Fortnox + Microsoft Outlook
Create draft emails in Microsoft Outlook for new customers created in Fortnox
This workflow starts whenever a new customer is added in Fortnox, followed by the generation of a draft email in Microsoft Outlook. An ideal solution for managing customer correspondence effectively, this process eliminates manual email entry, enhancing efficiency and leaving more time for other tasks.
This workflow starts whenever a new customer is added in Fortnox, followed by the generation of a draft email in Microsoft Outlook. An ideal solution for managing customer correspondence effectively, this process eliminates manual email entry, enhancing efficiency and leaving more time for other tasks.
- When this happens...Customer Created
Triggers when a new customer is created or first time we see an update on it.
- automatically do this!Create Draft Email
Creates a draft of an email that can then be reviewed and sent out.
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Customer Created
Triggers when a new customer is created or first time we see an update on it.
Try ItInvoice Fully Paid
Triggers when an invoice is fully paid.
Try ItNew Article
Triggers when a new article is created.
Try ItHTTP MethodRequired
EndpointRequired
Query Parameters
Request Body
Invoice Bookkept
Triggers when an invoice is bookkept.
Try ItInvoice Payment Bookkept
Triggers when an invoice payment is bookkept.
Try ItNew Order
Triggers when a new order is created. Note that a order created from an Offer may have rows but if you just created the order manually it will probably not. Please use something like "Delay by Zapier" and then fetch the order again using "Find Order" to give yourself more time to set rows and other properties.
Try ItInvoice numberRequired
