Microsoft Outlook + Xero

Create draft emails in Microsoft Outlook for new quotes in Xero

Effortlessly stay on top of your sales process with this automation. When a new quote is created in Xero, a draft email is generated in Microsoft Outlook, allowing you to quickly review and send quotes to your clients. Improve your response time and boost client satisfaction by streamlining your quote-to-email workflow.

Effortlessly stay on top of your sales process with this automation. When a new quote is created in Xero, a draft email is generated in Microsoft Outlook, allowing you to quickly review and send quotes to your clients. Improve your response time and boost client satisfaction by streamlining your quote-to-email workflow.

  1. When this happens...
    XeroXero
    New Quote

    Triggers when a new quote is created.

    TriggerScheduled
  2. automatically do this!
    Microsoft OutlookMicrosoft Outlook
    Create Draft Email

    Creates a draft of an email that can then be reviewed and sent out.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • OrganizationRequired

    Trigger
    Scheduled
    Try It
    • OrganizationRequired

    Trigger
    Scheduled
    Try It
    • OrganizationRequired

    • Payment Type

    Trigger
    Scheduled
    Try It
    • OrganizationRequired

    • Quote Status

    Trigger
    Scheduled
    Try It
    • OrganizationRequired

    • Status

    Trigger
    Scheduled
    Try It
    • OrganizationRequired

    • Status

    • Type

    Trigger
    Scheduled
    Try It
    • OrganizationRequired

    • Purchase Order Status

    Trigger
    Scheduled
    Try It
    • OrganizationRequired

    • Payment Type

    Trigger
    Scheduled
    Try It
microsoft-outlook logo
microsoft-outlook logo

About Microsoft Outlook

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

Related categories

  • Calendar
  • Email
  • Microsoft

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xero logo
xero logo

About Xero

Xero is an accounting app that lets you track businesses expenses and accounting with intuitive mobile apps and web interfaces for point-of-sale, ecommerce, time-tracking, and more.
Learn moreHelp

Related categories

  • Accounting

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