Integrate Office 365 with Cody.ai to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Document in Getcody when New Contact in Office 365
Create Document from Webpage in Getcody when New Contact in Office 365
Delete Document in Getcody when New Contact in Office 365
Create Folder in Getcody when New Contact in Office 365
Create Conversation in Getcody when New Contact in Office 365
Start from a real workflow other teams are already running.
Office 365
When this happens...
New Contact
Cody.ai
Automatically do this!
Create Document
Create Document from Webpage
Delete Document
Create Folder
Create Conversation
Send Message
Update Conversation
Delete Conversation
Update Folder
Upload File
Find Bot By Name
Create Document in Getcody when New Contact in Office 365
Use this flowCreate Document from Webpage in Getcody when New Contact in Office 365
Use this flowDelete Document in Getcody when New Contact in Office 365
Use this flowCreate Folder in Getcody when New Contact in Office 365
Use this flowCreate Conversation in Getcody when New Contact in Office 365
Use this flowSend Message in Getcody when New Contact in Office 365
Use this flowUpdate Conversation in Cody.ai when New Contact in Office 365
Use this flowDelete Conversation in Getcody when New Contact in Office 365
Use this flowUpdate Folder in getCody.ai when New Contact in Office 365
Use this flowUpload File in Getcody when New Contact in Office 365
Use this flowEverything you can automate between Office 365 and Cody.ai.
When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when new contact is created.
Triggered when a new bot is created.
Triggered when a new message is created.
Triggered when a new folder is created.
Triggered when a new conversation is created.
Triggered when a new document is created.
Action is the task that follows automatically within your Office 365 integrations.
Creates a new contact
Creates a draft of an email that can be reviewed and sent out.
Creates a new event in a calendar.
Delete an existing event
Update an existing contact.
Uploads text content to a new document in your knowledge base.

Follow a simple walkthrough to create, test, and launch your first automation.
Connect your apps
Link the apps you want to automate.
Configure your workflow
Set up triggers, actions, and map your data.
Test & publish
Test your workflow and publish it.
Recognized by leading review platforms and trusted by 10,000+ businesses worldwide.
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
Step-by-step video tutorials to help you connect apps, automate workflows, and save time.

Learn how to automate Office 365 and Cody.ai workflows.

Discover viaSocket, an AI-powered workflow automation platform with 2,000+ integrations. Learn what it is, how it works, and how to set up no-code automated workflows.

Five practical automation hacks to cut repetitive tasks and boost productivity using viaSocket, covering lead generation, onboarding, accounting, support, and HR.

Explore workflow automation: its definition, benefits, how it works, real-world examples, and how to automate with viaSocket.

Discover what webhooks are, how they work, and when to use them. Compare push-based webhooks with APIs and polling, with practical examples and ViaSocket integration.
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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 moreCody is an intelligent AI assistant like ChatGPT – with the added benefit of being able to train it on your business, your team, your processes, and your clients with your own knowledge base. Use Cody as an employee to support your team, answer questions, help with creative work, troubleshoot issues, and brainstorm ideas.
Learn moreSign up for a free viaSocket account, then authorize both your Office 365 and Cody.ai accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Office 365 and Cody.ai as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Cody.ai. No coding required.
Yes. You can set up a workflow where Office 365 triggers actions in Cody.ai, and a separate workflow where Cody.ai triggers actions in Office 365. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Office 365 and Cody.ai. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Office 365 and Cody.ai integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.