Dataforma has developed and continues to develop integrations with third-party applications to further streamline your everyday workflow.
Email Integration (Outlook/GMail)
The ability to email an Accounts Receivable Invoice directly out of Dataforma through the user’s own email client (GMail/Outlook). Configure email account in the Email Integration section of User Settings.
Microsoft Outlook Add-In
The ability to create Dataforma Correspondences and upload attachments into Dataforma directly from your Outlook email. First, make sure to have Outlook email configured in Email Integration section of User Settings. Then the Dataforma Add-In can be installed from the Microsoft AppSource for both Web and Desktop Outlook Applications.