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Microsoft Outlook Zapier integrationAutomate Microsoft Outlook with Zapier.
Microsoft Outlook Zapier integration: 13 triggers, 24 actions and 9 searches. Sort and answer mail, watch a shared mailbox, book and update meetings, keep contacts in step with your other tools. Here is what each step does, what it costs and the one trigger that never waits.
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What the Microsoft Outlook Zapier integration is for
This integration connects Microsoft Outlook, Microsoft's mail, contacts and calendar service, to the other apps you use, through Zapier. Outlook can start an automation when mail arrives, a contact changes or a meeting moves, and it can finish one: send, reply, file, tag, schedule or look something up.
A shared inbox that routes itself. New Email in Shared Mailbox watches the address your team shares, and Forward Email sends each message on to whoever should handle it, with a filter in between to keep only what matters.
Mail sorted before you open it. New Email Matching Search picks out the messages your search terms describe, then Set Categories on an Email, Set Email Importance or Move Email to Folder put each one where it belongs.
Meetings kept in step with your other tools. Create Event, Update Calendar Event and Add Attendees to Calendar Event mirror bookings made elsewhere, while Updated Calendar Event sends every change the other way.
The most useful thing to know: of the 13 triggers, Cancelled Calendar Event is the only instant one. It reacts right away, even on the free plan, while the other 12 wait for your plan's interval, 15 minutes on Free. What Zapier does not do here: no Zap goes back in time, Add User to Distribution List only works on Microsoft 365 Business accounts with an organizational directory, and online meetings need a Microsoft 365 Business account too. The same app also has a Microsoft Outlook n8n integration page.
Zapier vocabulary in one minute
Eight words you will meet in the editor. Each is explained once here, then used as is.
- Zap
- The automation you build on Zapier: one trigger, then one or more actions that run every time the trigger event happens.
- Trigger
- The event in an app that starts the Zap, like a new email in Outlook. Once the Zap is on, Zapier waits for it.
- Action
- What the Zap does once it has started: the step that writes, sends or moves something for you, like Send Email.
- Task
- The unit Zapier bills: one action your Zap completes successfully. The number on your plan is a count of those.
- Polling vs instant
- A polling trigger is checked on a timer for new items. An instant one is reported by the app the moment it happens, whatever your plan.
- Filter
- A step that lets the Zap go on only when what arrived meets the condition you set, and stops it otherwise.
- Search step
- A step that looks up an email, a contact or an event that already exists, so later steps can use what it found.
- Connection
- Your Outlook account, linked to Zapier once, then reused by every step that works with Outlook.
What a Microsoft Outlook Zap really costs
Zapier bills tasks, not Zaps. The trigger never costs a task, and checking your mailbox for new mail costs nothing however often it happens. A task is counted when an action completes; an action that fails is not counted.
- Free plan100 tasks a month, unlimited two-step Zaps
- Trigger and checksNever cost a task
- Failed actionNot counted
- Search, filter or second actionMulti-step Zap, paid plan
Outlook is not reserved for paid plans, so it runs on the free plan: 100 tasks a month and unlimited Zaps, each built of two steps, one trigger and one action. A second action, a filter or one of the nine searches turns the Zap into a multi-step Zap, which needs a paid plan. The grid below applies to the 12 polling triggers; it does not apply to Cancelled Calendar Event, which fires straight away on every plan. A few apps and a few actions take more than one task when they complete.
Connect your Outlook account
- 01
Open the Apps page
Go to the Apps page of your Zapier account and click + Add connection. You need an account on Outlook, plus read or write access on anything you do not own yourself and want the Zap to touch.
- 02
Pick Microsoft Outlook
Type Microsoft Outlook in the dialog, pick it among the results, then click Add connection. A new tab opens on the Microsoft sign-in page, where the rest of the connection happens.
- 03
Sign in and grant access
Sign in with the mailbox the Zap should work in, then grant Zapier access to that account. Every Outlook step in every Zap reuses this connection afterwards, so you only do it once.
Your first Zap: a shared inbox that forwards the right mail
GoalWhen a new email reaches your shared mailbox, the Zap checks one condition, then forwards the message to the person who should handle it.
