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Zapier makes it easy to integrate Microsoft Office 365 with Simpro - no code necessary. See how you can get setup in minutes.
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Microsoft Office 365
Microsoft Office 365
1. Choose trigger event
Simpro
Simpro
2. Choose action
1. Select the event
Setup
Test
Microsoft Office 365
Choose a trigger event
Choose a trigger
A trigger is the event that starts your Zap—like a "Calendar Event Start" from Microsoft Office 365.
Add your action
An action happens after the trigger—such as "Attach File to Job" in Simpro.
You’re connected!
Zapier seamlessly connects Microsoft Office 365 and Simpro, automating your workflow.
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.
Create a new record or update an existing record in your app.
Title
Given Name
Required
Family Name
Email
Work Phone
Fax
Cell Phone
Department
Position
Notes
Alt Phone
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Customer
Required
Site
Required
Cost Center
Customer Contact
Additional Contacts
Site Contact
Order Number
Name
Description
Notes
Date Issued
Due Date
Due Time
Tags
Salesperson
Project Manager
Technician
Stage
Status
Response Time
Auto Adjust Status
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Customer
Required
Site
Required
Cost Center
Required
Customer Contact
Additional Contacts
Site Contact
Description
Notes
Salesperson
Project Manager
Technicians
Date Issued
Due Date
Validity Days
Order No
Name
Stage
Year
Month
Percent
Status
Tags
Auto Adjust Status
Catalog
Billable Status
Estimated Time
Fit Time
Base Price
Markup
Sales Tax Code
Sell Price
Quantity
Income Account
Type
Rate
Markup
Sales Tax Code
Time (Hours)
Income Account
Type
Billable Status
Description
Estimated Cost
Markup
Estimated Time
Sales Tax Code
Actual Cost
Actual Cost Date
Sell Price
Quantity
Income Account
Prebuild
Billable Status
Estimated Time
Fit Time
Base Price
Markup
Sales Tax Code
Sell Price
Quantity
Income Account
Service Fee
Billable Status
Fit Time
Base Price
Markup
Sales Tax Code
Sell Price
Income Account
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Name
Required
Address
City
State
Postal Code
Country
Address
City
State
Postal Code
Billing Contact
Contact
Title
Given Name
Family Name
Email
Work Phone
Cell Phone
Fax
Position
Preferred Notification Method
Public Notes
Private Notes
Zone
Preferred Technicians
Customers
STC Zone
VEEC Zone
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
ID
Email
WorkPhone
CellPhone
AltPhone
Action
This is an event a Zap performs.
Search
Find existing data in your app
ID
Staff
Date
Type
Action
This is an event a Zap performs.
Search
Find existing data in your app
ID
Company Name
Phone
Alt Phone
Email
EIN
Website
Fax
Company Number
Action
This is an event a Zap performs.
Search
Find existing data in your app
ID
Order Number
Name
Action
This is an event a Zap performs.
Search
Find existing data in your app
ID
Name
Required
Address
City
State
Postal Code
Country
Address
City
State
Postal Code
Billing Contact
Contact
Title
Given Name
Family Name
Email
Work Phone
Cell Phone
Fax
Position
Preferred Notification Method
Public Notes
Private Notes
Zone
Preferred Technicians
Customers
STC Zone
VEEC Zone
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
ID
Phone
Cell Phone
Alt Phone
Email
Title
Given Name
Required
Family Name
Required
Preferred Techs
Do Not Call
Address
City
State
Postal Code
Country
Address
City
State
Postal Code
Country
Customer Type
Tags
Part Tax Code
Discount Fee
Notes
Customer Profile
Customer Group
Account Manager
Currency
Account Name
Routing No
Account No
Payment Method
Credit Limit
On Stop
Vendor Order No Required
Archived
Sites
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
For AI agents & developers
Use Microsoft Office 365 and Simpro with AI agents and code
Beyond Zap workflows. Call Microsoft Office 365 and Simpro actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.
No code
Connect via Zapier MCP
Expose Microsoft Office 365 and Simpro actions as tools in any MCP client. Authenticate once, then call them in natural language.
Example actions on this page
Add Attendees to Calendar Event
Attach File to Job
Works with
Claude · ChatGPT · Cursor · any MCP-compatible client
There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.
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Connect Microsoft Office 365 and Simpro to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
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Automate your way to actionable, up-to-date data
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Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.
Learn how to automate Microsoft Office 365 on the Zapier blog
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Frequently Asked Questions about Microsoft Office 365 + Simpro 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 Simpro
How does the integration between Microsoft Office 365 and Simpro work?
Our integration allows you to automate workflows between Microsoft Office 365 and Simpro by using specific triggers and actions. For example, you can set a trigger to create a new task in Simpro whenever an email with a certain subject line is received in Outlook.
Can I automate the creation of invoices in Simpro from emails received in Office 365?
Yes, you can automate invoice creation by setting up a workflow where receiving an email with specific criteria in Office 365 could trigger an action to create an invoice in Simpro.
Is it possible to sync calendar events between Microsoft Outlook and Simpro?
The integration supports syncing calendar events, allowing you to automatically create or update events in Simpro's scheduling module based on changes made within Outlook calendar.
What triggers and actions are most commonly used when integrating Office 365 with Simpro?
Common triggers include receiving a new email or adding a calendar event in Office 365. Actions might involve creating or updating contact details, tasks, or invoices within Simpro.
How do I ensure data security when integrating these platforms?
We implement robust data encryption protocols during data transfers between Microsoft Office 365 and Simpro, ensuring that your information remains secure throughout the integration process.
Does the integration support automated updates of contact information from Excel spreadsheets into Simpro?
Indeed, you can set up triggers such as updates to Excel sheets which will automatically modify corresponding contact details inside your Simpro account.
Are there limitations on the number of tasks that can be synced between Microsoft To-Do and Simpro via this integration?
While there might be performance considerations depending on volume, typically there are no strict limits on the number of tasks that can be synced through our integrations.
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.
