How to Integrate Trello with Microsoft Outlook

Quick summary

This tutorial shows how to integrate Trello with Microsoft Outlook using a Zapier Zap, automating actions between your project boards and email client. By connecting a Trello trigger to an Outlook action, you can eliminate manual updates and keep your team workflows in sync.

Steps

1. Create a new Zap in Zapier by clicking "Create" and selecting "Zaps."
2. Start your automation by clicking "Trigger."
3. Search and select "Trello" as the trigger app.
4. Choose a trigger event, such as "New Activity" or "New Board."
5. Sign in to your Trello account, grant Zapier access, and click "Continue."
6. Select the record and click "Continue with selected record."
7. Search and select "Microsoft Outlook" as the action app.
8. Choose an appropriate action event for Outlook.
9. Sign in with your Microsoft Account to connect it to Zapier.
10. Click "Accept" to grant Zapier access to your Microsoft Outlook account.
11. Complete and customize the required fields accordingly.
12. Click "Continue" to proceed.
13. Click "Test step" to verify the action runs successfully in Microsoft Outlook.
14. Click "Publish" to activate and complete your Zap.