- 01
Build: pick the trigger
Create a Zap, choose Microsoft Outlook and New Email in Shared Mailbox, then type the address of the shared mailbox. You can also pick a specific folder instead of the inbox.
- 02
Test the trigger
Run the test. Zapier brings back the three most recent emails of that mailbox, so pick one that looks like the mail you want to route.
- 03
Add the filter
Add a step with the plus icon, choose Filter, then fill its three boxes: the field to look at, the rule and the value. Use a text rule on text, a number rule on numbers. A filter makes the Zap multi-step, so it needs a paid plan.
- 04
Add Forward Email
Add the Outlook action Forward Email, map the Email ID from the trigger, then type the addresses in To Recipients, separated by commas. Test the step once and read what came back.
- 05
Publish
Click Publish to switch it on. With a filter, this is a multi-step Zap that needs a paid plan, and new mail is picked up at that plan's interval.
The 13 Outlook triggers
13 events start a Zap when something happens in Microsoft Outlook, and one of them is instant: the app calls Zapier straight away, whatever your plan.
Calendar Event Start
Polling triggerIn Zapier“Triggers at a specified time before an event in your calendar starts.”
Starts the Zap a set amount of time before one of your calendar events begins, so whatever has to be ready before the meeting gets done on time.
Cancelled Calendar Event
Instant triggerIn Zapier“Triggers when an event is cancelled.”
Reacts when an event is cancelled in your calendar and hands the cancelled event to the rest of the Zap, so the slot can be freed or people warned elsewhere.
Cancelled Calendar Event (As Attendee)
Polling triggerIn Zapier“Triggers when an organizer cancels an event, for which the connected user is an attendee, on the selected calendar. In contrast to the instant Cancelled Calendar Event, this trigger also works with shared and delegated calendars.”
Fires when an organizer cancels an event you were invited to, on the calendar you select. Unlike Cancelled Calendar Event, it also works with shared and delegated calendars.
New Attachment
Polling triggerIn Zapier“Triggers when there is a new attachment.”
Fires on new attachments and skips mail without files, which saves you a filter on that point and keeps the Zap focused on documents.
New Calendar Event
Polling triggerIn Zapier“Triggers when a new event is created in your calendar.”
Picks up every event created in your Outlook calendar and passes it on to the steps that follow.
New Contact
Polling triggerIn Zapier“Triggers when a new contact is added to your account”
Catches each contact newly added to your Outlook account, so the person can be copied elsewhere without retyping a single field.
New Email in Personal Inbox
Polling triggerIn Zapier“Triggers when a new email arrives in your personal mailbox inbox, or in a specific folder if selected.”
Watches your own mailbox: each new email in its inbox, or in one specific folder if you select it, starts the Zap.
New Email Matching Search
Polling triggerIn Zapier“Triggers when a new e-mail is received in your inbox that matches a search.”
Only lets through new inbox messages that match the search terms you type, which keeps the Zap quiet on everything else.
New Email in Shared Mailbox
Polling triggerIn Zapier“Triggers when a new email arrives in a shared mailbox inbox, or in a specific folder if selected.”
Watches a mailbox several people share and fires on each new email in its inbox, or in a specific folder if you pick one.
New Flagged Email
Polling triggerIn Zapier“Triggers when a new email is flagged.”
Turns the follow-up flag into a signal: flagging a message in Outlook becomes your way of telling Zapier to act on it.
New Message in Folder
Polling triggerIn Zapier“Triggers when a new message is created in a folder.”
Watches one folder instead of the whole mailbox and fires when a new message is created in it.
Updated Calendar Event
Polling triggerIn Zapier“Triggers when an event is updated.”
Catches changes made to events already in your calendar and hands the updated event to the Zap, so an edit never goes unnoticed elsewhere.
Updated Contact
Polling triggerIn Zapier“Triggers when a contact is updated.”
Fires when a contact already in Outlook is edited, so the new details can travel to your other tools.
The 24 Outlook actions
Microsoft Outlook gives you 24 actions. For each one: what it does for you, when to reach for it, and what to watch out for.
