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Outlook ERP Integration with DossARP
Own all business communications, right from your inbox.
Integrations-as-Workflows
Simple, configurable, powerful automation
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Overview
Send Rich Emails with Templated Variables
Easily create and send personalized emails in Outlook using templated variables, making it simple to tailor communications with dynamic data for each recipient.
Trigger Workflows When Receiving Emails from Specific Contacts
Automatically initiate workflows in Doss when emails are received from key Outlook contacts, ensuring timely and relevant responses.
Analyze and Route Attachments
Seamlessly extract attachments from incoming Outlook emails and route them into Doss for streamlined document management and integration.
Secure Authentication
Doss employs robust secure authentication methods for Outlook integration, ensuring that your email interactions are protected and compliant with industry standards.
Frequently Asked Questions
The Doss Outlook integration connects your email communications directly into your ERP workflows. Incoming and outgoing emails are tied to sales orders, purchase orders, customers, and vendors inside Doss. You can automate workflow triggers based on emails received, manage attachments, and create templated outbound messages — all while keeping communications secure and traceable within your ERP system.
Managing documents like invoices, purchase orders, packing slips, or quotes is effortless. You can set rules to route attachments into specific tables, trigger document-based workflows, or generate custom documents and attach them to outgoing emails from your Outlook inbox.
Yes. Doss lets you create email templates using dynamic variables, pulling in fields like order number, delivery ETA, invoice details, or customer name. You can personalize updates at scale, maintain brand consistency, and dramatically cut down manual email writing. It's perfect for sending order confirmations, shipping updates, return instructions, or payment reminders right from Outlook.
Yes. Doss uses secure authentication protocols for all Outlook integrations, ensuring encrypted communication and full access control. You maintain full compliance with IT security policies while automating communications between email and your ERP operations, no risky forwarding or inbox scraping.
Yes. With Doss, receiving an email from a specified Outlook contact can trigger actions like updating an order status, creating a task, or launching a return or dispute process. You can set these automation rules without coding, allowing your operations, sales, or customer service teams to respond instantly, without manual triaging or missed communications.
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