Connect Microsoft Office 365 and Simpro to unlock the power of automation
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Set up your first integration
Quickly connect Microsoft Office 365 to Simpro with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Microsoft Office 365 with Simpro - no code necessary. See how you can get setup in minutes.
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 "Create Company Customer" 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.
- Calendar
- Time BeforeRequired
- Time Before (Unit)Required
Try ItTriggerPolling- Calendar
Try ItTriggerPolling- Shared Inbox
Try ItTriggerPolling- New Flagged Email
Triggers when a new email is flagged.
Try ItTriggerPolling
- Parent FolderRequired
- Child Folder
Try ItTriggerPolling- Contact Folder
Try ItTriggerPolling- Parent Folder
- Child Folder
- Search termsRequired
- Note
Try ItTriggerPolling- Parent Folder
- Child Folder
Try ItTriggerPolling
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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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Learn how to automate Microsoft Office 365 on the Zapier blog
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.
