Cling + Microsoft Office 365 Integrations

How to connect Cling + Microsoft Office 365

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Supported triggers and actions

What does this mean?

Document Accepted
Triggers when a document changes status to accepted.
Trigger
Instant
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Document Expired
Triggers when a document changes status to expired.
Trigger
Instant
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Document Viewed
Triggers when a client views the document for the first time.
Trigger
Instant
Try It
- Client type
  Specify if your new client is a individual or a company
- Client nameRequired
  Full name of the client, if client type is individual example "John Andersson" or if client type is company then example "BusinessGroup Inc"
- Client socialSecurityNumber / organisationNumber
  Specify client socialSecurityNumber if client type is individual, or organisationNumber if client type is company
- Client reference
  If clientType is a company, this is the person who is your reference at the company. Example "John Andersson"
- Client email
  Specify a default client email, example "john@domain.com"
- Client cellphone
  Specify a default client cellphone, prefered format is international with prefix but we allow anything to be set. Only valid phonenumbers will allow sending SMS.
  Valid examples: +46731234567, +46 (0) 73 - 123 45 67, 073 - 123 45 67, 0731234567
- Client cellphone region
  Optional region for the cellphone, used to format the number correctly with a correct region. Country code according to ISO_3166, example 'SE' for Sweden
- Client street
  Street of the client, example "Vasagatan 3"
- Client zip
  Zip of the client, example "11152"
- Client city
  City of the client, example "Stockholm"
- Client reverse VAT
  Specify if the client uses reverse VAT as default
- Client note
  Specify a internal comment about the client only visible for you as an authenticated users (never for the client themselves)
Action
Write
- Document IDRequired
  Specify the id of the document that should be sent
Action
Write

- Calendar
  If empty, will default to your default calendar.
Trigger
Scheduled
Try It
- Shared Inbox
  Specify a shared inbox you have access to, otherwise read emails from your own inbox.
Trigger
Scheduled
Try It

- Calendar
  If empty, will default to your default calendar.
- SubjectRequired
- Start Date & TimeRequired
  Date and time of when this event starts. See this help doc for more information.
- End Date & TimeRequired
  Date and time of when this event ends.
- All Day Event?
  If "true", we'll ignore the time entered in the start and end time fields. For example, 2019-03-25 6pm would become 2019-03-25.
- Description
  Allows HTML
- Show me as Free or Busy
- Attendees
  Enter the email addresses of your attendees.
- Categories
  A comma-seperated list of categories - for example: conference, business
- Location
Action
Write
- To Email(s)Required
- CC Email(s)
- BCC Email(s)
- SubjectRequired
- Body FormatRequired
- BodyRequired
- Attachment
  A file to be attached to the email. Can be an actual file or a public URL which will be downloaded and attached. Plain text content will converted into a txt file and attached. Please note the maximum size for an attachment is 4MB.
Action
Write
- Contact Folder
  If empty, the dropdown below will only show contacts in your top level contactFolder.
- ContactRequired
- First Name
- Last Name
- Email Addresses
  Microsoft allows a maximum of THREE email addresses when updating contacts.
- Business Phones
  Microsoft allows a maximum of TWO business phone numbers when updating contacts.
- Home Phones
  Microsoft allows a maximum of TWO home phone numbers when updating contacts.
- Mobile Phone
- Job Title
- Company Name
- Department
- Business Website URL
- Personal Notes
- Street
- City
- State
- Postal Code
- Country or Region
- Street
- City
- State
- Postal Code
- Country or Region
- Street
- City
- State
- Postal Code
- Country or Region
Action
Write
- Contact Folder
  If empty, a contact will be created in the default Contacts folder.
- First NameRequired
- Last Name
- Email
  Microsoft allows a maximum of THREE email addresses when creating contacts.
- Business Phones
  Microsoft allows a maximum of TWO business phone numbers when creating contacts.
- Home Phones
  Microsoft allows a maximum of TWO home phone numbers when creating contacts.
- Mobile Phone
- Job Title
- Company Name
- Department
- Business Website URL
- File As
  Optionally, specify a name to file the contact under.
- Personal Notes
- Street
- City
- State
- Postal Code
- Country or Region
- Street
- City
- State
- Postal Code
- Country or Region
- Street
- City
- State
- Postal Code
- Country or Region
Action
Search or write

