Zapier - Create Individual Traction Tools To-Dos from specific Outlook email address

1.     Sign in to your Zapier Account

2.     Click the Make A Zap button at the top left of the screen.
3.    Trigger  New Email in Microsoft Outlook

  • Choose App and Event (Microsoft Outlook ) 
  • Trigger Event ( New email  ) 
  • Click Continue
  • Choose your Outlook account or Connect your Outlook account
  • Click Continue
  • Test Trigger
  • Continue. 

4    . Action

Filter By Zapier allows you to create conditions and only if those conditions are met, the zap will keep going.  In this example, we want to create Individual Traction Tools To-Dos from a specific email address. 

Choose an App ( Filters by Zapier ) 

Click Continue

Filter set up and testing

Only continue if…

- From email Adress Adress      - Text Exactly Matches      - (Type the email address) 

Click Continue

Note: The message Your Zap would not have continued only means that your zap will stop if the conditions below are not met.  it passes the filter and the Zap continues.

Click the + at the bottom to keep working on your zap. 

Choose an App and Event  (Traction Tools Beta).
  • Action Event (Create a Personal To-Do).
  • Click Continue.
  • Choose your Traction Tools account
  • Click Continue.

Set up action

  • To-Do Title  ( You can choose the Subject of the email as Title of your To-Do) 
  • To-Do Notes ( You can choose body content ) 
  • Due Date ( If left in blank will default to 7 days from the moment you receive the new email) 
  • Test & Review or Test & Continue
  • Turn on Zap
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