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QuickFile
Microsoft 365 Email (Outlook)

Connect QuickFile and Microsoft 365 Email (Outlook)

Explore ready-made QuickFile and Microsoft 365 Email (Outlook) templates and start automating in minutes.

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Create a custom workflow

Integrate QuickFile with Microsoft 365 Email (Outlook) and automate the work that moves between them — no code required.

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.

Microsoft 365 Email (Outlook)
Trigger: Watch Emails
QuickFile
Action: Select an action
1. Select a trigger

  • Triggers when a new email is sent or received.

  • Triggers when a new email is sent or received.

2. Select an action

  • Creates a new bank account.

  • Creates a new client record.

  • Creates a new invoice, estimate or recurring invoice template.

  • Deletes a client record.

  • Deletes an invoice, estimate or recurring invoice template.

  • Retrieves client and contact data.

  • Retrieves a single invoice, estimate or recurring invoice template.

  • Performs an arbitrary authorized API call.

  • Updates an existing client record.

  • Updates an invoice, estimate or recurring invoice template.

Select a trigger and an action

Create workflow (opens in a new tab)

Triggers and actions

Explore what you can automate between QuickFile and Microsoft 365 Email (Outlook).

Add an Attachment
Adds a large attachment to an email.
Action
Create a Bank Account
Creates a new bank account.
Action
Create a Client
Creates a new client record.
Action
Create a Draft Email
Creates a new draft email.
Action
Create an Invoice
Creates a new invoice, estimate or recurring invoice template.
Action
Delete a Client
Deletes a client record.
Action
Delete an Email
Deletes an email.
Action
Delete an Invoice
Deletes an invoice, estimate or recurring invoice template.
Action
Download an Attachment (legacy)
Downloads an attachment from an email.
Action
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FAQs

Everything you need to know about Make. Can't find the answer you're looking for? Please chat to our team.

Start by registering for Make. As a new Make user, you’ll automatically be assigned a free account. Once your account is set up, you can start creating your first scenarios. We recommend starting with our step-by-step video tutorial.

A scenario represents a workflow or a project of your own creation, and it is made up of a series of modules that automate apps and services. Creating a scenario allows you to transfer and transform data between apps and services via these modules to automate anything and improve the way you work.

Modules are the main building blocks of automation in Make. Modules represent actions that Make performs with an app, like creating, updating, or deleting data.

Mapping links the modules in your scenario. When you map an item, you connect the data retrieved by one module to another module to perform the desired action. For example, you can map email addresses and subject lines to create a spreadsheet using this data.