Microsoft Office 365 + Productive.io Integration

Q: Can I automatically create Productive.io tasks from Microsoft Office 365 emails?

Incoming Microsoft Office 365 emails can automatically generate tasks in Productive.io using ready workflows in 1 click, or you can use Integrately AI to configure custom data extraction rules.

Q: Can I connect Microsoft Office 365, Productive.io, and Slack?

All three apps work together seamlessly in multi-step automations where Microsoft Office 365 triggers an action, Productive.io creates records, and Slack notifies your team, alongside 1,500+ other apps.

Q: What is a good Zapier alternative for Microsoft Office 365 and Productive.io?

Most alternatives charge high rates for multi-step flows, but Integrately offers 20 million+ ready templates, 24/5 live chat support, and 3x to 10x lower cost for your Microsoft Office 365 and Productive.io automations.

Q: How does Microsoft Office 365 handle contact data in this integration?

Contact data created or updated in Microsoft Office 365 triggers automations that instantly synchronize records to Productive.io using pre-built ready workflows.

Q: How does Productive.io manage project updates with Microsoft Office 365?

Project updates and task changes in Productive.io can automatically trigger calendar events and email notifications in Microsoft Office 365 through ready-made templates.

Q: Do I need coding skills to automate Microsoft Office 365 and Productive.io?

Connecting Microsoft Office 365 and Productive.io requires no coding skills, as you can activate ready templates instantly or ask Integrately AI to build the workflow for you.

Q: Is the Microsoft Office 365 and Productive.io integration free?

The Microsoft Office 365 and Productive.io integration is available on Integrately with a free forever plan included so you can start automating right away.

Integrate Microsoft Office 365 to Productive.io in one click, or tell Integrately AI how you want each contact handled. Create contacts, log emails, update tasks, and trigger project bookings automatically.

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Free forever.

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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
Contact is created in Productive.io Instant
Contact is updated in Productive.io Instant
Task is created in Productive.io Instant
Task is updated in Productive.io Instant
Task is deleted in Productive.io Instant
Project is created in Productive.io Instant
Project is updated in Productive.io Instant
Deal is created in Productive.io Instant
Deal is updated in Productive.io Instant
Deal is deleted in Productive.io Instant
Booking is created in Productive.io Instant
Booking is updated in Productive.io Instant
Booking is deleted in Productive.io Instant
Budget is created in Productive.io Instant
Budget is updated in Productive.io Instant
Budget is deleted in Productive.io Instant
Expense is created in Productive.io Instant
Expense is updated in Productive.io Instant
Expense is deleted in Productive.io Instant
Invoice is created in Productive.io Instant
Invoice is updated in Productive.io Instant

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
Update Contact in Productive.io
Update task in Productive.io
Search task by title in Productive.io
Create task in Productive.io
Create company in Productive.io
Search company in Productive.io
Create contact in Productive.io
Search contact in Productive.io
Create booking in Productive.io
Create task list in Productive.io
Upload attachment in Productive.io

Trusted by experts at...

Ready Workflows for Microsoft Office 365 + Productive.io Integration

Capture contacts, organise emails, keep tasks updated, alert your team, and track projects, all in just one click.

Create Productive.io 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 Productive.io 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 Productive.io 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!

Activate

Create Productive.io task for new Microsoft Office 365 contact

Microsoft Office 365 and Productive.io 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 Productive.io? 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.

Activate

When Contact is created in Microsoft Office 365 > Check any condition > Create task in Productive.io

Microsoft Office 365 + Productive.io Integration

Activate

When Contact is updated in Microsoft Office 365 > Check any condition > Create task in Productive.io

Microsoft Office 365 + Productive.io Integration

Activate

Send Microsoft Office 365 message for new Productive.io 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 Productive.io 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 Productive.io 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 Productive.io - Microsoft Office 365 integration a try.

Activate

Create Microsoft Office 365 event for new Productive.io task

Productive.io + Microsoft Office 365 Integration

Activate

Create Microsoft Office 365 event from new Productive.io project

Productive.io + Microsoft Office 365 Integration

Activate

1of1

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

Connect more apps to your Microsoft Office 365 + Productive.io flow

Send instant team alerts, sync billing records, store attachments in cloud storage, and trigger multi-app operations as your workflow runs. Pick a combination and activate it in one click.

