Integrate Outseta with Office 365

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

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Trigger a welcome email through Office 365 when a new company is added in Outseta

Quickly welcome your new clients with a tailored automated welcome email. This flow will generate a welcome email using Office 365 for every new company created within Outseta.

How it works
  1. The flow triggers when a new account is added in Outseta.
  2. Zoho Flow creates and sends an email to a recipient in Office 365.
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Trigger a welcome email through Office 365 when a new company is added in Outseta

Outseta + Office 365

Build your own integrations between Outseta and Office 365

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Supported triggers and actions

Integrate Outseta and Office 365 using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Account created

Triggers when a new account is added

Case created

Triggers when a new case created

Person created

Triggers when a new person is added

Deal created

Triggers when a new deal is created

Event updated

Triggers when any detail of an existing event is updated

Email received

Triggers when a new email is received

Calendar added

Triggers when a new calendar is added

Event added

Triggers when a new event is added in the selected calendar

Contact added

Triggers when a new contact is added

All Actions - Actions are the automated tasks

Create case

Creates a new case

Create account

Creates a new account with a new person

Create deal

Creates a new deal

Create person

Creates a new person

Update deal

Updates the details of an existing deal

Fetch people details

Fetches the details of the specified people

Send email

Creates and sends an email to a recipient

Create contact

Creates a new contact

Create event

Creates a new event in the selected calendar

Add user

Adds a new account user

Update contact

Updates the details of an existing contact by ID

Update user

Updates the details of a user by ID

Update event

Updates the details of an existing event by ID

Fetch event

Fetches the details of an existing event by title or ID

Invite user

Invites the specified user to your group

Fetch user

Fetches the details of a user by display name

Find contact folder

Finds a contact folder using name

Fetch contact

Fetches the details of an existing contact by name

What is Outseta?

Outseta is the only all-in-one platform integrating subscription billing, email marketing, support, CRM, and reporting tools that reduces costs, maintenance, and helps SaaS start-ups grow faster.

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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Zoho Flow connects the apps that cannot be connected in other ways. With the proper flows, we have all the processes standardized, and the interactions between the different roles in the company are standardized, too. 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

Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more

Toto

Technical Engineer, Master Liveaboards

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