Microsoft Office 365 + DocuWare Integration

Integrate DocuWare to Microsoft Office 365 in one click, or tell Integrately AI how you want each document handled. Store files, send emails, create contacts, and update records 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
  • DocuWare
    Document is added in DocuWare Instant
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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
  • DocuWare
    Get file cabinets in DocuWare
  • DocuWare
    Download document in DocuWare
  • DocuWare
    Update document index fields in DocuWare
  • DocuWare
    Transfer document in DocuWare
  • DocuWare
    Append a file in DocuWare
  • DocuWare
    Delete a file in DocuWare
  • DocuWare
    Download a file in DocuWare
  • DocuWare
    Replace a file in DocuWare
  • DocuWare
    Delete document in DocuWare
  • DocuWare
    Get dialogs in DocuWare
  • DocuWare
    Get document information in DocuWare
  • DocuWare
    Store in file cabinet in DocuWare
  • DocuWare
    Search document in DocuWare
  • DocuWare
    Get stamps in DocuWare
  • DocuWare
    Place a stamp in DocuWare
  • DocuWare
    Import to document tray in DocuWare

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Ready Workflows Ready Workflows for DocuWare + Microsoft Office 365 Integration

Process documents, send emails, create contacts, update files, and notify your team, all in just one click.

Most popular automationmost-popular-automations
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Connect more apps to your DocuWare + Microsoft Office 365 flow

Connect more apps to process documents, alert teams, and manage workflows. Pick a combination and activate it in one click.

Microsoft Office 365
DocuWare
+
SalesforceSalesforce (4)
+
HubSpotHubSpot (4)
+
OutlookOutlook (4)
+
QuickBooks OnlineQuickBooks Online (4)
+
SlackSlack (4)
+
Google DriveGoogle Drive (4)
D
S
M
Add every DocuWare document to Salesforce as a new record, and send a notification email in Microsoft Office 365.
DocuWare documents land in Salesforce as new records instantly while Microsoft Office 365 sends out email notifications, removing manual data entry.
M
D
S
When an email is received in Microsoft Office 365, search the document in DocuWare and update the contact in Salesforce.
Microsoft Office 365 emails trigger document lookups in DocuWare and update Salesforce records automatically.
M
D
S
Create a contact in Salesforce whenever a new contact is created in Microsoft Office 365, and store the record in DocuWare.
Microsoft Office 365 contacts sync directly to Salesforce and archive securely in DocuWare.
D
S
M
Use Claude to summarise DocuWare document details, update Salesforce, and send a draft email in Microsoft Office 365.
Claude summarises DocuWare files before Salesforce updates and Microsoft Office 365 email drafts are generated.

Supported triggers and actions for Microsoft Office 365 and DocuWare

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
Try it →
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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DocuWare
DocuWare Triggers & Actions
Instant
Document is added in DocuWare
Triggers the automation when a new document is created
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Get file cabinets in DocuWare
Retrieves and store file cabinets with particular information
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Download document in DocuWare
Download a particular document to a location
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Update document index fields in DocuWare
Updates document index fields
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Transfer document in DocuWare
Transfers a document
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Append a file in DocuWare
Appends content to an existing file
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Delete a file in DocuWare
Deletes particular files from the system
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Download a file in DocuWare
Download files from a particular source or location
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Replace a file in DocuWare
Replaces a file
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Delete document in DocuWare
Removes a particular document from the system
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Get dialogs in DocuWare
Retrieves all available dialogs from the system
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Get document information in DocuWare
Retrieves details and metadata from a document
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Store in file cabinet in DocuWare
Stores a document in a file cabinet
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Search document in DocuWare
Locates and retrieves document based on search criteria
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Get stamps in DocuWare
Purchase and collect stamps for mailing purposes
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Place a stamp in DocuWare
Places a stamp on a document
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Import to document tray in DocuWare
Import files and documents to the designated document tray with
Try it →

What can you automate with DocuWare + Microsoft Office 365?

