLists metadata (like name, size, and type, but not `contentbytes`) for all attachments of a specified outlook email message.
Action
List RemindersTool 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 AttachmentAdds 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 EventCreates a new outlook calendar event, ensuring `start datetime` is chronologically before `end datetime`.
Action
Outlook Create ContactCreates a new contact in a microsoft outlook user's contacts folder.
Action
Outlook Create DraftCreates 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 ReplyCreates 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 ContactPermanently 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 EventDeletes 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 ContactRetrieves 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 FoldersTool 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 EventRetrieves the full details of a specific calendar event by its id from a user's outlook calendar, provided the event exists.
Action
Outlook Get MessageRetrieves 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 ProfileRetrieves the microsoft outlook profile for a specified user.
Action
Outlook Get ScheduleRetrieves free/busy schedule information for specified email addresses within a defined time window.
Action
Outlook List ContactsRetrieves a user's microsoft outlook contacts, from the default or a specified contact folder.
Action
Outlook List EventsRetrieves events from a user's outlook calendar via microsoft graph api, supporting pagination, filtering, property selection, sorting, and timezone specification.
Action
Outlook List Mail FoldersTool 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 MessagesRetrieves 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 MessageMove 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 EmailSends a plain text reply to an outlook email message, identified by `message id`, allowing optional cc and bcc recipients.
Action
Outlook Search MessagesSearches 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 EmailSends 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 EventUpdates specified fields of an existing outlook calendar event.
Action
Outlook Update ContactUpdates 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 EmailUpdates specified properties of an existing email message; `message id` must identify a valid message within the specified `user id`'s mailbox.
Action
Update Mailbox SettingsTool 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
New Merged DocumentTriggers when a merged/populated document is created.
Action
Combine FilesJoins several files into one PDF or Word document. Give it the files in the order you want them, either as links or as base64 content, and it returns the combined file.
Action
Convert File to PDFTurns a Word, Excel, PowerPoint, image or HTML file into a PDF. Point it at the file with a link or supply the file content, and it returns the PDF.
Action
Copy DocumentMakes a copy of one of your Formstack Documents templates under a new name, and returns the new document with its merge key, merge URL and available merge fields.
Action
Create Data RouteCreates a data route in Formstack Documents — a single endpoint that sends one set of data to several documents at once, following the rules you give it. Returns the new route with the URL to post data to.
Action
Create Data Route MergeSends one set of data into a Formstack Documents data route, which merges it into every document the route's rules select. Optionally returns the finished documents in the response.
Action
Create DocumentCreates a new document template in Formstack Documents from HTML or from an uploaded PDF, Word, Excel or PowerPoint file, and returns its merge URL and the merge fields found in it.
Action
Delete Data RouteDeletes a data route from Formstack Documents. The documents the route pointed at are not deleted.
Action
Delete DocumentDeletes a document template from Formstack Documents.
Action
Get Data RouteReturns one Formstack Documents data route, with its name, its merge URL and the rules that decide which documents the data goes to.
Action
Get DocumentReturns one document template from Formstack Documents, with its name, type, output format, merge URL and — for HTML templates — the template's HTML.
Action
Get Document FieldsReturns the merge fields found in a Formstack Documents template, so you know which names to send when merging data into it.
Action
List Data RoutesReturns your Formstack Documents data routes, each with its name, key and the URL to send data to.
Action
List DocumentsReturns your Formstack Documents templates, each with its name, type, output format and merge URL.
Action
Update Data RouteUpdates a Formstack Documents data route — its name, folder, or the rules that decide which documents receive the data. Anything you leave blank stays as it is.
Action
Update DocumentUpdates a Formstack Documents template — its name, folder, output format, filename or the template content itself. Anything you leave blank stays as it is; the template type cannot be changed.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
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