Operations index
- Add Attendees to Calendar Event
- Set Categories on an Email
- Add User to Distribution List
- Copy Email
- Create Event
- Create Contact
- Create Draft Email
- Create Draft Reply
- Create Folder
- Delete Contact
- Delete Email
- Delete Event
- Flag / Unflag Email
- Forward Email
- Mark Email as Read/Unread
- Move Email to Folder
- Remove Categories From Email
- Reply to Email
- Send Draft Email
- Send Email
- Set Email Importance
- Update Calendar Event
- Update Contact
- API Request (Beta)
Add Attendees to Calendar Event
ActionIn Zapier“Adds attendees to a calendar event.”
Puts new people on an event that already exists in your calendar, without rebuilding the event.
Set Categories on an Email
ActionIn Zapier“Sets the categories applied to an email.”
Applies one or more categories to a message; typing a new name creates that category. Email ID and Categories are required, and you can mark the email read or unread at the same time.
Add User to Distribution List
ActionIn Zapier“Adds a user to a distribution list or group. Only available in Microsoft 365 Business accounts that have organizational directories.”
Adds a person to a distribution list or group by email address. Distribution list and User email are required.
Copy Email
ActionIn Zapier“Create a duplicate of an email in a different folder.”
Leaves the original in place and puts a duplicate in a different folder, the required Destination Folder.
Create Event
ActionIn Zapier“Create an event in the calendar of your choice.”
Adds an event to the calendar you choose. Subject, Start Date & Time and End Date & Time are required, and you can switch on a reminder or make it an online meeting.
Create Contact
ActionIn Zapier“Creates a new contact.”
Saves a new person in your Outlook contacts. Only First Name is required, everything else depends on what you map from the previous step.
Create Draft Email
ActionIn Zapier“Creates a draft of an email that can then be reviewed and sent out.”
Writes a complete email into your Drafts without sending it: To Email(s), Subject, Body Format and Body are all required.
Create Draft Reply
ActionIn Zapier“Creates a draft reply for an email.”
Prepares an answer to a given email and leaves it in Drafts for you to check. The Email ID of the original message is required.
Create Folder
ActionIn Zapier“Create a new mail folder.”
Makes a new mail folder named after the value you give in Folder Name, the only required field of the step.
Delete Contact
ActionIn Zapier“Deletes an existing contact.”
Takes a contact out of Outlook, picked in the required Contact to Delete field.
Delete Email
ActionIn Zapier“Delete an email from a shared or own mailbox.”
Removes an email from your own mailbox or from a shared one, given its required Email ID.
Delete Event
ActionIn Zapier“Deletes an existing event.”
Removes an existing calendar event, chosen in the required Event field.
Flag / Unflag Email
ActionIn Zapier“Update the follow-up flag on an email.”
Changes the follow-up flag on an email. The Email ID and the Flag Action to apply are both required.
Forward Email
ActionIn Zapier“Forward an email to specific recipients based on rules or conditions.”
Passes an existing email on to other people. The Email ID and To Recipients are required, with several addresses separated by commas.
Mark Email as Read/Unread
ActionIn Zapier“Update the read status of an email.”
Switches the read status of a message, chosen in the required Mark as field, for the Email ID you map.
Move Email to Folder
ActionIn Zapier“Move an email to a specific folder.”
Takes an email out of its current location and puts it in the Destination Folder you select. Both that folder and the Email ID are required.
Remove Categories From Email
ActionIn Zapier“Remove one or more categories from an email.”
Takes one or more categories off a message, picked in the required Categories to Remove field, along with the Email ID.
Reply to Email
ActionIn Zapier“Creates a new reply to a specified email message.”
Answers a specific message right away. Only the Email ID of the message you are replying to is required.
Send Draft Email
ActionIn Zapier“Send a draft email that was previously created.”
Sends a draft that already exists, identified by its required Draft Email ID, exactly as it was written.
Send Email
ActionIn Zapier“Send an email from your Outlook account.”
Sends a new message from your Outlook account in one go. To Email(s), Subject, Body Format and Body are required.
Set Email Importance
ActionIn Zapier“Update an email's importance level.”
Updates the importance level of a message, chosen in the required Importance field, alongside its Email ID.
