Create events in Microsoft Outlook for every new sales invoice in Holded
Transform your sales process with this seamless automation. When a new sales invoice pops up in Holded, instantly organize it as an event in your Microsoft Outlook calendar. This integration eliminates the risk of oversight or delay, ensuring you always stay up-to-date with your sales tasks. Leverage this workflow to simplify your sales management and optimize reactivity.
Transform your sales process with this seamless automation. When a new sales invoice pops up in Holded, instantly organize it as an event in your Microsoft Outlook calendar. This integration eliminates the risk of oversight or delay, ensuring you always stay up-to-date with your sales tasks. Leverage this workflow to simplify your sales management and optimize reactivity.
- When this happens...New Sales Invoice
Triggers when a new sales 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