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Microsoft Office 365 + Proposify

Microsoft Office 365 + Proposify

Microsoft Office 365 + Proposify integrations

Create new Proposify clients from new Microsoft Office 365 contacts

Effortlessly keep your client list updated with this seamless workflow between Microsoft Office 365 and Proposify. When a new contact is added in Office 365, a client is created in Proposify, ensuring an organized and efficient client management process. Eliminate manual data entry and save valuable time with this practical automation.

  1. When this happens...
    New Contact
    New Contact
    New ContactTriggers when a new contact is added to your account
  2. automatically do this!
    Create Client
    Create Client
    Create ClientCreates a new client.
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More things you can do with Microsoft Office 365 and Proposify

Discover other triggers and actions you can use with Microsoft Office 365 and Proposify

    • Calendar
    • Time Before
      Required
    • Time Before (Unit)
      Required
    Trigger
    Polling
    Try It
    • Calendar
    Trigger
    Polling
    Try It
    • Shared Inbox
    Trigger
    Polling
    Try It
  • Microsoft Office 365 triggers, actions, and search
    New Flagged Email

    Triggers when a new email is flagged.

    Trigger
    Polling
    Try It
    • Shared Inbox
    • Parent Folder
      Required
    • Child Folder
    Trigger
    Polling
    Try It
    • Contact Folder
    Trigger
    Polling
    Try It
    • Parent Folder
    • Child Folder
    • Search terms
      Required
    • Note
    Trigger
    Polling
    Try It
    • Parent Folder
    • Child Folder
    Trigger
    Polling
    Try It
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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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About Proposify
Do more! Proposify let's you connect with thousands of the most popular apps, so you can automate your work and have more time for what matters most—no code required.
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