Connect Office 365 and Nutshell
Integrate Office 365 with Nutshell to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Office 365 + Nutshell flows
Start from a real workflow other teams are already running.
Choose a trigger
Office 365
When this happens...
New Contact
Choose an action
Nutshell
Automatically do this!
Find User
Create Company
List Users
List Account
List Account Type
List Activities
List Activity Types
List Custom Fields For Leads
List Items For Leads
List Leads
List Contacts
List Applicable Custom Fields
List Notes
List lead products
List Sources
List Stages
List Pipelines
Find User in Nutshell when New Contact in Office 365
Use this flowCreate Company in Nutshell when New Contact in Office 365
Use this flowList Users in Nutshell when New Contact in Office 365
Use this flowList Account in Nutshell when New Contact in Office 365
Use this flowList Account Type in Nutshell when New Contact in Office 365
Use this flowList Activities in Nutshell when New Contact in Office 365
Use this flowList Activity Types in Nutshell when New Contact in Office 365
Use this flowList Custom Fields For Leads from Nutshell when New Contact in Office 365
Use this flowList Items For Leads in Nutshell when New Contact in Office 365
Use this flowList Leads in Nutshell when New Contact in Office 365
Use this flowSupported Triggers & Actions
Everything you can automate between Office 365 and Nutshell.
When this happensTriggers
A trigger is an event that starts a workflow.
New Contact
Triggers when new contact 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.
Find User
Finds an existing User by email.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
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.
Learn to build automation
Step-by-step video tutorials to help you connect apps, automate workflows, and save time.
Learn how to automate Office 365 and Nutshell workflows.
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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!
Learn moreSimilar apps
About Nutshell
Nutshell is an affordable, easy-to-use CRM that helps small-business sales teams win more deals.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Office 365 and Nutshell 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 Nutshell 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 Nutshell. No coding required.
Yes. You can set up a workflow where Office 365 triggers actions in Nutshell, and a separate workflow where Nutshell 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 Nutshell. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Office 365 and Nutshell integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
