Send an Outlook notification when a task meeting specific conditions is completed in Close

■Overview

When managing customers in Close, do you manually send email notifications from Outlook every time a specific task is completed? Manual notifications are not only time-consuming but can also lead to missed important updates. This workflow automatically sends an email notification from Outlook when a specific task is completed in Close, eliminating the hassle of coordinating these processes and streamlining information sharing.

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■Recommended for

• Sales representatives who manually send task completion reports from Outlook when tasks are completed in Close
• Managers who manage team task progress in Close and want to receive all important completion reports without missing any
• Operations improvement teams looking to automate the integration between Outlook and Close and streamline notification tasks

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■Benefits of using this template

• Emails are automatically sent from Outlook every time a task is completed in Close, reducing the time spent on manual notifications.
• Prevent human errors such as incorrect recipients and missed notifications caused by manual communication, ensuring that important information is shared reliably.

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■Flowbot steps

1. First, connect Outlook and Close to Yoom.
2. Next, select Close as the trigger and set the action to “When a task is completed.”
3. Then, configure a branch in the operation settings so that subsequent steps run only when specific conditions are met.
4. Finally, configure Outlook’s “Send an email” action in the operation settings to send a notification email to the desired recipients.

* “Trigger”: An action that starts the flow. “Operation”: An action that processes data within the flow after the trigger starts.

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■Customization options for this workflow

• Use the branching feature to set your preferred notification conditions, such as sending notifications only when a task assigned to a specific person is completed.
• Customize the Outlook email action as needed, including the recipient email addresses, subject line, and message body.

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■Notes

• Connect both Close and Outlook to Yoom.
• Microsoft 365 (formerly Office 365) offers plans for home users and businesses (Microsoft 365 Business). Authentication may fail if you are not subscribed to a business plan.
• Branching is an operation available on the Mini Plan and higher. On the Free Plan, the configured Flowbot operation will result in an error.
• Paid plans, including the Mini Plan, offer a 2-week free trial. During the free trial, you can use apps and features (operations) that are otherwise subject to plan restrictions.