Microsoft Outlook + QuoteCloud integrations
Send emails in Microsoft Outlook when document statuses change in QuoteCloud
Stay on top of your document statuses in QuoteCloud with this convenient workflow. When a document status changes within QuoteCloud, an email is immediately sent via Microsoft Outlook notifying relevant parties about the update. This automation ensures no crucial changes go unnoticed, boosting efficiency amidst your document management processes.
- When this happens...Document Status ChangedThis triggers when a document with specified status has changed within your account
- automatically do this!Send EmailSend an email from your Outlook account.
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More things you can do with QuoteCloud and Microsoft Outlook
Discover other triggers and actions you can use with QuoteCloud and Microsoft Outlook
- Document StatusRequired
Try ItTriggerInstant- QuoteCloud User Account (Email)Required
- Choose a TemplateRequired
- Document TitleRequired
- Document Subtitle
- Email AddressRequired
- First NameRequired
- Last Name
- Phone Number
- Address
- Company Name
- Company Account Reference
- Custom Field 1
- Custom Field 2
- Custom Field 3
- Custom Field 4
- Custom Field 5
- Custom Field 6
- Custom Field 7
- Custom Field 8
- Custom Field 9
- Custom Field 10
- Add Contact To Address Book
- Table API Link Id
- Line Item Label
- Line Item Notes
- Row TypeRequired
- Price
- Quantity
- Term Based ProductRequired
- Term
- Tax Type
- Tax
- Discount Type
- Discount
- Cost
- Block Type
- Block Link Id
- Value
- Custom Field 1
- Custom Field 2
- Custom Field 3
- Custom Field 4
- Custom Field 5
- Custom Field 6
- Custom Field 7
- Custom Field 8
- Custom Field 9
- Custom Field 10
- Auto Send DocumentRequired
- Send to Email Addresses
- Send CC Email Addresses
- Send Email Subject
- Send Email Body
- Send Email Attach PDF
ActionWrite- QuoteCloud Document IdRequired
- New StatusRequired
- Outcome Reason
ActionWrite- Cancelled Calendar Event
Triggers when an event is cancelled.
Try ItTriggerInstant
- Email AddressRequired
- First NameRequired
- Last Name
- Phone Number
- Address
- Company Name
- Company Account Reference
- Custom Field 1
- Custom Field 2
- Custom Field 3
- Custom Field 4
- Custom Field 5
- Custom Field 6
- Custom Field 7
- Custom Field 8
- Custom Field 9
- Custom Field 10
ActionWrite- QuoteCloud Product Id
- Product Short Name (Unique)Required
- Folder NameRequired
- Sub Folder
- Sub Folder 2
- Pricing Table Line Item NameRequired
- Product SKU
- Description
- PriceRequired
- Published ProductRequired
- Recipients Can Edit QuantityRequired
- Recipient Can Edit TermRequired
- Term Based PricingRequired
- Product Pricing Term
- Product Default Quantity
- Lock Pricing LabelRequired
- Lock Pricing ValueRequired
- Lock Term ValueRequired
- Lock Pricing NotesRequired
- Product Image 1
- Product Image 2
- Product Image 3
- Product Image 4
- Product Image 5
- Custom Field 1
- Custom Field 2
- Custom Field 3
- Custom Field 4
- Custom Field 5
- Custom Field 6
- Custom Field 7
- Custom Field 8
- Custom Field 9
- Custom Field 10
ActionWrite- Calendar
- Time BeforeRequired
- Time Before (Unit)Required
Try ItTriggerPolling- Shared Inbox
- Parent Folder
- Child Folder
Try ItTriggerPolling
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