Microsoft Office 365 + signNow Integration

Integrate Microsoft Office 365 to signNow in one click, or tell Integrately AI how you want each contact handled. Prefill document text fields, send invites, download completed files, and update your contacts automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Microsoft Office 365
    Calendar event is about to start in Microsoft Office 365
  • Microsoft Office 365
    Calendar event is ended in Microsoft Office 365
  • Microsoft Office 365
    Email is received 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
  • signNow
    Document group is created in signNow Instant
  • signNow
    Document group is updated in signNow Instant
  • signNow
    Document group is completed in signNow Instant
  • signNow
    Document is completed in signNow Instant
  • signNow
    Document is created in signNow Instant
  • signNow
    Document is updated in signNow Instant
  • signNow
    Document is deleted in signNow 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
  • signNow
    Create contact in signNow
  • signNow
    Update contact in signNow
  • signNow
    Delete contact in signNow
  • signNow
    Search contact in signNow
  • signNow
    Create document group in signNow
  • signNow
    Create document from template in signNow
  • signNow
    Prefill text fields in document in signNow
  • signNow
    Upload document in signNow
  • signNow
    Upload document and extract fields in signNow
  • signNow
    Delete document in signNow
  • signNow
    Send role based invite in signNow
  • signNow
    Send free form invite in signNow
  • signNow
    Download document in signNow
  • signNow
    Cancel an invite in signNow

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Ready WorkflowsReady Workflows   for Microsoft Office 365 + signNow Integration

Send document invites, prefill template fields, track completions, and update your records, all in just one click.

Sorry, we don’t have a ready workflow for this combination yet.
Got a different task in mind? Describe it

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Simply describe what you want to automate, and Integrately AI will build it for you.

Connect more apps to your Microsoft Office 365 + signNow flow

Sync document completions to spreadsheets, notify sales teams on messaging channels, and log transactions in accounting software. Pick a combination and activate it in one click.

Microsoft Office 365
signNow
+
Microsoft ExcelMicrosoft Excel (4)
+
Google DriveGoogle Drive (4)
+
SalesforceSalesforce (4)
+
SlackSlack (4)
+
DocuSignDocuSign (4)
+
QuickBooks OnlineQuickBooks Online (4)
M
S
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Send a free form invite in signNow when a contact is created in Microsoft Office 365, and add a spreadsheet row in Microsoft Excel.
New Microsoft Office 365 contacts immediately trigger a signNow document invite while logging the contact details in Microsoft Excel.
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M
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When a document is completed in signNow, update the contact in Microsoft Office 365 and log the status in Microsoft Excel.
Completed signNow documents update your Microsoft Office 365 contact records and record the final status in Microsoft Excel.
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S
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If a Microsoft Office 365 email is received with an attachment, upload the document in signNow and log it in Microsoft Excel.
Incoming Microsoft Office 365 email attachments instantly become signNow documents and record entries in Microsoft Excel.
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M
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Use Claude to summarise every completed signNow document, update the Microsoft Office 365 contact, and log it in Microsoft Excel.
Claude extracts document summaries from signNow completions, updates Microsoft Office 365 contacts, and saves rows in Microsoft Excel.

Supported triggers and actions for Microsoft Office 365 and signNow

Mix and match to build the exact automation you need

Microsoft Office 365
Microsoft Office 365 Triggers & Actions
Calendar event is about to start in Microsoft Office 365
Triggers the automation when event is about to start
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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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Email is received in Microsoft Office 365
Triggers the automation when an email is received
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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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signNow
signNow Triggers & Actions
Instant
Document group is created in signNow
Triggers the automation when a new document group is created
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Instant
Document group is updated in signNow
Triggers the automation when a document group is updated
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Instant
Document group is completed in signNow
Triggers the automation when a document group is completed
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Instant
Document is completed in signNow
Triggers the automation when a particular document is completed
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Instant
Document is created in signNow
Triggers the automation when a new document is created
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Instant
Document is updated in signNow
Triggers the automation when a document is modified
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Instant
Document is deleted in signNow
Triggers the automation when a document is deleted
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Create contact in signNow
Adds a new contact to the database
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Update contact in signNow
Updates contact information with new details
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Delete contact in signNow
Removes a contact from the address book
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Search contact in signNow
Finds and retrieves contact information
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Create document group in signNow
Creates a new document group
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Create document from template in signNow
Generates a new document using a pre-designed template
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Prefill text fields in document in signNow
Prefills text fields in a document
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Upload document in signNow
Uploads a document to the system
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Upload document and extract fields in signNow
Uploads a document and extract data from it
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Delete document in signNow
Removes a particular document from the system
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Send role based invite in signNow
Sends a role-based invite
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Send free form invite in signNow
Sends a free form invite
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Download document in signNow
Download a particular document to a location
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Cancel an invite in signNow
Revoke the invitation
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What can you automate with Microsoft Office 365 + signNow?

