Outlook integration
Connect Outlook with your Softr applications to send transactional emails, customer confirmations, and internal alerts straight from your no-code app — and to start workflows when an email arrives. Keep your members, your team, and your shared inboxes in sync — without leaving Softr.
Overview
The Softr Outlook integration lets you send emails from your Microsoft 365 account whenever something happens in your Softr app. Trigger emails from form submissions, new member sign-ups, status changes, or scheduled workflows, and deliver them straight from the Outlook address your customers already know and trust.
Whether you’re confirming a booking from a member portal, alerting a shared support inbox about a new request, or sending a personalized follow-up after a form submission, Outlook fits naturally into the apps your team and customers already rely on every day.
Available Actions
Send email
Send an email from your connected Outlook account to one or more recipients, with a custom subject, body, and optional CC, BCC, and attachments — all triggered by events inside your Softr app.
Available Triggers
Email received
Start a workflow whenever a new email lands in an Outlook folder you pick — optionally only for emails from specific senders — with the sender, recipients, subject, body, and attachments ready to use in the next steps.
Key Benefits
- No-code simplicity: Build email automations visually in Softr — no SMTP setup, no developer required.
- Send from your real address: Emails go out from your Microsoft 365 mailbox, so customers see a sender they recognize.
- Personalized at scale: Pull form fields, member details, and record data into every message automatically.
- Team-ready inboxes: Route notifications to shared Outlook inboxes so the whole team can pick up replies.
- Reliable delivery: Lean on Microsoft 365 deliverability for transactional and member-facing email.
Example Use Cases
| Use Case | Description |
|---|---|
| Form submission confirmations | Send a personalized thank-you email to anyone who submits a contact, booking, or application form in Softr. |
| New member welcome emails | Email new sign-ups from a member portal with onboarding instructions, login links, or next-step resources. |
| Internal team alerts | Notify a shared Outlook inbox whenever a new lead, support ticket, or high-priority record lands in your app. |
| Status change notifications | Email a customer when their order, application, or request moves to a new status in your Softr database. |
| Approval and review requests | Send an approver an email with the relevant record details whenever a member submits something for review. |
| Inbound email to records | Turn order confirmations, support requests, or replies arriving in an Outlook folder into records in your Softr database. |
| Scheduled digests and reports | Email weekly or daily summaries of new records, sign-ups, or activity to managers and stakeholders. |
How to Connect Softr with Outlook
- Open your Softr app and go to Workflows.
- Create a new workflow and add the Send email Outlook action, or start it with the Email received Outlook trigger.
- Click Connect to Outlook and sign in with your Microsoft 365 account.
- Approve the requested permissions so Softr can send and read email on your behalf.
- Choose the trigger that should send it (form submission, sign-up, record update, schedule).
- Fill in recipients, subject, and body — using fields from your Softr forms, records, or previous workflow steps to personalize the message.
- Save and activate your workflow.