Microsoft Outlook + Pixie integrations
Send emails in Microsoft Outlook when jobs finish in Pixie
This workflow begins when a job is completed in the Pixie app, subsequently sending an email through Microsoft Outlook. It simplifies the task of communicating job completion to relevant individuals or teams. No more toggling between apps to update on progress; let this efficient automation take care of it for you. A perfect solution for those seeking to declutter their task management to improve productivity.
- When this happens...Job FinishedTriggers when all tasks of a job are completed.
- 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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