Update Calendar Event
ActionIn Zapier“Updates a calendar event information.”
Edits an existing event, and can also make it an online meeting, turn it into an all-day event or hide the attendee list.
Update Contact
ActionIn Zapier“Updates a contact.”
Rewrites the details of a contact already in Outlook. The Contact field is required and tells the step whom to change.
API Request (Beta)
ActionIn Zapier“This is an advanced action which makes a raw HTTP request that includes this integration's authentication.”
Sends Outlook a request you write yourself: HTTP Method and URL are yours to set, and Zapier signs the call with your connection. Stop on error is required.
The 9 Outlook searches
9 search steps look for data that already exists in Microsoft Outlook, so a later step can use it.
A search step reads, it does not write. In the editor, Outlook searches sit at the bottom of the Action event list, under the SEARCH heading, and some action fields offer + Add search step to insert one right before. Three settings decide what happens when the result is not the one you expected.
Bulk Find Emails
SearchIn Zapier“Finds up to 1,000 email summaries in one request.”
Brings back up to 1000 email summaries in a single request, instead of one message at a time.
Find Calendar Events
SearchIn Zapier“Finds Calendar Events in your calendar.”
Looks up events in your own calendar and hands what it finds to the following steps.
Find Contacts
SearchFind or createIn Zapier“Search for contacts.”
Searches your Outlook contacts and returns what it finds. The editor also shows Find or Create Contact: the same search with the create box ticked, not a separate operation.
Find Emails
SearchIn Zapier“Finds emails based on name.”
Finds emails from a required Search Value and passes them on to the rest of the Zap.
Find Emails in Specific Folder
SearchIn Zapier“Searches for emails within a specific folder rather than across all mailboxes.”
Narrows the email search to the required Folder instead of every mailbox, which cuts out stray matches.
Find Calendar Events in Group Calendar
SearchIn Zapier“Finds calendar events in a Microsoft 365 group calendar.”
Searches the calendar of a Microsoft 365 group rather than your own. The required field takes the group's email address or its ID.
Get Attachment by ID
SearchIn Zapier“Retrieves a specific email attachment using its ID.”
Fetches one attachment of an email, given the required Email ID and Attachment ID.
Get Calendar Events in Date Range
SearchIn Zapier“Retrieves calendar events within a specific date range for reporting and automation (maximum of 500 events returned).”
Lists the events between a required start and end date and time, up to 500 events.
Get Email by ID
SearchIn Zapier“Retrieves one complete email using its ID.”
Retrieves one complete email from its required Email ID, which you pick or map from a previous Outlook step.
The three settings every search exposes
- Successful if no search results are found?Left on its default, a search that finds nothing stops the Zap there and the steps that depended on it are skipped. Switched on, the Zap carries on empty-handed.
- Create X if it doesn't exist yet?Ticking it turns the search into a find-or-create: the setting above disappears and Zapier asks for the fields needed to create the missing item. On Outlook, only Find Contacts offers it.
- If multiple search results are found?Three ways out when several items match: keep the first one, which is the default, stop the Zap, or hand all of them on at once.
When it breaks
Zapier attaches a help article titled Microsoft Office: New emails won't trigger Zap to this app. Beyond it, six traps come straight from the fields and from Zapier's general rules.
Read them before you publish. For a general method when a Zap misbehaves, see our Zapier troubleshooting guide.
Time Before set too short
Calendar Event Start needs at least 16 minutes of Time Before on the free plan, and at least 3 minutes on higher plans.Categories wiped out
Set Categories on an Email replaces the categories already on the message. To remove only some, use Remove Categories From Email instead.Guest list replaced
With Merge with existing attendees? disabled, Add Attendees to Calendar Event and Update Calendar Event replace the current attendees instead of adding to them.Business-only options
Online meetings in Create Event need a Microsoft 365 Business account, and Add User to Distribution List one with an organizational directory.Old mail is never processed
A Zap only reacts to what arrives after you switch it on. Messages already in the inbox are not picked up; moving that backlog is a separate job.A Zap that sets itself off
A Zap that writes into the very place its own trigger watches can start again and again and burn through tasks. Keep the watched folder and the target apart.
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