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bexio + Microsoft Outlook

Send emails in Microsoft Outlook for new orders in bexio

Stay on top of your new orders efficiently by automating your email notifications. This workflow triggers whenever a new order is placed in the bexio app, sending a customized email through Microsoft Outlook to keep you informed. Ensure seamless communication and improve your order management process with this time-saving automation.

Stay on top of your new orders efficiently by automating your email notifications. This workflow triggers whenever a new order is placed in the bexio app, sending a customized email through Microsoft Outlook to keep you informed. Ensure seamless communication and improve your order management process with this time-saving automation.

  1. When this happens...
    bexiobexio
    New Order

    Triggers when a Order is created or updated with the chosen status (line items not provided).

    TriggerScheduled
  2. automatically do this!
    Microsoft OutlookMicrosoft Outlook
    Send Email

    Send an email from your Outlook account.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • bexio triggers, actions, and search

    New/Updated Company

    Triggers when a company is added or updated.

    Trigger
    Scheduled
    Try It
    • Status of Order

    • Trigger each status changeRequired

    Trigger
    Scheduled
    Try It
    • Status of Quote

    • Trigger each status changeRequired

    Trigger
    Scheduled
    Try It
    • Status of Invoice

    • Trigger each status changeRequired

    Trigger
    Scheduled
    Try It
    • State of Project

    • Trigger each status changeRequired

    Trigger
    Scheduled
    Try It
    • Combined EntryRequired

    • Automatic Reference Number

    • Date (line item support)Required

    • Reference Number (line item support)

    • CurrencyRequired

    • 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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bexio logo

About bexio

Bexio is a business platform for offering accounting, invoices, payroll, and more for small companies in Switzerland.
Learn more

Related categories

  • Accounting
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Related categories

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