Microsoft Office 365 + SignRequest Integration

Q: Can I automatically send sign requests when new contacts are created in Microsoft Office 365?

You can trigger sign requests automatically whenever a new contact is created in Microsoft Office 365. Start with a ready automation or customize your workflow with Integrately AI.

Q: Can I connect Microsoft Office 365, SignRequest, and Slack?

You can connect Microsoft Office 365, SignRequest, and Slack in a single multi-step workflow. Trigger sign requests from Microsoft Office 365 contacts and send team alerts to Slack, HubSpot, and 1,500+ other apps.

Q: What is a good Zapier alternative for Microsoft Office 365 and SignRequest?

Integrately is a top-rated alternative for connecting Microsoft Office 365 and SignRequest with 20 million+ templates, 24/5 live chat, and 3x to 10x lower cost.

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

Contact updates in Microsoft Office 365 can instantly trigger document sign requests and update your CRM records. There is a ready template — start from the Microsoft Office 365 and SignRequest integration.

Q: How does SignRequest track document signing statuses?

SignRequest monitors document signing events and triggers updates across your connected apps when documents are signed or declined. There is a ready template — start from the Microsoft Office 365 and SignRequest integration.

Q: Do I need coding skills to automate Microsoft Office 365 and SignRequest?

You do not need any coding skills to connect Microsoft Office 365 and SignRequest. Use ready templates or ask Integrately AI to build your workflow instantly.

Q: Is the Microsoft Office 365 and SignRequest integration free?

The Microsoft Office 365 and SignRequest integration is available with a free forever plan on Integrately. Get started with ready workflows and scale as your automation needs grow.

Integrate Microsoft Office 365 to SignRequest in one click, or tell Integrately AI how you want each contact handled. Send sign requests, update your records, alert your team, and track completions automatically.

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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
Document is signed in SignRequest Instant
Signee viewed the document in SignRequest Instant
Document is declined in SignRequest 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
Send sign request from template in SignRequest
Send SignRequest in SignRequest

Trusted by experts at...

Ready Workflows for Microsoft Office 365 + SignRequest Integration

Capture contacts, send sign requests, organise document statuses, alert your team, and track completions, all in just one click.

Sorry, we don’t have a ready workflow for this combination yet.

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

Connect more apps to your Microsoft Office 365 + SignRequest flow

Connect contacts, documents, and notifications to your favorite business tools once your core automation finishes. Pick a combination and activate it in one click.

Salesforce (8)

HubSpot (8)

Microsoft Excel (8)

DocuSign (8)

Slack (8)

Google Drive (8)

When a contact is created in Microsoft Office 365, send a SignRequest in SignRequest, and create a contact in Salesforce.

New Microsoft Office 365 contacts trigger a sign request in SignRequest and appear in Salesforce instantly.

When an email is received in Microsoft Office 365, send a SignRequest in SignRequest, and notify your sales team in Salesforce.

Incoming Microsoft Office 365 emails trigger sign requests and notify your Salesforce team.

When a document is signed in SignRequest, update the contact in Microsoft Office 365, and update the deal stage in Salesforce.

Signed documents in SignRequest update Microsoft Office 365 contacts and advance Salesforce deals.

When a calendar event is created in Microsoft Office 365, send a SignRequest in SignRequest, and create a task in Salesforce.

Scheduled calendar events in Microsoft Office 365 trigger sign requests and Salesforce tasks.

If a contact is updated in Microsoft Office 365 with enterprise tier, send a SignRequest in SignRequest and create an account in Salesforce.

Enterprise updates in Microsoft Office 365 trigger tailored sign requests and Salesforce accounts.

When a document is declined in SignRequest, update the contact in Microsoft Office 365, and update the lead status in Salesforce.

Declined SignRequest documents update Microsoft Office 365 and Salesforce lead statuses.

Use Claude to analyse every email received in Microsoft Office 365, send a SignRequest in SignRequest, and create a contact in Salesforce.

