Connect Office 365 and Appcues to Build Intelligent Automations
Choose a Trigger
When this happens...
New Contact
Choose an Action
Automatically do this!
Update a Segment
Create Segment
Unpublish a Flow
Publish a Flow
Update a Group Profile
Update a User Profile
Send an Event
List Flows
List Segments
List Tags
List Jobs
List Pins
List Mobile Experiences
List Launchpads
List Banners
List Checklists
Publish a Checklist
Publish Banners
Unpublish a Checklist
Unpublish Banner
Ready to use Office 365 and Appcues automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Contact
Triggers when new contact is created.
New Flow
Retrieve Appcues flows created within the last specified number of minutes.
New Segment
Fetch segments created within the specified number of minutes.
New Checklist
Retrieve checklists created within the specified recent time window for the connected Appcues account.
New Banner
Retrieve Appcues banners created within the past specified minutes for the connected account.
New Pins
Retrieve Appcues pins created within the specified recent time window (e.g., last N minutes).
Do thisActions
Action is the task that follows automatically within your Office 365 integrations.
Create Contact
Creates a new contact
Create Draft Email
Creates a draft of an email that can be reviewed and sent out.
Create Event
Creates a new event in a calendar.
Delete Event
Delete an existing event
Update Contact
Update an existing contact.
Update a Segment
Update the name and/or description of an existing Appcues segment using its segment ID.
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Step by step guides to integrate Office 365 and Appcues
Frequently Asked Questions
To start, connect both your Office 365 and Appcues accounts to viaSocket. Once connected, you can set up a workflow where an event in Office 365 triggers actions in Appcues (or vice versa).
Absolutely. You can customize how Office 365 data is recorded in Appcues. This includes choosing which data fields go into which fields of Appcues, setting up custom formats, and filtering out unwanted information.
The data sync between Office 365 and Appcues typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Office 365 and Appcues. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About 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 MoreAbout Appcues
Appcues is a powerful user onboarding and product adoption platform offering multi-channel messaging and actionable insights. It integrates in-app experiences, emails, and push notifications, customized to your brand, to create tailored, automated journeys that boost engagement. With no-code user tracking and activity-based triggers, Appcues ensures precise, timely communication. Detailed insights and reporting tools help measure message performance, track trends, and optimize engagement through A/B testing, improving key metrics like activation and retention.
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