fieldd + Microsoft Outlook
Mark paid invoices in fieldd and send emails through Microsoft Outlook
Keep track of your payments smoothly with this workflow. As soon as you mark an invoice as paid in Fieldd, a corresponding email is dispatched from your Microsoft Outlook, facilitating instant communication with your clientele. This process minimizes data-entry errors and frees up time, allowing you to focus on run-the-business tasks.
Keep track of your payments smoothly with this workflow. As soon as you mark an invoice as paid in Fieldd, a corresponding email is dispatched from your Microsoft Outlook, facilitating instant communication with your clientele. This process minimizes data-entry errors and frees up time, allowing you to focus on run-the-business tasks.
- When this happens...Mark Invoice Paid
Triggers when an invoice is marked paid.
- automatically do this!Send Email
Send an email from your Outlook account.
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Mark Invoice Paid
Triggers when an invoice is marked paid.
Try ItNew Customer
Triggers when a new customer is created.
Try ItNew Lead
Triggers when a new lead is created.
Try ItNew Quote
Triggers when a new quote is created.
Try It
New Booking
Triggers when a new job is booked.
Try ItNew Invoice
Triggers when a new invoice is created.
Try ItNew Payment
Triggers for every payment transaction including partial payments, payment status and external payment details.
Try ItNew Sales Receipt
Triggers when a job or invoice is completed and final payment/receipt is processed.
Try It
