Microsoft Office 365 + Printavo Integration

Integrate Microsoft Office 365 to Printavo in one click, or tell Integrately AI how you want each contact handled. Sync your details, create records in Printavo, alert your team, and trigger follow-ups 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
  • Printavo
    Customer is created in Printavo
  • Printavo
    Quote/Invoice is created in Printavo
  • Printavo
    Invoice status is created in Printavo
  • Printavo
    Task is created in Printavo
  • Printavo
    Payment is created in Printavo
  • Printavo
    Inquiry is created in Printavo
  • Printavo
    Payment term is created in Printavo
  • Printavo
    User is created in Printavo
  • Printavo
    Expense is created in Printavo
  • Printavo
    Category is created in Printavo
  • Printavo
    Quote/Invoice is updated in Printavo
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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
  • Printavo
    Create customer in Printavo
  • Printavo
    Search customer in Printavo
  • Printavo
    Create task in Printavo
  • Printavo
    Create inquiry in Printavo
  • Printavo
    Update invoice status in Printavo
  • Printavo
    Search Quote/Invoice in Printavo
  • Printavo
    Create invoice in Printavo
  • Printavo
    Create payment in Printavo
  • Printavo
    Create expense in Printavo

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Ready Workflows Ready Workflows for Microsoft Office 365 + Printavo Integration

Capture contacts, organise quote details, update invoices, alert your team, and send follow-ups, all in just one click.

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

Create Microsoft Office 365 event for new Printavo task

Printavo is a great tool for managing customer information, but it can also be used to manage your schedule. Use this Printavo - Microsoft Office 365 integration to automatically populate your Microsoft Office 365.

When a task is created in Printavo, an event will automatically be created in your Microsoft Office 365. This can help you keep track of your schedule and avoid overlapping of appointments.

Just click Activate and connect your Printavo and Microsoft Office 365 accounts in a matter of minutes.
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Microsoft Office 365 + Printavo Integration

Create Printavo task for new Microsoft Office 365 event

We all know the drill. You create {trigger.Event}} in your Microsoft Office 365, but then something comes up and you completely forget to create a corresponding task in your Printavo. Now you've lost track of your to-dos, and your sales productivity is shot. So, with this {{trigger.Calender}} - Printavo integration, you can set up Integrately such that every new event created in your Microsoft Office 365, automatically creates a new tasks in your Printavo. This ensures that important tasks never fall through the cracks; thereby helping you stay on top of your to-do list and running your business smoothly.
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Printavo + Microsoft Office 365 Integration

Create Microsoft Office 365 contact for new Printavo customer

CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.

However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.

Using this Printavo - Microsoft Office 365 integration, anytime a new Printavo customer is created, an Microsoft Office 365 contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
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Printavo + Microsoft Office 365 Integration

Send Microsoft Office 365 message for new Printavo customer

Anytime a new customer is added to your Printavo, automatically send them a message through Microsoft Office 365 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 Printavo - Microsoft Office 365 integration, you can rest assured that your new customer 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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Printavo + Microsoft Office 365 Integration

Send Microsoft Office 365 message for new Printavo task

With this Printavo - Microsoft Office 365 integration, whenever a new task is created in Printavo, message will be sent via Microsoft Office 365. This ensures that everyone is kept up to date on the latest developments and can take appropriate action.

Plus, you can customize the message that is sent, so you can include any relevant information, like deadlines or assigned team members. As a result, this integration will help to improve communication and collaboration within your team, making it easier to get work done.
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Microsoft Office 365 + Printavo Integration

Create Printavo customer for new Microsoft Office 365 contact

CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.

However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.

Using this Microsoft Office 365 - Printavo integration, anytime a new Microsoft Office 365 contact is created, an Printavo customer should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
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Microsoft Office 365 + Printavo Integration

Create Printavo task for new Microsoft Office 365 contact

In Microsoft Office 365, when you create a contact, it automatically creates a task in Printavo for that contact. This is a great way to keep track of all your interactions with each customer. You can also see all the task associated with a particular contact on their contact profile.

