Question

How to trigger Zap for Outlook emails from a specific list?

  • 22 June 2021
  • 1 reply
  • 8 views

First off, please excuse my ignorance, I must be missing something.

 

I need to setup a zap from outlook to coda every time an email related to specific conversation is received or sent. 

I have a table in coda listing all my active sales opportunities. Each opportunity has a “Contact” column, and a column showing “Last Communication”. I need a zap where the trigger is an email (sent or received) in outlook, and the action is to create/update a table cell in the “Last Communication” column based on the contact.

 

How can I filter which email triggers the action? I only want the emails from a specific list, do I have to keep adding them to the zapier filter manually? or is there a way to get zapier to reference a table or list.

 

Thanks


1 reply

Userlevel 7
Badge +10

Hi @Farrisar 

Try adding a Filter as Step 2 in your Zap: https://zapier.com/apps/filter/help

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