Integrate Nutshell with Office 365

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

Explore prebuilt integration flows to get started

[esc]

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.
+

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 850+ 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

Calendar added

Triggers when a new calendar is added

Contact added

Triggers when a new contact is added

Event added

Triggers when a new event is added in the selected calendar

Email received

Triggers when a new email is received

All Actions - Actions are the automated tasks

Create person

Creates a new person

Create lead

Creates a new lead

Create company

Creates a new company

Fetch person by id

Fetches the details of an existing person by id

Fetch lead

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

Fetch account by name

Fetches the details of an existing account by name

Fetch account by ID

Fetches the details of an existing account by id

Fetch person by email

Fetches the details of an existing person by email address

Add user

Adds a new account user

Send email

Creates and sends an email to a recipient

Create event

Creates a new event in the selected calendar

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

Fetch event

Fetches the details of an existing event by title or 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 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.

Learn more >

Logic

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

Learn more >

Custom functions

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

Learn more >

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 the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.

Julien Granjean

CEO, iDAYit

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

Watch Zoho Flow in action

Play video

Endless integrations. End to manual work.

SIGN UP TODAY