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Microsoft Outlook + QuoteCloud

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 ChangedTriggers when a document changes to the specified status within your account.
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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

New Contact Created
Triggers when a new contact is added to the address book.
Trigger
Instant
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Contact Updated
Triggers when a QuoteCloud contact genuinely changes.
Trigger
Instant
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Document Created
Triggers when a customer QuoteCloud document is fully created.
Trigger
Instant
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- Delivery Status
Trigger
Instant
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Document Part Paid
Triggers when a QuoteCloud document is partially paid.
Trigger
Instant
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Document Review Accepted
Triggers when a QuoteCloud document workflow review is accepted.
Trigger
Instant
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- Document Status
  Required
Trigger
Instant
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- Change Type
Trigger
Instant
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Recipient Signed Document
Triggers when an identified recipient completes every signature field assigned to them.
Trigger
Instant
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- Document Number
  Required
Action
Write
- Document Number
  Required
- Copy Type
  Required
- New Document Title
Action
Write
- Document Title
  Required
- Document Subtitle
- Replace Existing Pricing Table Rows
- Table API Link Id
- Line Item Label
- Line Item Notes
- Row Type
  Required
- Price
- Quantity
- Term Based Product
  Required
- Term
- Tax Type
- Tax
- Discount Type
- Discount
- Cost
- Auto Send Document
  Required
- Send to Email Addresses
- Send CC Email Addresses
- Send Email Subject
- Send Email Body
- Send Email Attach PDF
Action
Write
- QuoteCloud Product Id
- Product Short Name (Unique)
  Required
- Folder Name
  Required
- Sub Folder
- Sub Folder 2
- Pricing Table Line Item Name
  Required
- Product SKU
- Description
- Price
  Required
- Published Product
  Required
- Recipients Can Edit Quantity
  Required
- Recipient Can Edit Term
  Required
- Term Based Pricing
  Required
- Product Pricing Term
- Product Default Quantity
- Lock Pricing Label
  Required
- Lock Pricing Value
  Required
- Lock Term Value
  Required
- Lock Pricing Notes
  Required
- Product Image 1
- Product Image 2
- Product Image 3
- Product Image 4
- Product Image 5
Action
Write
- Document Number
  Required
- PDF Mode
  Required
Action
Write
- Document Number
  Required
Action
Write
- Document Number
  Required
- To
  Required
- CC
- BCC
- Email Subject
- Email Content
- Attach Document PDF
- Document Expires At
Action
Write
- Find Contact By
  Required
- Existing Email Address or Contact ID
  Required
- New Email Address
- First Name
- Last Name
- Phone Number
- Mobile Number
- Job Title
- Address
- Company Name
- Company Account Reference
Action
Write
- Document Number
  Required
- Comment Reference
  Required
- Action
  Required
Action
Write
- Document Number or Reference
  Required
- New Status
  Required
- Outcome Reason
Action
Write
- Document Number
  Required
- Detail Level
  Required
Action
Search
- Delivery Reference
  Required
Action
Search
- Email Address
  Required
- First Name
