Microsoft Office 365 + Plutio Integration

Integrate Microsoft Office 365 to Plutio in one click, or tell Integrately AI how you want each contact handled. Create contacts, sync projects, update tasks, 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
  • Plutio
    Project is created in Plutio Instant
  • Plutio
    Project is updated in Plutio Instant
  • Plutio
    Task is created in Plutio Instant
  • Plutio
    Task is updated in Plutio Instant
  • Plutio
    Invoice is created in Plutio Instant
  • Plutio
    Invoice is updated in Plutio Instant
  • Plutio
    Person is created in Plutio Instant
  • Plutio
    Form is submitted in Plutio Instant
  • Plutio
    Catch all events in Plutio Instant
  • Plutio
    Template is created in Plutio Instant
  • Plutio
    Proposal is created in Plutio Instant
  • Plutio
    Form is created in Plutio Instant
  • Plutio
    Contract is created in Plutio Instant
  • Plutio
    Contract is updated in Plutio Instant
  • Plutio
    Company is created in Plutio Instant
  • Plutio
    Company is updated in Plutio Instant
  • Plutio
    Task board is created in Plutio Instant
  • Plutio
    Task group is created in Plutio 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
  • Plutio
    Create Task in Plutio
  • Plutio
    Update Task in Plutio
  • Plutio
    Move a Task in Plutio
  • Plutio
    Create Person in Plutio
  • Plutio
    Search person/people in Plutio
  • Plutio
    Update Person in Plutio
  • Plutio
    Delete Person in Plutio
  • Plutio
    Create Project in Plutio
  • Plutio
    Create Invoice in Plutio
  • Plutio
    Update Invoice in Plutio
  • Plutio
    Delete Invoice in Plutio
  • Plutio
    Create person conversation in Plutio
  • Plutio
    Create company in Plutio
  • Plutio
    Create proposal in Plutio
  • Plutio
    Create contract in Plutio
  • Plutio
    Search invoice in Plutio
  • Plutio
    Get person by Id in Plutio
  • Plutio
    Find task in Plutio
  • Plutio
    Update contract in Plutio
  • Plutio
    Delete block in Plutio
  • Plutio
    Update company in Plutio
  • Plutio
    Update proposal in Plutio
  • Plutio
    Create Task Board in Plutio
  • Plutio
    Create Note in Plutio
  • Plutio
    Create Task Group in Plutio

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Ready Workflows Ready Workflows for Microsoft Office 365 + Plutio Integration

Capture contacts, organise projects, keep task boards updated, alert your team, and send follow-ups, all in just one click.

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

Send Microsoft Office 365 message for new Plutio task

In today's fast-paced business world, it's important to be able to communicate quickly and efficiently. That's why Integrately offers this automation to send message for new Plutio tasks.

With this integration, you can automatically send message through Microsoft Office 365 to the relevant parties whenever a new task is created in your Plutio system. This way, you can be sure that everyone is always on the same page and that no important information falls through the cracks.

So if you're looking for a better way to stay organized and keep your team informed, give this Plutio - Microsoft Office 365 integration a try.
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Microsoft Office 365 + Plutio Integration

Create Plutio task for new Microsoft Office 365 event

In today's fast paced and ever-connected world, it's more important than ever to keep organized. One great way to stay on top of things is to use a task management system like Plutio with your Microsoft Office 365.

This way, you can easily create task for yourself when event are created in your Microsoft Office 365. For example, if you have a meeting scheduled for 9am, you can create a task that will show up in your Plutio dashboard at 9am on the day of the meeting.

By using this automation, you'll be able to make the most out of your time and avoid overlap or missed deadlines. Give it a try!
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Microsoft Office 365 + Plutio Integration

Create Plutio task for new Microsoft Office 365 contact

Microsoft Office 365 and Plutio are both powerful tools that, when used correctly, can help you become more productive.

When you create a contact in Microsoft Office 365, do you also create a task in Plutio? If not, you should! This will help ensure that you never forget to follow-up with a lead. Also, it can help to keep your team organized and on track.
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Plutio + Microsoft Office 365 Integration

Create Microsoft Office 365 contact for new Plutio proposal

If your business uses Plutio to create proposal, you'll want to make sure that your Microsoft Office 365 account is up-to-date with the latest contact information. This will ensure that you can track and measure each proposal's success rate and ultimately close more sales.