Slack (6)

HubSpot (5)

QuickBooks Online (4)

Google Drive (4)

Asana (4)

Stripe (4)

Add every new Microsoft Office 365 contact to Productive.io, and notify your sales team in Slack

New Microsoft Office 365 contacts appear in Productive.io instantly and your sales team hears about it in Slack, so nobody re-types a contact or misses a lead.

When an email is received in Microsoft Office 365, create a task in Productive.io, and alert your support channel in Slack

Important client emails automatically generate a new task in Productive.io while notifying your support channel in Slack.

When a Productive.io project is updated, create a calendar event in Microsoft Office 365, and post the update in Slack

Project schedule changes in Productive.io automatically block time on Microsoft Office 365 calendars and notify your team in Slack.

Create a Productive.io task for every Microsoft Office 365 contact update, and confirm it in Slack

Contact updates in Microsoft Office 365 generate follow-up tasks in Productive.io and confirmation notices in Slack.

When a Productive.io task is deleted, update the Microsoft Office 365 contact and post the removal in Slack

Task deletions in Productive.io trigger contact updates in Microsoft Office 365 and alert your team in Slack.

Use Claude to summarise every new Microsoft Office 365 email, create a task in Productive.io, and post the brief in Slack

Claude summarises incoming Microsoft Office 365 emails, turns them into actionable Productive.io tasks, and posts briefs in Slack.

Add every new HubSpot contact to Microsoft Office 365, and create a company record in Productive.io

New HubSpot contacts synchronize to Microsoft Office 365 while creating matching company records in Productive.io automatically.

When a Microsoft Office 365 contact is updated, update the matching contact in HubSpot and Productive.io

Contact modifications in Microsoft Office 365 update both HubSpot and Productive.io records in real time.

Create a Productive.io task whenever a HubSpot deal is created, and send a confirmation email via Microsoft Office 365

New HubSpot deals automatically generate Productive.io tasks and trigger confirmation emails through Microsoft Office 365.

If a HubSpot deal is won, create a project booking in Productive.io and schedule a kickoff meeting in Microsoft Office 365

Won HubSpot deals automatically book resources in Productive.io and schedule calendar kickoff events in Microsoft Office 365.

Use ChatGPT to analyze HubSpot deal notes, create a Productive.io task list, and log details in Microsoft Office 365

ChatGPT analyzes HubSpot deal notes to structure Productive.io task lists and archive details in Microsoft Office 365.

When a Productive.io invoice is created, log the details in Microsoft Office 365 and create a sales receipt in QuickBooks Online

Productive.io invoices automatically log details in Microsoft Office 365 and generate sales entries in QuickBooks Online.

When a Productive.io budget is created, set up matching financial tracking in QuickBooks Online and notify via Microsoft Office 365

New Productive.io budgets establish corresponding tracking entries in QuickBooks Online and send notices via Microsoft Office 365.

When a Productive.io expense is recorded, update QuickBooks Online ledgers and notify the accounting team in Microsoft Office 365

Project expenses logged in Productive.io update QuickBooks Online ledgers and trigger Microsoft Office 365 notifications.

Use Gemini to review Productive.io invoices, log entries in QuickBooks Online, and send client emails via Microsoft Office 365

Gemini reviews Productive.io invoices before updating QuickBooks Online ledgers and sending Microsoft Office 365 emails.

Retrieve email attachments from Microsoft Office 365, upload them to Google Drive, and attach them to Productive.io tasks

Email attachments from Microsoft Office 365 save directly to Google Drive and upload to Productive.io tasks automatically.

When a Productive.io project is created, create a dedicated folder in Google Drive and log the event in Microsoft Office 365

New Productive.io projects automatically generate dedicated Google Drive folders and log events in Microsoft Office 365 calendars.

