Send an email in Microsoft Outlook whenever there's a new record in insight from DONNA
When a new record arises in DONNA, ensure you never miss an update by having an email sent straight to your Microsoft Outlook account. This workflow alleviates the burden of constant checking by immediately notifying you via email. Optimize your time by allowing DONNA data to inform your communication in Microsoft Outlook.
When a new record arises in DONNA, ensure you never miss an update by having an email sent straight to your Microsoft Outlook account. This workflow alleviates the burden of constant checking by immediately notifying you via email. Optimize your time by allowing DONNA data to inform your communication in Microsoft Outlook.
- When this happens...New Record in Insight
Triggers when a new record has appeared in the insight chosen or created by you.
- automatically do this!Send Email
Send an email from your Outlook account.
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Insight name
Donna Channel NameRequired
Try ItNew Rolling 30 Day Insight for Auto Cross Sell
New Record in Insight defined for Auto Cross Sell for Home Insurance Account
Try ItNew Rolling 30 Day Insight for Home Cross Sell
New Record in Insight defined for Home Cross Sell for Auto Insurance Account.
Try ItCancelled Calendar Event
Triggers when an event is cancelled.
Try It
New Campaign Insight for Auto Cross Sell
New Record in Insight defined for Auto Cross Sell for Home Insurance Account.
Try ItNew Campaign Insight for Home Cross Sell
New Record in Insight defined for Home Cross Sell for Auto Insurance Account
Try ItCalendar
Time BeforeRequired
Time Before (Unit)Required
Try ItParent FolderRequired
Child Folder
Try It