Integrations Office 365 Simplifi by Quicken
Office 365 + Simplifi by Quicken

Connect Office 365 and Simplifi by Quicken to Build Intelligent Automations

Choose a Trigger

Office 365

When this happens...

Choose an Action

Simplifi by Quicken

Automatically do this!

Enable Integrations or automations with these events of Office 365 and Simplifi by Quicken

Enable Integrations or automations with these events of Office 365 and Simplifi by Quicken

Triggers

New Contact

New Contact

Triggers when new contact is created.

Request a new Trigger for Office 365

Actions

Create Contact

Create Contact

Creates a new contact

Create Draft Email

Create Draft Email

Creates a draft of an email that can be reviewed and sent out.

Create Event

Create Event

Creates a new event in a calendar.

Delete Event

Delete Event

Delete an existing event

Update Contact

Update Contact

Update an existing contact.

Request a new Action for Office 365

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Step by step guides to integrate Office 365 and Simplifi by Quicken

Frequently Asked Questions

How do I start an integration between Office 365 and Simplifi by Quicken?

To start, connect both your Office 365 and Simplifi by Quicken accounts to viaSocket. Once connected, you can set up a workflow where an event in Office 365 triggers actions in Simplifi by Quicken (or vice versa).

Can we customize how data from Office 365 is recorded in Simplifi by Quicken?

Absolutely. You can customize how Office 365 data is recorded in Simplifi by Quicken. This includes choosing which data fields go into which fields of Simplifi by Quicken, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Office 365 and Simplifi by Quicken?

The data sync between Office 365 and Simplifi by Quicken typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Office 365 to Simplifi by Quicken?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Office 365 and Simplifi by Quicken?

Yes, you can set conditional logic to control the flow of data between Office 365 and Simplifi by Quicken. 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.

Office 365

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.

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Simplifi by Quicken

About Simplifi by Quicken

Simplifi by Quicken is a personal finance management tool designed to help users track their spending, budget effectively, and achieve their financial goals. It offers features such as real-time updates on financial accounts, customizable budgets, and insightful reports to simplify financial planning.

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