Elfsquad CPQ + Microsoft Outlook

Send emails in Microsoft Outlook for new quotation requests in Elfsquad CPQ

This automation will send an email to a specific email address if a new quotation is requested in the showroom. This tool keeps you updated about new quotations in the showroom. This includes customers that create a quotation without being logged in Elfsquad.

When this happens...
New Quotation Requested
Triggers when a quotation is requested
TriggerInstant
automatically do this!
Send Email
Send an email from your Outlook account.
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Supported triggers and actions

What does this mean?

Configuration Model Published
Triggers when a configuration model is published
Trigger
Instant
Try It
New Quotation Created
Triggers when a quotation is created
Trigger
Instant
Try It
New Quotation Requested
Triggers when a quotation is requested
Trigger
Instant
Try It
New Quotation Verified
Triggers when a quotation is verified
Trigger
Instant
Try It
- EntityRequired
- IdentifierRequired
Action
Write

- EntityRequired
- Top
- Skip
- order
- Filter
- Select
- Expand
- Include count
Action
Write
- EntityRequired
- IdentifierRequired
Action
Write

- Parent FolderRequired
- Child Folder
Trigger
Scheduled
Try It
- Contact Folder
Trigger
Scheduled
Try It
- Parent Folder
- Child Folder
- Search termsRequired
- Note
Trigger
Scheduled
Try It
- Parent Folder
- Child Folder
Trigger
Scheduled
Try It
- Calendar
- SubjectRequired
- Start Date & TimeRequired
- End Date & TimeRequired
- All Day Event?
- Description
- Show me as Free or Busy
Action
Write
- To Email(s)Required
- CC Email(s)
- BCC Email(s)
- SubjectRequired
- Body FormatRequired
- BodyRequired
- Attachment
- Action for Files Larger Than 150MB
Action
Write
- From Email
- To Email(s)Required
- CC Email(s)
- BCC Email(s)
- SubjectRequired
- Body FormatRequired
- BodyRequired
- Attachments
- Action for Files Larger Than 150MB
Action
Write
- Contact Folder
- ContactRequired
- First Name
- Last Name
- Email Addresses
- Business Phones
- Home Phones
- Mobile Phone
- Job Title
- Company Name
- Department
- Business Website URL
- Personal Notes
- Street
- City
- State
- Postal Code
- Country or Region
- Street
- City
- State
- Postal Code
- Country or Region
- Street
- City
- State
- Postal Code
- Country or Region
Action
Write
- Calendar
- Search TermRequired
- Start Date & Time
- End Date & Time
Action
Search
- Contact Folder
- First NameRequired
- Last Name
- Email
- Business Phones
- Home Phones
- Mobile Phone
- Job Title
- Company Name
- Department
- Business Website URL
- File As
- Personal Notes
- Street
- City
- State
- Postal Code
- Country or Region
- Street
- City
- State
- Postal Code
- Country or Region
- Street
- City
- State
- Postal Code
- Country or Region
Action
Search or write

Configuration Added to Quotation
Triggers when configuration is added to a quotation
Trigger
Instant
Try It
New Quotation Pending
Triggers when a quotation is pending
Trigger
Instant
Try It
New Quotation Submitted
Triggers when a quotation is submitted
Trigger
Instant
Try It
- Entity
Action
Write
- Function NameRequired
Action
Write
- Entity
- IdentifierRequired
Action
Write
- Calendar
- Time BeforeRequired
- Time Before (Unit)Required
Trigger
Scheduled
Try It
- Calendar
Trigger
Scheduled
Try It
- Shared Inbox
Trigger
Scheduled
Try It
New Flagged Email
Triggers when a new email is flagged.
Trigger
Scheduled
Try It
- Calendar
Trigger
Scheduled
Try It
- Contact Folder
- First NameRequired
- Last Name
- Email Addresses
- Business Phones
- Home Phones
- Mobile Phone
- Job Title
- Company Name
- Department
- Business Website URL
- File As
- Personal Notes
- Street
- City
- State
- Postal Code
- Country or Region
- Street
- City
- State
- Postal Code
- Country or Region
- Street
- City
- State
- Postal Code
- Country or Region
Action
Write
- EventRequired
Action
Write
- Event
- Subject
- Start Date & Time
- End Date & Time
- All Day Event?
- Is Online Meeting?
- Hide attendees list?
- Description
- Show me as Free or Busy
- The importance of the event
- Attendees
- Categories
- Location
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Contact Folder
- First Name
- Last Name
- Email
Action
Search

About Elfsquad CPQ

Integrate your existing workflow with the Elfsquad Product Configurator.

Related categories

Developer Tools

About Microsoft Outlook

Microsoft Outlook is a web-based suite of webmail, contacts, tasks, and calendaring services.

Learn more Help

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Elfsquad CPQ + Microsoft Outlook

Send emails in Microsoft Outlook for new quotation requests in Elfsquad CPQ

Configuration Model Published

New Quotation Created

New Quotation Requested

New Quotation Verified

Delete Entity

IdentifierRequired

Get Entities

EntityRequired

Top

Skip

order

Filter

Select

Expand

Include count

Update Entity

EntityRequired

IdentifierRequired

New Attachment

Parent FolderRequired

Child Folder

New Contact

Contact Folder

New Email Matching Search

Parent Folder

Child Folder

Search termsRequired

Note

New Message in Folder

Parent Folder

Child Folder

Create Event

Calendar

SubjectRequired

Start Date & TimeRequired

End Date & TimeRequired

All Day Event?

Description

Show me as Free or Busy

Create Draft Email

To Email(s)Required

CC Email(s)

BCC Email(s)

SubjectRequired

Body FormatRequired

BodyRequired

Attachment

Action for Files Larger Than 150MB

Send Email

From Email

To Email(s)Required

CC Email(s)

BCC Email(s)

SubjectRequired

Body FormatRequired

BodyRequired

Attachments

Action for Files Larger Than 150MB

Update Contact

Contact Folder

ContactRequired

First Name

Last Name

Email Addresses

Business Phones

Home Phones

Mobile Phone

Job Title

Company Name

Department

Business Website URL

Personal Notes

Street

City

State