  Required
- Last Name
- Phone Number
- Mobile Number
- Job Title
- Address
- Company Name
- Company Account Reference
Action
Search
- Search By
  Required
- SKU or Product ID
  Required
Action
Search
- Document Status
- Owner Email
- Document Source
- Created After
- Created Before
- Page Size
- Page Cursor
Action
Search
- Product State
  Required
- Page Size
- Page Cursor
Action
Search
- QuoteCloud Product Id
- Product Short Name (Unique)
  Required
- Folder Name
  Required
- Sub Folder
- Sub Folder 2
- Pricing Table Line Item Name
  Required
- Product SKU
- Description
- Price
  Required
- Published Product
  Required
- Recipients Can Edit Quantity
  Required
- Recipient Can Edit Term
  Required
- Term Based Pricing
  Required
- Product Pricing Term
- Product Default Quantity
- Lock Pricing Label
  Required
- Lock Pricing Value
  Required
- Lock Term Value
  Required
- Lock Pricing Notes
  Required
- Product Image 1
- Product Image 2
- Product Image 3
- Product Image 4
- Product Image 5
Action
Search or write
Cancelled Calendar Event
Triggers when an event is cancelled.
Trigger
Instant
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- Shared Inbox
- Parent Folder
- Child Folder
Trigger
Polling
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- Contact Folder
Trigger
Polling
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- Parent Folder
- Child Folder
- Search terms
  Required
- Note
Trigger
Polling
Try It
New Flagged Email
Triggers when a new email is flagged.
Trigger
Polling
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- Calendar
Trigger
Polling
Try It
- Event
- Merge with existing attendees?
- Attendees
Action
Write
- Distribution list
  Required
- User email
  Required
Action
Write
- Calendar
- Subject
  Required
- Start Date & Time
  Required
- End Date & Time
  Required
- Location Name
- Sensitivity
- Attendees
- Is this an All Day Event?
- Description
- Show me as Free or Busy
- Is this an Online Meeting?
- Enable Reminder
- Categories
Action
Write
- Shared Mailbox
- To Email(s)
  Required
- CC Email(s)
- BCC Email(s)
- Reply-To Email
- Subject
  Required
- Body Format
  Required
- Body
  Required
- Attachment
- Action for Files Larger Than 150MB
Action
Write
- Shared Mailbox
- Folder Name
  Required
- Parent Folder
Action
Write
- Shared Mailbox
- Email ID
  Required
Action
Write
- Shared Mailbox
- Email ID
  Required
- Flag Action
  Required
Action
Write
- Shared Mailbox
- Email ID
  Required
- Mark as
  Required
Action
Write
- Shared Mailbox
- Categories to Remove
  Required
- Email ID
  Required
Action
Write
- Send From (Shared Mailbox)
- Draft Email ID
  Required
Action
Write
- Shared Mailbox
- Email ID
  Required
- Importance
  Required
Action
Write
- Contact Folder
- Contact
  Required
- First Name
- Last Name
- EmailAddresses
- BusinessPhones
- HomePhones
- MobilePhone
- JobTitle
- CompanyName
- Department
- Business Website URL
- PersonalNotes
- Street
- City
- State
- Postal Code
- Country or Region
- Street
- City
- State
- Postal Code
- Country or Region
- Street
- City
- State
- Postal Code
- Country or Region
Action
Write
- Email_summary_info
- Folder
- Search terms
- From address
- Start date
- End date
Action
Search
- Contact Folder
- First Name
- Last Name
- Email
Action
Search
- Result_limit_info
- Folder_info
- Folder
  Required
- Search Terms
- From Address
- Start Date
- End Date
Action
Search
- Shared Mailbox
- Email ID
  Required
- Attachment ID
  Required
Action
Search
- Email_info
- Email ID
  Required
Action
Search

