Holded + Microsoft Outlook
Create events in Microsoft Outlook for new sales orders in Holded
Streamline your sales and calendar processes with this efficient workflow. Whenever a new sales order is placed in Holded, an event is immediately created in your Microsoft Outlook calendar. This ensures you're always updated about your sales activities without having to manually input data in your calendar. Stay organized and up-to-date with this seamless automation.
Streamline your sales and calendar processes with this efficient workflow. Whenever a new sales order is placed in Holded, an event is immediately created in your Microsoft Outlook calendar. This ensures you're always updated about your sales activities without having to manually input data in your calendar. Stay organized and up-to-date with this seamless automation.
- When this happens...New Sales Order
Triggers when a new sales order is created
- automatically do this!Create Event
Create an event in the calendar of your choice.
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New Contact
Triggers when a new contact is created
Try ItNew Sales Invoice
Triggers when a new sales invoice is created
Try ItNew Sales Order
Triggers when a new sales order is created
Try ItContact NameRequired
Contact Code
Contact Relationship
Contact type
Contact Email
Phone Number
Mobile Phone
Website
Address
City
Postal Code
Province
Country
IBAN
Swift
Sepa Reference
Note
Currency
Language
Tags
New Deal
Triggers when a new CRM Deal is created
Try ItNew Purchase Invoice
Triggers when a new Purchase invoice is created
Try ItNew Sales Receipt
Triggers when a new sales receipt has been created
Try ItContact ID
Contact Code
Contact Name
Contact Email
Contact Address
Contact City
Contact Postal Code
Contact Province
Contact Country
Contact Country Code
Description
Notes
DateRequired
Name
Units
SKU
Subtotal
Discount (%)
Tax Rate (%)
Taxes
Document Number
Currency
Tags
