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.

bexio
Trigger: Watch Contacts
Microsoft 365 Email (Outlook)
Action: Select an action
1. Select a trigger
  • Watches for updated or newly created contacts.

  • Watches for files.

  • Watches for invoices.

  • Watches for orders.

  • Watches for payments.

  • Watches for products.

  • Watches for projects.

  • Watches for quotes.

  • Watches for timesheets.

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

Create workflow (opens in a new tab)