Holded + Microsoft Outlook
Create events in Microsoft Outlook for new purchase invoices in Holded
Streamline your financial tracking with this convenient workflow. When a new purchase invoice is created in Holded, an event will be crafted in your Microsoft Outlook calendar, ensuring you never miss a payment or deadline. This seamless process allows you to stay on top of your financial obligations without the need for manual data entry. Make your invoice management more efficient and retain control over your finances.
Streamline your financial tracking with this convenient workflow. When a new purchase invoice is created in Holded, an event will be crafted in your Microsoft Outlook calendar, ensuring you never miss a payment or deadline. This seamless process allows you to stay on top of your financial obligations without the need for manual data entry. Make your invoice management more efficient and retain control over your finances.
- When this happens...New Purchase Invoice
Triggers when a new Purchase invoice 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
