Connect Outlook to Salesforce

Accept calendar event invite

Accepts or tentatively accepts a calendar meeting invite on behalf of a user. Use this action when a user has received a meeting invitation and wants to indicate their attendance status (either confirmed or tentative). The organizer will...

Add event attachment

Adds an attachment to a specific Outlook calendar event. Use when you need to attach a file or nested item to an existing event.

Add mail attachment

Tool to add an attachment to an email message. Use when you have a message ID and need to attach a small (<3 MB) file or reference.

Batch move messages

Batch-move up to 20 Outlook messages to a destination folder in a single Microsoft Graph $batch call. Use when moving multiple messages to avoid per-message move API calls.

Batch update messages

Batch-update up to 20 Outlook messages per call using Microsoft Graph JSON batching. Use when marking multiple messages read/unread or updating other properties to avoid per-message PATCH calls.

Create Calendar Event

Creates a new Outlook calendar event, ensuring `start_datetime` is chronologically before `end_datetime`.

Add contact to campaign

Adds a contact to a campaign by creating a CampaignMember record to track campaign engagement. Fails if the contact is already a member of the campaign; pre-check membership via SOQL before calling.

Add lead to campaign

Adds a lead to a campaign by creating a CampaignMember record, allowing you to track campaign engagement. Both `campaign_id` and `lead_id` must be valid Salesforce IDs of active, existing records — names or emails cannot be substituted,...

Add product to opportunity

Adds a product (line item) to an opportunity. The product must exist in a pricebook entry that's associated with the opportunity's pricebook.

Apply lead assignment rules

Applies configured lead assignment rules to a specific lead, automatically routing it to the appropriate owner based on your organization's rules. Allow a brief propagation delay before querying updated ownership or field values after ru...

Associate contact to account

Associates a contact with an account by updating the contact's AccountId field. Overwrites any existing AccountId on the contact. For broader contact field updates alongside the account association, use SALESFORCE_UPDATE_CONTACT instead.

Clone opportunity with products

Clones an opportunity and optionally its products (line items). Creates a new opportunity with the same field values and products as the original.