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.

CaptainBook
Trigger: Watch All Mandatory Questions Answered
Microsoft 365 Email (Outlook)
Action: Select an action
1. Select a trigger
  • Triggers when all mandatory questions for a booking have been answered

  • Triggers when all mandatory questions for a guest have been answered.

  • Triggers when a booking is cancelled

  • Triggers when a booking is rescheduled.

  • Triggers when a booking is confirmed

  • Triggers when a customer is created.

  • Triggers when diary notes for an availability have been updated.

  • Triggers when all documents for a booking have been signed.

  • Triggers when a booking transaction is saved.

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)