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How Zapier works
Zapier makes it easy to integrate Microsoft Office 365 with ProjectManager - no code necessary. See how you can get setup in minutes.
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Frequently Asked Questions about Microsoft Office 365 + ProjectManager integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Microsoft Office 365 and ProjectManager
How do I set up the integration between Microsoft Office 365 and ProjectManager?
Setting up the integration requires creating a new Zap with Microsoft Office 365 as the trigger app. Once you sign in to your Microsoft account, you will need to choose the specific trigger, such as an email received or a calendar event starting. Then you'll select ProjectManager as the action app and define what action should occur, like creating a new task or updating a project. Save your Zap, and it will automate tasks between these two apps.
What triggers can be used from Microsoft Office 365 to activate actions in ProjectManager?
Triggers from Office 365 include receiving emails, starting calendar events, or creating tasks in To-Do. These triggers can be set to initiate actions in ProjectManager like adding new projects, assigning tasks, or updating project timelines.
Can I automatically create tasks in ProjectManager when I receive an email in Outlook?
Yes, by setting an email received as a trigger in your Zap configuration with Outlook from Office 365, you can automatically create corresponding tasks in ProjectManager whenever a new email arrives.
Is it possible to update my ProjectManager project timeline based on events scheduled in my Outlook calendar?
Definitely! You can use scheduled events from your Outlook calendar as triggers. Once a new event is added or modified, it can automatically update the timeline of your specified project within ProjectManager.
What actions are available in ProjectManager when integrating with Office 365?
Actions available within ProjectManager include creating and updating projects and tasks, attaching files to projects, and even sending notifications based on changes triggered by activities within Microsoft Office 365 apps.
Will changes in my ProjectManager tasks reflect back into my Office 365 applications?
Currently, our integration is designed primarily to flow from Office 365 into ProjectManager rather than bi-directional changes. However, future updates may expand these capabilities.
How often does the data sync occur between Office 365 and ProjectManager after setting up integration?
The data synchronization typically happens instantly once you set up your Zaps correctly; however, some delays might occur based on server load or specific configurations within each application.
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.