AI analyses Microsoft Office 365 emails, triggers SignRequest documents, and updates Salesforce.

When a contact is created in Microsoft Office 365, send a SignRequest in SignRequest, create a contact in Salesforce, and notify your team in Slack.

New contacts trigger SignRequest documents, Salesforce records, and Slack notifications.

When a contact is created in Microsoft Office 365, send a SignRequest in SignRequest, and create a contact in HubSpot.

New Microsoft Office 365 contacts trigger SignRequest documents and HubSpot contact creation.

When an email is received in Microsoft Office 365, send a SignRequest in SignRequest, and create a deal in HubSpot.

Incoming Microsoft Office 365 emails trigger SignRequest agreements and HubSpot deals.

When a document is signed in SignRequest, update the contact in Microsoft Office 365, and update the deal stage in HubSpot.

Signed SignRequest documents update Microsoft Office 365 contacts and HubSpot deal stages.

When a calendar event is created in Microsoft Office 365, send a SignRequest in SignRequest, and create a task in HubSpot.

Microsoft Office 365 calendar events trigger SignRequest agreements and HubSpot tasks.

If a contact is updated in Microsoft Office 365 with enterprise tier, send a SignRequest in SignRequest and create a deal in HubSpot.

Enterprise Microsoft Office 365 updates trigger SignRequest agreements and HubSpot deals.

When a document is declined in SignRequest, update the contact in Microsoft Office 365, and update the deal stage in HubSpot.

Declined SignRequest documents update Microsoft Office 365 contacts and HubSpot deal stages.

Use ChatGPT to summarise every email received in Microsoft Office 365, send a SignRequest in SignRequest, and create a contact in HubSpot.

AI summarises Microsoft Office 365 emails, triggers SignRequest agreements, and updates HubSpot.

When a contact is created in Microsoft Office 365, send a SignRequest in SignRequest, create a contact in HubSpot, and notify your team in Slack.

New contacts trigger SignRequest agreements, HubSpot records, and Slack team alerts.

When a contact is created in Microsoft Office 365, send a SignRequest in SignRequest, and add a spreadsheet row in Microsoft Excel.

New Microsoft Office 365 contacts trigger SignRequest agreements and Microsoft Excel spreadsheet rows.

When an email is received in Microsoft Office 365, send a SignRequest in SignRequest, and add a spreadsheet row in Microsoft Excel.

Incoming Microsoft Office 365 emails trigger SignRequest agreements and Microsoft Excel log updates.

When a document is signed in SignRequest, update the contact in Microsoft Office 365, and update the spreadsheet row in Microsoft Excel.

Signed SignRequest documents update Microsoft Office 365 contacts and Microsoft Excel rows.

When a calendar event is created in Microsoft Office 365, send a SignRequest in SignRequest, and add a spreadsheet row in Microsoft Excel.

Microsoft Office 365 calendar events trigger SignRequest agreements and Microsoft Excel logs.

If a contact is updated in Microsoft Office 365 with VIP tier, send a SignRequest in SignRequest and add a spreadsheet row in Microsoft Excel.

VIP Microsoft Office 365 updates trigger SignRequest agreements and Microsoft Excel log entries.

When a document is declined in SignRequest, update the contact in Microsoft Office 365, and update the spreadsheet row in Microsoft Excel.

Declined SignRequest documents update Microsoft Office 365 contacts and Microsoft Excel tracking rows.

Use Claude to summarise every email received in Microsoft Office 365, send a SignRequest in SignRequest, and add a spreadsheet row in Microsoft Excel.

AI summarises Microsoft Office 365 emails, triggers SignRequest agreements, and updates Microsoft Excel.

When a contact is created in Microsoft Office 365, send a SignRequest in SignRequest, add a spreadsheet row in Microsoft Excel, and notify your team in Slack.

New contacts trigger SignRequest agreements, Microsoft Excel logs, and Slack team alerts.

