Create events in Microsoft Outlook from updated clients in Jetpack Workflow
Stay organized and on top of your schedule with this convenient workflow. When a client is updated in Jetpack Workflow, an event is immediately created in your Microsoft Outlook calendar. This seamless process ensures you're always informed and prepared for any changes with your clients, enhancing your efficiency and time management.
Stay organized and on top of your schedule with this convenient workflow. When a client is updated in Jetpack Workflow, an event is immediately created in your Microsoft Outlook calendar. This seamless process ensures you're always informed and prepared for any changes with your clients, enhancing your efficiency and time management.
- When this happens...Updated Client
Triggers when a client has been updated.
- automatically do this!Create Event
Create an event in the calendar of your choice.
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New Client
Triggers when a new client is created.
Try ItTemplate
Job Name
Client ID
Job Manager
Description
Due
Client IDRequired
Company Name
First Name
Last Name
Email Address
Description
Phone
Street Address
City
State/Province/Region
Zip/Postal Code
Website
Tags
QuickBooks ID
Search QueryRequired
Company Name
First Name
Last Name
Email Address
Description
Phone
Street Address
City
State/Province/Region
Zip/Postal Code
Website
Tags
QuickBooks ID