Microsoft Office 365 + Document360 Integration

Integrate Document360 to Microsoft Office 365 in one click, or tell Integrately AI how you want each document handled. Capture email contents, create structured documentation, update your knowledge base, and alert your team automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Microsoft Office 365
    Calendar event is about to start in Microsoft Office 365
  • Microsoft Office 365
    Calendar event is ended in Microsoft Office 365
  • Microsoft Office 365
    Email is received 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
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
  • Document360
    Create document in Document360
  • Document360
    Search document in Document360
  • Document360
    Update document in Document360

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Ready Workflows Ready Workflows for Document360 + Microsoft Office 365 Integration

Capture incoming emails, create knowledge base documents, update contacts, and keep your documentation organized, all in just one click.

Most popular automationmost-popular-automations
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Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Document360 + Microsoft Office 365 flow

Extend your documentation workflows by pushing updates to team chat, project boards, or support tickets. Pick a combination and activate it in one click.

Microsoft Office 365
Document360
+
ConfluenceConfluence (3)
+
Jira Software CloudJira Software Cloud (3)
+
SlackSlack (3)
+
Microsoft TeamsMicrosoft Teams (3)
+
Google DriveGoogle Drive (3)
+
ZendeskZendesk (3)
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When an email is received in Microsoft Office 365, create a document in Document360 and add a page in Confluence.
Incoming emails instantly generate a new Document360 article and a corresponding Confluence page, keeping your team knowledge base synchronized without manual entry.
M
D
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When a contact is created in Microsoft Office 365, search for a document in Document360 and update it in Confluence.
New contacts trigger document lookups and update your Confluence documentation automatically, maintaining accurate reference guides.
M
D
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When a calendar event is created in Microsoft Office 365, update the document in Document360 and log it in Confluence.
Scheduled meetings update your Document360 articles and log meeting notes in Confluence instantly.

Supported triggers and actions for Microsoft Office 365 and Document360

Mix and match to build the exact automation you need

Microsoft Office 365
Microsoft Office 365 Triggers & Actions
Calendar event is about to start in Microsoft Office 365
Triggers the automation when event is about to start
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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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Email is received in Microsoft Office 365
Triggers the automation when an email is received
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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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Document360
Document360 Triggers & Actions
No trigger is available
Create document in Document360
Generates a new document
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Search document in Document360
Locates and retrieves document based on search criteria
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Update document in Document360
Updates a document
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What can you automate with Document360 + Microsoft Office 365?

Streamline your knowledge management by connecting incoming emails, calendar events, and contacts directly to your documentation repository.

What you can automate?
📄
Auto-create documents from incoming emails
Turn every email received in Microsoft Office 365 into a structured document inside Document360 instantly. Eliminate manual data entry and keep your repository fully updated.
📋
Capture every submitted email field
Map available email subjects, bodies, and sender details directly into separate Document360 article sections. Your knowledge base becomes a more reliable source for reference.
🔔
Notify the right person instantly
Alert your team members the moment a new document is created or updated from an Office 365 trigger. Ensure stakeholders stay informed without switching between apps.
🔀
Route records based on submitted criteria
Evaluate incoming email content or contact categories to determine which Document360 folder receives the update. Direct specialized inquiries to the correct documentation category.
🔄
Keep your documentation repository up to date
Automatically update existing documents whenever a contact or calendar event is modified in Microsoft Office 365. Maintain accurate records across your entire knowledge base.
🔍
Search and update instead of creating duplicates
Search for existing documents in Document360 using contact or email identifiers before writing new data. Prevent clutter and maintain a clean document structure.
📅
Handle calendar event updates and completions
Trigger document searches or article revisions when calendar events end or update in Microsoft Office 365. Keep post-meeting notes linked to the right project files.
💬
Extend your workflow to team chat apps
Push Document360 updates and Office 365 email notifications directly into Slack to keep your entire team aligned on new documentation.
And much more...

Who is Document360 + Microsoft Office 365 integration for?

Document360 and Microsoft Office 365 integration eliminates manual documentation tasks for teams relying on emails, calendars, and client contacts.

Performance marketers
Performance marketers
Support leads
Support leads
Account managers
Account managers
Customer success teams
Customer success teams
Project coordinators
Project coordinators
Compliance officers
Compliance officers
📈
Performance marketers
You're reviewing campaign reports in your email inbox but your knowledge base only updates when someone manually exports records, so the article counts you're analyzing against are always a few hours behind — with this integration, every new document lands in your workspace instantly and your data stays current.
Support leads
You need to act fast on incoming client queries, but you find out too late when emails pile up unread in your inbox — automating both apps means every inquiry creates a structured document instantly and your response time improves.
🤝
Account managers
You answer to a client who wants to see progress updates, but your meeting notes remain scattered across separate calendar apps — connecting these apps means every scheduled session updates your documentation base automatically.
📊
Customer success teams
The volume of client contacts and emails is too high for anyone to keep up by hand, leaving your knowledge base full of gaps — this integration means every new contact triggers automated document creation without manual copy-pasting.
🔄
Project coordinators
You depend on someone upstream to hand over email attachments and project briefs before you can update the repository, causing frustrating bottlenecks — automating both apps means every incoming file triggers document updates instantly.
📋
Compliance officers
You need a reliable history of all communications and keep finding gaps in your manual audit logs — with this integration, every email and calendar event is recorded directly in your document repository without missing a single entry.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate Microsoft Office 365 + Document360

Build and manage your Microsoft Office 365 + Document360 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 + Document360 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?

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Frequently Asked Questions

How do I connect Document360 to Microsoft Office 365?
Frequently Asked Questions
You can connect Document360 to Microsoft Office 365 instantly using ready templates or ask Integrately AI to build the automation. It takes just 1 click to set up your workflow alongside tools like Slack and Google Drive.
Can I automatically create a Document360 document when an email is received in Microsoft Office 365?
Frequently Asked Questions
Can I connect Document360, Microsoft Office 365, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Document360 and Microsoft Office 365?
Frequently Asked Questions
How does Document360 handle document creation in this integration?
Frequently Asked Questions
Can Microsoft Office 365 contacts update my Document360 repository?
Frequently Asked Questions
Do I need coding skills to automate Document360 and Microsoft Office 365?
Frequently Asked Questions
Is the Document360 and Microsoft Office 365 integration free?
Frequently Asked Questions
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