Microsoft Office 365 + Caflou Integration

Integrate Caflou to Microsoft Office 365 in one click, or tell Integrately AI how you want each project handled. Sync projects and contacts, schedule follow-up events, send email notifications, and keep your business records fully up to date automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Microsoft Office 365
    Email is received in Microsoft Office 365
  • Microsoft Office 365
    Calendar event is ended in Microsoft Office 365
  • Microsoft Office 365
    Calendar event is about to start in Microsoft Office 365
  • Microsoft Office 365
    Email is created in Microsoft Office 365
  • Microsoft Office 365
    Calendar event is created in Microsoft Office 365
  • Microsoft Office 365
    Calendar event is started in Microsoft Office 365
  • Microsoft Office 365
    Calendar event is updated in Microsoft Office 365
  • Microsoft Office 365
    Contact is created in Microsoft Office 365
  • Microsoft Office 365
    Contact is updated in Microsoft Office 365
  • Caflou
    Company is created in Caflou
  • Caflou
    Project is created in Caflou
  • Caflou
    Contact is created in Caflou
  • Caflou
    Task is created in Caflou
  • Caflou
    Event is created in Caflou
  • Caflou
    Income or expense is created in Caflou
  • Caflou
    Timesheet is created in Caflou
  • Caflou
    Time entry is created in Caflou
  • Caflou
    Invoice is created in Caflou
Arrow Right
2.
  • Microsoft Office 365
    Retrieve Event Attachment in Microsoft Office 365
  • Microsoft Office 365
    Retrieve Message Attachment in Microsoft Office 365
  • Microsoft Office 365
    Send email in Microsoft Office 365
  • Microsoft Office 365
    Create draft email in Microsoft Office 365
  • Microsoft Office 365
    Create event in Microsoft Office 365
  • Microsoft Office 365
    Create contact in Microsoft Office 365
  • Microsoft Office 365
    Update contact in Microsoft Office 365
  • Microsoft Office 365
    Search contact in Microsoft Office 365
  • Caflou
    Create company in Caflou
  • Caflou
    Search company in Caflou
  • Caflou
    Search task in Caflou
  • Caflou
    Create task in Caflou
  • Caflou
    Search account in Caflou
  • Caflou
    Create contact in Caflou
  • Caflou
    Create event in Caflou
  • Caflou
    Search event in Caflou
  • Caflou
    Search user in Caflou
  • Caflou
    Create income or expense in Caflou
  • Caflou
    Search income or expense in Caflou
  • Caflou
    Create bank payment in Caflou
  • Caflou
    Create timesheet in Caflou
  • Caflou
    Search timesheet in Caflou
  • Caflou
    Create project in Caflou
  • Caflou
    Search project in Caflou
  • Caflou
    Create time entry in Caflou
  • Caflou
    Search time entry in Caflou
  • Caflou
    Create issued invoice in Caflou
  • Caflou
    Search invoice in Caflou
  • Caflou
    Acknowledge invoice in Caflou

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Ready Workflows Ready Workflows for Caflou + Microsoft Office 365 Integration

Sync contacts, schedule calendar events, create projects, notify team members via email, and track every update, all in just one click.

Most popular automationsmost-popular-automations
Caflou + Microsoft Office 365 Integration

Create Microsoft Office 365 event for new Caflou task

Caflou is a great tool for managing customer information, but it can also be used to manage your schedule. Use this Caflou - Microsoft Office 365 integration to automatically populate your Microsoft Office 365.

When a task is created in Caflou, an event will automatically be created in your Microsoft Office 365. This can help you keep track of your schedule and avoid overlapping of appointments.

Just click Activate and connect your Caflou and Microsoft Office 365 accounts in a matter of minutes.
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Microsoft Office 365 + Caflou Integration

Create Caflou task for new Microsoft Office 365 event

We all know the drill. You create {trigger.Event}} in your Microsoft Office 365, but then something comes up and you completely forget to create a corresponding task in your Caflou. Now you've lost track of your to-dos, and your sales productivity is shot. So, with this {{trigger.Calender}} - Caflou integration, you can set up Integrately such that every new event created in your Microsoft Office 365, automatically creates a new tasks in your Caflou. This ensures that important tasks never fall through the cracks; thereby helping you stay on top of your to-do list and running your business smoothly.
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Caflou + Microsoft Office 365 Integration

Create Microsoft Office 365 contact for new Caflou contact

CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.

