Integrate Nutshell with Office 365
Send information between Nutshell and Office 365 automatically, without writing any code, using Zoho Flow.
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Initiate a welcome email using Office 365 when a new company is created in Nutshell
Introduce your business to new clients with an informative welcome email. This flow will dispatch a welcome email through Office 365 for newly created companies in Nutshell.
How it works
- The flow triggers when a new company is created in Nutshell.
- Zoho Flow creates and sends an email to a recipient in Office 365.
Initiate a welcome email using Office 365 when a new company is created in Nutshell
Nutshell + Office 365
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Supported triggers and actions
Integrate Nutshell and Office 365 using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Company created
Triggers when a new company is created
Lead added
Triggers when a new lead is added
Person created
Triggers when a new person is created
Lead won
Triggers when a new lead is won
Activity created
Triggers when a new activity is created
Calendar added
Triggers when a new calendar is added
Contact added
Triggers when a new contact is added
Event updated
Triggers when any detail of an existing event is updated
Event added
Triggers when a new event is added in the selected calendar
Email received
Triggers when a new email is received
All Actions - Actions are the automated tasks
Create lead
Creates a new lead
Create company
Creates a new company
Create person
Creates a new person
Fetch lead
Fetches the details of an existing lead by email address of associated contact
Fetch account
Fetches the details of an existing account by name
Fetch person
Fetches the details of an existing person by email address
Create event
Creates a new event in the selected calendar
Add user
Adds a new account user
Send email
Creates and sends an email to a recipient
Create contact
Creates a new contact
Update event
Updates the details of an existing event by ID
Update contact
Updates the details of an existing contact by ID
Update user
Updates the details of a user by ID
Find contact folder
Finds a contact folder using name
Invite user
Invites the specified user to your group
Fetch user
Fetches the details of a user by display name
Fetch event
Fetches the details of an existing event by title or ID
Fetch contact
Fetches the details of an existing contact by name
What is Office 365?
Office 365 is a suite of cloud apps by Microsoft. You can manage all your services from one place, collaborate with colleagues, and access data across devices.
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Learn more >Zoho Flow saves me a lot of time and effort. With my workflows set up, when I wake up in the morning, the repetitive tasks that I used to have to do manually are done for me automatically.
Paul Jozsef
Owner, Paul Jozsef Counselling & Coaching
We are very pleased with Zoho, especially Zoho Flow. Zoho Flow has helped us break down data silos and ensured our teams work together seamlessly. It has streamlined our processes and systems, resulting in around an 80% reduction in our tickets and escalations. We didn’t need to hire a developer, as Zoho Flow is highly user-friendly and easy to use.
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CEO, Faverton
Zoho Flow has made our merchant onboarding at least 15 times faster—from 15 days down to under 24 hours. It also keeps our data in sync across our business apps in real time, so we're making decisions on current and accurate information.
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