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Learn how to save meetings using the Navatar email connector

Watch Video : How to Save a Meeting

Learn how to save emails using the Navatar email connector

Watch Video : How to Save an Email

Learn how you can update records in the CRM using the Navatar email connector

Watch Video : How to Update Firm, Contact and Deal Through Email Connector

Learn how to create a new records in the CRM using the Navatar email connector

Watch Video : How to Create Contact, Deal through Email Connector

Watch Video : How to Customize the Email plugin

Re-register on Navatar Outlook Plugin

Register on Navatar Outlook Plugin

Install Navatar Outlook Plugin Using Manage Add-ins

Navatar Outlook Plugin Mass Installation Steps

Logging Emails in Navatar

Bulk Email Functionality

Send List Email

Add attachments in Bulk Emails

Blocklist Email Domain from Navatar Outlook Connector

Log an Email Using the Navatar Outlook Connector

Email & Calendar Sync

Create a custom design with text, images, and links

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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