Microsoft Office 365 + Projectworks

Create draft emails in Microsoft Office 365 from new users in Projectworks

Let Projectworks and Microsoft Office 365 work hand in hand to ensure smooth communication. Once new user data is gathered in Projectworks, an email is promptly prepared in Office 365. This efficient combination ensures key information is conveyed promptly, allowing you to stay connected with your users effortlessly. Enjoy the convenience of seamless operations, minimizing manual effort and maximizing productive outcomes.

When this happens...
Get Users
Triggers when a user requests a list of users.
TriggerPolling
automatically do this!
Create Draft Email
Creates a draft of an email that can then be reviewed and sent out.
ActionWrite

Start free with email

Start free with Google

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

Supported triggers and actions

- projectID
Trigger
Polling
Try It
Get Custom Fields
Triggers when a user requests a list of Custom Fields
Trigger
Polling
Try It
Get Offices
Triggers when a user requests a list of offices.
Trigger
Polling
Try It
- moduleID
Trigger
Polling
Try It
Get Users
Triggers when a user requests a list of users.
Trigger
Polling
Try It

- UserIDRequired
- TaskIDRequired
- Hours
- IsActiveRequired
Action
Write
- ClientNameRequired
- AccountManagerIDRequired
- OfficeIDRequired
- ExternalReference
- IsActive
- CurrencyIDRequired
Action
Write

- ProjectNameRequired
- OfficeIDRequired
- ClientIDRequired
- ProjectTypeIDRequired
- ProjectStatusIDRequired
- CurrencyIDRequired
- ProjectManagerIDRequired
- AccountManagerIDRequired
- TaskSelfServiceModeIDRequired
- ExternalReference
Action
Write
- UserIDRequired
- TaskIDRequired
- DateRequired
- MinutesRequired
- Comment
Action
Write
- moduleIDRequired
- ModuleName
- glcodeID
- IsActive
- Budget
- ExternalReference
Action
Write
- EntityIDRequired
- EntityTypeIDRequired
- FieldIDRequired
- ValueRequired
Action
Write
- taskIDRequired
- TaskName
- StatusID
- PercentComplete
- ExternalReference
Action
Write
- name
- externalReference
Action
Search
- entityTypeIDRequired
- labelRequired
Action
Search
- externalReferenceRequired
Action
Search
- name
- externalReference
- projectNumber
Action
Search
- email
- name
- externalReference
Action
Search
- Parent FolderRequired
- Child Folder
Trigger
Polling
Try It
- Contact Folder
Trigger
Polling
Try It
- Parent Folder
- Child Folder
- Search termsRequired
- Note
Trigger
Polling
Try It
- Parent Folder
- Child Folder
Trigger
Polling
Try It
- Calendar
- SubjectRequired
- Start Date & TimeRequired
- End Date & TimeRequired
- All Day Event?
- Description
- Show me as Free or Busy
- Attendees
- Categories
- Location
Action
Write
- To Email(s)Required
- CC Email(s)
- BCC Email(s)
- SubjectRequired
- Body FormatRequired
- BodyRequired
- Attachment
- Action for Files Larger Than 150MB
Action
Write
- From Email
- To Email(s)Required
- CC Email(s)
- BCC Email(s)
- SubjectRequired
- Body FormatRequired
- BodyRequired
- Attachments
- Action for Files Larger Than 150MB
Action
Write
- Calendar
- Search TermRequired
- Start Date & Time
- End Date & Time
Action
Search
- Search Info
- Search valueRequired
Action
Search
- Calendar
- Start date and timeRequired
- End date and timeRequired
Action
Search

Get Clients
Triggers when a user requests a list of clients.
Trigger
Polling
Try It
Get Leave Statuses
Triggers when a user requests a list of leave statuses.
Trigger
Polling
Try It
- clientID
Trigger
Polling
Try It
- iD
- userID
- taskID
- date
- userExternalReference
- taskExternalReference
Trigger
Polling
Try It
- StatusIDRequired
Trigger
Polling
Try It
- ProjectIDRequired
- ModuleNameRequired
- BudgetRequired
- IsServicesRequired
- GLCodeIDRequired
- IsActive
- ExternalReference
Action
Write
- UserIDRequired
- StatusIDRequired
- DateRequired
- TypeIDRequired
- HoursRequired
Action
Write
- moduleIDRequired
- TaskNameRequired
- TaskTypeIDRequired
- StartDate
- EndDate
- IsOnTimesheet
- StatusID
- PercentComplete
- ExternalReference
- EnforceTimesheetDates
- IsScheduled
Action
Write
- ProjectIDRequired
- DateRequired
- ResourceTypeIDRequired
- UserIDRequired
- IsPenciledRequired
- HoursRequired
- Comment
- ModeIDRequired
Action
Write
- clientIDRequired
- ClientName
- AccountManagerID
- OfficeID
- ExternalReference
- IsActive
Action
Write
- projectIDRequired
- ProjectName
- ProjectStatusID
- ProjectManagerID
- AccountManagerID
- ExternalReference
Action
Write
- IDRequired
- IsReviewed
- Minutes
- Comment
Action
Write
- name
- code
Action
Search
- code
- description
Action
Search
- name
- externalReference
Action
Search
- externalReferenceRequired
Action
Search
- Calendar
- Time BeforeRequired
- Time Before (Unit)Required
Trigger
Polling
Try It
- Calendar
Trigger
Polling
Try It
- Shared Inbox
Trigger
Polling
Try It
New Flagged Email
Triggers when a new email is flagged.
Trigger
Polling
Try It
- Calendar
Trigger
Polling
Try It
- 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
Action
Write
- EventRequired
Action
Write
- 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
Action
Write
- Contact Folder
- First Name
- Last Name
- Email
Action
Search
- Folder Info
- FolderRequired
- Search terms
- From address
- Start date
- End date
Action
Search
- Contact Folder
- First NameRequired
- Last Name
- Email
- 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
Action
Search or write

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

Related categories

Similar apps

About Projectworks

Projectworks is a professional services software that grows your business with tools for time tracking, reporting, forecasting, and more.

Related categories

Project Management

Microsoft Office 365 + Projectworks

Create draft emails in Microsoft Office 365 from new users in Projectworks

Get Budgets

Get Custom Fields

Get Offices

Get Timecodes

Get Users

Assign Timecode

Create Company

Create Project

Create Timesheet Entry

Update Budget

Update CustomFieldValue

Update Timecode

Find ClientID

Find CustomFieldID

Find ModuleID

Find ProjectID

Find UserID

New Attachment

New Contact

New Email Matching Search

New Message in Folder

Create Event

Create Draft Email

Send Email

Find Calendar Event

Find Emails

Get Calendar Events in Date Range

Get Clients

Get Leave Statuses

Get Projects

Get Timesheet Entries

New Leave Request

Create Budget

Create Leave

Create Timecode

Set Resourcing

Update Company

Update Project

Update Timesheet Entry

Find CurrencyID

Find GLCode ID

Find OfficeID

Find TaskID

Calendar Event Start

New Calendar Event

New Email

New Flagged Email

Updated Calendar Event

Create Contact

Delete Event

Update Contact

Find a Contact

Find Emails in Specific Folder

Find or Create Contact

About Microsoft Office 365

Related categories

Similar apps

Email by Zapier

Google Docs

Gmail

About Projectworks

Related categories