Winoffice Prime
Create appointments for new Winoffice Prime service orders
Save time and reduce manual data entry. Once active, this template will create an appointment for every new service order in Winoffice Prime.
Save time and reduce manual data entry. Once active, this template will create an appointment for every new service order in Winoffice Prime.
- When this happens...Get Service Order
Triggers when a new service order is created.
- automatically do this!Create Appointment
Creates new appointment.
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Get Appointment
Triggers when a new appointment is created.
Try ItGet Sales Offer
Triggers when a new sales offer is created.
Try ItGet Updated Appointment
Triggers when appointment is updated.
Try ItNameRequired
Phone
Fax
Email
Web
Street
Address line 1
Address line 2
ZIP code
City
Country
Remarks
Get Opportunity
Triggers when a new sales opportunity is created.
Try ItGet Service Order
Triggers when a new service order is created.
Try ItGet Service Order With Changed Status
Triggers when a new service order status is changed.
Try ItSubjectRequired
Place
FromRequired
ToRequired
Notification
Remarks
Address
Contact
Project
Project task
Sensitivity
Employee
Status
Meeting Type
About Winoffice Prime
Winoffice Prime is a comprehensive software platform for the automation and digitalization of small and medium-sized enterprises in the fields of facility services, project services and trade.