When a contact is created in Microsoft Office 365, send a SignRequest in SignRequest, and create an envelope in DocuSign.

New Microsoft Office 365 contacts trigger SignRequest documents and DocuSign envelope creation.

When an email is received in Microsoft Office 365, send a SignRequest in SignRequest, and create an envelope in DocuSign.

Incoming Microsoft Office 365 emails trigger SignRequest agreements and DocuSign envelopes.

When a document is signed in SignRequest, update the contact in Microsoft Office 365, and update the envelope status in DocuSign.

Signed SignRequest documents update Microsoft Office 365 contacts and DocuSign envelopes.

When a calendar event is created in Microsoft Office 365, send a SignRequest in SignRequest, and create an envelope in DocuSign.

Microsoft Office 365 calendar events trigger SignRequest agreements and DocuSign envelopes.

If a contact is updated in Microsoft Office 365 with VIP tier, send a SignRequest in SignRequest and create an envelope in DocuSign.

VIP Microsoft Office 365 updates trigger SignRequest agreements and DocuSign envelopes.

When a document is declined in SignRequest, update the contact in Microsoft Office 365, and void the envelope in DocuSign.

Declined SignRequest documents update Microsoft Office 365 contacts and void DocuSign envelopes.

Use Gemini to summarise every email received in Microsoft Office 365, send a SignRequest in SignRequest, and create an envelope in DocuSign.

AI summarises Microsoft Office 365 emails, triggers SignRequest agreements, and creates DocuSign envelopes.

When a contact is created in Microsoft Office 365, send a SignRequest in SignRequest, create an envelope in DocuSign, and notify your team in Slack.

New contacts trigger SignRequest agreements, DocuSign envelopes, and Slack team alerts.

When a contact is created in Microsoft Office 365, send a SignRequest in SignRequest, and notify your team in Slack.

New Microsoft Office 365 contacts trigger SignRequest agreements and Slack team notifications.

When an email is received in Microsoft Office 365, send a SignRequest in SignRequest, and notify your team in Slack.

Incoming Microsoft Office 365 emails trigger SignRequest agreements and Slack team alerts.

When a document is signed in SignRequest, update the contact in Microsoft Office 365, and notify your team in Slack.

Signed SignRequest documents update Microsoft Office 365 contacts and notify Slack channels.

When a calendar event is created in Microsoft Office 365, send a SignRequest in SignRequest, and notify your team in Slack.

Microsoft Office 365 calendar events trigger SignRequest agreements and Slack notifications.

If a contact is updated in Microsoft Office 365 with VIP tier, send a SignRequest in SignRequest and notify your team in Slack.

VIP Microsoft Office 365 updates trigger SignRequest agreements and priority Slack alerts.

When a document is declined in SignRequest, update the contact in Microsoft Office 365, and notify your team in Slack.

Declined SignRequest documents update Microsoft Office 365 contacts and alert Slack channels.

Use Claude to summarise every email received in Microsoft Office 365, send a SignRequest in SignRequest, and notify your team in Slack.

AI summarises Microsoft Office 365 emails, triggers SignRequest agreements, and posts to Slack.

When a contact is created in Microsoft Office 365, send a SignRequest in SignRequest, notify your team in Slack, and create a contact in HubSpot.

New contacts trigger SignRequest agreements, Slack alerts, and HubSpot contact records.

When a contact is created in Microsoft Office 365, send a SignRequest in SignRequest, and upload a file in Google Drive.

New Microsoft Office 365 contacts trigger SignRequest agreements and Google Drive file uploads.

When an email is received in Microsoft Office 365, send a SignRequest in SignRequest, and upload a file in Google Drive.

Incoming Microsoft Office 365 emails trigger SignRequest agreements and Google Drive uploads.

When a document is signed in SignRequest, update the contact in Microsoft Office 365, and upload a file in Google Drive.

Signed SignRequest documents update Microsoft Office 365 contacts and Google Drive folders.

When a calendar event is created in Microsoft Office 365, send a SignRequest in SignRequest, and upload a file in Google Drive.

