Integrate Forecast with Office 365

Send information between Forecast and Office 365 automatically, without writing any code, using Zoho Flow.

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Generate a new event in Office 365 for every new task created in Forecast

Facilitate timely task completion for employees by prioritising tasks through event creation. This flow will automatically create an event in Office 365 for each new task created in Forecast.

How it works
  1. The flow triggers when a new card is created in the selected project in Forecast.
  2. Zoho Flow creates a new event in the selected calendar in Office 365.
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Generate a new event in Office 365 for every new task created in Forecast

Forecast + Office 365

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Create an event in Office 365 when a task is created Forecast

Prioritize and allocate time effectively by scheduling tasks as events. This flow will create an event in Office 365 when a new task is set up in Forecast.

How it works
  1. The flow triggers when a new card is created in the selected project in Forecast.
  2. Zoho Flow creates a new event in the selected calendar in Office 365.
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Create an event in Office 365 when a task is created Forecast

Forecast + Office 365

Build your own integrations between Forecast and Office 365

Connect Forecast and Office 365 with over 950+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Forecast and Office 365 using the below triggers and actions

All Triggers - A trigger kickstarts the flow

New person

Triggers when a new person is added

New time entry

Triggers when a new time entry is created in the selected project

New sprint

Triggers when a new sprint is created in the selected project

New milestone

Triggers when a new milestone is created in the selected project

New client

Triggers when a new client is created

New task

Triggers when a new card is created in the selected project

New subtask

Triggers when a new subtask is created in the selected project

New project

Triggers when a new project is created

Email received

Triggers when a new email is received

Event added

Triggers when a new event is added in the selected calendar

Contact added

Triggers when a new contact is added

Calendar added

Triggers when a new calendar is added

Event updated

Triggers when any detail of an existing event is updated

All Actions - Actions are the automated tasks

Create project

Creates a new project

Create time registration

Creates a new time registration

Create task

Creates a new task

Create label

Creates a new label

Add person

Adds a new person

Create client

Creates a new client

Create sprint

Creates a new sprint in the selected project

Create milestone

Creates a new milestone in the selected project

Create subtask

Creates a new sub task/to-do

Fetch label

Fetches an existing label by name

Create event

Creates a new event in the selected calendar

Send email

Creates and sends an email to a recipient

Add user

Adds a new account user

Create contact

Creates a new contact

Update user

Updates the details of an existing user by ID

Update contact

Updates the details of an existing contact by ID

Update event

Updates the details of an existing event by ID

Fetch user

Fetches the details of an existing user by display name

Find contact folder

Finds a contact folder using name

Invite user

Invites the specified user to your group

Fetch event

Fetches the details of an existing event by title or ID

Fetch contact

Fetches the details of an existing contact by name

What is Forecast?

Forecast is a project and resource management platform. You can account for task dependencies, track and approve expenses, and collaborate with your team or clients.

Project Management

What is Office 365?

Office 365 is a suite of cloud apps by Microsoft. You can manage all your services from one place, collaborate with colleagues, and access data across devices.

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more

Owain ap Rees

Sales Director, Artico

Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more

Siddharth Ahuja

CEO, Fabricroot

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