1.Detect new registration emails
Integrate Microsoft Outlook to watch the registration folder and extract sender email, message content, and attachments to power order creation.
Create closed sales order from event registration email
Automatically monitor new event registration emails in a Microsoft Outlook folder across Microsoft Outlook and Salesforce. Create and update sales orders when emails arrive, so you can close orders faster, create order lines, and mark postings without manual paperwork.
How this automation closes invoice-ready sales orders
When registration emails pile up in an inbox, orders stay unposted and billing waits. This automation extracts email details, finds matching contacts and events, then creates sales orders, builds order lines, and updates posting fieldsβso your team can invoice on time.
Microsoft Outlookor swap with your favorite app
2.Find matching contact
Integrate Salesforce to search Contact records by primary and alternate email to find the right buyer for the order.
Salesforceor swap with your favorite app
3.Create sales order
Integrate Salesforce to create a new sales order and map business group, contact reference, and key fields from the email to launch processing.
4.Create order lines
Integrate Salesforce to find the Event and item records and then create sales order line(s) mapping them to the new order.
5.Update order to post
Integrate Salesforce to update closing and posting fields after order lines are added to mark the order as closed and posted.
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Accelerate order fulfillment with automated order capture, status routing, and record updates
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