Microsoft Office 365 calendar events trigger SignRequest agreements and Google Drive uploads.

If a contact is updated in Microsoft Office 365 with VIP tier, send a SignRequest in SignRequest and upload a file in Google Drive.

VIP Microsoft Office 365 updates trigger SignRequest agreements and Google Drive uploads.

When a document is declined in SignRequest, update the contact in Microsoft Office 365, and upload a file in Google Drive.

Declined SignRequest documents update Microsoft Office 365 contacts and Google Drive archives.

Use Gemini to summarise every email received in Microsoft Office 365, send a SignRequest in SignRequest, and upload a file in Google Drive.

AI summarises Microsoft Office 365 emails, triggers SignRequest agreements, and saves to Google Drive.

When a contact is created in Microsoft Office 365, send a SignRequest in SignRequest, upload a file in Google Drive, and notify your team in Slack.

New contacts trigger SignRequest agreements, Google Drive uploads, and Slack alerts.

Supported triggers and actions for Microsoft Office 365 and SignRequest

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

Try it →

SignRequest Triggers & Actions

Instant

Document is signed in SignRequest

Triggers the automation when a document is signed

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Instant

Signee viewed the document in SignRequest

Triggers the automation when a signer views the document

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Instant

Document is declined in SignRequest

Triggers the automation when a document is not approved

Try it →

What can you automate with Microsoft Office 365 + SignRequest?

Connect your communication and signing workflows to eliminate repetitive manual tasks and accelerate agreements.

Get Started For Free

✍️

Trigger sign requests from new contacts

Automatically send a SignRequest agreement the moment a new contact is created in Microsoft Office 365. Eliminate manual document dispatching entirely.

📋

Capture every submitted contact detail

Map all available contact fields and email details directly into your signing workflows and CRM records without missing crucial information.

🔔

Alert your team instantly on updates

Send notifications to your team channels the moment an agreement is dispatched, viewed, or signed by your clients.

🔀

Route agreements based on client tier

Send different sign request templates or assign priority follow-ups based on specific contact fields submitted in Microsoft Office 365.

🔄

Keep your records continuously updated

Automatically update contact information and document statuses across your tools whenever changes occur in Microsoft Office 365 or SignRequest.

📂

Prevent duplicate contact records

Search existing databases before creating new records to ensure clean contact lists and organized document histories.

📉

Manage declined or completed documents

Handle document status changes automatically when an agreement is signed, viewed, or declined by the signee.

🔗

Extend flows to Slack and CRM tools

Connect your core Microsoft Office 365 and SignRequest workflows with Slack to notify team members and streamline follow-ups.

And much more...

Who is Microsoft Office 365 + SignRequest integration for?

Streamline document signing and contact management across your teams, eliminating manual data entry and ensuring faster agreement completions.

Operations managers

Sales representatives

Account managers

Support teams

Project managers

Legal coordinators

📈

Operations managers

You're tracking agreement pipelines across multiple spreadsheets but your contact records only update when someone manually exports data, so the metrics you're reporting against are always delayed — automating both apps means every new contact lands instantly and your records stay current.

⚡

Sales representatives

You need to send agreements immediately after a client meeting, but manual document preparation leaves leads waiting too long — with this integration, every new contact triggers a sign request instantly and your deals move faster.

🤝

Account managers

Your clients expect rapid contract turnaround, but managing emails and signature statuses by hand causes bottlenecks — connecting these apps means document updates happen automatically and your clients receive prompt service.

📊

Support teams

The volume of inbound client inquiries and requests is too high for anyone to keep up by hand, leading to missed follow-ups — automating both apps means every submission triggers agreements and tasks without manual tracking.

🔄

Project managers

You own the project kickoff phase and depend on someone upstream to hand over signed documents, causing costly delays — this integration means signed agreements trigger project tasks the moment they clear.

