Connect Filevine and Microsoft Outlook to unlock the power of automation

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Choose a Trigger

Choose an Action

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How Zapier works

Zapier makes it easy to integrate Filevine with Microsoft Outlook - no code necessary. See how you can get setup in minutes.

Select a trigger from Filevine

A trigger is an event that starts your Zap and runs the workflow. For example, with Filevine, a trigger could be "New Event."

A trigger is the event that kicks off your automated workflow.

Setup an action from Microsoft Outlook

An action is what takes place after the automation is triggered. For example, with Microsoft Outlook, the action could be "Add Attendees to Calendar Event."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Filevine to Microsoft Outlook

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Triggers and actions are the main components of every automated workflow.

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your Filevine to Microsoft Outlook integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

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Frequently Asked Questions about Filevine + Microsoft Outlook integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Filevine and Microsoft Outlook

How can I integrate Filevine with Microsoft Outlook?

You can integrate Filevine with Microsoft Outlook using Zapier's automated workflows called Zaps. This involves selecting triggers and actions where, for example, a new task in Filevine might trigger an event that creates a corresponding calendar event in Outlook.

What triggers can I use with Filevine and Outlook integration?

In our Filevine and Outlook integration, common triggers include new tasks, comments, or updates in Filevine. These can initiate various actions such as sending emails or creating events in Outlook.

Are there any actions specific to Microsoft Outlook within the integration?

Yes, within the integration you can perform actions like creating calendar events or sending emails directly from your connected Microsoft Outlook account based on triggers from Filevine.

Is it possible to synchronize contacts between Filevine and Outlook?

Currently, our standard integration focuses on tasks and calendar events. Synchronizing contacts would require custom solutions beyond our existing triggers and actions.

Can updates in Microsoft Outlook reflect back into Filevine?

Our integration primarily supports one-way data flow from Filevine to Outlook; therefore, reverse updates from Outlook back to Filevine are not supported by default.

What should I do if my Zap stops working between these two apps?

If a Zap connecting Filevine and Microsoft Outlook stops working, check for changes in the authentication settings of either app first. You may need to reauthorize your connections on Zapier.

Is there a limit to the number of tasks that can trigger events in this integration?

The frequency and volume of task-triggered events depend on your Zapier plan limits. We recommend reviewing your usage limits under your account settings to manage the integrations efficiently.

Connect Filevine and Microsoft Outlook to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

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Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- Event
  Required
- Load additional data?
Trigger
Instant
Try It
- FirstName
  Required
- LastName
- Phone Numbers
- Email Addresses
- Address line 1
- Address line 2
- City
- State
- Zip code
- Label
- Contact Types
  Required
Action
Write
- Project
  Required
- Project Type
  Required
Action
Write
- Project Type
  Required
- ProjectName
  Required
- Contact
  Required
- IncidentDate
Action
Write
- Project
  Required
- Project Type
  Required
- Collection
  Required
- Item ID
  Required
Action
Write

- Api_docs_info
- Apply standard error handling?
  Required
- HTTP Method
  Required
- URL
  Required
- Query String Parameters
- Additional Request Headers
- Body
Action
Write
- Field
  Required
Action
Search

