Smartsheet
Microsoft Outlook
zapier

An automated workflow using zapier

Connects Smartsheet + Microsoft Outlook

Send Microsoft Outlook emails from new Smartsheet rows

About this workflow template

This automation scenario allows you to connect Smartsheet and Microsoft Outlook

It can be build using Zapier, a no-code workflow automation tool. Zapier allows you to create automated scripts using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.

Smartsheet and Microsoft Outlook can also be integrated using automation tools other than zapier:

Diagram

Send Microsoft Outlook emails from new Smartsheet rows
Workflow diagram: Smartsheet + Microsoft Outlook integration

How it works?

When this trigger fires in Smartsheet

Smartsheet

New Row in Smartsheet

Triggers when a new row is added.

Then this action happens in Microsoft Outlook

Microsoft Outlook

Send Email in Microsoft Outlook

Send an email from your Outlook account.

How to set up this workflow

This guide contains information on how to set up an automatic workflow that allows to Send Microsoft Outlook emails from new Smartsheet rows.

Part I

Configure Applications

First, we need to connect Smartsheet and Microsoft Outlook to Zapier.

  • Create Zapier account.

    Create Zapier account.

    Create Zapier account if you don't have one.

  • Connect Smartsheet to Zapier.

    Connect Smartsheet to Zapier.

    Give Zapier access to your Smartsheet account, using Smartsheet credentials.

  • Connect Microsoft Outlook to Zapier.

    Connect Microsoft Outlook to Zapier.

    Give Zapier access to your Microsoft Outlook account, using Microsoft Outlook credentials.

Part II

Build an integration workflow

Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.

  • Set up a Trigger action for Smartsheet

    Set up a Trigger action for Smartsheet

    Choose the following trigger: New Row (Triggers when a new row is added.).

  • Then set up an Action for Microsoft Outlook

    Then set up an Action for Microsoft Outlook

    Choose this action: Send Email (Send an email from your Outlook account.).

Part III

Test and Publish

Finally, we need to test this automation and publish it.

  • Customize data flow

    Customize data flow

    Configure the data that is exchanged between Smartsheet and Microsoft Outlook.

  • Test the workflow and turn it on for production use

    Test the workflow and turn it on for production use

    Test your scenario and publish to production. Now you have an automatic workflow, that will Send Microsoft Outlook emails from new Smartsheet rows!

Supported triggers and actions

  • Microsoft Outlook

    New email

    Triggers when a new e-mail is received in your inbox.

    zapierautomateio
    triggerbyzapierautomateio
  • Microsoft Outlook

    New calendar event

    Triggers when a new event is created in your calendar.

    zapierautomateio
    triggerbyzapierautomateio
  • Microsoft Outlook

    Calendar event start

    Triggers at a specified time before an event in your calendar starts.

    zapierautomateio
    triggerbyzapierautomateio
  • Microsoft Outlook

    New contact

    Triggers when a new contact is added to your account

    zapierautomateio
    triggerbyzapierautomateio
  • Microsoft Outlook

    Updated calendar event

    Triggers when an event is updated.

    zapierautomateio
    triggerbyzapierautomateio
  • Microsoft Outlook

    New flagged email

    Triggers when a new email is flagged.

    zapier
    triggerbyzapier
  • Smartsheet

    Add row to sheet

    Add a row to a sheet.

    zapierpabbly-connectpipedream
    actionbyzapierpabbly-connectpipedream
  • Smartsheet

    Create a row

    Inserts a row into the specified sheet.

    integromat
    actionbyintegromat
  • Smartsheet

    New row update

    Update an existing row with new values. Requires a row ID.

    zapier
    actionbyzapier
  • Smartsheet

    Add attachment to row

    Adds a file attachment to a row.

    zapier
    actionbyzapier
  • Smartsheet

    New sheet from template

    Create a new sheet from a template.

    zapierpabbly-connectpipedream
    actionbyzapierpabbly-connectpipedream
  • Smartsheet

    Create workspace

    Creates a Workspace.

    zapierintegratelypabbly-connectalbato
    actionbyzapierintegratelypabbly-connectalbato

Apps you need

Zapier

Zapier

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