Connect Office 365 and Template To
Integrate Office 365 with Template To to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Contact in Office 365 when When a new template is created in Template To
Create Draft Email in Office-365 when When a new template is created in Template To
Create Event in Office-365 when When a new template is created in Template To
Delete Event in Office-365 when When a new template is created in Template To
Update Contact in Office-365 when When a new template is created in Template To
Popular Office 365 + Template To flows
Start from a real workflow other teams are already running.
Choose a trigger
Office 365
When this happens...
New Contact
Choose an action
Template To
Automatically do this!
Create PDF from Template
Get Upcoming Invoices
Convert HTML to PDF
Create Text From Template
Create Text From HTML
Create Contact in Office 365 when When a new template is created in Template To
Use this flowCreate Draft Email in Office-365 when When a new template is created in Template To
Use this flowCreate Event in Office-365 when When a new template is created in Template To
Use this flowDelete Event in Office-365 when When a new template is created in Template To
Use this flowUpdate Contact in Office-365 when When a new template is created in Template To
Use this flowCreate PDF from Template with Template To when New Contact in Office 365
Use this flowGet Upcoming Invoices from Template To when New Contact in Office 365
Use this flowConvert HTML to PDF with Template To when New Contact in Office 365
Use this flowCreate Text From Template using Template To when New Contact in Office 365
Use this flowCreate Text From HTML using Template To when New Contact in Office 365
Use this flowSupported Triggers & Actions
Everything you can automate between Office 365 and Template To.
When this happensTriggers
A trigger is an event that starts a workflow.
New Contact
Triggers when new contact is created.
When a new template is created
Runs the workflow automatically whenever a new template is created in the account.
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 PDF from Template
Creates a PDF from a template using the provided inputs.
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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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.
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Step-by-step video tutorials to help you connect apps, automate workflows, and save time.
Learn how to automate Office 365 and Template To 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 Template To
TemplateTo allows you to easily create Liquid-based templates for your documents. Utilise our drag-and-drop editor or provide your HTML.
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Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Office 365 and Template To 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 Template To 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 Template To. No coding required.
Yes. You can set up a workflow where Office 365 triggers actions in Template To, and a separate workflow where Template To 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 Template To. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Office 365 and Template To integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
