Forms & messaging
Send and receive emails from your Microsoft 365 address through workflows.
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 emailSend 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.
Example use cases
Usecase
Description
- Form submission confirmationsSend a personalized thank-you email to anyone who submits a contact, booking, or application form in Softr.
- New member welcome emailsEmail new sign-ups from a member portal with onboarding instructions, login links, or next-step resources.
- Internal team alertsNotify a shared Outlook inbox whenever a new lead, support ticket, or high-priority record lands in your app.
- Status change notificationsEmail a customer when their order, application, or request moves to a new status in your Softr database.
- Approval and review requestsSend an approver an email with the relevant record details whenever a member submits something for review.
- Scheduled digests and reportsEmail weekly or daily summaries of new records, sign-ups, or activity to managers and stakeholders.
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.
- Open your Softr app and go to Workflows.
- Create a new workflow and add the Send email Outlook action.
- Click Connect to Outlook and sign in with your Microsoft 365 account.
- Approve the requested permissions so Softr can send 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.
