Microsoft Outlook + QuoteCloud
Send emails in Microsoft Outlook when document statuses change in QuoteCloud
Stay on top of your document statuses in QuoteCloud with this convenient workflow. When a document status changes within QuoteCloud, an email is immediately sent via Microsoft Outlook notifying relevant parties about the update. This automation ensures no crucial changes go unnoticed, boosting efficiency amidst your document management processes.
Stay on top of your document statuses in QuoteCloud with this convenient workflow. When a document status changes within QuoteCloud, an email is immediately sent via Microsoft Outlook notifying relevant parties about the update. This automation ensures no crucial changes go unnoticed, boosting efficiency amidst your document management processes.
- When this happens...Document Status Changed
This triggers when a document with specified status has changed within your account
- automatically do this!Send Email
Send an email from your Outlook account.
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Document StatusRequired
Try ItQuoteCloud User Account (Email)Required
Choose a TemplateRequired
Document TitleRequired
Document Subtitle
Email AddressRequired
First NameRequired
Last Name
Phone Number
Address
Company Name
Company Account Reference
Custom Field 1
Custom Field 2
Custom Field 3
Custom Field 4
Custom Field 5
Custom Field 6
Custom Field 7
Custom Field 8
Custom Field 9
Custom Field 10
Add Contact To Address Book
Table API Link Id
Line Item Label
Line Item Notes
Row TypeRequired
Price
Quantity
Term Based ProductRequired
Term
Tax Type
Tax
Discount Type
Discount
Cost
Block Type
Block Link Id
Value
Custom Field 1
Custom Field 2
Custom Field 3
Custom Field 4
Custom Field 5
Custom Field 6
Custom Field 7
Custom Field 8
Custom Field 9
Custom Field 10
Auto Send DocumentRequired
Send to Email Addresses
Send CC Email Addresses
Send Email Subject
Send Email Body
Send Email Attach PDF
QuoteCloud Document IdRequired
New StatusRequired
Outcome Reason
Cancelled Calendar Event
Triggers when an event is cancelled.
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Email AddressRequired
First NameRequired
Last Name
Phone Number
Address
Company Name
Company Account Reference
Custom Field 1
Custom Field 2
Custom Field 3
Custom Field 4
Custom Field 5
Custom Field 6
Custom Field 7
Custom Field 8
Custom Field 9
Custom Field 10
QuoteCloud Product Id
Product Short Name (Unique)Required
Folder NameRequired
Sub Folder
Sub Folder 2
Pricing Table Line Item NameRequired
Product SKU
Description
PriceRequired
Published ProductRequired
Recipients Can Edit QuantityRequired
Recipient Can Edit TermRequired
Term Based PricingRequired
Product Pricing Term
Product Default Quantity
Lock Pricing LabelRequired
Lock Pricing ValueRequired
Lock Term ValueRequired
Lock Pricing NotesRequired
Product Image 1
Product Image 2
Product Image 3
Product Image 4
Product Image 5
Custom Field 1
Custom Field 2
Custom Field 3
Custom Field 4
Custom Field 5
Custom Field 6
Custom Field 7
Custom Field 8
Custom Field 9
Custom Field 10
Calendar
Time BeforeRequired
Time Before (Unit)Required
Try ItParent FolderRequired
Child Folder
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