Microsoft Office 365 + QuickBooks Online

Create draft emails in Microsoft Office 365 for new projects in QuickBooks Online

With this workflow, every time a new project comes up in QuickBooks Online, an email draft is automatically created in Microsoft Office 365. This streamlines your project management process, saving you time on setting up communication for new projects. It's a great way to ensure that no project goes unnoticed and everything is documented right from the start.

With this workflow, every time a new project comes up in QuickBooks Online, an email draft is automatically created in Microsoft Office 365. This streamlines your project management process, saving you time on setting up communication for new projects. It's a great way to ensure that no project goes unnoticed and everything is documented right from the start.

  1. When this happens...
    QuickBooks OnlineQuickBooks Online
    New Project

    Triggers when a new project is created.

    TriggerPolling
  2. automatically do this!
    Microsoft Office 365Microsoft Office 365
    Create Draft Email

    Creates a draft of an email that can then be reviewed and sent out.

    ActionWrite
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Supported triggers and actions

  • QuickBooks Online triggers, actions, and search

    New Bank Transaction

    Triggers when a new bank transaction is created.

    Trigger
    Instant
    Try It
    • DaysRequired

    Trigger
    Polling
    Try It
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About Microsoft Office 365

Microsoft Office 365 Business is a complete office suite in the cloud. It provides all the standard office products like Excel, Outlook, Word, SharePoint and more, but available from any internet enabled computer! Zapier does not currently support Outlook.com addresses or Home 365 accounts, only business or Enterprise.
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Related categories

  • Email
  • Microsoft

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About QuickBooks Online

QuickBooks Online is the web version of the popular accounting packages QuickBooks. Use any Zapier integration to connect QuickBooks Online to hundreds of other apps.

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  • Accounting

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