Create Outlook calendar event

Create events in your Outlook Calendar directly from a Workflow. Use this action to schedule meetings from form submissions, add follow-up events after calls, or automate calendar management.

Add the action

In the Workflow builder, click the + button between existing blocks. Select Create Microsoft Outlook Calendar Event from the action list.

Adding the Create Microsoft Outlook Calendar Event action in the Workflow builder

Rename the action (optional)

Click the action name to enter a more descriptive label, making it easier to reference as a variable later.

Renaming the Create Microsoft Outlook Calendar Event action

Connect Microsoft Outlook

If you haven’t already, connect your Microsoft Outlook account to Cassidy.

Connecting Microsoft Outlook in the action configuration

Enter the event title

Provide a title for the calendar event. You can type the title directly or reference a variable from a previous step or the trigger.

Entering an event title in the action configuration

Select the event start date

Select the start date using the date picker, or click the pencil icon to enter the date directly. You can reference variables from previous steps to set the timing dynamically.

Selecting the event start date with the date picker

Entering the start date directly with the pencil icon

Select the event end date

Choose when the event should end using the date picker, or click the pencil icon to enter the date directly. You can also reference variables to set the end time dynamically.

Selecting the event end date with the date picker

Entering the end date directly with the pencil icon

Enter the event description (optional)

Add additional details about the event. This field is optional but can provide valuable context for attendees.

Entering an event description in the action configuration

Configure optional fields

Under Optional Fields, configure additional settings like Time Zone, Event Location, Attendees, and Is Online Meeting. Fill out each field as needed.