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TaxMetall ERP
Microsoft 365 Email (Outlook)

Connect TaxMetall ERP and Microsoft 365 Email (Outlook)

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

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Create a custom workflow

Integrate TaxMetall ERP 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
TaxMetall ERP
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

  • This module is used to create a lead (prospect) within TaxMetall

  • Generates an Offer in the database by automatically linking customer master data and specific item IDs

  • Performs an arbitrary authorized API call

Select a trigger and an action

Create workflow (opens in a new tab)

Triggers and actions

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

Add an Attachment
Adds a large attachment to an email.
Action
Check availability
Determines the availability of a line item
Search
Create a Draft Email
Creates a new draft email.
Action
Create lead
This module is used to create a lead (prospect) within TaxMetall
Action
Create offer via item ID and customer no.
Generates an Offer in the database by automatically linking customer master data and specific item IDs
Action
Delete an Email
Deletes an email.
Action
Download an Attachment (legacy)
Downloads an attachment from an email.
Action
Execute TaxMetall statistics
Enables the execution of an existing statistic within TaxMetall
Search
Forward an Email
Forwards 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.