Integrate Nutshell with Office 365

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

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Initiate a welcome email using Office 365 when a new company is created in Nutshell

Introduce your business to new clients with an informative welcome email. This flow will dispatch a welcome email through Office 365 for newly created companies in Nutshell.

How it works
  1. The flow triggers when a new company is created in Nutshell.
  2. Zoho Flow creates and sends an email to a recipient in Office 365.
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Initiate a welcome email using Office 365 when a new company is created in Nutshell

Nutshell + Office 365

Build your own integrations between Nutshell and Office 365

Connect Nutshell and Office 365 with over 800+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Nutshell and Office 365 using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Company created

Triggers when a new company is created

Lead added

Triggers when a new lead is added

Person created

Triggers when a new person is created

Lead won

Triggers when a new lead is won

Activity created

Triggers when a new activity is created

Event updated

Triggers when any detail of an existing event is updated

Event added

Triggers when a new event is added in the selected calendar

Email received

Triggers when a new email is received

Calendar added

Triggers when a new calendar is added

Contact added

Triggers when a new contact is added

All Actions - Actions are the automated tasks

Create lead

Creates a new lead

Create company

Creates a new company

Create person

Creates a new person

Fetch lead

Fetches the details of an existing lead by email address of associated contact

Fetch account

Fetches the details of an existing account by name

Fetch person

Fetches the details of an existing person by email address

Create event

Creates a new event in the selected calendar

Add user

Adds a new account user

Send email

Creates and sends an email to a recipient

Create contact

Creates a new contact

Update event

Updates the details of an existing event by ID

Update contact

Updates the details of an existing contact by ID

Update user

Updates the details of a user by ID

Find contact folder

Finds a contact folder using name

Invite user

Invites the specified user to your group

Fetch user

Fetches the details of a user by display name

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 Nutshell?

Nutshell is a sales automation and CRM tool that helps your sales reps win more deals, with fast onboarding, powerful reporting, and free support.

CRM

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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