Create events in Microsoft Outlook for new purchase invoices in Holded
Streamline your financial tracking with this convenient workflow. When a new purchase invoice is created in Holded, an event will be crafted in your Microsoft Outlook calendar, ensuring you never miss a payment or deadline. This seamless process allows you to stay on top of your financial obligations without the need for manual data entry. Make your invoice management more efficient and retain control over your finances.
- When this happens...New Purchase InvoiceTriggers when a new Purchase invoice is created
- automatically do this!Create EventCreate an event in the calendar of your choice.
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More things you can do with Holded and Microsoft Outlook
Discover other triggers and actions you can use with Holded and Microsoft Outlook
- New Contact
Triggers when a new contact is created
Try ItTriggerPolling - New Sales Invoice
Triggers when a new sales invoice is created
Try ItTriggerPolling - New Sales Order
Triggers when a new sales order is created
Try ItTriggerPolling - Contact NameRequired
- Contact Code
- Contact Relationship
- Contact type
- Contact Email
- Phone Number
- Mobile Phone
- Website
- Address
- City
- Postal Code
- Province
- Country
- IBAN
- Swift
- Sepa Reference
- Note
- Currency
- Language
- Tags
ActionWrite
- New Deal
Triggers when a new CRM Deal is created
Try ItTriggerPolling - New Purchase Invoice
Triggers when a new Purchase invoice is created
Try ItTriggerPolling - New Sales Receipt
Triggers when a new sales receipt has been created
Try ItTriggerPolling - Contact ID
- Contact Code
- Contact Name
- Contact Email
- Contact Address
- Contact City
- Contact Postal Code
- Contact Province
- Contact Country
- Contact Country Code
- Description
- Notes
- DateRequired
- Name
- Units
- SKU
- Subtotal
- Discount (%)
- Tax Rate (%)
- Taxes
- Document Number
- Currency
- Tags
ActionWrite






