Fetch new contacts in onOffice enterprise and create new contacts in Direct Mail
Simplify your work with this efficient automation. When a contact is fetched within the onOffice enterprise app, this workflow immediately translates that into creating a new contact within the Direct Mail app. This ensures that your mailing lists stay up-to-date and aligned with your onOffice data, saving you valuable time and effort in the process.
Simplify your work with this efficient automation. When a contact is fetched within the onOffice enterprise app, this workflow immediately translates that into creating a new contact within the Direct Mail app. This ensures that your mailing lists stay up-to-date and aligned with your onOffice data, saving you valuable time and effort in the process.
- When this happens...Fetch Contact
Triggers when addressed manually or automatically in onOffice in order to fetch contacts.
- automatically do this!New Contact
Creates a new contact or updates an existing contact.
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Add fields to retrieveRequired
Try ItFile AttributeRequired
File Type
Try ItType of the object being associatedRequired
ID of the object being associatedRequired
Create Contact
Creates a new contact.
Add fields to retrieveRequired
Try ItContent dataRequired
Image Type
Image Attribute
Website Link
Try ItCreate Activity / Agents Log Entry
Creates a new activity / agents log entry.
SubjectRequired
Type of appointment
Datetime Start (YYYY-MM-DD hh:mm:ss)Required
Datetime End (YYYY-MM-DD hh:mm:ss)Required
Participant’s Username
Appointment location
Status of AppointmentRequired
Add another field...

