How Knack Flows Works

Knack’s no-code Microsoft Outlook integration simplifies managing communications, calendar events, and contact sync across Office 365, allowing you to automate tasks without complex setups or extensive permissions. With this integration, automate emails, manage CRM contact details, and set due dates for tasks directly from your Outlook account, helping you stay on top of schedules and deadlines.

Choose Trigger from Outlook

Begin by selecting a Knack event to initiate your Microsoft Outlook workflow, like “New Record” in Knack. This quick-start process allows you to set up automated notifications, event creation, or contact updates. For example, when a new email is received, or an Outlook CRM record is updated, you can trigger workflows that keep your data synchronized across Office 365, Outlook.com, and other versions of Outlook like the Outlook Add-In for Windows or Mac.

Set Up an Action in Knack

Next, configure what happens in Knack when the Outlook trigger is activated. For example, Knack can automatically create a new record, update contacts, or log information based on data changes from Outlook. The integration allows seamless synchronization across Android, iOS, and Windows devices, ensuring that all updates in Outlook are accurately reflected in Knack. The API integration and secure authentication keep workflows running smoothly, managing permissions and shared.

Connect and Automate

That’s it! Your Microsoft Outlook and Knack apps are now connected. With Knack Flows, you can easily automate tasks like contact updates and calendar event syncing across Office 365 and Exchange Server. Use the Azure cloud connector to manage integrations securely, allowing team collaboration on Outlook and Office 365, and connecting your communication tools across Outlook.com, Microsoft Teams, and beyond.