🛡️

Legal coordinators

You need a reliable history of all signed agreements, but manual archiving keeps leaving gaps in your audit trail — connecting these apps means every document status is logged accurately and consistently.

Try This Integration – No Code Needed

Did you know?

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 + SignRequest

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

1,500+ apps connected

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

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

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

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

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

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 SignRequest?

You can connect Microsoft Office 365 to SignRequest in 1-click using ready templates or by asking Integrately AI to build the automation for you. Link your accounts and integrate with Salesforce, HubSpot, or Slack instantly.

Can I automatically send sign requests when new contacts are created in Microsoft Office 365?

Can I connect Microsoft Office 365, SignRequest, and Slack?

What is a good Zapier alternative for Microsoft Office 365 and SignRequest?

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

How does SignRequest track document signing statuses?

Do I need coding skills to automate Microsoft Office 365 and SignRequest?

Is the Microsoft Office 365 and SignRequest 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 SignRequest With 1500+ Other Apps

Popular Microsoft Office 365 Integrations

Connect Microsoft Office 365 to CRMs, email tools, and messaging platforms to manage and follow up on your communications.

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Microsoft Office 365 Integrations

No popular apps found

Popular SignRequest Integrations

Sync SignRequest with document storage, billing, and productivity tools to keep agreements working across your entire stack.

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SignRequest Integrations

No popular apps found

Microsoft Office 365 + SignRequest Integration

Integrate Microsoft Office 365 to SignRequest in one click, or tell Integrately AI how you want each contact handled. Send sign requests, update your records, alert your team, and track completions automatically.

Trusted by experts at...

Ready Workflows for Microsoft Office 365 + SignRequest Integration

Capture contacts, send sign requests, organise document statuses, alert your team, and track completions, all in just one click.

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

Connect more apps to your Microsoft Office 365 + SignRequest flow

Connect contacts, documents, and notifications to your favorite business tools once your core automation finishes. Pick a combination and activate it in one click.

Supported triggers and actions for Microsoft Office 365 and SignRequest

Mix and match to build the exact automation you need

What can you automate with Microsoft Office 365 + SignRequest?

Connect your communication and signing workflows to eliminate repetitive manual tasks and accelerate agreements.

Who is Microsoft Office 365 + SignRequest integration for?

Streamline document signing and contact management across your teams, eliminating manual data entry and ensuring faster agreement completions.

Did you know?

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

Why choose Integrately to automate Microsoft Office 365 + SignRequest

Build and manage your Microsoft Office 365 + SignRequest 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 SignRequest With 1500+ Other Apps

Automate Your Tedious Tasks
With A Single Click

It's so easy a caveman could do it.

Microsoft Office 365 + SignRequest Integration

Integrate Microsoft Office 365 to SignRequest in one click, or tell Integrately AI how you want each contact handled. Send sign requests, update your records, alert your team, and track completions automatically.

Trusted by experts at...

Ready Workflows for Microsoft Office 365 + SignRequest Integration

Capture contacts, send sign requests, organise document statuses, alert your team, and track completions, all in just one click.

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

Connect more apps to your Microsoft Office 365 + SignRequest flow

Connect contacts, documents, and notifications to your favorite business tools once your core automation finishes. Pick a combination and activate it in one click.

Supported triggers and actions for Microsoft Office 365 and SignRequest

Mix and match to build the exact automation you need

What can you automate with Microsoft Office 365 + SignRequest?

Connect your communication and signing workflows to eliminate repetitive manual tasks and accelerate agreements.

Who is Microsoft Office 365 + SignRequest integration for?

Streamline document signing and contact management across your teams, eliminating manual data entry and ensuring faster agreement completions.

Did you know?

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

Why choose Integrately to automate Microsoft Office 365 + SignRequest

Build and manage your Microsoft Office 365 + SignRequest 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 SignRequest With 1500+ Other Apps

Automate Your Tedious Tasks With A Single Click

It's so easy a caveman could do it.

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

Automate Your Tedious Tasks
With A Single Click