Microsoft Office 365 + sevDesk Integration

Integrate Microsoft Office 365 to sevDesk in one click, or tell Integrately AI how you want each contact handled. Create contacts, sync details, update records, and keep your accounting organized 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
  • sevDesk
    Invoice is updated in sevDesk
  • sevDesk
    Invoice is created in sevDesk
  • sevDesk
    Contact is created in sevDesk
  • sevDesk
    Voucher is created in sevDesk
  • sevDesk
    Order is created in sevDesk
  • sevDesk
    Order is updated in sevDesk
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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
  • sevDesk
    Create invoice in sevDesk
  • sevDesk
    Create communication way in sevDesk
  • sevDesk
    Get communication by contact ID in sevDesk
  • sevDesk
    Get address by contact ID in sevDesk
  • sevDesk
    Send invoice by mail in sevDesk
  • sevDesk
    Create a part in sevDesk
  • sevDesk
    Create a voucher in sevDesk
  • sevDesk
    Add address to contact in sevDesk
  • sevDesk
    Search part in sevDesk
  • sevDesk
    Update part in sevDesk
  • sevDesk
    Create person contact in sevDesk
  • sevDesk
    Create organization contact in sevDesk
  • sevDesk
    Search contact in sevDesk
  • sevDesk
    Update person contact in sevDesk
  • sevDesk
    Update organization contact in sevDesk
  • sevDesk
    Search Tag by name in sevDesk
  • sevDesk
    Create a Tag in sevDesk
  • sevDesk
    Update tag in sevDesk
  • sevDesk
    Send order via email in sevDesk

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Ready Workflows Ready Workflows for Microsoft Office 365 + sevDesk Integration

Capture contacts, create invoices, keep accounting updated, alert your team, and send follow-ups, all in just one click.

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

Create Microsoft Office 365 contact for new sevDesk contact

If you are using sevDesk, then you may want to also use Microsoft Office 365 to manage your customer relationships. With the help of this automation, whenever you create a contact in sevDesk, a corresponding contact will be created in Microsoft Office 365.

This way, you can easily keep track of all your customers' information in one place. Plus, you can send out mass emails and text messages to all your contacts with just a few clicks. So why not try it out today?
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Microsoft Office 365 + sevDesk Integration

Create sevDesk contact for new Microsoft Office 365 contact

In order to keep your accounting and customer records in sync, when you create a contact in Microsoft Office 365, this automation will automatically create a contact in sevDesk.

This way, you always have accurate information at your fingertips and don't have to worry about manual data entry. Stay organized and efficient with Microsoft Office 365 and sevDesk!
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Connect more apps to your Microsoft Office 365 + sevDesk flow

Bring in e-commerce, payments, messaging, and storage tools to extend your financial and contact workflows. Pick a combination and activate it in one click.

Microsoft Office 365
sevDesk
+
ShopifyShopify (8)
+
StripeStripe (8)
+
SlackSlack (8)
+
QuickBooks OnlineQuickBooks Online (8)
+
GmailGmail (8)
+
Google DriveGoogle Drive (8)
S
S
M
Create a sevDesk invoice for every new Shopify order, and send an email via Microsoft Office 365
Shopify orders automatically generate a sevDesk invoice while Microsoft Office 365 sends out a confirmation email, eliminating manual billing steps.
S
S
M
Send a Microsoft Office 365 email notification whenever a Shopify order creates a sevDesk invoice
Keep your finance team informed in Microsoft Office 365 the moment a Shopify order generates a sevDesk invoice.
S
S
M
Update the sevDesk order status when a Shopify order is fulfilled, and log it in Microsoft Office 365
Shopify fulfillment updates instantly reflect in sevDesk and trigger a Microsoft Office 365 email record.
S
S
M
Create a sevDesk voucher for every Shopify refund, and draft an email in Microsoft Office 365
Shopify refunds generate accounting vouchers in sevDesk and draft follow-up emails in Microsoft Office 365 automatically.
S
S
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If a Shopify order exceeds a specific amount, create an organization contact in sevDesk and send a Microsoft Office 365 email
High-value Shopify orders automatically create organization contacts in sevDesk and alert your team via Microsoft Office 365.
S
S
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When a sevDesk invoice is created from a Shopify order, send a follow-up email via Microsoft Office 365
Automate customer follow-up emails in Microsoft Office 365 whenever a sevDesk invoice is generated from Shopify.
S
S
M
Use Claude to summarize every Shopify order, create a voucher in sevDesk, and send a Microsoft Office 365 email
Claude summarizes Shopify order notes, generates a sevDesk voucher, and emails the brief via Microsoft Office 365.
S
S
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Create a Shopify product from every sevDesk part, and send a confirmation email via Microsoft Office 365
Inventory items created in sevDesk automatically generate Shopify products with email confirmation via Microsoft Office 365.