However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.

Using this Caflou - Microsoft Office 365 integration, anytime a new Caflou contact is created, an Microsoft Office 365 contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
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Caflou + Microsoft Office 365 Integration

Send Microsoft Office 365 message for new Caflou contact

Anytime a new contact is added to your Caflou, automatically send them a message through Microsoft Office 365 letting them know you're excited to work with them. This is a great way to stay top of mind and build relationships with your new contacts.

Furthermore, with this Caflou - Microsoft Office 365 integration, you can rest assured that your new contact will always receive any important information they may need, such as next steps or deadlines in a timely manner, without any extra effort on your part.

Plus, integration is a great way to save time and increase efficiency in your workflow. So why not give it a try? You might be surprised at how easy and helpful it can be!
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Caflou + Microsoft Office 365 Integration

Send Microsoft Office 365 message for new Caflou task

With this Caflou - Microsoft Office 365 integration, whenever a new task is created in Caflou, message will be sent via Microsoft Office 365. This ensures that everyone is kept up to date on the latest developments and can take appropriate action.

Plus, you can customize the message that is sent, so you can include any relevant information, like deadlines or assigned team members. As a result, this integration will help to improve communication and collaboration within your team, making it easier to get work done.
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Microsoft Office 365 + Caflou Integration

Create Caflou contact for new Microsoft Office 365 contact

CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.

However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.

Using this Microsoft Office 365 - Caflou integration, anytime a new Microsoft Office 365 contact is created, an Caflou contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
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Microsoft Office 365 + Caflou Integration

Create Caflou task for new Microsoft Office 365 contact

In Microsoft Office 365, when you create a contact, it automatically creates a task in Caflou for that contact. This is a great way to keep track of all your interactions with each customer. You can also see all the task associated with a particular contact on their contact profile.

This makes it easy to stay organized and ensure no important steps are missed when working with a customer.
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Connect more apps to your Caflou + Microsoft Office 365 flow

Extend your workflow by tracking tasks in Trello, alerting your team on Slack, and logging invoices in QuickBooks Online. Pick a combination and activate it in one click.

Microsoft Office 365
Caflou
+
TrelloTrello (8)
+
SlackSlack (8)
+
QuickBooks OnlineQuickBooks Online (8)
+
Google DriveGoogle Drive (8)
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TogglToggl (8)
+
HubSpotHubSpot (8)
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T
M
Create a Trello card for every new Caflou project, and schedule a calendar event in Microsoft Office 365.
New Caflou projects appear as Trello cards instantly while Microsoft Office 365 schedules your kickoff meeting without manual data entry.
M
T
C
When an email is received in Microsoft Office 365, create a Trello card and create a task in Caflou.
Important emails immediately generate tasks in Caflou and tracking cards in Trello so nothing gets lost.
T
C
M
When a Trello card moves to done, update the matching task in Caflou and send an email in Microsoft Office 365.
Completed Trello tasks automatically update your Caflou records and notify stakeholders via Microsoft Office 365.
T
C
M
Create a Caflou task for every Trello card marked for review, and draft an email in Microsoft Office 365.
Review-stage Trello cards generate Caflou tasks and prep reminder emails in Microsoft Office 365 automatically.
T
C
M
If a Trello card is marked high priority, create a project in Caflou and send an urgent email in Microsoft Office 365.
Urgent Trello cards instantly spin up Caflou projects and dispatch priority notification emails in Microsoft Office 365.
T
C
M
When a Trello card is archived, update the project status in Caflou and send a notification email in Microsoft Office 365.
Archived Trello cards update your Caflou project statuses and trigger stakeholder notification emails.
T
C
M
Use Claude to summarise every new Trello card description, save the summary in Caflou, and email it using Microsoft Office 365.
Claude turns lengthy Trello descriptions into concise Caflou summaries and emails them via Microsoft Office 365.
T
C
M
H
When a Trello card is created, create a project in Caflou, schedule a calendar event in Microsoft Office 365, and create a contact in HubSpot.
New Trello cards trigger Caflou projects, Microsoft Office 365 meetings, and HubSpot contact records simultaneously.

