Holded + Microsoft Outlook integrations
Create events in Microsoft Outlook for every new sales invoice in Holded
Transform your sales process with this seamless automation. When a new sales invoice pops up in Holded, instantly organize it as an event in your Microsoft Outlook calendar. This integration eliminates the risk of oversight or delay, ensuring you always stay up-to-date with your sales tasks. Leverage this workflow to simplify your sales management and optimize reactivity.
- When this happens...New Sales InvoiceTriggers when a new sales invoice is created
- automatically do this!Create EventCreate an event in the calendar of your choice.
- Free forever for core features
- 14 day trial for premium features & apps
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
The cloud-based tool that has everything you need to manage your company — wherever you are, whenever you need.
Related categories