Document Denied
Triggers when a document changes status to denied.
Trigger
Instant
Try It
Document Sent
Triggers when a document changes status to sent.
Trigger
Instant
Try It
New Document
Triggers when a new document is created.
Trigger
Instant
Try It
- Document nameRequired
  Select a name of the document that will be visible to your client
- Template IDRequired
  Specify which template to use when creating the document
- Client IDRequired
  Specify which which client that should be assigned to the document. You can use the action "Create client" first to store a client to be used if it is a new client.
Action
Write
- Calendar
  If empty, will default to your default calendar.
- Time BeforeRequired
  How far before the event do you want us to trigger? For starter and free plans, this should be 16 minutes or more. For higher plans, 6 minutes or more.
- Time Before (Unit)Required
Trigger
Scheduled
Try It
- Contact Folder
  To trigger only on new contacts in a certain folder, select a folder here. If empty, we will trigger on new contacts in the default Contacts folder.
Trigger
Scheduled
Try It
- Calendar
  If empty, will default to your default calendar.
Trigger
Scheduled
Try It
- Contact Folder
  If empty, a contact will be created in the default Contacts folder.
- First NameRequired
- Last Name
- Email Addresses
  Microsoft allows a maximum of THREE email addresses when creating contacts.
- Business Phones
  Microsoft allows a maximum of TWO business phone numbers when creating contacts.
- Home Phones
  Microsoft allows a maximum of TWO home phone numbers when creating contacts.
- Mobile Phone
- Job Title
- Company Name
- Department
- Business Website URL
- File As
  Optionally, specify a name to file the contact under.
- Personal Notes
- Street
- City
- State
- Postal Code
- Country or Region
- Street
- City
- State
- Postal Code
- Country or Region
- Street
- City
- State
- Postal Code
- Country or Region
Action
Write
- From Email
  Leave this field blank to send from your own address. Use this field to send from a shared inbox you have access to.
- To Email(s)Required
- CC Email(s)
- BCC Email(s)
- SubjectRequired
- Body FormatRequired
- BodyRequired
- Attachment
  A file to be attached to the email. Can be an actual file or a public URL which will be downloaded and attached. Plain text content will converted into a txt file and attached. Please note the maximum size for an attachment is 4MB.
Action
Write
- Contact Folder
  If empty, will search for contacts in the default Contacts folder.
- First Name
- Last Name
- Email
Action
Search

How Cling + Microsoft Office 365 Integrations Work

Step 1: Authenticate Cling and Microsoft Office 365.
30 seconds
Step 2: Pick one of the apps as a trigger, which will kick off your automation.
15 seconds
Step 3: Choose a resulting action from the other app.
15 seconds
Step 4: Select the data you want to send from one app to the other.
2 minutes
That’s it! More time to work on other things.

Connect apps

Connect Cling + Microsoft Office 365

About Cling

Cling is a mini CRM that helps you win more deals by sending outstanding proposals and get paid faster!

Related categories

Proposal & Invoice Management

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.

Learn more

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Cling + Microsoft Office 365 Integrations

How to connect Cling + Microsoft Office 365

Connect your apps and automate workflows

Document Accepted

Document Expired

Document Viewed

Create Client

Client type

Client nameRequired

Client socialSecurityNumber / organisationNumber

Client reference

Client email

Client cellphone

Client cellphone region

Client street

Client zip

Client city

Client reverse VAT

Client note

Send Document

Document IDRequired

New Calendar Event

Calendar

New Email

Shared Inbox

Create Event

Calendar

SubjectRequired

Start Date & TimeRequired

End Date & TimeRequired

All Day Event?

Description

Show me as Free or Busy

Attendees

Categories

Location

Create Draft Email

To Email(s)Required

CC Email(s)

BCC Email(s)

SubjectRequired

Body FormatRequired

BodyRequired

Attachment

Update Contact

Contact Folder

ContactRequired

First Name

Last Name

Email Addresses

Business Phones

Home Phones

Mobile Phone

Job Title

Company Name

Department

Business Website URL

Personal Notes

Street

City

State

Postal Code

Country or Region

Street

City

State

Postal Code

Country or Region

Street

City

State

Postal Code

Country or Region

Find or Create Contact

Contact Folder

First NameRequired

Last Name

Email

Business Phones

Home Phones