Microsoft Office 365 + SignNow Integrations

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Supported triggers and actions

What does this mean?

- 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
- Template
  Select a template for the trigger to fire on. If none selected, trigger will fire on all completed documents.
- Return PDF of DocumentRequired
  Returns a link to the PDF download of the document if selected YES.
- Return Document HistoryRequired
  Returns a link to the PDF download of the document with an attachment of the full audit trail.
- Return ZIPRequired
  Returns a link to ZIP archive that contains PDF of a document and document's attached files. If you select YES to all the fields, three different links will be returned.
Trigger
Instant
Try It

- Return PDF of DocumentRequired
  Returns a link to the PDF download of the document if selected YES.
- Return Document HistoryRequired
  Returns a link to the PDF download of the document with an attachment of the full audit trail. If you select YES to both fields, two different links will be returned.
Trigger
Instant
Try It
- DocumentRequired
- ActionRequired
  Select an action on a document.
Action
Write
- TemplateRequired
  Select the Template to create a document from.
- Document NameRequired
  The name of the new document that will be generated from a template.
- FromRequired
  NOTE: Please, provide the email address you use to log in to SignNow.
- CC
  Separate the email addresses of CC recipients with a comma. I.e.: marketing@acer.inc, sales@acer.inc
- Subject
- Message
- Redirect After Signing
  Automatically redirect to this site after the document has been completed.
- Payment Settings | Merchant Account
- Payment Settings | Payer
- Payment Settings | Currency
- Payment Settings | Payment Amount
- On Completion
- Line Wrapping
  Select a way for line wrapping in locked custom fields.
Action
Write
- FileRequired
  Select the file icon by the field label to find more information about expected values for this field.
- Document Name
  Name for your document.
Action
Write
- Api Docs Info
  API docs for SignNow are located here https://campus.barracuda.com/product/signnow/doc/41113461/rest-endpoints-api/
- HTTP MethodRequired
- URLRequired
  Requests can only be made to domains associated by this application.
- Query String Parameters
  These params will be URL-encoded and appended to the URL when making the request.
- Headers
  Authentication headers are included automatically
- Additional Request Headers
  Zapier will apply these optional headers and values to the request in addition to any headers created as part of the authentication mechanism.
- Body
  Zapier will pass this along raw. If you would like to provide complex JSON, try a "Code by Zapier" step to build the structure and pass it along here. For example, {"foo": "bar"} is perfectly valid.
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 Deleted
Triggers when a document has been deleted.
Trigger
Instant
Try It
- Return PDF of DocumentRequired
  Returns a link to the PDF download of the document if selected YES.
- Return Document HistoryRequired
  Returns a link to the PDF download of the document with an attachment of the full audit trail. If you select YES to both fields, two different links will be returned.
Trigger
Instant
Try It
- TemplateRequired
  Select the Template to create a document from.
- Document NameRequired
  The name of the new document that will be generated from a template.
- FromRequired
  NOTE: Please, provide the email address you use to log in to SignNow.
- ToRequired
  Type in the signer’s email address.
- Subject
- Message
- Redirect After Signing
  Automatically redirect to this site after the document has been completed.
Action
Write
- DocumentRequired
- From Email AddressRequired
- To Email AddressRequired
- Subject
- Message
- Redirect After Signing
  Automatically redirect to this site after the document has been completed.
Action
Write
- FileRequired
  Provide a document containing field tags. Learn more about SignNow field tags.
- Document Name
  Name for your document.
Action
Write

How to connect Microsoft Office 365 + SignNow

Step 1: Authenticate Microsoft Office 365 and SignNow.
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 Microsoft Office 365 + SignNow

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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About SignNow

SignNow provides a secure and easy electronic signature solution that enables you to sign, send and manage documents anywhere while using any device.

Learn more

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Signatures

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Microsoft Office 365 + SignNow Integrations

Connect your apps and automate workflows

Calendar Event Start

Calendar

Time Before (Unit)Required

New Contact

Contact Folder

Updated Calendar Event

Calendar

Create Contact

Contact Folder

First NameRequired

Last Name

Email Addresses

Business Phones

Home Phones

Mobile Phone

Job Title

Company Name

Department

Business Website URL

File As

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

Send Email

From Email

To Email(s)Required

CC Email(s)

BCC Email(s)

SubjectRequired

Body FormatRequired

BodyRequired

Attachment

Find a Contact

Contact Folder

First Name

Last Name

Email

Document Completed

Template

Return PDF of DocumentRequired

Return Document HistoryRequired

Return ZIPRequired

Document Updated

Return PDF of DocumentRequired

Return Document HistoryRequired

Cancel Invite to Sign and Delete Document

DocumentRequired

ActionRequired

Create Document From Template & Send Role-Based Invite

TemplateRequired

Document NameRequired

FromRequired

CC

Subject

Message

Redirect After Signing

Payment Settings | Merchant Account

Payment Settings | Payer

Payment Settings | Currency

Payment Settings | Payment Amount

On Completion

Line Wrapping

Upload Document

FileRequired

Document Name