Microsoft Office 365 + Picky Assist Integration

Integrate Microsoft Office 365 to Picky Assist in one click, or tell Integrately AI how you want each email handled. Receive emails, trigger messages, update contacts, and notify your team automatically.

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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
  • Picky Assist
    Message is received in Picky Assist 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
  • Picky Assist
    Send message in Picky Assist

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Ready Workflows Ready Workflows for Microsoft Office 365 + Picky Assist Integration

Capture incoming emails, trigger instant WhatsApp notifications, update contacts, alert your team, and manage follow-ups, all in just one click.

Most popular automationsmost-popular-automations
Microsoft Office 365 + Picky Assist Integration

Send Picky Assist message for new Microsoft Office 365 event

If you have a busy schedule and rely on your Microsoft Office 365 to keep you organized, then this automation is for you!

Why? Because wouldn't it be great if your received {{action.Email}} was in your Picky Assist account, whenever you created any event in your Microsoft Office 365, notifying you of the event! This way, you'll never forget an appointment or meeting again.
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Microsoft Office 365 + Picky Assist Integration

Send Picky Assist message for new Microsoft Office 365 contact

Anytime a new contact is added to your Microsoft Office 365, automatically send them a message through Picky Assist letting them know you're excited to work with them. This is a great way to stay top of mind and build relationships with your new contacts.

Furthermore, with this Microsoft Office 365 - Picky Assist integration, you can rest assured that your new contact will always receive any important information they may need, such as next steps or deadlines in a timely manner, without any extra effort on your part.

Plus, integration is a great way to save time and increase efficiency in your workflow. So why not give it a try? You might be surprised at how easy and helpful it can be!
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Microsoft Office 365 + Picky Assist Integration

Send message from Picky Assist for new message received in Microsoft Office 365

There are many reasons why you would want to send an message in Picky Assist when a text message is received in Microsoft Office 365.

Perhaps you want to respond to the customer quickly and don't have time to type out a response on your phone. Maybe you want to keep all customer communication in one place, or perhaps you just want an extra layer of security by sending confidential information via message instead of message.

No matter what your reason, setting up message notifications for incoming message is easy and can be done in just a few minutes. Give it a try today!
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Picky Assist + Microsoft Office 365 Integration

Send message from Microsoft Office 365 for new message received in Picky Assist

There are many reasons why you would want to send an message in Microsoft Office 365 when a text message is received in Picky Assist.

Perhaps you want to respond to the customer quickly and don't have time to type out a response on your phone. Maybe you want to keep all customer communication in one place, or perhaps you just want an extra layer of security by sending confidential information via message instead of message.

No matter what your reason, setting up message notifications for incoming message is easy and can be done in just a few minutes. Give it a try today!
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Got a different task in mind? Describe it

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

Connect more apps to your Microsoft Office 365 + Picky Assist flow

Log conversations in spreadsheets, sync customer details with your CRM, and coordinate tasks across your team once your messages go out. Pick a combination and activate it in one click.

Microsoft Office 365
Picky Assist
+
Microsoft ExcelMicrosoft Excel (5)
+
HubSpotHubSpot (4)
+
Microsoft TeamsMicrosoft Teams (4)
+
SalesforceSalesforce (3)
+
ZoomZoom (3)
+
AsanaAsana (3)
M
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Log every new Microsoft Office 365 email in your Excel spreadsheet, and send a notification via Picky Assist.
Incoming emails land in your Excel spreadsheet instantly while Picky Assist alerts your team, eliminating manual logging.
M
M
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When a new contact is created in Microsoft Office 365, log it in Excel and send a welcome message via Picky Assist.
New contacts update your Excel spreadsheet immediately and trigger an automated welcome message through Picky Assist.
M
M
P
When a Microsoft Office 365 calendar event ends, update your Excel tracking sheet and send a wrap-up notice via Picky Assist.
Finished calendar events update your Excel tracking sheet and trigger a summary message via Picky Assist.
M
M
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Use Claude to summarise Microsoft Office 365 emails, log the brief in Excel, and send an update via Picky Assist.
Claude summarises incoming emails for your Excel log while Picky Assist delivers the brief instantly.
M
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Turn every Microsoft Office 365 email into an Excel row, send an alert via Picky Assist, and create a follow-up task in Asana.
Email details flow into Excel and Picky Assist while Asana creates a follow-up task for your team.