Streamline your document workflows and contact management with reliable automated triggers across Microsoft Office 365 and signNow.

What you can automate?
Send document invites from new contacts
Trigger a signNow document invite automatically the moment a new contact is created in Microsoft Office 365. Eliminate manual paperwork dispatch and speed up client onboarding.
📝
Prefill custom text fields in documents
Map available Microsoft Office 365 contact and event fields straight into signNow document text fields. Ensure your agreements are populated accurately before sending.
🔔
Notify team members on agreement completion
Send instant email notifications or alerts the second a signNow document is signed and completed. Keep stakeholders informed without checking dashboards manually.
🔀
Route invites based on contact properties
Send different signNow templates or free form invites depending on custom fields submitted in Microsoft Office 365 contacts or calendar events.
🔄
Keep contact records updated automatically
Update Microsoft Office 365 contact details and statuses the moment signNow document groups or individual agreements reach completion.
🔍
Search and update existing contacts
Verify existing records using search contact in signNow before creating new entries or updating contact information in Microsoft Office 365.
📋
Manage document group status changes
Trigger automated follow-up actions whenever a signNow document group is completed, updated, or created, keeping your entire pipeline moving.
📊
Extend flows to popular supporting apps
Connect your Microsoft Office 365 and signNow automation to Microsoft Excel, Google Drive, Salesforce, Slack, DocuSign, or QuickBooks Online for complete stack synchronisation.
And much more...

Who is Microsoft Office 365 + signNow integration for?

Teams managing client onboarding, sales contracts, and document workflows benefit by eliminating manual tracking across Microsoft Office 365 and signNow.

Operations managers
Operations managers
Sales executives
Sales executives
Client success leads
Client success leads
Processing teams
Processing teams
Project coordinators
Project coordinators
Compliance officers
Compliance officers
📈
Operations managers
You're reviewing contract completion metrics across your organisation, but your contact directories only update when someone manually exports records, so the completion counts you're reporting on are always a few hours behind — with this integration, every signed agreement updates your system instantly and your data stays current.
Sales executives
You need to initiate client agreements the moment a prospect books a calendar event, but manual document creation leaves leads waiting hours for contracts — automating both apps means every scheduled meeting instantly triggers a signNow agreement invite and accelerates your closing speed.
🤝
Client success leads
You answer to external clients who want immediate confirmation when their onboarding paperwork is processed, but manual tracking causes frustrating delays in communication — integrating these apps means every completed signNow document updates your records and notifies stakeholders right away.
🔄
Processing teams
The daily volume of incoming client emails and contact forms is too high for anyone to keep up by hand, leading to missed agreements and administrative bottlenecks — with this integration, every new Microsoft Office 365 contact automatically generates a signNow invite without manual intervention.
📋
Project coordinators
You own the project kickoff stage and depend on sales teams to hand over signed paperwork before scheduling work, but manual handoffs cause costly gaps — automating both apps means every completed signNow document updates your CRM and triggers project tasks instantly.
🗂️
Compliance officers
You need a reliable history of all executed agreements for auditing purposes, but manual filing keeps leaving dangerous gaps in your document archive — connecting these apps means every signNow completion is properly logged and referenced against your Microsoft Office 365 contacts.
Our team

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Why choose Integrately to automate Microsoft Office 365 + signNow

Build and manage your Microsoft Office 365 + signNow 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 + signNow 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
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 signNow?
Frequently Asked Questions
You can connect Microsoft Office 365 to signNow in 1 click using ready workflows on Integrately. Link your accounts, choose a template or ask Integrately AI to build your custom flow, and sync data across Microsoft Excel, Google Drive, and Slack instantly.
Can I automatically send signNow document invites when a Microsoft Office 365 contact is created?
Frequently Asked Questions
Can I connect Microsoft Office 365, signNow, and Salesforce?
Frequently Asked Questions
What is a good Zapier alternative for Microsoft Office 365 and signNow?
Frequently Asked Questions
How does Microsoft Office 365 data handle contact updates in this integration?
Frequently Asked Questions
Can I track signNow document completions automatically?
Frequently Asked Questions
Do I need coding skills to automate Microsoft Office 365 and signNow?
Frequently Asked Questions
Is the Microsoft Office 365 and signNow integration free?
Frequently Asked Questions
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