Microsoft Office 365 + MOCO Integration

Integrate Microsoft Office 365 to MOCO in one click, or tell Integrately AI how you want each contact handled. Sync details, create projects, update your ERP, and trigger follow-ups automatically.

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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
  • MOCO
    User is updated in MOCO Instant
  • MOCO
    Presence is updated in MOCO Instant
  • MOCO
    Purchase is updated in MOCO Instant
  • MOCO
    User is created in MOCO Instant
  • MOCO
    Purchase is created in MOCO Instant
  • MOCO
    Presence is created in MOCO Instant
  • MOCO
    Holiday request is created in MOCO Instant
  • MOCO
    Lead is created in MOCO Instant
  • MOCO
    Lead is updated in MOCO Instant
  • MOCO
    Lead is deleted in MOCO Instant
  • MOCO
    Task is created in MOCO Instant
  • MOCO
    Task is updated in MOCO Instant
  • MOCO
    Task is deleted in MOCO Instant
  • MOCO
    Offer is created in MOCO Instant
  • MOCO
    Offer is updated in MOCO Instant
  • MOCO
    Offer is deleted in MOCO Instant
  • MOCO
    Contact is created in MOCO Instant
  • MOCO
    Contact is updated in MOCO Instant
  • MOCO
    Contact is deleted in MOCO Instant
  • MOCO
    Company is created in MOCO Instant
  • MOCO
    Company is updated in MOCO Instant
  • MOCO
    Company is deleted in MOCO Instant
  • MOCO
    Expense is created in MOCO Instant
  • MOCO
    Expense is updated in MOCO Instant
  • MOCO
    Expense is deleted in MOCO Instant
  • MOCO
    Planning Entry is created in MOCO Instant
  • MOCO
    Planning Entry is Updated in MOCO Instant
  • MOCO
    Planning Entry is deleted in MOCO Instant
  • MOCO
    Comment is created in MOCO Instant
  • MOCO
    Project is created in MOCO Instant
  • MOCO
    Project is updated in MOCO Instant
  • MOCO
    Project is deleted in MOCO Instant
  • MOCO
    Invoice is created in MOCO Instant
  • MOCO
    Invoice is updated in MOCO Instant
  • MOCO
    Invoice is deleted in MOCO Instant
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
  • MOCO
    Search company in MOCO
  • MOCO
    Create company in MOCO
  • MOCO
    Create comment in MOCO
  • MOCO
    Search suppliers in MOCO
  • MOCO
    Create contact in MOCO
  • MOCO
    Update contact in MOCO
  • MOCO
    Search contact in MOCO
  • MOCO
    Create customer in MOCO
  • MOCO
    Search customer in MOCO
  • MOCO
    Create task in MOCO
  • MOCO
    Create project expense in MOCO
  • MOCO
    Create invoice payment in MOCO
  • MOCO
    Create purchase payments in MOCO
  • MOCO
    Create project in MOCO
  • MOCO
    Search project in MOCO
  • MOCO
    Update project in MOCO
  • MOCO
    Create lead in MOCO
  • MOCO
    Create invoice in MOCO
  • MOCO
    Search invoice in MOCO
  • MOCO
    Create purchase in MOCO
  • MOCO
    Search purchase in MOCO
  • MOCO
    Create Time entry in MOCO

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Ready Workflows Ready Workflows for Microsoft Office 365 + MOCO Integration

Capture contacts, organise project details, keep clients updated, alert your team, and send follow-ups, all in just one click.

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

Create Microsoft Office 365 event for new MOCO task

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

When a task is created in MOCO, 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 MOCO and Microsoft Office 365 accounts in a matter of minutes.
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Microsoft Office 365 + MOCO Integration

Create MOCO 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 MOCO. Now you've lost track of your to-dos, and your sales productivity is shot. So, with this {{trigger.Calender}} - MOCO integration, you can set up Integrately such that every new event created in your Microsoft Office 365, automatically creates a new tasks in your MOCO. 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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MOCO + Microsoft Office 365 Integration

Create Microsoft Office 365 contact for new MOCO 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 MOCO - Microsoft Office 365 integration, anytime a new MOCO 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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  • 1of2
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 Microsoft Office 365 + MOCO flow

Streamline agency operations by connecting your communication, task management, and accounting tools. Pick a combination and activate it in one click.

