Connect Office 365 and Copilot to Build Intelligent Automations
Choose a Trigger
When this happens...
New Contact
Choose an Action
Automatically do this!
Create Client
Create Company
Create Message Channel
Create Link
Create Folder
Create File
Create Note
Update a Note
Update Client
Update Company
Send a Message
Request Form Responses
Ready to use Office 365 and Copilot automations
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- Send for Approval acceptCreate Entry of expensesAdd Step
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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 Client
Trigger whenever any new client is created.
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.
Create Client
Creates a new client.
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Step by step guides to integrate Office 365 and Copilot
Frequently Asked Questions
To start, connect both your Office 365 and Copilot accounts to viaSocket. Once connected, you can set up a workflow where an event in Office 365 triggers actions in Copilot (or vice versa).
Absolutely. You can customize how Office 365 data is recorded in Copilot. This includes choosing which data fields go into which fields of Copilot, setting up custom formats, and filtering out unwanted information.
The data sync between Office 365 and Copilot 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 Copilot. 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 Copilot
Create a client portal to combine messaging, payments, and other modules to offer clients a branded, streamlined experience.
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