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

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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.

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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.

Learn more >

Zoho Flow is an easy-to-use, very intuitive, and comprehensive integration platform. It helped us integrate Zoho Workplace with WordPress without writing a single line of code. Now, we do not miss Slack anymore, thanks to Zoho Flow and Zoho Workplace. Learn more

Rahul Roushan

CEO, OpIndia

All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more

Louis Castellano

CEO, Lakeside CNC Group

We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!

Josh Lucas

Head of Operations, AAA Band Rentals

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