But what if you could automatically create a contact in Microsoft Office 365 each time you created a proposal? With this integration, you can! When you create a new proposal in Plutio, Integrately will automatically create a new contact in Microsoft Office 365.
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Microsoft Office 365 + Plutio Integration

Create Plutio person for new Microsoft Office 365 contact

Microsoft Office 365 is a great CRM tool for managing customer data, but it can be time-consuming to create a new person record in Plutio every time you add a new contact.

But don't worry anymore. With this Plutio Salesforce integration, you can connect your contact and person records, so that when a new contact is created in Microsoft Office 365, you'll automatically receive a corresponding person record in Plutio.
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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 + Plutio flow

Connect messaging, accounting, storage, and project tracking tools to your core Microsoft Office 365 and Plutio setup. Pick a combination and activate it in one click.

Microsoft Office 365
Plutio
+
SlackSlack (5)
+
QuickBooks OnlineQuickBooks Online (4)
+
StripeStripe (3)
+
Google DriveGoogle Drive (3)
+
TrelloTrello (3)
+
HubSpotHubSpot (3)
M
P
S
Create a Plutio person for every new Microsoft Office 365 contact, and notify your team instantly on Slack.
New Microsoft Office 365 contacts appear in Plutio as a new person record within seconds and your team hears about it in Slack, so nobody re-types a contact or finds out about a lead late.
P
M
S
Log every new Plutio invoice in Microsoft Office 365, and alert your finance channel in Slack.
Invoices generated in Plutio automatically log an email record in Microsoft Office 365 while notifying your finance team on Slack.
P
M
S
When a Plutio task status changes, update the Microsoft Office 365 contact and post an update in Slack.
Task updates in Plutio trigger contact updates in Microsoft Office 365 and announce the change in Slack.
M
P
S
Create a Plutio task for every Microsoft Office 365 calendar event, and confirm it in Slack.
Calendar events scheduled in Microsoft Office 365 automatically generate tasks in Plutio with instant Slack confirmation.
P
M
S
If a Plutio form submission arrives, create a Microsoft Office 365 contact and alert your sales channel in Slack.
Form entries in Plutio create new contacts in Microsoft Office 365 and notify your sales reps in Slack.

Supported triggers and actions for Microsoft Office 365 and Plutio

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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Plutio
Plutio Triggers & Actions
Instant
Project is created in Plutio
Triggers the automation when a new project is created
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Instant
Project is updated in Plutio
Triggers the automation when a project is updated
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Instant
Task is created in Plutio
Triggers the automation when a new task is created
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Instant
Task is updated in Plutio
Triggers the automation when any task is updated
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Instant
Invoice is created in Plutio
Triggers the automation when any invoice is added or modified
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Instant
Invoice is updated in Plutio
Triggers the automation when an invoice is updated
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Instant
Person is created in Plutio
Triggers the automation when a new person is created
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Instant
Form is submitted in Plutio
Triggers the automation when a form is filled
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Instant
Catch all events in Plutio
Triggers the automation when any event occurs
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Instant
Template is created in Plutio
Triggers the automation when a new template is created
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Instant
Proposal is created in Plutio
Triggers the automation when a new proposal is created
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Instant
Form is created in Plutio
Triggers the automation when a new form is created
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Instant
Contract is created in Plutio
Triggers the automation when a new contract is created
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Instant
Contract is updated in Plutio
Triggers the automation when a contract is modified
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Instant
Company is created in Plutio
Triggers the automation when a new company is created
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Instant
Company is updated in Plutio
Triggers the automation when a company is updated
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Instant
Task board is created in Plutio
Triggers the automation when a task board is created
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Instant
Task group is created in Plutio
Triggers the automation when a task group is created
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Create Task in Plutio
Creates a new task
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Update Task in Plutio
Updates the task with new information or changes
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Move a Task in Plutio
Move a task from one list or project to another
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Create Person in Plutio
Generates a new person
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Search person/people in Plutio
Searches for a person or people
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Update Person in Plutio
Updates the information of a person
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Delete Person in Plutio
Removes particular person from the database
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Create Project in Plutio
Creates a new project
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Create Invoice in Plutio
Generates invoices for sales transactions
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Update Invoice in Plutio
Updates invoice details based on new information
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Delete Invoice in Plutio
Deletes selected invoice records
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Create person conversation in Plutio
Starts a new conversation with a person
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Create company in Plutio
Generates a new company profile with given details
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Create proposal in Plutio
Generates a new proposal
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Create contract in Plutio
Generates a contract document based on particular criteria
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Search invoice in Plutio
Locates and retrieves invoices with
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Get person by Id in Plutio
Retrieves a person's information by their id
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Find task in Plutio
Locates and retrieves a task within the app
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Update contract in Plutio
Updates contract details and terms as needed
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Delete block in Plutio
Removes a block from the system
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Update company in Plutio
Updates company information
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Update proposal in Plutio
Updates the proposal with the latest changes and revisions
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Create Task Board in Plutio
Creates a new task board
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Create Note in Plutio
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Create Task Group in Plutio
Creates a new group of tasks
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What can you automate with Microsoft Office 365 + Plutio?