- Project Type
  Required
- Name
  Required
- Project
  Required
Action
Search
- Project Type
  Required
- Field
  Required
Action
Search
- Field
  Required
Action
Search
- Field
  Required
- FirstName
  Required
- LastName
- Phone Numbers
- Email Addresses
- Address line 1
- Address line 2
- City
- State
- Zip code
- Label
- Contact Types
  Required
Action
Search or write
- Calendar
- Time Before
  Required
- Time Before (Unit)
  Required
Trigger
Polling
Try It
- Parent Folder
  Required
- Child Folder
Trigger
Polling
Try It
- Contact Folder
Trigger
Polling
Try It
- Parent Folder
  Required
- Child Folder
- Search terms
  Required
- Note
Trigger
Polling
Try It
- Shared Inbox
- Parent Folder
  Required
- Child Folder
Trigger
Polling
Try It
- Event
  Required
- Merge with existing attendees?
- Attendees
Action
Write
- Contact Folder
- First Name
  Required
- Last Name
- EmailAddresses
- BusinessPhones
- HomePhones
- MobilePhone
- JobTitle
- CompanyName
- Department
- Business Website URL
- FileAs
- PersonalNotes
- 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 ID
  Required
- To Email(s)
  Required
- CC Email(s)
- BCC Email(s)
- Reply-To Email
- Subject
  Required
- Body
- Attachment
- Action for Files Larger Than 150MB
- Reply to All
Action
Write
- Email ID
  Required
- Comment
Action
Write
- Event
  Required
- Subject
  Required
- Start Date & Time
  Required
- End Date & Time
  Required
- Is this an All Day Event?
- Is Online Meeting?
- Hide attendees list?
- Body
- Show me as Free or Busy
- The importance of the event
- Merge with existing attendees?
- Attendees
- Categories
- Location Name
Action
Write
- Api_docs_info
- Apply standard error handling?
  Required
- HTTP Method
  Required
- URL
  Required
- Query String Parameters
- Additional Request Headers
- Body
Action
Write
- Contact Folder
- First Name
  Required
- Last Name
- EmailAddresses
Action
Search
- Contact Folder
- First Name
  Required
- Last Name
- EmailAddresses
- BusinessPhones
- HomePhones
- MobilePhone
- JobTitle
- CompanyName
- Department
- Business Website URL
- FileAs
- PersonalNotes
- 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

- Project
  Required
- Project Type
  Required
- Collection
  Required
Action
Write
- Project
  Required
- Project Type
  Required
Action
Write
- Project
  Required
- Project Type
  Required
Action
Write
- Project
  Required
- Project Type
  Required
Action
Write
- Project
  Required
- Project Type
  Required
- ProjectName
  Required
- IncidentDate
- Description
- Case Number
Action
Write
- Project
  Required
- Project Type
  Required
- Collection
  Required
- Search By
  Required
Action
Search
- Document ID
  Required
Action
Search
- Field
  Required
Action
Search
- Field
  Required
Action
Search
- Project
  Required
- Project Type
  Required
- Collection
  Required
- Search By
  Required
Action
Search or write
- Field
  Required
- Project Type
  Required
- ProjectName
  Required
- Contact
  Required
- IncidentDate
Action
Search or write
Cancelled Calendar Event
Triggers when an event is cancelled.
Trigger
Instant
Try It
- Calendar
Trigger
Polling
Try It
- Shared Inbox
Trigger
Polling
Try It
New Flagged Email
Triggers when a new email is flagged.
Trigger
Polling
Try It
- Calendar
Trigger
Polling
Try It
- Calendar
- Subject
  Required
- Start Date & Time
  Required
- End Date & Time
  Required
- Location Name
- Sensitivity
- Attendees
- Is this an All Day Event?
- Body
- Show me as Free or Busy
- Is this an Online Meeting?
Action
Write
- To Email(s)
  Required
- CC Email(s)
- BCC Email(s)
- Reply-To Email
- Subject
  Required
- Body Format
  Required
- Body
- Attachment
- Action for Files Larger Than 150MB
Action
Write
- Event
  Required
Action
Write
- Shared Inbox
- To Email(s)
  Required
- CC Email(s)
- BCC Email(s)
- Reply-To Email
- Subject
  Required
- Body Format
  Required
- Body
- Attachment
- Action for Files Larger Than 150MB
Action
Write
- Contact Folder
- Contact
  Required
- First Name
  Required
- Last Name
- EmailAddresses
- BusinessPhones
- HomePhones
- MobilePhone
- JobTitle
- CompanyName
- Department
- Business Website URL
- PersonalNotes
- 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
- SearchTerm
  Required
- Start Date & Time
  Required
- End Date & Time
  Required
Action
Search
- Search_info
- Search Value
  Required
Action
Search