Supported triggers and actions for Microsoft Office 365 and sevDesk

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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sevDesk
sevDesk Triggers & Actions
Invoice is updated in sevDesk
Triggers the automation when an invoice is updated
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Invoice is created in sevDesk
Triggers the automation when any invoice is added or modified
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Contact is created in sevDesk
Triggers the automation when a new contact is created
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Voucher is created in sevDesk
Triggers the automation when a new voucher is created
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Order is created in sevDesk
Triggers the automation when a new order is created
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Order is updated in sevDesk
Triggers the automation when order is updated.
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Create invoice in sevDesk
Generates invoices for sales transactions
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Create communication way in sevDesk
Creates a new communication method
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Get communication by contact ID in sevDesk
Retrieves communication details based on contact ID
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Get address by contact ID in sevDesk
Retrieves address information based on contact ID
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Send invoice by mail in sevDesk
Sends an invoice by mail
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Create a part in sevDesk
Creates a new part
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Create a voucher in sevDesk
Generates unique voucher codes
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Add address to contact in sevDesk
Adds address details to a contact
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Search part in sevDesk
Searches for a part
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Update part in sevDesk
Updates part information
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Create person contact in sevDesk
Adds a new contact to the person database
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Create organization contact in sevDesk
Creates a new organization contact
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Search contact in sevDesk
Finds and retrieves contact information
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Update person contact in sevDesk
Updates contact information for a person
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Update organization contact in sevDesk
Updates contact details asociated with an organization with latest information
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Search Tag by name in sevDesk
Searches for a tag using its name
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Create a Tag in sevDesk
Creates a new tag
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Update tag in sevDesk
Updates tags for particular data or object
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Send order via email in sevDesk
Sends an order via email
Try it โ†’

What can you automate with Microsoft Office 365 + sevDesk?

Streamline your accounting, contact management, and team communications by connecting Microsoft Office 365 and sevDesk.

What you can automate?
๐Ÿงพ
Create sevDesk contacts from Microsoft Office 365 contacts automatically
Every new contact created in Microsoft Office 365 populates your sevDesk accounting system instantly, removing manual data entry and keeping records aligned.
๐Ÿ“‹
Capture every email and contact detail without manual entry
Map available Microsoft Office 365 email and contact attributes straight into sevDesk fields instead of re-typing information by hand.
๐Ÿ””
Notify your team instantly when a new invoice or order is created
Send automated email updates via Microsoft Office 365 whenever a sevDesk invoice, order, or voucher is generated.
๐Ÿ”€
Route contacts and orders based on specific field criteria
Direct high-value client records to organization contacts in sevDesk while routing standard submissions to person contacts automatically.
๐Ÿ”„
Keep sevDesk records updated when Microsoft Office 365 details change
Modifications made to contacts or calendar events in Microsoft Office 365 instantly refresh your sevDesk database.
๐Ÿ”
Search and update existing contacts instead of creating duplicates
Check your sevDesk database before creating records to ensure existing client profiles are updated rather than duplicated.
๐Ÿ’ณ
Update financial processes when invoices or orders are updated in sevDesk
Trigger follow-up actions and communications in Microsoft Office 365 the moment an invoice or voucher status changes in sevDesk.
๐Ÿ”Œ
Connect Microsoft Office 365 and sevDesk workflows with Slack for team alerts
Extend your core automation flow to Slack so your entire team receives instant notifications for every accounting update.
And much more...

Who is Microsoft Office 365 + sevDesk integration for?

Connecting Microsoft Office 365 and sevDesk streamlines financial processes and client management, helping teams eliminate manual data entry and keep records accurate across platforms.

Performance marketers
Performance marketers
Support teams
Support teams
Account managers
Account managers
Operations managers
Operations managers
Finance teams
Finance teams
Project managers
Project managers
๐Ÿ“ˆ
Performance marketers
You're managing campaign contacts in Microsoft Office 365, but your accounting records only update when someone manually exports data, so your pipeline counts are always outdated โ€” with this integration, every new contact lands in sevDesk instantly and your financial data stays current.
โšก
Support teams
You're handling client requests in Microsoft Office 365, but billing details are entered too late, so invoicing delays frustrate customers โ€” automating both apps means every client record is created in sevDesk right away and billing happens on time.
๐Ÿค
Account managers
You're scheduling client check-ins in Microsoft Office 365, but order history in sevDesk is missing until someone updates it by hand, so reporting to stakeholders is always a scramble โ€” integrating these apps means every order and contact syncs automatically and reporting is always accurate.
๐Ÿ“ฆ
Operations managers
You're processing high volumes of client bookings in Microsoft Office 365, but manual voucher creation in sevDesk can't keep up with the pace, leading to missing financial entries โ€” this integration means every voucher is generated instantly and administrative bottlenecks disappear.
๐Ÿ’ผ
Finance teams
You're waiting on team members to hand over contact details via Microsoft Office 365 emails, but invoices in sevDesk sit in draft status while you chase information โ€” automating both apps means invoice creation and contact updates happen the moment details arrive.
๐Ÿ“‹
Project managers
You're tracking client communications in Microsoft Office 365, but finding a reliable history of orders and invoices in sevDesk is a constant challenge โ€” with this integration, every transaction and contact history is logged automatically without gaps.
Our team

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Why choose Integrately to automate Microsoft Office 365 + sevDesk

Build and manage your Microsoft Office 365 + sevDesk 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 + sevDesk 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
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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 โ€” 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.
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Frequently Asked Questions

How do I connect Microsoft Office 365 to sevDesk?
Frequently Asked Questions
You can connect Microsoft Office 365 to sevDesk in 1-click using ready-made templates on Integrately. Simply authenticate your accounts, pick a pre-built workflow, or ask Integrately AI to build a custom automation for your team.
Can I automatically create sevDesk invoices from Microsoft Office 365 emails?
Frequently Asked Questions
Can I connect Microsoft Office 365, sevDesk, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Microsoft Office 365 and sevDesk?
Frequently Asked Questions
How does Microsoft Office 365 handle contact synchronization?
Frequently Asked Questions
Can sevDesk automatically update invoices when events change?
Frequently Asked Questions
Do I need coding skills to automate Microsoft Office 365 and sevDesk?
Frequently Asked Questions
Is the Microsoft Office 365 and sevDesk integration free?
Frequently Asked Questions
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