Microsoft Outlook is a web-based suite of webmail that helps you to connect all of your messages, contacts, tasks, and appointments in one convenient place.
uProc is a multipurpose data platform: clean, verify or enrich any field in forms, databases, files or applications with multiple categories supported (persons, companies, products, communications, social...).uProc Integrations
uProc + PipedriveAdd persons in Pipedrive from new uProc people list entries Read More...
It's easy to connect Microsoft Outlook + uProc without coding knowledge. Start creating your own business flow.
Triggers at a specified time before an event in your calendar starts.
Triggers when an event is added to you selected calendar.
Triggers every time a new contact is added.
Triggers whenever a new email is received.
Triggers every time an event is updated.
Create a new contact to your Office 365 account.
Create an event directly on your designated calendar.
Send an email from your Outlook account.
Select a tool to perform verification or enrichment
Microsoft Outlook is the business email and calendaring top that connects people, ideas, and opportunities. It helps users keep track of their busy schedule, manage contacts and organize tasks. You can use it for scheduling meetings, sending emails, managing tasks and fplow-ups.
uProc is a cloud-based compliance software founded by Alex P. in 2016 to help companies implement internal compliance programs. The platform features robust processes and reporting tops which are easy to use and accessible 24/7. uProc allows companies to streamline internal compliance management across all departments and functions. The company has offices in New York and London.
All users need to have a Microsoft Outlook account in order to integrate their data with the uProc platform. You can create a new email account or sign in with an existing one.
Next, you will be asked to enter your company name, URL, and number of employees into the system. This information will be used to set up a new user profile.
The setup process requires entering your name, email address, password, first name, last name, and phone number.
A new window will prompt you to authorize the application for access. Click “Authorize” on the screen if you wish to continue.
Now you will be guided through the set up process after logging in. If you do not have a Microsoft Outlook account yet, you can sign up for one here. After logging in, the integration process begins automatically. It may take some time depending on the size of your company. All the steps are shown on the screen as they are completed. When the process is complete, you will see your company name displayed on the top right corner of the screen with a link to your personal dashboard where you can view all your reports and track your progress.
The next step is to create a new project or start with an existing one. Once you have created a project, the system will ask you for additional information such as location of your office and contact information. For an example, I will create a project called “Project X” about my business trip to France in September 2017, so I will fill in the details accordingly.
Now that the project has been created successfully, we will proceed to setting up tasks for it. Click on “Add Task” at the bottom of the page to begin the process.
The system will provide us with two options to choose from; create a task manually or import it from Google Calendar. For this example, I will create a task manually by filling in the details of my trip as fplows. destination city Paris; arrival date September 1st, departure date September 3rd; activities shopping; meals lunch at Le Bistrot de Paris and dinner at L’Espadon; transportation Eurostar high speed train; budget €500; accommodation Zenhotel Saint-Germain; purpose of trip business trip; notes my client wants to discuss business partnership with me as well as recommend us to other clients; details I want to meet with my client at his office for two hours during lunch time on September 1st and then head to Lieu Unique exhibition center for another two hours in the afternoon. Once you are done adding details into each field, click “Save” at the bottom of the page to add the task into your project. You can also add attachments such as documents, photos, links, or other files if you wish to by clicking “Upload attachment.” Feel free to explore more features of uProc by checking out its useful tutorials here. https://support.uproc.com/hc/en-us/sections/360002846161-Tutorials-Guide
The process to integrate Microsoft Outlook and uProc may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.