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.

Keap
Trigger: Watch a Tag
Microsoft 365 Email (Outlook)
Action: Select an action
1. Select a trigger
  • Checks if specific tag was added to any contact.

  • Triggers when a specified event occurs.

  • Checks if a new tag was applied to a specific contact.

  • Checks if new appointment was created.

  • Checks if new contact was created.

  • Checks if new file was created.

  • Checks if new note was created.

  • Checks if new opportunity was created.

  • Checks if new order was created.

  • Checks if new task was created.

  • Checks if new email was sent.

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)