Supported triggers and actions for Microsoft Office 365 and Caflou

Mix and match to build the exact automation you need

Microsoft Office 365
Microsoft Office 365 Triggers & Actions
Email is received in Microsoft Office 365
Triggers the automation when an email is received
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Calendar event is ended in Microsoft Office 365
Triggers the automation when a new event is ended in a calendar
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Calendar event is about to start in Microsoft Office 365
Triggers the automation when event is about to start
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Email is created in Microsoft Office 365
Triggers the automation when a new email is created
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Calendar event is created in Microsoft Office 365
Triggers the automation when a new event is created in a calendar
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Calendar event is started in Microsoft Office 365
Triggers the automation when a new event is created in a calendar
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Calendar event is updated in Microsoft Office 365
Triggers the automation when a calendar event is updated
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Contact is created in Microsoft Office 365
Triggers the automation when a new contact is created
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Contact is updated in Microsoft Office 365
Triggers the automation when a contact is updated
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Retrieve Event Attachment in Microsoft Office 365
Retrieves an attachment from an event by its ID.
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Retrieve Message Attachment in Microsoft Office 365
Retrieves an attachment from a message by its ID.
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Send email in Microsoft Office 365
Sends an email to a recipient
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Create draft email in Microsoft Office 365
Adds a new contact to the contact list
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Create event in Microsoft Office 365
Adds a new contact to the contact list
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Create contact in Microsoft Office 365
Adds a new contact to the database
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Update contact in Microsoft Office 365
Updates contact information with new details
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Search contact in Microsoft Office 365
Finds and retrieves contact information
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Caflou
Caflou Triggers & Actions
Company is created in Caflou
Triggers the automation when a new company is created
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Project is created in Caflou
Triggers the automation when a new project is created
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Contact is created in Caflou
Triggers the automation when a new contact is created
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Task is created in Caflou
Triggers the automation when a new task is created
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Event is created in Caflou
Triggers the automation when a new event is created
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Income or expense is created in Caflou
Triggers the automation when a new income or expense is added
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Timesheet is created in Caflou
Triggers the automation when a timesheet is created
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Time entry is created in Caflou
Triggers the automation when a new time entry is created
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Invoice is created in Caflou
Triggers the automation when any invoice is added or modified
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Create company in Caflou
Generates a new company profile with given details
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Search company in Caflou
Finds information about a company
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Search task in Caflou
Searches for a task
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Create task in Caflou
Creates a new task
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Search account in Caflou
Searches for account information
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Create contact in Caflou
Adds a new contact to the database
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Create event in Caflou
Adds a new contact to the contact list
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Search event in Caflou
Conducts a search for events based on particular criteria
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Search user in Caflou
Searches for a user
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Create income or expense in Caflou
Generates income or expenses based on preset parameters
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Search income or expense in Caflou
Searches for income or expense records
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Create bank payment in Caflou
Generates a bank payment using the provided details
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Create timesheet in Caflou
Creates a new timesheet
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Search timesheet in Caflou
Searches for a timesheet
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Create project in Caflou
Creates a new project
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Search project in Caflou
Searches for a project
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Create time entry in Caflou
Creates a new time entry without manual input
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Search time entry in Caflou
Searches for a time entry
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Create issued invoice in Caflou
Generates and send an invoice for completed transactions
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Search invoice in Caflou
Locates and retrieves invoices with
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Acknowledge invoice in Caflou
Acknowledges an invoice
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What can you automate with Caflou + Microsoft Office 365?

Streamline your project management and communications by automating core workflows between Caflou and Microsoft Office 365.

