Integrate Nutshell with Outlook
Send information between Nutshell and Outlook automatically, without writing any code, using Zoho Flow.
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Send out a welcome email with Outlook once a new company is created in Nutshell
Quickly welcome your new clients with a tailored automated welcome email. This flow will send a welcome email via Outlook to new companies created in Nutshell.
How it works
- The flow triggers when a new company is created in Nutshell.
- Zoho Flow creates and sends a new email in Outlook.
Send out a welcome email with Outlook once a new company is created in Nutshell
Nutshell + Outlook
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Supported triggers and actions
Integrate Nutshell and Outlook using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Activity created
Triggers when a new activity is created
Lead won
Triggers when a new lead is won
Person created
Triggers when a new person is created
Lead added
Triggers when a new lead is added
Company created
Triggers when a new company is created
Task created
Triggers when a new task is added to the selected list
Email received
Triggers when a new email is received
Event created
Triggers when a new event is created
Email sent
Triggers when a new email is sent
Event updated
Triggers when the details of an existing event are updated
Event cancelled
Triggers when an existing event is cancelled
All Actions - Actions are the automated tasks
Create person
Creates a new person
Create company
Creates a new company
Create lead
Creates a new lead
Fetch person by email
Fetches the details of an existing person by email address
Fetch account by ID
Fetches the details of an existing account by id
Fetch account by name
Fetches the details of an existing account by name
Fetch lead
Fetches the details of an existing lead by email address of associated contact
Fetch person by id
Fetches the details of an existing person by id
Find contact folder
Finds a folder by name
Fetch calendar
Fetches the details of a calendar by name
Fetch contact
Fetches the details of an existing contact by email address from the default contacts folder
Reply to email
Replies to the specified email
Send email
Creates and sends a new email
Flag email
Flags the specified email
Forward event
Forwards an event request to the specified recipients
Create event
Creates a new event
Create task
Creates a new task in the selected list
Create contact
Creates a new contact
Update task
Updates the details of an existing task in the selected list
Update event
Updates the details of an existing event
Update contact
Updates the details of an existing contact
Fetch task
Fetches the details of an existing task by title or ID from the selected list
Fetch event
Fetches the details of an existing event by title or ID from the selected calendar
What is Nutshell?
Nutshell is a sales automation and CRM tool that helps your sales reps win more deals, with fast onboarding, powerful reporting, and free support.
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Learn more >Zoho Flow connects the apps that cannot be connected in other ways. With the proper flows, we have all the processes standardized, and the interactions between the different roles in the company are standardized, too. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more
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Technical and Operations Head, TruAct
Zoho Flow has truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more
Toto
Technical Engineer, Master Liveaboards
