Imagine being able to sit back and relax knowing that your client’s request for an invoice is being emailed without you lifting a hand. This is something you can achieve if you adopt our Outlook Windward Hub integration.
Using Hub, you can automatically generate a document requested by your client and once that document is created, it will be automatically attached to your Outlook mail and you do not have to sign in to get that done.
Lots of small and large enterprises today are using Zapier to integrate and automate different tasks. Zapier acts as the middle-man between these two apps. In the case of attaching documents to Outlook, you simply need to create something called a Zap. This is a set of rules that are affected by a trigger and action. A document being created in Hub is a trigger and that will have it attached to the mail.
With this, documents on demand can be created and emailed to the recipients automatically. The great thing about this integration is that you do not need to learn ones and zeros and you don’t need IT support.