What you can automate?
🚀
Sync projects and calendar events directly across both platforms
Automatically create a Caflou project whenever a new calendar event is scheduled in Microsoft Office 365, ensuring your project boards reflect your meetings instantly.
📋
Capture every submitted contact detail and custom field
Map every email attribute and contact property from Microsoft Office 365 directly into your Caflou contact records without missing vital information.
🔔
Notify team members the moment an event occurs
Send automated email alerts through Microsoft Office 365 whenever a new task or project is created in Caflou.
🔀
Route workflows based on submitted project data
Check if a Caflou project matches specific criteria to trigger customized calendar events or email follow-ups in Microsoft Office 365.
🔄
Keep records updated as schedules and projects evolve
Update matching tasks and calendar events in real time whenever details change in either Caflou or Microsoft Office 365.
🔍
Prevent duplicate records with smart search and update actions
Search for existing companies and contacts before creating new ones, keeping your Caflou and Microsoft Office 365 databases clean.
💳
Manage later status updates like project completion or invoice payment
Trigger follow-up email notifications in Microsoft Office 365 when invoices or timesheet entries are completed in Caflou.
🔗
Extend your workflow to external apps like Slack
Connect your Caflou and Microsoft Office 365 core flow with Slack to broadcast important project updates to your entire team.
And much more...

Who is Caflou + Microsoft Office 365 integration for?

Project managers and operations teams rely on these tools to synchronize client details, schedule meetings, and maintain accurate records without manual data entry.

Financial controllers and analysts
Financial controllers and analysts
Operations supervisors
Operations supervisors
Client account managers
Client account managers
Agency directors
Agency directors
Project coordinators
Project coordinators
Finance and admin leads
Finance and admin leads
📊
Financial controllers and analysts
You review project margins and timesheet entries in Caflou to report on profitability, but delays in updating meetings and communications mean your figures are always a few days behind — this integration means every calendar event and message updates your data instantly and your reports stay accurate.
Operations supervisors
You manage urgent client requests across your schedule and project boards, but finding out about missed emails or calendar changes too late causes bottlenecks — with this integration, every Microsoft Office 365 message triggers immediate Caflou tasks so your team acts right away.
🤝
Client account managers
You provide regular status updates to clients about their projects, but hunting through scattered calendars and accounting tools leaves gaps in your client communications — automating both apps means every project milestone and scheduled event is instantly reflected in your communications.
📈
Agency directors
You handle dozens of simultaneous client projects and incoming emails every week, but manual data entry leads to missed follow-ups and burnt-out staff — connecting these apps means every new contact and project is logged automatically without manual overhead.
📋
Project coordinators
You rely on sales and leadership to hand over new client details before you can start scheduling work, but manual handoffs cause frustrating project delays — this integration means new Caflou projects and Office 365 calendar events trigger your next steps instantly.
🗂️
Finance and admin leads
You track invoices, expenses, and payments across multiple platforms, but disconnected records create discrepancies between your accounting and scheduling tools — automating both apps means your financial history remains complete and traceable.
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Why choose Integrately to automate Microsoft Office 365 + Caflou

Build and manage your Microsoft Office 365 + Caflou automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Microsoft Office 365 + Caflou with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
That’s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Caflou to Microsoft Office 365?
Frequently Asked Questions
You can connect Caflou to Microsoft Office 365 in 1-click using ready workflows on Integrately, or use Integrately AI to build your automation. It takes seconds to link your accounts and sync data across Trello, Slack, and 1,500+ other apps.
Can I automatically create Caflou projects from Microsoft Office 365 calendar events?
Frequently Asked Questions
Can I connect Caflou, Microsoft Office 365, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Caflou and Microsoft Office 365?
Frequently Asked Questions
How does Caflou handle contact and project data during integration?
Frequently Asked Questions
How do Microsoft Office 365 emails and calendar events trigger workflows?
Frequently Asked Questions
Can I automate Caflou and Microsoft Office 365 without coding?
Frequently Asked Questions
Is the Caflou and Microsoft Office 365 integration free?
Frequently Asked Questions
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You Can Also Connect Caflou or Microsoft Office 365 With 1500+ Other Apps

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