Microsoft Outlook + Pixie integrations
Send emails in Microsoft Outlook when new jobs start in Pixie
Keep pace with your Pixie tasks with this streamlined setup. As soon as a job starts within the Pixie app, an email is sent through Microsoft Outlook. This eliminates the need for manual monitoring and promotes seamless communication and task tracking. Enjoy an effective, simple solution for staying updated on your Pixie projects with this workflow.
- When this happens...Job StartedTriggers when a job starts.
- automatically do this!Send EmailSend an email from your Outlook account.
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More things you can do with Pixie and Microsoft Outlook
Discover other triggers and actions you can use with Pixie and Microsoft Outlook
- Job Assigned
Triggers when a job is assigned or reassigned to a team member.
Try ItTriggerInstant - Job Started
Triggers when a job starts.
Try ItTriggerInstant - Contact Created/Updated
Triggers when a contact is created or updated.
Try ItTriggerInstant - ClientRequired
- TemplateRequired
ActionWrite
- Job Finished
Triggers when all tasks of a job are completed.
Try ItTriggerInstant - Client Created/Updated
Triggers when a new client is created or updated in Pixie.
Try ItTriggerInstant - ClientRequired
- First NameRequired
- Last Name
- First and Last Name
- EmailRequired
- Contact ID
- Phone Number
- Job Title
- Greeting
ActionWrite- JobRequired
ActionWrite
Pixie is practice management for accountants and bookkeepers. Improve visibility, collaboration and automation for your team and clients.
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