Create Microsoft Outlook events for new Xero quotes
Stay organized and streamline your workflow by connecting Xero and Microsoft Outlook. With this automation, whenever a new quote is created in Xero, an event will be instantly added to your Microsoft Outlook calendar. This helps ensure that you never miss a follow-up opportunity and can efficiently manage your sales process.
Stay organized and streamline your workflow by connecting Xero and Microsoft Outlook. With this automation, whenever a new quote is created in Xero, an event will be instantly added to your Microsoft Outlook calendar. This helps ensure that you never miss a follow-up opportunity and can efficiently manage your sales process.
- When this happens...New Quote
Triggers when a new quote is created.
- automatically do this!Create Event
Create an event in the calendar of your choice.
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