Indy + Microsoft Outlook
Create draft emails in Microsoft Outlook for new clients in Indy
Set the tone for effective client communication from the start with this workflow. Whenever a new client is added on Indy, this process initiates the creation of a personalized email draft in Microsoft Outlook. It not only ensures timely communication with every new client but also fosters stronger client relationships and conserves your valuable time.
Set the tone for effective client communication from the start with this workflow. Whenever a new client is added on Indy, this process initiates the creation of a personalized email draft in Microsoft Outlook. It not only ensures timely communication with every new client but also fosters stronger client relationships and conserves your valuable time.
- When this happens...Client Created
Triggers when a new client is created.
- automatically do this!Create Draft Email
Creates a draft of an email that can then be reviewed and sent out.
- Free forever for core features
- 14 day trial for premium features & apps
