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bexio + Microsoft Outlook

bexio + Microsoft Outlook

bexio + Microsoft Outlook integrations

Create and send Microsoft Outlook emails for new bexio quotes

Effortlessly manage your sales process with this seamless automation between bexio and Microsoft Outlook. When a new quote is created in bexio, this workflow takes care of sending an email through Microsoft Outlook, keeping your clients informed and up-to-date. Save time and streamline your communication by letting this integration handle the work for you.

  1. When this happens...
    New Quotes
    New Quotes
    New QuotesTriggers when a quote is created or updated with the chosen status (line items not provided).
  2. automatically do this!
    Send Email
    Send Email
    Send EmailSend an email from your Outlook account.
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More things you can do with bexio and Microsoft Outlook

Discover other triggers and actions you can use with bexio and Microsoft Outlook

  • bexio triggers, actions, and search
    New/Updated Company

    Triggers when a company is added or updated.

    Trigger
    Polling
    Try It
    • Status of Order
    • Trigger each status change
      Required
    Trigger
    Polling
    Try It
    • Status of Quote
    • Trigger each status change
      Required
    Trigger
    Polling
    Try It
    • Status of Invoice
    • Trigger each status change
      Required
    Trigger
    Polling
    Try It
    • State of Project
    • Trigger each status change
      Required
    Trigger
    Polling
    Try It
    • Combined Entry
      Required
    • Automatic Reference Number
    • Date (line item support)
      Required
    • Reference Number (line item support)
    • Currency
      Required
    • Debit Account Numbers (line item support)
      Required
    • Credit Account Numbers (line item support)
      Required
    • Vat (line item support)
    • VAT Account
    • Description (line item support)
    • Amount (line item support)
      Required
    Action
    Write
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About bexio
Bexio is a business platform for offering accounting, invoices, payroll, and more for small companies in Switzerland.
Related categories
microsoft-outlook logo
About Microsoft Outlook
Microsoft Outlook is a web-based suite of webmail, contacts, tasks, and calendaring services.
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