Streamline document management, client communication, and record-keeping with automated multi-step workflows.

What you can automate?
📄
Automate document archiving and email alerts
Trigger email notifications in Microsoft Office 365 the moment a new document is added in DocuWare, keeping your team informed without manual checking.
📋
Capture every submitted document detail
Map all available document index fields and metadata into your communication channels and CRM records instead of just basic file names.
🔔
Notify the right person instantly
Send targeted email alerts to specific team members in Microsoft Office 365 as soon as important documents arrive in DocuWare.
🔀
Route actions based on document content
Trigger different follow-up steps or email templates depending on the specific fields and tags submitted within your DocuWare files.
🔄
Keep records updated as files change
Automatically update existing contact records and document indexes across both platforms whenever status fields are modified.
🛡️
Prevent duplicate records and files
Search existing databases before creating new entries, ensuring your document archives remain clean and free of duplicate clutter.
📅
Handle calendar and meeting follow-ups
Create calendar events or schedule follow-up emails in Microsoft Office 365 automatically when specific document milestones are reached.
🔌
Extend your workflow to external apps
Connect your core document flow to supporting tools like Salesforce, HubSpot, or Slack to keep your entire software stack synchronized.
And much more...

Who is DocuWare + Microsoft Office 365 integration for?

Teams handling high document volumes and client communications rely on this integration to eliminate manual copy-pasting and maintain accurate operational records.

Operations managers
Operations managers
Support teams
Support teams
Account managers
Account managers
Administrative staff
Administrative staff
Workflow coordinators
Workflow coordinators
Compliance officers
Compliance officers
📈
Operations managers
You're tracking document processing metrics in spreadsheets but your counts only update when someone manually exports records, so your operational reports are always hours behind — with this integration, every new document record updates your workflow instantly and your data stays current.
Support teams
You need to act fast on client inquiries but email notifications sit unread until someone checks the inbox, so urgent requests get buried — automating both apps means every incoming message triggers instant notifications and your team responds without delay.
🤝
Account managers
You answer to clients who want immediate progress updates on their documents, but finding files across separate systems wastes precious time — this integration means all client paperwork and communications stay perfectly synchronized.
📦
Administrative staff
The daily volume of incoming files and emails is too high for anyone to keep up by hand, leading to missed follow-ups and filing errors — automating both apps means every document is archived and processed without manual intervention.
🔄
Workflow coordinators
You own the next step in the pipeline and depend on colleagues upstream to hand over documents, but manual handoffs cause frustrating delays — connecting these apps means every new task triggers downstream actions immediately.
🛡️
Compliance officers
You need a reliable audit history for every processed file, but manual record-keeping leaves dangerous gaps in your logs — automating both apps means every document transaction is recorded securely and accurately.
Our team

Ready Workflows Did you know?

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

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Why choose Integrately to automate Microsoft Office 365 + DocuWare

Build and manage your Microsoft Office 365 + DocuWare 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 + DocuWare 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
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2
Connect Accounts
Connect Accounts
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Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect DocuWare to Microsoft Office 365?
Frequently Asked Questions
You can connect DocuWare to Microsoft Office 365 in 1-click using ready templates on Integrately, or ask Integrately AI to build the workflow for you. It takes seconds to link your accounts alongside tools like Salesforce, HubSpot, Slack, and Google Drive.
Can I automatically send email notifications in Microsoft Office 365 when a document is added in DocuWare?
Frequently Asked Questions
Can I connect DocuWare, Microsoft Office 365, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for DocuWare and Microsoft Office 365?
Frequently Asked Questions
How does DocuWare handle document archiving and index fields in automations?
Frequently Asked Questions
Can Microsoft Office 365 contact events trigger automated workflows?
Frequently Asked Questions
Can I automate my document workflows without coding skills?
Frequently Asked Questions
Is the DocuWare and Microsoft Office 365 integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

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