Microsoft Outlook + QuickBooks Online

Create and send welcome emails in Microsoft Outlook for new QuickBooks Online customers

Effortlessly keep track of new customers in QuickBooks Online by sending customized emails via Microsoft Outlook. This seamless workflow ensures timely communication, helping you establish strong relationships with your clients right from the start. Enhance your business efficiency while providing a personalized experience for your customers.

Effortlessly keep track of new customers in QuickBooks Online by sending customized emails via Microsoft Outlook. This seamless workflow ensures timely communication, helping you establish strong relationships with your clients right from the start. Enhance your business efficiency while providing a personalized experience for your customers.

  1. When this happens...
    QuickBooks OnlineQuickBooks Online
    New Customer

    Triggers when you add a new customer.

    TriggerInstant
  2. automatically do this!
    Microsoft OutlookMicrosoft Outlook
    Send Email

    Send an email from your Outlook account.

    ActionWrite
Start free with email
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Supported triggers and actions

  • QuickBooks Online triggers, actions, and search

    New Bank Transaction

    Triggers when a new bank transaction is created.

    Trigger
    Instant
    Try It
    • DaysRequired

    Trigger
    Polling
    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 more

Related categories

  • Calendar
  • Email
  • Microsoft

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quickbooks logo
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About QuickBooks Online

QuickBooks Online is the web version of the popular accounting packages QuickBooks. Use any Zapier integration to connect QuickBooks Online to hundreds of other apps.

Related categories

  • Accounting

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