Microsoft Outlook + Xero
Create draft emails in Microsoft Outlook for new sales invoices in Xero
Improve your sales process efficiency with this streamlined workflow. When a new sales invoice is created in Xero, it prompts an automatic draft email in Microsoft Outlook. This allows you to swiftly follow up on payments and engage with customers in a timely, consistent manner. Boost productivity and stay ahead with this seamless connection between Xero and Microsoft Outlook.
Improve your sales process efficiency with this streamlined workflow. When a new sales invoice is created in Xero, it prompts an automatic draft email in Microsoft Outlook. This allows you to swiftly follow up on payments and engage with customers in a timely, consistent manner. Boost productivity and stay ahead with this seamless connection between Xero and Microsoft Outlook.
- When this happens...New Sales Invoice
Triggers when you add a new sales invoice. (Accounts Receivable).
- automatically do this!Create Draft Email
Creates a draft of an email that can then be reviewed and sent out.
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