Retrieve calendar event attachments from Microsoft Office 365, save them to Google Drive, and upload them to Productive.io

Meeting attachments from Microsoft Office 365 save to Google Drive and attach to Productive.io tasks instantly.

Use Claude to categorize files uploaded to Google Drive from Microsoft Office 365 emails, and create tasks in Productive.io

Claude categorizes files arriving from Microsoft Office 365 emails to Google Drive and creates organized Productive.io tasks.

When a Microsoft Office 365 contact is created, create a task in Productive.io and an onboarding task in Asana

New Microsoft Office 365 contacts generate tasks in Productive.io and onboarding subtasks in Asana automatically.

When a Productive.io task is created, create a matching task in Asana and log the milestone in Microsoft Office 365

Productive.io task creation automatically generates matching tasks in Asana and logs calendar milestones in Microsoft Office 365.

When a Productive.io task is updated, update the matching Asana task and send an update email via Microsoft Office 365

Task updates in Productive.io synchronize to Asana and trigger status notification emails in Microsoft Office 365.

Use Perplexity to research client accounts from Microsoft Office 365 emails, create tasks in Productive.io, and assign work in Asana

Perplexity researches Microsoft Office 365 email accounts to inform Productive.io tasks and create Asana assignments.

When a Productive.io invoice is created, generate a Stripe payment link and send it via Microsoft Office 365 email

Productive.io invoices automatically generate Stripe payment links and email them to clients through Microsoft Office 365.

When a Productive.io deal is created, set up a customer profile in Stripe and log the contact in Microsoft Office 365

New Productive.io deals automatically establish Stripe customer profiles and log contact records in Microsoft Office 365.

When a Productive.io budget is created, generate a Stripe subscription and send confirmation via Microsoft Office 365

Productive.io budget setups automatically trigger Stripe subscriptions and send Microsoft Office 365 confirmation emails.

Use Gemini to verify Productive.io invoice amounts, generate Stripe payment links, and email clients via Microsoft Office 365

Gemini verifies Productive.io invoice totals, creates Stripe payment links, and emails clients through Microsoft Office 365.

Supported triggers and actions for Microsoft Office 365 and Productive.io

Mix and match to build the exact automation you need

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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Productive.io Triggers & Actions

Instant

Contact is created in Productive.io

Triggers the automation when a new contact is created

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Instant

Contact is updated in Productive.io

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Instant

Task is created in Productive.io

Triggers the automation when a new task is created

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Instant

Task is updated in Productive.io

Triggers the automation when any task is updated

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Instant

Task is deleted in Productive.io

Triggers the automation when a task is deleted

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Instant

Project is created in Productive.io

Triggers the automation when a new project is created

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Instant

Project is updated in Productive.io

Triggers the automation when a project is updated

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Instant

Deal is created in Productive.io

Triggers the automation when a deal is created

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Instant

Deal is updated in Productive.io

Triggers the automation when a deal is updated

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Instant

Deal is deleted in Productive.io

Triggers the automation when a deal is deleted

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Instant

Booking is created in Productive.io

Triggers the automation when a new booking is created

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Instant

Booking is updated in Productive.io

Triggers the automation when a booking is updated

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Instant

Booking is deleted in Productive.io

Triggers the automation when a booking is deleted

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Instant

Budget is created in Productive.io

Triggers the automation when a budget is created

Try it →

Instant

Budget is updated in Productive.io

Triggers the automation when the budget is updated

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Instant

Budget is deleted in Productive.io

Triggers the automation when a budget is deleted

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Instant

Expense is created in Productive.io

Triggers the automation when a new expense is added

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Instant

Expense is updated in Productive.io

Triggers the automation when an expense is modified

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Instant

Expense is deleted in Productive.io

Triggers the automation when any expense is deleted

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Instant

Invoice is created in Productive.io

Triggers the automation when any invoice is added or modified

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Instant

Invoice is updated in Productive.io

Triggers the automation when an invoice is updated

Try it →

What can you automate with Microsoft Office 365 + Productive.io?

Streamline your agency operations by connecting communication channels with project management and billing workflows.

