WordPressとOutlookの連携イメージ
How to Integrate Applications

2024/11/01

How to integrate WordPress with Outlook to send email notifications via Outlook when a post is published on WordPress

e.koyama

In this article, we will introduce how to automatically send email notifications via Outlook every time a post is published on WordPress. This integration eliminates the need to manually create notification messages by transcribing post content, thereby reducing the burden on blog or website administrators and speeding up information dissemination among stakeholders. Especially when multiple teams or departments are involved in content management, smooth information sharing allows stakeholders to quickly start related tasks. We will explain the benefits of integration and the automation method in detail, so please use it as a reference.

Benefits of Integrating WordPress and Outlook

Benefit 1: Improved Operational Efficiency

With this integration, there is no need to manually send notification messages every time a post is published. This allows the person in charge to focus on other important tasks. Even if your company frequently disseminates information through blog posts, you can expect a reduction in the workload of the person in charge. By automating the process and reducing the risk of human errors such as notification omissions or transcription mistakes, the effort required for handling deficiencies may also decrease.

For example, if you post industry news daily, you can set it up so that when a new article is published, the information is automatically shared via email with internal stakeholders. The blog manager does not need to create notification messages, allowing them to immediately start writing the next article or conduct access analysis.

Benefit 2: Faster Information Dissemination

With this integration, the information is shared with the entire team as soon as an article is published. Since all stakeholders, such as the editorial team and marketing team, can quickly grasp the latest information, smooth feedback and follow-up are possible. By quickly performing tasks such as final content checks or executing marketing strategies, it may lead to protecting brand image and increasing the number of leads acquired.

For example, when you publish an article about the release of a new product and related campaigns, stakeholders can immediately check the content via email. As a result, necessary follow-up tasks, such as the editorial team's final check in the public state or the marketing team's data registration for lead management, can be smoothly started.

Let's improve operational efficiency and information dissemination speed in blog website management through integration. With the automation tool Yoom, you can easily set it up.

[What is Yoom]

How to Create a Workflow for Integrating WordPress and Outlook

Now, let's set up the integration and automation of workflows between WordPress and Outlook.

Using a template, we will introduce the steps to create a workflow for "Notifying via Outlook when a post is published on WordPress".

Before You Start

1. Please log in to Yoom.

2. Click the "Try it" button below to copy the template from Yoom. 

Step 1: Connect My Apps with WordPress and Outlook

*If you have already connected the apps, please proceed to Step 2.

1. Select "My Apps" from the left menu and click "+ New Connection" on the right side of the screen.

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2. From the list of new connections in My Apps, select WordPress and Outlook respectively, and connect the apps.
*Microsoft 365 (formerly Office 365) has plans for home users and general business users (Microsoft 365 Business). If you are not subscribed to the general business plan, authentication may fail.

Next, copy the template to My Project and create a Flow Bot.
Please copy the Flow Bot template from below.

1. Hover over the banner and click "View Details"
2. Click "Try this template" on the page you moved to
3. Register for Yoom
※ If you have already completed registration, the login screen will be displayed, so please log in.

Step 2: Setting up a trigger that activates when a post is published on WordPress

1. Open the copied template.
 ※ You can change it to any title from the red frame part in the image below.

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2. Click on the Flowbot's "App Trigger: When a post is published".

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3. Select the linked account and action.
 Change the title if necessary and click "Next".

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4. Set up the API connection for the app trigger.
 Select the trigger activation interval.
 ※ The time that can be specified varies depending on the plan. Reference: List of feature restrictions and usage limits for each plan

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5. Click "Test".

6. If the test is successful, click "Save".

Step 3: Setting up the action to send an email with Outlook

1. Click on the Flowbot's "Send Email: Send Email".

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2. Set up the email.
 ・Title: Can be changed if necessary.
 ・Email settings: Use the output obtained in Step 2 to input the necessary information in each field.
 ※ The image below is an example of input.

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 ※ The image below is an example of output reference. When you click on the input field, suggestions will be displayed, so select the target item.

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3. Click "Next".

4. Review the email content and click "Test".

5. If the test is successful, click "Save".

This completes the flow "Notify by email with Outlook when a post is published on WordPress".
Switch the trigger of the saved flow to "ON" to activate it.

The Flowbot template used this time
Notify by email with Outlook when a post is published on WordPress

Other Examples of Automation Using WordPress

There are many other examples of automation using WordPress in Yoom, so here are a few introductions.

1. A flow to add data to Google Sheets when a post is published on WordPress. If you are managing content with Google Sheets, you can aggregate information from published posts. Use functions and pivot tables to help with data aggregation and analysis.

2. This is a flow to notify Chatwork when a post is published on WordPress. By integrating with chat tools, you can automatically notify the publication or update of posts. If you are using both email and chat depending on the department or business content, try using it in conjunction with the Outlook flow. By using Chatwork's features, you can also turn the notification content into tasks.

3. This is a flow to add a lead source to Sasuke when a post is published on WordPress. If you are using Sasuke for content marketing information management, you can automatically register blog posts as lead sources. Automation can help reduce human errors such as transcription mistakes and omissions in registration.

Summary

We introduced a method to integrate WordPress with Outlook to automatically send email notifications when a new post is published. This automation eliminates the need to create notification texts, reducing the burden on administrators and speeding up information dissemination. Quickly share published content among team members and smoothly proceed with subsequent processes. If you can expedite sharing on social media or providing information to clients, it may lead to an increase in leads and customers. With Yoom, you can easily set up the integration, so take this opportunity to try it out.

The person who wrote this article
e.koyama
Until now, I have experienced office work at specialized trading companies and in the EC industry. The work I was in charge of covered a wide range of tasks, such as sales office work, accounting, general affairs, human resources, and legal affairs. We worked to improve the efficiency of individual tasks, but I think the work could proceed more conveniently by using various support tools and Yoom... I would be happy if I could send out an introduction article on Yoom that makes use of my work experience and help everyone proceed smoothly with their work.
Tags
Integration
Automation
WordPress
Outlook
App integration
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