This makes it easy to stay organized and ensure no important steps are missed when working with a customer.
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Connect more apps to your Microsoft Office 365 + Printavo flow

Send records to accounting tools, update cloud drives, alert your team in messaging apps, and keep fulfillment running smoothly. Pick a combination and activate it in one click.

Microsoft Office 365
Printavo
+
QuickBooks OnlineQuickBooks Online (4)
+
Google DriveGoogle Drive (4)
+
SlackSlack (4)
+
ShopifyShopify (4)
+
TrelloTrello (4)
+
MailchimpMailchimp (4)
M
P
Q
Create a QuickBooks Online customer for every new Microsoft Office 365 contact and Printavo customer
New Microsoft Office 365 contacts and Printavo customers are added to QuickBooks Online instantly, eliminating manual data entry across your financial and business tools.
P
Q
M
When a payment is created in Printavo, log the transaction in QuickBooks Online and update the contact in Microsoft Office 365
Printavo payments flow directly into QuickBooks Online while updating Microsoft Office 365, keeping your financial records accurate and teams informed.
P
Q
M
Log every new Printavo expense in QuickBooks Online and notify your team in Microsoft Office 365
Printavo shop expenses appear immediately in QuickBooks Online, with confirmation sent directly through Microsoft Office 365 email.
P
Q
M
Use Claude to categorise Printavo expenses, record them in QuickBooks Online, and email the report via Microsoft Office 365
Claude reviews your Printavo expenses before QuickBooks Online records them, sending an executive summary through Microsoft Office 365.

Supported triggers and actions for Microsoft Office 365 and Printavo

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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Printavo
Printavo Triggers & Actions
Customer is created in Printavo
Triggers the automation when a new customer is created
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Quote/Invoice is created in Printavo
Triggers the automation when a new Quote/Invoice is created
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Invoice status is created in Printavo
Triggers the automation when a new status is created for invoices
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Task is created in Printavo
Triggers the automation when a new task is created
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Payment is created in Printavo
Triggers the automation when a new payment is created
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Inquiry is created in Printavo
Triggers the automation when a new inquiry is added
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Payment term is created in Printavo
Triggers the automation when a payment term is created
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User is created in Printavo
Triggers the automation when a new user is created
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Expense is created in Printavo
Triggers the automation when a new expense is added
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Category is created in Printavo
Triggers the automation when a new category is created
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Quote/Invoice is updated in Printavo
Triggers the automation when any Quote/Invoice is updated
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Create customer in Printavo
Adds a new customer to the database
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Search customer in Printavo
Locates and retrieves customer information
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Create task in Printavo
Creates a new task
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Create inquiry in Printavo
Logs a new inquiry
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Update invoice status in Printavo
Updates the status of an invoice
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Search Quote/Invoice in Printavo
Searches for a quote or invoice
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Create invoice in Printavo
Generates invoices for sales transactions
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Create payment in Printavo
Generates and process a payment transaction
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Create expense in Printavo
Generates a new expense record
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What can you automate with Microsoft Office 365 + Printavo?

Streamline your print shop operations by connecting every customer touchpoint between Microsoft Office 365 and Printavo.

What you can automate?
🔄
Sync Microsoft Office 365 contacts to Printavo automatically
Every new contact created in Microsoft Office 365 generates a corresponding customer record in Printavo without manual copying. Keep your client directory synchronized across systems from day one.
📋
Capture every submitted field and project specification
Map complete email inquiries and calendar details from Microsoft Office 365 directly into Printavo quote fields. Ensure production teams receive all required project instructions.
🔔
Notify the right team member as events occur
Trigger instant team alerts in Microsoft Office 365 whenever new tasks, invoices, or payments are created in Printavo. Keep staff informed on urgent shop developments.
🔀
Route records based on submitted criteria
Direct print orders to specific Printavo categories or assign different task priorities in Microsoft Office 365 depending on customer tier or order value.
📈
Keep destination records updated as work progresses
Update Printavo invoice statuses and contact details automatically whenever corresponding events occur in Microsoft Office 365. Prevent stale data from slowing down your workflow.
🛡️
Add or update records instead of creating duplicates
Search existing Printavo customer profiles before creating new entries from Microsoft Office 365 inputs. Maintain a clean database free of duplicate client accounts.
💳
Handle payment milestones and status changes
Record payments, update invoice statuses, and log shop expenses seamlessly between Microsoft Office 365 and Printavo as orders move toward completion.
🔌
Extend your workflow to Slack and other tools
Connect your core Microsoft Office 365 and Printavo automation with Slack to post instant updates to internal communication channels and notify stakeholders immediately.
And much more...