Contact Removed
Triggers when a QuoteCloud contact is deleted, using its safe pre-delete snapshot.
Trigger
Instant
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- Comment Event
Trigger
Instant
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Document Delivery Failed
Triggers when an email bounces or document delivery fails.
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Instant
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Document Expired
Triggers when a QuoteCloud document expires.
Trigger
Instant
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- Payment Event
Trigger
Instant
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Document Review Requested
Triggers when a QuoteCloud document enters workflow review.
Trigger
Instant
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Form Submitted on Document
Triggers when a recipient submits a form on a document.
Trigger
Instant
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Recipient First Viewed Document
Triggers when an identified private recipient first views a document.
Trigger
Instant
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- Document Number
  Required
- Existing Contact
- First Name
- Last Name
- Email Address
- Phone Number
- Mobile Number
- Job Title
- Company
- Address
- Account Reference
- Recipient Role
  Required
- Notify Document Owner When Opened
  Required
Action
Write
- Delivery Reference
  Required
Action
Write
- Email Address
  Required
- First Name
  Required
- Last Name
- Phone Number
- Mobile Number
- Job Title
- Address
- Company Name
- Company Account Reference
Action
Write
- Document Number
  Required
- Comment
  Required
Action
Write
- Document Number
  Required
- Decision
  Required
- Reason
Action
Write
- Delivery Reference
  Required
- New Delivery Time
  Required
- Time Zone
  Required
Action
Write
- Delivery Reference
  Required
Action
Write
- Document Number
  Required
Action
Write
- Document Number
  Required
- Title
- Subtitle
- Renewal Date
- Forecast Date
- Forecast Confidence
- Forecast Estimated Value
- Clear Fields
Action
Write
- Document Number
  Required
- Recipient Reference
  Required
- First Name
- Last Name
- Email Address
- Phone Number
- Mobile Number
- Job Title
- Company
- Address
- Account Reference
- Recipient Role
- Notify Document Owner When Opened
Action
Write
- Search By
  Required
- Email Address or Contact ID
  Required
Action
Search
- Search By
  Required
- Search Value
  Required
Action
Search
- Document Number or Reference
  Required
Action
Search
- QuoteCloud Product Id
- Product Short Name (Unique)
  Required
- Folder Name
  Required
- Sub Folder
- Sub Folder 2
- Pricing Table Line Item Name
  Required
- Product SKU
- Description
- Price
  Required
- Published Product
  Required
- Recipients Can Edit Quantity
  Required
- Recipient Can Edit Term
  Required
- Term Based Pricing
  Required
- Product Pricing Term
- Product Default Quantity
- Lock Pricing Label
  Required
- Lock Pricing Value
  Required
- Lock Term Value
  Required
- Lock Pricing Notes
  Required
- Product Image 1
- Product Image 2
- Product Image 3
- Product Image 4
- Product Image 5
Action
Search
- Page Size
- Page Cursor
Action
Search
- Document Number
  Required
- Comment Status
- Page Size
- Page Cursor
Action
Search
- Email Address
  Required
- First Name
  Required
- Last Name
- Phone Number
- Mobile Number
- Job Title
- Address
- Company Name
- Company Account Reference
Action
Search or write
- Calendar
- Time Before
  Required
- Time Before (Unit)
  Required
Trigger
Polling
Try It
- Calendar
Trigger
Polling
Try It
- Calendar
Trigger
Polling
Try It
- Parent Folder
- Child Folder
Trigger
Polling
Try It
- Shared Mailbox
  Required
- Parent Folder
- Child Folder
Trigger
Polling
Try It
- Shared Inbox
- Parent Folder
- Child Folder
Trigger
Polling
Try It
- Contact Folder
Trigger
Polling
Try It
- Email ID
  Required
- Categories
  Required
- Mark as Read
Action
Write
- Shared Mailbox
- Destination Folder
  Required
- Email ID
  Required
Action
Write
- Contact Folder
- First Name
  Required
- Last Name
- EmailAddresses
- BusinessPhones
- HomePhones
- MobilePhone
- JobTitle
- CompanyName
- Department
- Business Website URL
- FileAs
- PersonalNotes
- Street
- City
- State
- Postal Code
- Country or Region
- Street
- City
- State
- Postal Code
- Country or Region
- Street
- City
- State
- Postal Code
- Country or Region
Action
Write
- Shared Mailbox
- Email ID
  Required
- To Email(s)
- CC Email(s)
- BCC Email(s)
- Reply-To Email
- Subject
- Body Format
- Body
- Attachment
- Action for Files Larger Than 150MB
- Reply to All
Action
Write
- Contact to Delete
  Required
Action
Write
- Event
  Required
Action
Write
- Send From (Shared Mailbox)
- Email ID
  Required
- To Recipients
  Required
- Comment
Action
Write
- Email ID
  Required
- Destination Folder
  Required
Action
Write
- Email ID
  Required
- Comment
Action
Write
- Send From (Shared Mailbox)
- To Email(s)
  Required
- CC Email(s)
- BCC Email(s)
- Reply-To Email
- Subject
  Required
- Body Format
  Required
- Body
  Required
- Attachments
- Action for Files Larger Than 150MB
Action
Write
- Event
- Subject
- Start Date & Time
- End Date & Time
- All Day Event?
- Is Online Meeting?
- Hide attendees list?
- Description
- Show me as Free or Busy
- The importance of the event
- Merge with existing attendees?
- Attendees
- Categories
- Location
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Calendar
- SearchTerm
  Required
- Start Date & Time
- End Date & Time
Action
Search
- Result_limit_info
- Search_info
- Search Value
  Required
Action
Search
- Group email address or ID
  Required
- Search Term
- Start Date & Time
- End Date & Time
Action
Search
- Calendar
- Start Date & Time
  Required
- End Date & Time
  Required
- Select Fields
Action
Search
- Contact Folder
- First Name
  Required
- Last Name
- Email
- BusinessPhones
- HomePhones
- MobilePhone
- JobTitle
- CompanyName
- Department
- Business Website URL
- FileAs
- PersonalNotes
- Street
- City
- State
- Postal Code
- Country or Region
- Street
- City
- State
- Postal Code
- Country or Region
- Street
- City
- State
- Postal Code
- Country or Region
Action
Search or write

About Microsoft Outlook

Microsoft Outlook is a web-based suite of webmail, contacts, tasks, and calendaring services.

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Calendar

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About QuoteCloud

QuoteCloud is a proposal building platform that guarantees your sales team are communicating in a: consistent, compliant, accurate and efficient way, ensuring respectively that marketing, legal, product and sales departments are happy !

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Related categories

Proposal & Invoice Management