Microsoft Outlook + ServiceM8
Send emails in Microsoft Outlook for new clients in ServiceM8
This workflow streamlines your communication process whenever there's a new client in ServiceM8. With this automation, an email is promptly sent through Microsoft Outlook, ensuring you keep track of new clients and respond in an efficient manner. Save time on manual updates and allocate more resources to serving your clients better.
This workflow streamlines your communication process whenever there's a new client in ServiceM8. With this automation, an email is promptly sent through Microsoft Outlook, ensuring you keep track of new clients and respond in an efficient manner. Save time on manual updates and allocate more resources to serving your clients better.
- When this happens...New Client
Triggers when a new Client is created.
- automatically do this!Send Email
Send an email from your Outlook account.
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Job Category
Try ItNew Client
Triggers when a new Client is created.
Try ItJob Category
Try ItCustomer Name
Job StatusRequired
Job Address
Billing Address
Job Description
Purchase Order Number
Work Completed
Job Contact First Name
Job Contact Last Name
Job Contact Phone
Job Contact Mobile
Job Contact E-Mail Address
Billing Contact First Name
Billing Contact Last Name
Billing Contact Phone
Billing Contact Mobile
Billing Contact E-Mail
