Precise Petcare + Microsoft Outlook Integrations, Built by an AI Agent

Triggers when a client crosses the “no service in X days” threshold (behavioral lapse, not manual inactive).

Triggers when a client is manually set Active/Inactive (login-enabled toggle).

Triggers when a visit is marked completed.

Triggers once per client when their first service is completed (milestone day-slice by first service date).

Triggers when an invoice crosses overdue days (e.g., 7/14/30) based on Due Date.

Triggers when an invoice transitions into Paid (based on invoice lastupdate).

Creates a Client and optionally sends a portal invitation.

Creates a client and sends a portal invitation (always invites).

Creates a staff account.

Updates core + Office Only client fields.

Marks a message as Read or Unread (no sending).

Updates a staff account.

Triggers at a specified time before an event in your calendar starts.

Triggers when an event is cancelled.

Triggers when an organizer cancels an event, for which the connected user is an attendee, on the selected calendar. In contrast to the instant Cancelled Calendar Event, this trigger also works with shared and delegated calendars.

Triggers when there is a new attachment.

Triggers when a new event is created in your calendar.

Triggers when a new contact is added to your account

Adds attendees to a calendar event.

Sets the categories applied to an email.

Adds a user to a distribution list or group. Only available in Microsoft 365 Business accounts that have organizational directories.

Create a duplicate of an email in a different folder.

Create an event in the calendar of your choice.

Creates a new contact.