Create a custom workflow

Every automation starts with a trigger and an action. Select one from each app to generate a workflow tailored to your needs.

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Trigger: Watch Amended Agreements
Microsoft 365 Email (Outlook)
Action: Select an action
1. Select a trigger
  • Triggers when an amendment to an agreement is sent.

  • Triggers when a client approves an agreement amendment.

  • Triggers when a proposal is approved.

  • Triggers when a proposal expires without approval.

  • Triggers when a proposal draft is published. payload includes a notifyPolicy field that indicates whether the client was notified automatically

  • Triggers when a client opens and reviews a proposal.

  • Triggers when an agreement is terminated.

  • Triggers when a proposal is cancelled by the service provider.

2. Select an action
  • Adds a large attachment to an email.

  • Creates a new draft email.

  • Deletes an email.

  • Downloads an attachment from an email.

  • Forwards an email.

  • Gets the metadata of a specified email.

  • Performs an arbitrary authorized API call.

  • Moves an email to a selected folder in the mailbox.

  • Replies to the sender of an email.

  • Sends a draft email.

  • Sends a new MIME or S-MIME message. Requires a fully pre-built MIME message — for S/MIME, the message must already be signed or encrypted outside Make.

  • Creates and sends a new email immediately.

  • To make SMTP/IMAP calls with a Microsoft OAuth connection, please use the app named "Email".

  • Updates an existing email.

Select a trigger and an action

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