Get Started For Free

🔄

Sync contacts instantly across systems

Automatically create a Productive.io contact whenever a new contact is added in Microsoft Office 365. Eliminate manual data entry and ensure your agency directories match.

📋

Turn emails into actionable project tasks

Convert incoming Microsoft Office 365 emails directly into Productive.io tasks. Capture all client requests and project briefs without missing critical requirements.

🔔

Alert your team the moment events occur

Trigger instant notifications when calendar events end or contacts are updated in Microsoft Office 365. Keep project teams informed across your messaging channels.

🔀

Route tasks based on specific email content

Examine incoming Microsoft Office 365 email subjects and create high-priority tasks in Productive.io for urgent requests while routing standard inquiries normally.

📅

Keep project schedules synchronized

Update Productive.io project milestones automatically when Microsoft Office 365 calendar events are modified. Maintain accurate timelines for every agency client.

🔍

Search and update existing records

Search for existing contacts in Productive.io before creating new entries from Microsoft Office 365 updates. Prevent duplicate records and keep client databases clean.

💳

Manage invoices and financial records

Track Productive.io invoice and budget updates by archiving summaries in Microsoft Office 365. Keep your financial oversight organized and audit-ready.

💬

Extend workflows to Slack instantly

Connect Microsoft Office 365 and Productive.io events to Slack for immediate team communication. Announce project updates and task creations where your team collaborates.

And much more...

Who is Microsoft Office 365 + Productive.io integration for?

Connecting Microsoft Office 365 and Productive.io eliminates manual data entry between your email inbox and agency project management system.

Agency directors

Project coordinators

Client account leads

Operations managers

Delivery leads

Finance specialists

📈

Agency directors

You review financial reports and project margins in Productive.io, but your contact data lives separately in Microsoft Office 365, so your profitability metrics are always built on stale client records — automating both apps means every contact updates instantly and your management dashboard reflects real-time operational data.

⚡

Project coordinators

You need to act fast when new client emails arrive in Microsoft Office 365, but manual task creation in Productive.io takes too long, so deliverables get scheduled too late — this integration means incoming emails generate project tasks instantly and your team starts work without delay.

🤝

Client account leads

You answer to key accounts that demand transparency into project delivery milestones, but pulling status updates from Productive.io into Microsoft Office 365 emails is tedious — connecting these apps means your client communications are supported by automatically synced project timelines and accurate records.

📊

Operations managers

The volume of inbound client emails and scheduling requests in Microsoft Office 365 is too high for anyone to keep up by hand, leading to missed tasks in Productive.io — with this integration, high-volume communications convert into structured project workflows without manual intervention.

⏱️

Delivery leads

You own the project execution phase in Productive.io and depend on your sales team to hand over contact details from Microsoft Office 365, but information gets delayed — automating both apps means project kickoffs happen immediately upon contact creation without waiting for manual handoffs.

🗂️

Finance specialists

You need a reliable history of billable client work and keep finding gaps between Microsoft Office 365 email records and Productive.io invoices — this integration means every transaction and contact is tracked accurately across both systems with zero missing entries.

Try This Integration – No Code Needed

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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 + Productive.io

Build and manage your Microsoft Office 365 + Productive.io automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected

Connect Microsoft Office 365 + Productive.io with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.

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Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.

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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.

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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.

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Frequently Asked Questions

How do I connect Microsoft Office 365 to Productive.io?

You can connect Microsoft Office 365 to Productive.io in 1 click using ready templates on Integrately, or use Integrately AI to build custom multi-step workflows linking tools like Slack, HubSpot, and QuickBooks Online.

Can I automatically create Productive.io tasks from Microsoft Office 365 emails?

Can I connect Microsoft Office 365, Productive.io, and Slack?

What is a good Zapier alternative for Microsoft Office 365 and Productive.io?

How does Microsoft Office 365 handle contact data in this integration?

How does Productive.io manage project updates with Microsoft Office 365?

Do I need coding skills to automate Microsoft Office 365 and Productive.io?

Is the Microsoft Office 365 and Productive.io integration free?

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No worries — just send us a message and we’ll get back to you as soon as possible.

