Upload new Microsoft Outlook emails matching search to lexoffice as bookkeeping documents
Stay organized and efficient in your bookkeeping process with this workflow. When you receive a new email in your Microsoft Outlook that matches certain criteria, it immediately initiates an upload to your lexoffice bookkeeping documents. This automation helps you save time, reduce manual data entry errors, and keep your financial records updated and accurate.
Stay organized and efficient in your bookkeeping process with this workflow. When you receive a new email in your Microsoft Outlook that matches certain criteria, it immediately initiates an upload to your lexoffice bookkeeping documents. This automation helps you save time, reduce manual data entry errors, and keep your financial records updated and accurate.
- When this happens...New Email Matching Search
Triggers when a new e-mail is received in your inbox that matches a search.
- automatically do this!Upload Document for Bookkeeping Purposes
Uploads document for bookkeeping purposes (PDF/JPG/PNG).
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