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Microsoft Outlook + Salesboard

Microsoft Outlook + Salesboard

Microsoft Outlook + Salesboard integrations

Send emails in Microsoft Outlook when new documents are received in Salesboard

Streamline your document management process with this convenient automation. When a new document is received in your Salesboard app, an email is immediately sent via your Microsoft Outlook, ensuring that you never miss an important document. This workflow simplifies your document handling, saving you precious time and keeping your communication efficient.

  1. When this happens...
    Document Received
    Document Received
    Document ReceivedTriggers when a document is successfully received at Salesboard servers.
  2. automatically do this!
    Send Email
    Send Email
    Send EmailSend an email from your Outlook account.
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More things you can do with Salesboard and Microsoft Outlook

Discover other triggers and actions you can use with Salesboard and Microsoft Outlook

  • Salesboard triggers, actions, and search
    Appointment Created

    Triggers when a appointment is created.

    Trigger
    Instant
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  • Salesboard triggers, actions, and search
    Result Code Updated

    Triggers when a result code has changed.

    Trigger
    Instant
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    • Calendar
    • Time Before
      Required
    • Time Before (Unit)
      Required
    Trigger
    Polling
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    • Shared Inbox
    • Parent Folder
    • Child Folder
    Trigger
    Polling
    Try It
  • Salesboard triggers, actions, and search
    Document Received

    Triggers when a document is successfully received at Salesboard servers.

    Trigger
    Instant
    Try It
  • Salesboard triggers, actions, and search
    Write a Audience Record

    Write a Audience Record.

    Action
    Write
  • Microsoft Outlook triggers, actions, and search
    Cancelled Calendar Event

    Triggers when an event is cancelled.

    Trigger
    Instant
    Try It
    • Calendar
    Trigger
    Polling
    Try It
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About Microsoft Outlook
Microsoft Outlook is a web-based suite of webmail, contacts, tasks, and calendaring services.
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About Salesboard
Salesboard is a field sales tool. Equip your reps with your sales deck and prospect data to close deals and generate data from every prospect interaction.
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Related Zap Templates

  • Create Microsoft Outlook events for new Salesboard appointments