Streamline your entire client lifecycle from initial contact creation to project delivery and invoicing.

What you can automate?
🔄
Sync contacts directly into Plutio projects
Automatically create a person record in Plutio the moment a new contact is added in Microsoft Office 365, eliminating manual re-entry.
📋
Capture every submitted form field
Map all available Plutio form details into your records instead of just basic names, ensuring your workspace has complete information.
🔔
Alert your team instantly on messaging apps
Notify your team in Slack the moment a new project is created or an invoice is generated, keeping everyone aligned on deliverables.
🔀
Route tasks based on submitted criteria
Trigger different project workflows depending on specific field values submitted in your intake forms or emails.
🔄
Keep project destinations up to date
Automatically update existing records in Plutio whenever calendar events or contact details are modified in Microsoft Office 365.
🛡️
Prevent duplicate records across systems
Search existing databases before creating new entries, ensuring clean contact lists and accurate project tracking.
💳
Handle later status changes and billing
Trigger follow-up actions and update records automatically whenever invoices, contracts, or proposals change status in Plutio.
🔗
Extend workflows to external apps
Connect your core Microsoft Office 365 and Plutio setup with tools like Slack to notify stakeholders and automate multi-app pipelines.
And much more...

Who is Microsoft Office 365 + Plutio integration for?

Operations managers, project leads, client success teams, and agency owners streamline their client onboarding and project tracking workflows.

Operations managers
Operations managers
Project leads
Project leads
Client success teams
Client success teams
Support specialists
Support specialists
Sales representatives
Sales representatives
Agency owners
Agency owners
📈
Operations managers
You rely on accurate reporting to track project pipelines, but manual contact entry leaves your dashboard incomplete — with this integration, every new contact lands in Plutio instantly and your data stays current.
Project leads
You need to kick off client work immediately when meetings occur, but discovering calendar bookings late delays execution — automating both apps means every scheduled event triggers project creation instantly.
🤝
Client success teams
You answer to stakeholders who expect prompt task execution, but scattered communication leads to missed follow-ups — connecting these apps means every project status update is reflected across your workspace immediately.
📊
Support specialists
You manage high volumes of incoming client requests, but manual copying between email and project boards creates bottlenecks — this integration means every incoming message generates a task automatically.
💼
Sales representatives
You depend on smooth handoffs from initial contact to project delivery, but manual handoffs cause delays — automating both apps ensures every lead transitions into a Plutio project without friction.
🗂️
Agency owners
You require reliable historical records of client interactions, but scattered data produces tracking gaps — connecting these apps means every contact and task is logged accurately from day one.
Our team

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Why choose Integrately to automate Microsoft Office 365 + Plutio

Build and manage your Microsoft Office 365 + Plutio 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 + Plutio 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
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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 Plutio?
Frequently Asked Questions
You can connect Microsoft Office 365 to Plutio in 1 click using ready templates or Integrately AI to link tools like Slack, QuickBooks Online, and Stripe.
Can I automatically sync new Microsoft Office 365 contacts to Plutio?
Frequently Asked Questions
Can I connect Microsoft Office 365, Plutio, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Microsoft Office 365 and Plutio?
Frequently Asked Questions
How does Microsoft Office 365 handle contact creation triggers here?
Frequently Asked Questions
Can Plutio invoices trigger actions in Microsoft Office 365?
Frequently Asked Questions
Do I need coding skills to automate Microsoft Office 365 and Plutio?
Frequently Asked Questions
Is the Microsoft Office 365 and Plutio integration free?
Frequently Asked Questions
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You Can Also Connect Microsoft Office 365 or Plutio With 1500+ Other Apps

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