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Zapier makes it easy to integrate Jotform with Microsoft Office 365 - no code necessary. See how you can get setup in minutes.

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Help
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Jotform
Jotform logo
Jotform
1. Choose trigger event
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Microsoft Office 365
Microsoft Office 365 logo
Microsoft Office 365
2. Choose action
Jotform logo
1. Select the event
Setup
Test
Jotform logo
Jotform
Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Submission" from Jotform.

Add your action

An action happens after the trigger—such as "Create Event" in Microsoft Office 365.

You’re connected!

Zapier seamlessly connects Jotform and Microsoft Office 365, automating your workflow.

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Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

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Frequently Asked Questions about Jotform + Microsoft Office 365 integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Jotform and Microsoft Office 365

How can I integrate Jotform with Microsoft Office 365?

You can integrate Jotform with Microsoft Office 365 through our platform by setting up automated workflows. This involves creating triggers in Jotform that initiate actions in your Office 365 applications, such as creating a new contact or saving form submissions directly to an Excel file.

What are the prerequisites for integrating Jotform with Office 365?

Before integrating Jotform with Office 365, ensure that you have active accounts for both services. You should also have the necessary permissions to connect third-party applications to your Office 365 account.

Are there specific triggers in Jotform that work best with Office 365 actions?

Yes, common triggers include 'New Form Submission', which can seamlessly create an event on your Office Calendar, or add a contact to Outlook whenever someone fills out your form.

Can I store the responses from Jotform directly in an Excel sheet in OneDrive?

Absolutely! By setting up an automated action, you can ensure each form submission is saved as a new row within a designated Excel file stored in OneDrive. This process updates each time a response is submitted.

Is it possible to create calendar events in Outlook from Jotform submissions?

Yes, after configuring the integration, each time someone submits certain forms on Jotform, our system can automatically schedule these as events on your Outlook Calendar based on predefined criteria you set up.

How secure is the data transfer between Jotform and Microsoft Office 365 during integration?

We employ state-of-the-art encryption protocols to secure data transfer between Jotform and Microsoft Office 365. Rest assured, any data synchronized across platforms remains protected under rigorous security standards.

Can I use existing templates in Office 365 during integration with Jotform?

Yes, you can map form fields from Jotform submissions to existing templates like Word documents or predefined email formats within Outlook. This facilitates generating personalized documents from user input efficiently.

Practical ways you can use Jotform and Microsoft Office 365

Capture customer inquiries into a spreadsheet.

When a new submission is made via Jotform, Zapier automatically creates a new row in a specified Microsoft Excel spreadsheet within Office 365. This ensures that customer inquiries are organized and readily available, making it easier to analyze and respond promptly.

Business Owner
Organize signed IT agreements in Office 365.

When a signed document is received in Jotform, Zapier automatically creates a draft email in Microsoft Office 365, attaching the signed agreement. This streamlines communication and ensures signed documents are handled consistently, reducing manual handling time.

IT
Alert the team to new marketing form submissions.

When a new form is submitted in Jotform, Zapier automatically sends an email through Microsoft Office 365 to alert the marketing team. This helps the team stay aware of new leads or campaign signups, enabling faster follow-ups and engagement.

Marketing & Marketing Ops

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

triggers, actions, or triggers and actions
    • Document
      Required
    Trigger
    Polling
    Try It
    • Select a form
      Required
    • Asignee email
      Required
    • Invitation Message
    • Prefilled Field Permissions
    Action
    Write
    • Stop on error
      Required
    • HTTP Method
      Required
    • URL
      Required
    • Query string parameters
    • Additional request headers
    • Body
    Action
    Write
    • Parent Folder
      Required
    • Child Folder
    Trigger
    Polling
    Try It

Learn how to automate Jotform on the Zapier blog

Learn how to automate Microsoft Office 365 on the Zapier blog

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About Jotform
The newly redesigned Jotform lets you build forms faster than ever, with powerful widgets and a responsive editor that works offline—without even needing to sign up for an account.
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About Microsoft Office 365
Microsoft Office 365 Business is a complete office suite in the cloud. It provides all the standard office products like Excel, Outlook, Word, SharePoint and more, but available from any internet enabled computer! Zapier does not currently support Outlook.com addresses or Home 365 accounts, only business or Enterprise.
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