Want to automate something else in your workflow?

You Can Also Connect Microsoft Office 365 or Productive.io With 1500+ Other Apps

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Microsoft Office 365 + Productive.io Integration

Integrate Microsoft Office 365 to Productive.io in one click, or tell Integrately AI how you want each contact handled. Create contacts, log emails, update tasks, and trigger project bookings automatically.

Trusted by experts at...

Ready Workflows for Microsoft Office 365 + Productive.io Integration

Capture contacts, organise emails, keep tasks updated, alert your team, and track projects, all in just one click.

Create Productive.io task for new Microsoft Office 365 event

Create Productive.io task for new Microsoft Office 365 contact

When Contact is created in Microsoft Office 365 > Check any condition > Create task in Productive.io

When Contact is updated in Microsoft Office 365 > Check any condition > Create task in Productive.io

Send Microsoft Office 365 message for new Productive.io task

Create Microsoft Office 365 event for new Productive.io task

Create Microsoft Office 365 event from new Productive.io project

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

Connect more apps to your Microsoft Office 365 + Productive.io flow

Send instant team alerts, sync billing records, store attachments in cloud storage, and trigger multi-app operations as your workflow runs. Pick a combination and activate it in one click.

Supported triggers and actions for Microsoft Office 365 and Productive.io

Mix and match to build the exact automation you need

What can you automate with Microsoft Office 365 + Productive.io?

Streamline your agency operations by connecting communication channels with project management and billing workflows.

Who is Microsoft Office 365 + Productive.io integration for?

Connecting Microsoft Office 365 and Productive.io eliminates manual data entry between your email inbox and agency project management system.

Did you know?

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

Why choose Integrately to automate Microsoft Office 365 + Productive.io

Build and manage your Microsoft Office 365 + Productive.io automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

How Integrately Works?

Trusted by 42,000+ Customers

Frequently Asked Questions

Want to automate something else in your workflow?

You Can Also Connect Microsoft Office 365 or Productive.io With 1500+ Other Apps

Automate Your Tedious Tasks
With A Single Click

It's so easy a caveman could do it.

Microsoft Office 365 + Productive.io Integration

Integrate Microsoft Office 365 to Productive.io in one click, or tell Integrately AI how you want each contact handled. Create contacts, log emails, update tasks, and trigger project bookings automatically.

Trusted by experts at...

Ready Workflows for Microsoft Office 365 + Productive.io Integration

Capture contacts, organise emails, keep tasks updated, alert your team, and track projects, all in just one click.

Create Productive.io task for new Microsoft Office 365 event

Create Productive.io task for new Microsoft Office 365 contact

When Contact is created in Microsoft Office 365 > Check any condition > Create task in Productive.io

When Contact is updated in Microsoft Office 365 > Check any condition > Create task in Productive.io

Send Microsoft Office 365 message for new Productive.io task

Create Microsoft Office 365 event for new Productive.io task

Create Microsoft Office 365 event from new Productive.io project

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

Connect more apps to your Microsoft Office 365 + Productive.io flow

Send instant team alerts, sync billing records, store attachments in cloud storage, and trigger multi-app operations as your workflow runs. Pick a combination and activate it in one click.

Supported triggers and actions for Microsoft Office 365 and Productive.io

Mix and match to build the exact automation you need

What can you automate with Microsoft Office 365 + Productive.io?

Streamline your agency operations by connecting communication channels with project management and billing workflows.

Who is Microsoft Office 365 + Productive.io integration for?

Connecting Microsoft Office 365 and Productive.io eliminates manual data entry between your email inbox and agency project management system.

Did you know?

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

Why choose Integrately to automate Microsoft Office 365 + Productive.io

Build and manage your Microsoft Office 365 + Productive.io automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

How Integrately Works?

Trusted by 42,000+ Customers

Frequently Asked Questions

Want to automate something else in your workflow?

You Can Also Connect Microsoft Office 365 or Productive.io With 1500+ Other Apps

Automate Your Tedious Tasks With A Single Click

It's so easy a caveman could do it.

Automate Your Tedious Tasks
With A Single Click