Microsoft Office 365
MOCO
+
SlackSlack (6)
+
Google DriveGoogle Drive (4)
+
AsanaAsana (4)
+
QuickBooks OnlineQuickBooks Online (4)
+
HubSpotHubSpot (4)
+
Google CalendarGoogle Calendar (4)
M
M
S
Add every new Microsoft Office 365 contact to MOCO, and notify your sales channel in Slack
New Microsoft Office 365 contacts appear in MOCO instantly and your sales channel hears about it in Slack, so nobody re-types details or misses a lead.
M
M
S
Log every new MOCO project in Microsoft Office 365, and post the kickoff announcement in Slack
MOCO projects trigger new calendar events or records in Microsoft Office 365 while Slack announces the kickoff, keeping everyone aligned from day one.
M
M
S
When a MOCO project is updated, sync the changes to Microsoft Office 365 contacts and post the update in Slack
Updated MOCO project details automatically refresh your Microsoft Office 365 records while Slack notifies your team of the change.
M
M
S
If a MOCO lead is created, send a welcome email from Microsoft Office 365 and alert your sales team in Slack
New MOCO leads instantly trigger a tailored Microsoft Office 365 email while Slack notifies your sales channel to begin outreach.
M
M
S
When a MOCO invoice is created, notify your finance team in Slack and send a confirmation email via Microsoft Office 365
New invoices generated in MOCO trigger a Slack notification for finance and an automated confirmation email sent through Microsoft Office 365.
M
C
M
S
Use Claude to summarise new MOCO feedback comments, log the summary in Microsoft Office 365, and post the brief in Slack
Claude generates an actionable summary of new MOCO comments, saves the notes in Microsoft Office 365, and posts the brief in Slack.

Supported triggers and actions for Microsoft Office 365 and MOCO

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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MOCO
MOCO Triggers & Actions
Instant
User is updated in MOCO
Triggers the automation when the detials of any user are updated
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Instant
Presence is updated in MOCO
Triggers the automation when a presence record is updated
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Instant
Purchase is updated in MOCO
Triggers the automation when a purchase is updated
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Instant
User is created in MOCO
Triggers the automation when a new user is created
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Instant
Purchase is created in MOCO
Triggers the automation when a new purchase is created
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Instant
Presence is created in MOCO
Triggers the automation when a new presence record is created
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Instant
Holiday request is created in MOCO
Triggers the automation when a new holiday request is created
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Instant
Lead is created in MOCO
Triggers the automation when a new lead is created
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Instant
Lead is updated in MOCO
Triggers the automation when the lead information is updated
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Instant
Lead is deleted in MOCO
Triggers the automation when a lead is removed from the system
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Instant
Task is created in MOCO
Triggers the automation when a new task is created
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Instant
Task is updated in MOCO
Triggers the automation when any task is updated
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Instant
Task is deleted in MOCO
Triggers the automation when a task is deleted
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Instant
Offer is created in MOCO
Triggers the automation when a new offer is added
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Instant
Offer is updated in MOCO
Triggers the automation when any offer is modified
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Instant
Offer is deleted in MOCO
Triggers the automation when any offer is deleted
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Instant
Contact is created in MOCO
Triggers the automation when a new contact is created
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Instant
Contact is updated in MOCO
Triggers the automation when a contact is updated
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Instant
Contact is deleted in MOCO
Triggers the automation when a contact is removed from the particular list
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Instant
Company is created in MOCO
Triggers the automation when a new company is created
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Instant
Company is updated in MOCO
Triggers the automation when a company is updated
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Instant
Company is deleted in MOCO
Triggers the automation when a company is deleted
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Instant
Expense is created in MOCO
Triggers the automation when a new expense is added
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Instant
Expense is updated in MOCO
Triggers the automation when an expense is modified
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Instant
Expense is deleted in MOCO
Triggers the automation when any expense is deleted
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Instant
Planning Entry is created in MOCO
Triggers the automation when a new planning entry is created
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Instant
Planning Entry is Updated in MOCO
Triggers the automation when a planning entry is updated
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Instant
Planning Entry is deleted in MOCO
Triggers the automation when a planning entry is deleted
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Instant
Comment is created in MOCO
Triggers the automation when a new comment is created
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Instant
Project is created in MOCO
Triggers the automation when a new project is created
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Instant
Project is updated in MOCO
Triggers the automation when a project is updated
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Instant
Project is deleted in MOCO
Triggers the automation when a project is deleted
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Instant
Invoice is created in MOCO
Triggers the automation when any invoice is added or modified
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Instant
Invoice is updated in MOCO
Triggers the automation when an invoice is updated
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Instant
Invoice is deleted in MOCO
Triggers the automation when an invoice is deleted
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Search company in MOCO
Searches for a company
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Create company in MOCO
Creates a new company
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Create comment in MOCO
Creates a new comment
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Search suppliers in MOCO
Searches for suppliers
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Create contact in MOCO
Adds a new contact to the database
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Update contact in MOCO
Updates contact information with new details
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Search contact in MOCO
Finds and retrieves contact information
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Create customer in MOCO
Adds a new customer to the database
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Search customer in MOCO
Locates and retrieves customer information
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Create task in MOCO
Creates a new task
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Create project expense in MOCO
Track and record project expenses with ease
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Create invoice payment in MOCO
Generates and process invoice payments
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Create purchase payments in MOCO
Generates payments for purchases made with
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Create project in MOCO
Creates a new project
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Search project in MOCO
Searches for a project
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Update project in MOCO
Updates project information
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Create lead in MOCO
Generates new leads for potential customers
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Create invoice in MOCO
Generates invoices for sales transactions
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Search invoice in MOCO
Locates and retrieves invoices with
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Create purchase in MOCO
Generates a new purchase
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Search purchase in MOCO
Searches for a purchase
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Create Time entry in MOCO
Creates a new time entry without manual input
Try it →

What can you automate with Microsoft Office 365 + MOCO?

