Connect Ignition and Microsoft Office 365 to unlock the power of automation
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Set up your first integration
Quickly connect Ignition to Microsoft Office 365 with a Zapier template.
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How Zapier works
Zapier makes it easy to integrate Ignition with Microsoft Office 365 - 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 "Proposal Accepted" from Ignition.
Add your action
An action happens after the trigger—such as "Create Event" in Microsoft Office 365.
You’re connected!
Zapier seamlessly connects Ignition and Microsoft Office 365, 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.
- Proposal Accepted
Triggers when a proposal is accepted.
Try ItTriggerInstant - Proposal Completed
Triggers when a proposal is completed. Does not work with Classic proposals.
Try ItTriggerInstant - Proposal Moved to Awaiting Acceptance
Triggers when a draft proposal is moved to awaiting acceptance. Does not work with Classic proposals.
Try ItTriggerInstant - Proposal Saved as Draft
Triggers when a proposal is moved to draft state. Does not work with Classic proposals.
Try ItTriggerInstant
- Proposal Archived
Triggers when a proposal is archived. Does not work with Classic proposals.
Try ItTriggerInstant - Proposal Marked as Lost
Triggers when a proposal is marked as lost. Does not work with Classic proposals.
Try ItTriggerInstant - Proposal Revoked
Triggers when a proposal is revoked. Does not work with Classic proposals.
Try ItTriggerInstant - Classic Proposal State Changed
Triggers when a proposal's state changes. Only works with Classic proposals.
Try ItTriggerInstant
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Practical ways you can use Ignition and Microsoft Office 365
Track proposals in Ignition through Office 365 calendar
Automatically create an event in Microsoft Office 365 when a new proposal is moved to awaiting acceptance in Ignition. This helps with staying on top of client engagements by allocating necessary time for follow-up actions, ensuring deadlines are met.
Business Owner
Notify engineers of proposal completions
Send an automated email through Microsoft Office 365 whenever a proposal in Ignition is marked as completed. This enables the engineering team to begin any required technical preparations without delay.
Engineering
Create Office 365 contacts for new Ignition clients
When a new client is created in Ignition, Zapier automatically adds them as a contact in Microsoft Office 365. This ensures all client information is consistently stored in both systems, reducing manual data entry and improving contact management.
ITLearn how to automate Microsoft Office 365 on the Zapier blog
Frequently Asked Questions about Ignition + Microsoft Office 365 integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Ignition and Microsoft Office 365
How can I integrate Ignition with Microsoft Office 365?
You can integrate Ignition with Microsoft Office 365 using our platform by setting up specific triggers and actions. For instance, a new project created in Ignition can trigger an email notification through Office 365.
What triggers are available for the integration between Ignition and Office 365?
We offer a variety of triggers such as 'New Project Created' in Ignition, which can initiate actions like sending a calendar invite or generating an email through your Microsoft Office 365 account.
Are there any specific actions I can automate from Office 365 to Ignition?
Yes, you can automate actions such as creating new tasks or projects in Ignition based on events in Office 365, like receiving a specific email or an upcoming calendar event.
What do I need to get started with integrating these systems?
To get started, you'll need accounts both in Ignition and Microsoft Office 365. From there, you can set up connections by specifying the desired triggers and actions within our integration platform.
Can I use the integration to send emails automatically from Ignition through Office 365?
Yes, one of the common uses is setting up triggers within Ignition that automatically send emails via Outlook in Office 365. This ensures timely communication based on project activities.
How do I manage permissions when integrating these platforms?
Integrating Ignition with Microsoft Office 365 requires permission settings on both ends. Ensure proper API permissions are granted for executing specific triggers and actions across platforms.
Is it possible to schedule meetings automatically when certain conditions are met in Ignition?
Absolutely. You can create a trigger in Ignition that automatically schedules meetings using your Microsoft Outlook Calendar once predefined conditions are satisfied.
