Full list

Supported Triggers & Actions

Everything you can automate between toflow.ai and Office 365.

When this happensTriggers

A trigger is an event that starts a workflow.

When new tasks are created

When new tasks are created

Runs the workflow automatically whenever new tasks are created in the account.

When a new company is added

When a new company is added

Runs the workflow automatically whenever a new company is added to the account.

When a person is created

When a person is created

Runs the workflow automatically whenever a new person is created in the account.

When a new deal is created

When a new deal is created

Runs the workflow automatically whenever a new deal is added to the account.

New Contact

New Contact

Triggers when new contact is created.

Request a new Trigger for toflow.ai

Do thisActions

Action is the task that follows automatically within your toflow.ai integrations.

Update Company

Update Company

Update attributes on a company record.

Create Task

Create Task

Create a task with a title and due date; optionally add description or status, assign an owner or assignee, and link it to a person, company, deal, or other resource.

Create List

Create List

Create a new list to organize contacts for outreach campaigns.

Update List Details

Update List Details

Change a list's name, description, icon, or color.

Get Lists

Get Lists

Get workspace lists, optionally filtered by resource type.

Delete List

Delete List

Archive a list to remove it from active use while keeping it recoverable (soft delete).

How to build your first workflow with viaSocket
2-Minute Guide

Learn how to build your first workflow

Follow a simple walkthrough to create, test, and launch your first automation.

  1. 1

    Connect your apps

    Link the apps you want to automate.

  2. 2

    Configure your workflow

    Set up triggers, actions, and map your data.

  3. 3

    Test & publish

    Test your workflow and publish it.

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

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Integrations toflow.ai
toflow.ai + Office 365
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About toflow.ai

AI-native multi-channel outreach platform for B2B sales teams to find leads, enrich contacts, and run personalized campaigns across email, LinkedIn, and WhatsApp with AI.

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Integrations Office 365
Office 365 + toflow.ai
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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! Zapier does not currently support Outlook.com addresses or Home 365 accounts, only business or Enterprise.

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Frequently Asked Questions

How do I connect toflow.ai and Office 365?

Sign up for a free viaSocket account, then authorize both your toflow.ai and Office 365 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.

Does this integration work in real time?

Yes. viaSocket uses instant triggers where available, so data moves between toflow.ai and Office 365 as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.

Can I control which data gets sent from toflow.ai to Office 365?

Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Office 365. No coding required.

Can the integration run in both directions?

Yes. You can set up a workflow where toflow.ai triggers actions in Office 365, and a separate workflow where Office 365 triggers actions in toflow.ai. Both run independently and in real time.

What happens if a step in the workflow fails?

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.

Is viaSocket free to use?

Yes, there is a free plan that covers basic workflows between toflow.ai and Office 365. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.

Do I need to know how to code to set this up?

No. The entire toflow.ai and Office 365 integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.