Contele Gestor de Equipes + Microsoft Outlook

Create and send emails in Microsoft Outlook for new visits created in Contele Gestor de Equipes

Stay on top of your team's movements with this efficient workflow. When a visit is created in Contele Gestor de Equipes, an email is promptly sent via Microsoft Outlook. This automation ensures you're always informed, eliminating the need for constant check-ins and fostering seamless communication within your team.

When this happens...
Visit Created
Triggers when a new visit is created.
TriggerInstant
automatically do this!
Send Email
Send an email from your Outlook account.
ActionWrite

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Supported triggers and actions

Form Answered
Triggers when a form is answered for the first time.
Trigger
Instant
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Place Created
Triggers when a new place is created.
Trigger
Instant
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Visit Checked In
Triggers when a visit has been checked in.
Trigger
Instant
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Visit Created
Triggers when a new visit is created.
Trigger
Instant
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- Portfolios
- Place nameRequired
- Place document
- Place corporate name
- Place observation
- Place address city
- Place address complement
- Place address neighborhood
- Place address number
- Place address state
- Place address street
- Place address zipcode
- Place address latitude
- Place address longitude
- Contact name
- Contact email
- Contact phone
- Category name
- Custom id (your id)
- Creator ID
- Creator Email
Action
Write

- Unique task identificator (task_id or Service Order)Required
- Schedule date (yyyy-mm-dd hh:mm)
- Consider scheduling time?
- Details
- Observation
- Custom OS
- Status
Action
Write
- Calendar
- Time BeforeRequired
- Time Before (Unit)Required
Trigger
Scheduled
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- Parent FolderRequired
- Child Folder
Trigger
Scheduled
Try It
- Contact Folder
Trigger
Scheduled
Try It
- Parent Folder
- Child Folder
- Search termsRequired
- Note
Trigger
Scheduled
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- Parent Folder
- Child Folder
Trigger
Scheduled
Try It
- Event
- Merge with existing attendees?
- Attendees
Action
Write
- Contact Folder
- First NameRequired
- Last Name
- Email Addresses
- Business Phones
- Home Phones
- Mobile Phone
- Job Title
- Company Name
- Department
- Business Website URL
- File As
- Personal Notes
- Street
- City
- State
- Postal Code
- Country or Region
- Street
- City
- State
- Postal Code
- Country or Region
- Street
- City
- State
- Postal Code
- Country or Region
Action
Write
- Email IDRequired
- To Email(s)
- CC Email(s)
- BCC Email(s)
- Reply-To Email
- Subject
- Body
- Attachment
- Action for Files Larger Than 150MB
- Reply to All
Action
Write
- Email IDRequired
- Comment
Action
Write
- Event
- Subject
- Start Date & Time
- End Date & Time
- All Day Event?
- Is Online Meeting?
- Hide attendees list?
- Description
- Show me as Free or Busy
- The importance of the event
- Merge with existing attendees?
- Attendees
- Categories
- Location
Action
Write
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Contact Folder
- First Name
- Last Name
- Email
Action
Search
- Contact Folder
- First NameRequired
- Last Name
- Email
- Business Phones
- Home Phones
- Mobile Phone
- Job Title
- Company Name
- Department
- Business Website URL
- File As
- Personal Notes
- Street
- City
- State
- Postal Code
- Country or Region
- Street
- City
- State
- Postal Code
- Country or Region
- Street
- City
- State
- Postal Code
- Country or Region
Action
Search or write

Form Answered When Completed V2
Triggers when a form is answered.
Trigger
Instant
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Place Updated
Triggers when a place is updated.
Trigger
Instant
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Visit Checked Out
Triggers when a visit has been checked out.
Trigger
Instant
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Visit Updated
Triggers when a visit is updated.
Trigger
Instant
Try It
- Schedule date (yyyy-mm-dd hh:mm)Required
- Consider scheduling time?
- Details
- Observation
- Custom OS
- User Creator ID
Action
Write
- Unique place identificator (poi_id OR custom_id OR cnpj)Required
- Place name
- Place document
- Place corporate name
- Place observation
- Place address city
- Place address complement
- Place address neighborhood
- Place address number
- Place address state
- Place address street
- Place address zipcode
- Place address latitude
- Place address longitude
- Contact name
- Contact email
- Contact phone
- Category name
- Custom id (your id)
- Portfolios
Action
Write
Cancelled Calendar Event
Triggers when an event is cancelled.
Trigger
Instant
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- Calendar
Trigger
Scheduled
Try It
- Shared Inbox
Trigger
Scheduled
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New Flagged Email
Triggers when a new email is flagged.
Trigger
Scheduled
Try It
- Calendar
Trigger
Scheduled
Try It
- Calendar
- SubjectRequired
- Start Date & TimeRequired
- End Date & TimeRequired
- Location Name
- Sensitivity
- Attendees
- All Day Event?
- Description
- Show me as Free or Busy
Action
Write
- To Email(s)Required
- CC Email(s)
- BCC Email(s)
- Reply-To Email
- SubjectRequired
- Body FormatRequired
- BodyRequired
- Attachment
- Action for Files Larger Than 150MB
Action
Write
- EventRequired
Action
Write
- From Email
- To Email(s)Required
- CC Email(s)
- BCC Email(s)
- Reply-To Email
- SubjectRequired
- Body FormatRequired
- BodyRequired
- Attachments
- Action for Files Larger Than 150MB
Action
Write
- Contact Folder
- ContactRequired
- First Name
- Last Name
- Email Addresses
- Business Phones
- Home Phones
- Mobile Phone
- Job Title
- Company Name
- Department
- Business Website URL
- Personal Notes
- Street
- City
- State
- Postal Code
- Country or Region
- Street
- City
- State
- Postal Code
- Country or Region
- Street
- City
- State
- Postal Code
- Country or Region
Action
Write
- Calendar
- Search TermRequired
- Start Date & Time
- End Date & Time
Action
Search
- Search Info
- Search ValueRequired
Action
Search

About Contele Gestor de Equipes

Contele Gestor de Equipes is an app for any type of field team manager for companies with Check-in/out, Routing, Checklists, Forms, Refund register, Tracking, Digital Service Order, Plan and Scheduler visits and reports.