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SlimCRM
Microsoft 365 Email (Outlook)

Connect SlimCRM and Microsoft 365 Email (Outlook)

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

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Create a custom workflow

Integrate SlimCRM 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.

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

  • Triggers when a new contact is created in SlimCRM.

  • Triggers when a new expense is created in SlimCRM.

  • Triggers when a new invoice is created in SlimCRM.

  • Triggers when a new lead is created in SlimCRM.

  • Triggers when a new payment is created in SlimCRM.

  • Triggers when a new staff is created in SlimCRM.

  • Triggers when a new task is created in SlimCRM.

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)

Triggers and actions

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

Search Tasks
Returns a list of all searched tasks.
Search
Add an Attachment
Adds a large attachment to an email.
Action
Create a Client
Creates a client.
Action
Create a Draft Email
Creates a new draft email.
Action
Create a Lead
Creates a lead.
Action
Create a Payment
Creates a payment.
Action
Create a Staff
Creates a staff.
Action
Create a Task
Creates a task.
Action
Create an Expense
Creates an expense.
Action
Load more

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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.