How to send an email via Outlook for a newly added record on Salesforce

Relay.app is an automation tool that lets you automate actions across Salesforce, Outlook, and many other apps. In this guide, we'll show you how to use Relay.app to automatically run the OutlookSend email” action for each SalesforceRecord added” event.
Salesforce logoSalesforce > Outlook
Trigger
Last triggered
Salesforce logoRecord added
Outlook logoSend email
1

Create your playbook and set the Salesforce trigger as "New record added"

After creating your playbook, you can proceed to add your trigger. The trigger detects changes in your connected apps and responds to your playbook.

To setup this playbook, click "Add trigger" and then select "New record added" under Salesforce. Then, select an object. This will allow your playbook to automatically detect the newly added record in Salesforce and initiate necessary actions.

If this is your first time using a Salesforce integration in Relay.app, a prompt will guide you through the connection process.

2

Add the "Send email" in Outlook automation

Integrate the Outlook automation into your playbook to ensure the prompt sending of an email via Outlook when a new record has been added on Salesforce.

Click the "Add step" button, then locate the "Send email" automation for Outlook and input the mandatory and relevant details.

If your Outlook account isn't already connected to Relay.app, you will be prompted to complete that connection. Make sure to allow the necessary permissions for Relay.app to sync with your Outlook account.

3

Activate your Relay.app playbook

Activating your playbook is the final step to automate the sending of an email via Outlook. Once turned on, it will respond to each newly added record on Salesforce by sending an email from Outlook without manual intervention.

To enable your playbook, click the toggle button located in the header. It is advisable to perform a test run of your playbook beforehand to ensure all steps work seamlessly together and reminders are being sent correctly.

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