Supported triggers and actions for Microsoft Office 365 and Picky Assist

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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Picky Assist
Picky Assist Triggers & Actions
Instant
Message is received in Picky Assist
Triggers the automation when a new message is received
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Send message in Picky Assist
Delivers a message to a designated recipient
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What can you automate with Microsoft Office 365 + Picky Assist?

Streamline your inbox management, team alerts, and client messaging with direct automation between Microsoft Office 365 and Picky Assist.

What you can automate?
📨
Send instant messages for every incoming email
Trigger automated Picky Assist notifications the moment an email is received in Microsoft Office 365, ensuring your team never misses an important message.
📋
Capture every submitted contact field
Map all available contact details from Microsoft Office 365 straight into your messaging parameters instead of just basic names, making your automated communications more personalized.
🔔
Alert the right person as soon as events start
Notify designated team members instantly via Picky Assist whenever a Microsoft Office 365 calendar event begins or updates.
🔀
Route messages based on specific email content
Send different message templates through Picky Assist depending on keywords or categories identified in incoming Microsoft Office 365 emails.
🔄
Keep contact records synchronized across platforms
Automatically update existing contact entries in Picky Assist whenever a contact record is modified in Microsoft Office 365.
🛡️
Prevent duplicate records during contact sync
Search existing entries before creating new records to ensure your database remains clean and free of duplicate profiles.
📅
Automate follow-ups after calendar events end
Trigger wrap-up messages and follow-up notices via Picky Assist the moment a Microsoft Office 365 calendar event concludes.
🔗
Extend flows to your favorite task manager
Connect Microsoft Office 365 and Picky Assist with Asana to automatically create follow-up tasks alongside your automated mobile messages.
And much more...

Who is Microsoft Office 365 + Picky Assist integration for?

Connecting Microsoft Office 365 and Picky Assist eliminates manual messaging bottlenecks for teams managing client communications and scheduling.

Operations managers
Operations managers
Support leads
Support leads
Project managers
Project managers
Sales coordinators
Sales coordinators
Account executives
Account executives
Customer success teams
Customer success teams
📈
Operations managers
You're tracking message delivery metrics across channels but your communication logs only update when someone manually exports data, so the response counts you're reviewing are always a few hours behind — with this integration, every message lands in your tracking sheets instantly and your data stays current.
Support leads
You receive client inquiries in your inbox but find out about urgent requests too late, leaving customers waiting for replies — automating both apps means every incoming ticket triggers an instant mobile notification so your team can respond without delay.
📊
Project managers
You answer to clients who want constant updates on meeting schedules and progress reports, requiring endless manual status emails — this integration means every calendar change automatically triggers a client notification message.
🔄
Sales coordinators
The volume of inbound leads arriving through email is too high for anyone to keep up by hand, leading to missed follow-ups — connecting these apps means every new submission instantly initiates an automated communication flow.
👥
Account executives
You own the client onboarding step and depend on someone upstream to hand over contact details before you can reach out — automating both apps means new contacts flow straight from your directory into your messaging queue immediately.
🗂️
Customer success teams
You need a reliable history of all client touchpoints and keep finding gaps in your communication records due to manual oversight — with this integration, every interaction is logged and messaged reliably without exception.
Our team

Ready Workflows 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 + Picky Assist

Build and manage your Microsoft Office 365 + Picky Assist 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 + Picky Assist 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
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Connect Accounts
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Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Microsoft Office 365 to Picky Assist?
Frequently Asked Questions
You can connect Microsoft Office 365 to Picky Assist in 1 click using ready templates or Integrately AI. Bring in tools like Microsoft Excel, HubSpot, and Microsoft Teams to complete your workflow.
Can I automatically send Picky Assist messages when a Microsoft Office 365 email arrives?
Frequently Asked Questions
Can I connect Microsoft Office 365, Picky Assist, and Microsoft Teams?
Frequently Asked Questions
What is a good Zapier alternative for Microsoft Office 365 and Picky Assist?
Frequently Asked Questions
How does Microsoft Office 365 handle email triggers in this integration?
Frequently Asked Questions
Can I sync Microsoft Office 365 contacts with Picky Assist?
Frequently Asked Questions
Do I need coding skills to automate Microsoft Office 365 and Picky Assist?
Frequently Asked Questions
Is the Microsoft Office 365 and Picky Assist integration free?
Frequently Asked Questions
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You Can Also Connect Microsoft Office 365 or Picky Assist With 1500+ Other Apps

Microsoft Office 365
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Picky Assist
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Sync Picky Assist with marketing platforms, notification tools, and productivity suites to streamline your messaging workflows.