Process new email attachments, find customer, extract ZIP files, and upload to JobTread
Process new email attachments, find customer, extract ZIP files, and upload to JobTread
Extract files from new email attachments in Microsoft Outlook, find the relevant customer in JobTread, and upload them to your project management system. Achieve efficient organization and quick access to important documents.
Workflow preview:
Zap details:
Overview
Extract files from new email attachments in Microsoft Outlook, find the relevant customer in JobTread, and upload them to your project management system. Achieve efficient organization and quick access to important documents.