Question

Using a Zap to Send Appointments to Outlook Calendar

  • 10 December 2020
  • 5 replies
  • 38 views

Hi There! 

 

VERY new here and had a question. I have a company that books sales appts for members of our team. Is it possible to set up an appt in Quick Base and have it only populate on the calendar of the person the appt is assigned to? How would this work with multiple outlook accounts? Would it work for Outlook Exchange? 


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5 replies

Userlevel 7
Badge +14

Would probably have to configure different Zaps per person and use a Filter step: https://zapier.com/apps/filter/help

 

Available App triggers/actions/searches

Quick Base: https://zapier.com/apps/quickbase/integrations#triggers-and-actions

Outlook: https://zapier.com/apps/microsoft-outlook/integrations#triggers-and-actions

MS365: https://zapier.com/apps/office-365/integrations#triggers-and-actions

Thanks Troy, 

Forgive my newbie stupidity here lol. So essentially I would create a Zap for each Outlook account using their own personal credentials? Wondering if the better option would be to create the zap between Quick Base and Office 365 since they use Microsoft Exchange. Thoughts?  

Userlevel 7
Badge +10

@Todd M. Sorry we missed your reply. 
Just checking in to see if you still need help with this? 

I were given it to work by means of simply beginning a brand new Zap and searching from the apps listing. It wasn’t displaying there in advance (or I neglected it) however I concept I’d strive once more and voila. Super excited to test this out!

Userlevel 7
Badge +14

@Todd M. 

Were you able to get this squared away based on the previous suggestions?

Please let us know, thanks.