Connect your office suite and agency ERP to run client onboarding, project creation, and financial tracking without manual work.

What you can automate?
🔄
Sync Microsoft Office 365 contacts to MOCO automatically
Create a MOCO contact from every new Microsoft Office 365 contact the moment it is created. Eliminate manual copy-pasting between your office suite and agency ERP.
📋
Capture every submitted contact field and detail
Map available Microsoft Office 365 email and contact fields into corresponding MOCO records instead of just names and emails. Your ERP database becomes a complete source of truth.
🔔
Alert your team the moment a record arrives
Trigger instant notifications in Slack or via Microsoft Office 365 email whenever a new project, lead, or contact is created in MOCO. Keep your team informed without delay.
🔀
Route records based on submitted criteria
Perform different actions depending on specific fields submitted in Microsoft Office 365 or MOCO. Direct enterprise inquiries to specialized project workflows automatically.
🔄
Keep destination records up to date as things change
Automatically update MOCO contacts and projects whenever calendar events or email details change in Microsoft Office 365. Prevent outdated information from stalling agency work.
🛡️
Add or update records instead of creating duplicates
Search existing MOCO databases before creating new entries. Update matching contacts and companies instead of cluttering your ERP with duplicate profiles.
💳
Handle later status changes and financial updates
Trigger automated workflows when MOCO invoices are paid, purchases are updated, or project milestones are reached. Keep accounting and operations perfectly aligned.
💬
Extend your workflow to team communication tools
Connect Microsoft Office 365 and MOCO to Slack, Google Drive, or Asana to notify stakeholders, archive documents, and open delivery tasks in one continuous pipeline.
And much more...

Who is Microsoft Office 365 + MOCO integration for?

Consultancies, agencies, and IT service providers connect Microsoft Office 365 to MOCO to eliminate manual data entry, streamline client onboarding, and keep project records accurate.

Agency directors and founders
Agency directors and founders
Business development reps
Business development reps
Client account managers
Client account managers
Operations coordinators
Operations coordinators
Delivery team leads
Delivery team leads
Finance and billing managers
Finance and billing managers
📈
Agency directors and founders
You review financial reports and project metrics every week, but client data in Microsoft Office 365 and MOCO gets out of sync because team members enter records by hand — this integration means every contact and invoice lands in your ERP instantly and your reports stay accurate.
Business development reps
You need to act fast when new inquiries arrive, but incoming Microsoft Office 365 emails sit unrecorded in MOCO until someone manually exports them — with this integration, every new lead is logged immediately and your sales pipeline stays current.
🤝
Client account managers
You answer to external clients who expect up-to-date project tracking, but project details change in Microsoft Office 365 without updating your MOCO records — this integration means every project update reflects instantly across your entire client database.
📊
Operations coordinators
The volume of daily client emails and project updates is too high for anyone to keep up by hand, leading to missed follow-ups and fragmented records — automating both apps means every contact and task populates automatically without human error.
👥
Delivery team leads
You own project execution and depend on sales teams to hand over client details from Microsoft Office 365 into MOCO, but key information often gets lost — connecting these apps means every project brief and contact detail arrives ready for action.
🗂️
Finance and billing managers
You need a reliable history of billable hours and invoices, but manual entry between Microsoft Office 365 and MOCO leaves audit gaps in your ledgers — this integration means every invoice and payment syncs securely with complete accuracy.
Our team

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Why choose Integrately to automate Microsoft Office 365 + MOCO

Build and manage your Microsoft Office 365 + MOCO 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 + MOCO 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
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Microsoft Office 365 to MOCO?
Frequently Asked Questions
Connecting Microsoft Office 365 to MOCO takes just one click using ready-made templates on Integrately, or you can use Integrately AI to build custom workflows linking Slack, Asana, and 1,500+ other apps.
Can I automatically sync my Microsoft Office 365 contacts into MOCO?
Frequently Asked Questions
Can I connect Microsoft Office 365, MOCO, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Microsoft Office 365 and MOCO?
Frequently Asked Questions
How does Microsoft Office 365 handle contact creation events in this integration?
Frequently Asked Questions
Can MOCO project updates trigger actions in Microsoft Office 365?
Frequently Asked Questions
Do I need coding skills to automate Microsoft Office 365 and MOCO?
Frequently Asked Questions
Is the Microsoft Office 365 and MOCO integration free?
Frequently Asked Questions
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You Can Also Connect Microsoft Office 365 or MOCO With 1500+ Other Apps

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