Outlook
Microsoft Outlook integration in Lleverage enables you to automate email and contact management workflows directly with your Microsoft 365 or Outlook account. Manage emails, organize contacts, handle attachments, and streamline communication processes seamlessly.
Key Features
Email management - Send, reply, draft, and organize emails programmatically
Contact operations - Create, update, and search contacts in your address book
Label and folder management - Organize emails with labels and move between folders
Attachment handling - Download email attachments for workflow processing
Email search - Find specific emails and contacts using search criteria
Workflow approvals - Suspend workflows pending email-based approvals
Secure connection - Direct integration with Microsoft accounts
How to Add Outlook Integration
Open the Add Action menu using one of three methods:
Click the "Add Action" button in the top left corner
Click on a connection circle on an existing action card
Click and drag from one action to create a connection
Navigate to Outlook integration:
Select "External Apps" from the categories
Search for "Outlook" or "Microsoft" in the provider list, or
Scroll down to find Outlook in the alphabetical list
Click on Outlook to view available actions
Select your desired Outlook action from the available options
How to Connect Your Microsoft Account
Initial Setup
Click "Connect Microsoft Account" in any Outlook action
Follow the Microsoft authentication process
Grant necessary permissions for the actions you want to perform
Your account will be available for selection in Outlook actions
⚠️ Important: Some dropdowns may show "No options" if your account doesn't contain relevant data (contacts, folders, etc.).
How to Configure Outlook Actions
How to Manage Contacts
Update Contact
Connect your Microsoft account
Select the contact to update from the dropdown (if available)
Configure optional properties:
Given Name: First name of the contact
Surname: Last name of the contact
Email Address: Contact's email address (dropdown or manual input)
Recipients: Additional recipient information
💡 Use case: Automatically update contact information when details change, synchronize contact data from forms, or maintain current contact records based on workflow inputs.
Create Contact
Connect your Microsoft account
The contact will be added to your root contacts folder
Configure optional properties:
Given Name: Contact's first name
Surname: Contact's last name
Email Address: Contact's email address
Recipients: Additional contact details
💡 Use case: Automatically add new leads to your contact list, create contacts from form submissions, or build your address book from workflow data.
List Contacts
Connect your Microsoft account
Configure optional properties:
Email Address: Filter contacts by email
Max Results: Limit the number of contacts returned
💡 Use case: Retrieve contact lists for mail merges, export contact data, or find specific contacts for further processing.
Find Contacts
Connect your Microsoft account
Enter a Search String to locate specific contacts
Optional properties:
Max Results: Limit search results
💡 Use case: Locate specific contacts for personalized communications, find contact details for workflow decisions, or search for contacts meeting specific criteria.
How to Manage Emails
Send Email
Connect your Microsoft account
Configure optional properties:
Recipients: Select from dropdown or input manually
CC Recipients: Add carbon copy recipients
BCC Recipients: Add blind carbon copy recipients
Subject: Email subject line
Content Type: Choose email format (HTML/plain text)
Content: Email body content
File Path: Attach files to the email
💡 Use case: Send automated notifications, distribute reports on schedule, or trigger email communications based on workflow conditions.
Reply to Email
Connect your Microsoft account
Select the Message ID of the email you're replying to
Configure optional properties:
Recipients: Additional recipients for the reply
CC Recipients: Carbon copy recipients
BCC Recipients: Blind carbon copy recipients
Subject: Reply subject (usually auto-generated)
Content: Your reply message
File Path: Attach files to the reply
💡 Use case: Automate responses to specific types of emails, send acknowledgments for received messages, or provide automated customer service replies.
Create Draft Email
Connect your Microsoft account
Configure optional properties (same as Send Email):
Recipients, CC, BCC, subject, content type, content, and file attachments
The email will be saved as a draft rather than sent immediately
💡 Use case: Prepare emails for manual review before sending, create templates for team use, or stage emails based on workflow conditions.
How to Organize Emails
Move Email to Folder
Connect your Microsoft account
Specify the Message ID of the email to move
Select the Folder ID where the email should be moved
💡 Use case: Automatically file emails based on content or sender, organize processed emails, or implement automated email sorting rules.
Add Label to Email
Connect your Microsoft account
Specify the Message ID of the target email
Enter the Label to apply to the email
💡 Use case: Tag emails for easy identification, categorize messages by type or priority, or mark emails as processed by workflows.
Remove Label from Email
Connect your Microsoft account
Select the Message ID of the email
Specify the Label to remove
💡 Use case: Clean up email organization, remove temporary tags after processing, or update email categorization.
How to Search and List Items
Find Email
Connect your Microsoft account
Configure search parameters:
Filter: Specify search criteria for finding emails
Max Results: Limit the number of results returned
💡 Use case: Locate specific emails for processing, find attachments to download, or retrieve correspondence for workflow decisions.
List Labels
Connect your Microsoft account
This action retrieves all available labels/categories in your account
💡 Use case: Get available labels for email organization, synchronize label systems, or provide options for email categorization.
List Folders
Connect your Microsoft account
Configure optional properties:
Max Results: Limit the number of folders returned
💡 Use case: Display available folders for email organization, synchronize folder structures, or provide folder options for email filing.
How to Handle Attachments
Download Attachment
Connect your Microsoft account
Specify the Message ID containing the attachment
Enter the Attachment ID to download
Optionally specify a File Name for the downloaded attachment
💡 Use case: Process invoices or documents from emails, extract data from attached files, or save important attachments for further workflow processing.
How to Set Up Email Approvals
Approve Workflow
Connect your Microsoft account
Configure approval settings:
Recipients: Who should receive the approval request
Subject: Subject line for the approval email
The workflow will pause until approval is received
💡 Use case: Require manager approval for expenses, get sign-off on content before publishing, or ensure human oversight for sensitive automated actions.
Important Considerations
All input fields support custom text, dropdown selections, and workflow variables
Dropdown options populate based on your connected account's current data
Some dropdowns may show "No options" if your account doesn't contain relevant data
Message IDs, Folder IDs, and Attachment IDs are typically obtained from other Outlook actions
Integration requires appropriate Microsoft 365 or Outlook account permissions
⚠️ Security Note: Only grant the minimum permissions necessary for your workflow requirements when connecting your Microsoft account.
How Outlook Actions Work in Your Workflow
Add the appropriate Outlook action based on your email or contact automation needs
Connect your Microsoft account securely
Configure the action with required fields and optional properties
Connect the action to other workflow steps as needed
When the workflow runs, the Outlook action will execute the specified operation
Results and data from Outlook actions become available as variables for subsequent actions
💡 Best Practice: Use Outlook actions to integrate email communication seamlessly into your business processes - from lead management to automated reporting and approval workflows.
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