Microsoft Outlook + Stan
Create events in Microsoft Outlook for new customers in Stan
Start a seamless streamlining of your customer management and scheduling process with this automatic workflow. Whenever a new customer is registered on Stan, an event is promptly created in your Microsoft Outlook account. This not only ensures punctional task management but also enables you to maintain a well-organized record of your clientele. Enhance productivity and never miss a new addition to your customer base with this efficient process automation.
Start a seamless streamlining of your customer management and scheduling process with this automatic workflow. Whenever a new customer is registered on Stan, an event is promptly created in your Microsoft Outlook account. This not only ensures punctional task management but also enables you to maintain a well-organized record of your clientele. Enhance productivity and never miss a new addition to your customer base with this efficient process automation.
- When this happens...New Customer
Triggers when a customer has purchased something from you or signed up as a lead. Filter based on product to get more granular information.
- automatically do this!Create Event
Create an event in the calendar of your choice.
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Product (optional)
Try ItNew Membership
Triggers when a customer purchases a recurring membership.
Try ItCalendar
Time BeforeRequired
Time Before (Unit)Required
Try ItParent FolderRequired
Child Folder
Try It
Cancelled Membership
Triggers when a customer's cancelled membership expires.
Try ItPre-Cancellation Membership
Triggers when a customer cancels their subscription, and before it expires at the end of the billing period.
Try ItCancelled Calendar Event
Triggers when an event is cancelled.
Try ItCalendar
Try It
