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A customer success tool that integrates effortlessly with Outlook

Integrate Microsoft Outlook with Velaris to automate customer communications — trigger workflows from incoming emails and streamline follow-ups, updates, and reporting without manual effort.

Automate workflows with Outlook Triggers in Velaris

New Email

Fires when a new email arrives in the inbox, allowing Velaris to launch workflows like customer onboarding or escalation handling.

New Attachment

Triggers when a new email with attachments is received, helping Velaris capture important files and link them to customer records.

New Email in Folder

Activates when a new email lands in a specified folder, letting Velaris segment and act on messages based on their routing.

Drive results with Outlook Actions in Velaris

Send Email

Lets Velaris send emails via Outlook, enabling automated outreach, updates, and reminders.

Reply to Email

Allows Velaris to reply to specific emails, supporting faster customer responses and follow-ups.

Add Label to Email

Adds a category label to an email so Velaris can organize and prioritize communications.

Move Email to Folder

Moves an email to a chosen folder, helping Velaris manage inbox organization automatically.

Forward Email

Forwards an email to specified recipients, enabling Velaris to share important updates with internal teams.

Custom API Call

Allows Velaris to call any Outlook API endpoint for advanced use cases beyond standard actions.

Download Attachment

Downloads attachments from a specified email so Velaris can store or process them in customer records.

Create Draft Email

Creates a draft message, letting Velaris prepare communications for later approval or sending.

Remove Label from Email

Removes a category label from an email so Velaris can adjust categorization dynamically.

Send Draft Email

Sends a prepared draft message, letting Velaris finalize and deliver planned communications.

Find Email

Searches for emails using full-text search, giving Velaris access to historical messages for context.

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