Who is Microsoft Office 365 + Printavo integration for?

Connecting Microsoft Office 365 and Printavo eliminates manual double entry across customer records, orders, and shop management pipelines.

Print shop managers
Print shop managers
Sales representatives
Sales representatives
Account coordinators
Account coordinators
Production planners
Production planners
Fulfillment teams
Fulfillment teams
Operations supervisors
Operations supervisors
📈
Print shop managers
You're reviewing operational reports across your Microsoft Office 365 inbox, but your Printavo dashboard only updates when someone manually exports records, so the revenue counts you're optimising against are always a few hours behind — with this integration, every new order lands in Printavo instantly and your data stays current.
Sales representatives
You need to follow up on client requests the moment they arrive in Microsoft Office 365, but customer details get trapped in email threads before reaching Printavo, so leads go cold before anyone can pick them up — connecting these apps means every inquiry generates a Printavo customer profile instantly and your team can act without delay.
🤝
Account coordinators
You answer to clients who want immediate progress updates on their custom print orders, but status changes in Printavo rarely match your Microsoft Office 365 records, so you spend hours reconciling files — automating both apps means every quote milestone updates your client directory automatically and status reports are always accurate.
📊
Production planners
The volume of daily quote requests coming into Microsoft Office 365 is too high for anyone to keep up by hand, leading to missed tasks in Printavo and delayed shop schedules — integrating these apps means incoming requests generate tasks and customer profiles automatically so your floor operations never miss a beat.
⚙️
Fulfillment teams
You own the final production and shipping stages and depend on administrative staff to hand over customer details from Microsoft Office 365, but incomplete data entries cause frequent workshop bottlenecks — this integration means every order details package transfers straight into Printavo with zero manual transcription errors.
🗂️
Operations supervisors
You need a reliable history of all shop transactions and customer interactions, but manual copying between Microsoft Office 365 and Printavo leaves noticeable gaps in your audit logs — automating both apps means every contact and invoice creates a permanent digital trail across your entire operational stack.
Our team

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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 + Printavo

Build and manage your Microsoft Office 365 + Printavo 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 + Printavo 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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Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Microsoft Office 365 to Printavo?
Frequently Asked Questions
You can connect Microsoft Office 365 to Printavo in 1 click using ready templates on Integrately or ask Integrately AI to build the automation. It links your Microsoft Office 365 contacts and emails directly with Printavo customers and invoices, along with 1,500+ other tools like QuickBooks Online, Slack, and Google Drive.
Can I automatically sync new Microsoft Office 365 contacts to Printavo customers?
Frequently Asked Questions
Can I connect Microsoft Office 365, Printavo, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Microsoft Office 365 and Printavo?
Frequently Asked Questions
How does Microsoft Office 365 handle contact creation triggers in this integration?
Frequently Asked Questions
Can Printavo update invoice statuses based on external events?
Frequently Asked Questions
Do I need coding skills to automate Microsoft Office 365 and Printavo?
Frequently Asked Questions
Is the Microsoft Office 365 and Printavo integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

You Can Also Connect Microsoft Office 365 or Printavo With 1500+ Other Apps

Microsoft Office 365
Popular Microsoft Office 365 Integrations
Connect Microsoft Office 365 to CRMs, email tools, and messaging platforms to manage and follow up on your communications.
Printavo
Popular Printavo Integrations
Sync Printavo with accounting, payment, and project management tools to keep shop data working across your stack.
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Printavo Integrations arrow right
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