Method CRM + Microsoft Outlook

Create new activities in Method CRM from new attachments in Microsoft Outlook

Increase your business efficiency with this workflow. When a new attachment arrives in your Microsoft Outlook, it directly adds an activity in Method CRM. This process ensures that vital documents and files from your email get immediately logged as activities in your CRM, eliminating the need to manually transfer data and allowing you to focus on more strategic tasks.

When this happens...
New Attachment
Triggers when there is a new attachment.
TriggerScheduled
automatically do this!
Add Activity
Adds a new activity.
ActionWrite

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Supported triggers and actions

- Calendar
- Time BeforeRequired
- Time Before (Unit)Required
Trigger
Scheduled
Try It
- 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
New Contact
Triggers when a new contact is added.
Trigger
Scheduled
Try It
New Customer/Vendor or Customer/Vendor Lead (Xero Only)
Triggers when a new customer/vendor or customer/vendor lead is added.
Trigger
Scheduled
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New Vendor
Triggers when a new vendor is added.
Trigger
Scheduled
Try It
- First NameRequired
- Last Name
- Entity Full NameRequired
- Email
- Phone
- Custom Fields
Action
Write
- First NameRequired
- Last Name
- NameRequired
- Company Name
- Email
- Phone
- Billing Address Line 1
- Billing Address Line 2
- Billing Address Line 3
- Billing City
- Billing Country
- Billing Postal Code
- Billing State/Province
- Is CustomerVendor Lead?
- Custom Fields
Action
Write
- Contact RecordIDRequired
- Opportunity NameRequired
- Assigned ToRequired
- Close DateRequired
- Description
- Opportunity StageRequired
- Opportunity Type
- Amount
- Custom Fields
Action
Write
- FieldRequired
- ValueRequired
Action
Search
- FieldRequired
- ValueRequired
Action
Search
- FieldRequired
- ValueRequired
- First NameRequired
- Last Name
- Entity Full NameRequired
- Email
- Phone
- Custom Fields
Action
Search or write
- FieldRequired
- ValueRequired
- First NameRequired
- Last Name
- NameRequired
- Company Name
- Email
- Phone
- Billing Address Line 1
- Billing Address Line 2
- Billing Address Line 3
- Billing City
- Billing Country
- Billing Postal Code
- Billing State/Province
- Is CustomerVendor Lead?
- Custom Fields
Action
Search or write

Cancelled Calendar Event
Triggers when an event is cancelled.
Trigger
Instant
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- Calendar
Trigger
Scheduled
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- 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
New Activity
Triggers when a new activity is added.
Trigger
Scheduled
Try It
New Customer or Customer Lead (QuickBooks Only)
Triggers when a new customer or customer lead is added.
Trigger
Scheduled
Try It
New Opportunity
Triggers when a new opportunity is added.
Trigger
Scheduled
Try It
- Start DateRequired
- Due Date
- Comments
- Opportunity Record ID
- Contact RecordID
- StatusRequired
- TypeRequired
- Assigned ToRequired
- Custom Fields
Action
Write
- First NameRequired
- Last Name
- NameRequired
- Company Name
- Email
- Phone
- Billing Address Line 1
- Billing Address Line 2
- Billing Address Line 3
- Billing City
- Billing Country
- Billing Postal Code
- Billing State/Province
- Is Customer Lead?
- Custom Fields
Action
Write
- Table NameRequired
- Fields
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- FieldRequired
- ValueRequired
Action
Search
- FieldRequired
- ValueRequired
Action
Search
- FieldRequired
- ValueRequired
- First NameRequired
- Last Name
- NameRequired
- Company Name
- Email
- Phone
- Billing Address Line 1
- Billing Address Line 2
- Billing Address Line 3
- Billing City
- Billing Country
- Billing Postal Code
- Billing State/Province
- Is Customer Lead?
- Custom Fields
Action
Search or write