Microsoft Office 365 + eversign Integration
Integrate eversign to Microsoft Office 365 in one click, or tell Integrately AI how you want each document handled. Complete signing workflows, send notification emails, schedule follow-up calendar events, and update your contacts automatically.
Free forever.Use premium features free for 14 days.1.
Email is received in Microsoft Office 365- Calendar event is ended in Microsoft Office 365
- Calendar event is about to start in Microsoft Office 365
- Email is created in Microsoft Office 365
- Calendar event is created in Microsoft Office 365
- Calendar event is started in Microsoft Office 365
- Calendar event is updated in Microsoft Office 365
- Contact is created in Microsoft Office 365
- Contact is updated in Microsoft Office 365
Document is Completed in eversign Instant- Document is signed in eversign Instant
- Document is sent in eversign Instant
2.
- Retrieve Event Attachment in Microsoft Office 365
- Retrieve Message Attachment in Microsoft Office 365
- Send email in Microsoft Office 365
- Create draft email in Microsoft Office 365
- Create event in Microsoft Office 365
- Create contact in Microsoft Office 365
- Update contact in Microsoft Office 365
- Search contact in Microsoft Office 365
- Send document using template in eversign
- Download document in eversign
Trusted by experts at...
Ready Workflows for Microsoft Office 365 + eversign Integration
Notify contacts, send emails, schedule follow-ups, and create calendar events for completed eversign documents, all in just one click.
Sorry, we don’t have a ready workflow for this combination yet.
Create your workflow with Integrately AI.Simply describe what you want to automate, and Integrately AI will build it for you.
Connect more apps to your eversign + Microsoft Office 365 flow
Send signed documents straight to your CRM, notify your team, and generate invoices as soon as agreements are finalised. Pick a combination and activate it in one click.
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QuickBooks Online (4)
QuickBooks Online (4) +
Slack (4)
Slack (4) E
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When a document is completed in eversign, create a record in Salesforce and send an email via Microsoft Office 365.
Completed eversign documents automatically create Salesforce records and trigger Microsoft Office 365 notification emails without manual data entry.
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When an email is received in Microsoft Office 365, send a document using template in eversign and update Salesforce.
Incoming Microsoft Office 365 emails trigger eversign template document dispatches and update Salesforce records instantly.
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When a contact is updated in Salesforce, download the document in eversign and send a draft email in Microsoft Office 365.
Salesforce contact updates trigger eversign document downloads and create Microsoft Office 365 draft emails for follow-up.
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When a document is signed in eversign, create a contact in Salesforce and schedule a calendar event in Microsoft Office 365.
Signed eversign documents generate new Salesforce contacts and schedule Microsoft Office 365 calendar events automatically.
Supported triggers and actions for Microsoft Office 365 and eversign
Mix and match to build the exact automation you need
Microsoft Office 365 Triggers & Actions
Calendar event is ended in Microsoft Office 365
Triggers the automation when a new event is ended in a calendar
Try it → Calendar event is about to start in Microsoft Office 365
Triggers the automation when event is about to start
Try it → Email is created in Microsoft Office 365
Triggers the automation when a new email is created
Try it → 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
Try it → Calendar event is updated in Microsoft Office 365
Triggers the automation when a calendar event is updated
Try it → Contact is created in Microsoft Office 365
Triggers the automation when a new contact is created
Try it → Contact is updated in Microsoft Office 365
Triggers the automation when a contact is updated
Try it → What can you automate with eversign + Microsoft Office 365?
Streamline your document signing and email workflows with powerful automated actions.
📄
Automate document completion and email notifications
Trigger Microsoft Office 365 emails and calendar events the moment a document is completed or signed in eversign. Remove manual handoffs between your signing platform and inbox.
📊
Capture every submitted field and document detail
Map all available signer data and document properties into your downstream records instead of just basic names. Your database becomes a complete source of truth.
🔔
Tell the right team member as soon as it happens
Send instant email notifications or calendar invites the second an agreement is finalized. Ensure your team stays informed without checking dashboards manually.
🔀
Route actions based on submitted document data
Execute different follow-up steps depending on specific fields submitted in your eversign documents or Microsoft Office 365 emails.
🔄
Keep your destination systems fully up to date
Automatically update contacts, draft emails, and calendar events as document statuses change across eversign and Microsoft Office 365.
🛡️
Prevent duplicates with smart record matching
Search existing contacts and records before creating new entries, ensuring your databases remain clean and free from duplicate clutter.
⏱️
Handle later status changes and follow-ups
Automate responses and calendar scheduling when documents are signed, completed, or when calendar events end in Microsoft Office 365.
🌐
Extend your workflow to team communication apps
Connect your core eversign and Microsoft Office 365 workflows with Slack to broadcast agreement updates directly to your team channels.
And much more...
Who is eversign + Microsoft Office 365 integration for?
Sales teams, legal professionals, and operations managers who need to streamline document execution and team communication without manual delays.
Performance marketers
Sales representatives
Account managers
Operations teams
Project coordinators
Legal compliance officers
📈
Performance marketers
You're running campaigns across multiple channels but your reporting sheet only updates when someone manually exports document metrics, so the numbers you're reviewing are always hours behind — with this integration, every completed document lands in your records instantly and your tracking stays current.
⚡
Sales representatives
You need to act fast on signed agreements and follow up with clients immediately, but manual notification delays cause you to reach out too late — with this integration, every signed document triggers instant emails and contact updates so you never miss an opportunity.
🤝
Account managers
You answer to clients who want to see progress on their agreements, but gathering status reports across systems takes precious time — with this integration, every status change updates your records and notifies stakeholders automatically.
📦
Operations teams
The volume of contracts and client messages is too high for anyone to keep up by hand, leading to missed follow-ups and uncoordinated schedules — with this integration, every document event and calendar entry is handled instantly without manual intervention.
🔄
Project coordinators
You own the onboarding step and depend on upstream teams to hand over signed documents before you can begin work — with this integration, completed agreements instantly trigger your kickoff tasks and calendar events.
📋
Legal compliance officers
You need a reliable audit history for every agreement but keep finding gaps caused by manual record keeping — with this integration, every document download and email log is captured securely in one unified archive.
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 + eversign
Build and manage your Microsoft Office 365 + eversign automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Microsoft Office 365 + eversign with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
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
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
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
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
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?
1
Select Automation
2
Connect Accounts
3
Automation is ready
Connect Microsoft Office 365 + eversign Now 
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Frequently Asked Questions
How do I connect eversign to Microsoft Office 365?
You can connect eversign to Microsoft Office 365 in 1 click using ready workflows or ask Integrately AI to build the automation and map the fields.
Can I automatically send Microsoft Office 365 emails when an eversign document is completed?
Can I connect eversign, Microsoft Office 365, and Slack?
What is a good Zapier alternative for eversign and Microsoft Office 365?
How does eversign handle document completion events in automations?
How do Microsoft Office 365 emails trigger eversign templates?
Do I need coding skills to automate eversign and Microsoft Office 365?
Is the eversign and Microsoft Office 365 integration free?
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