Share new Process Street workflow via Microsoft Office 365 message
Process Street + Microsoft Office 365 Integration
Microsoft Office 365 + Process Street Integration
Integrate Microsoft Office 365 to Process Street in one click, or tell Integrately AI how you want each contact handled. Trigger automated workflow runs, assign tasks, update datasets, and alert your team instantly.
Free forever.Use premium features free for 14 days.1.
Calendar event is about to start in Microsoft Office 365- Calendar event is ended in Microsoft Office 365
- Email is received 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
Data Set record is created in Process Street Instant- Data Set record is updated in Process Street Instant
- Data Set record is deleted in Process Street Instant
- Task is ready in Process Street Instant
- Workflow run is created in Process Street Instant
- Workflow run is completed in Process Street Instant
- Task is checked/unchecked in Process Street Instant
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- 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
- Unassign Task from User in Process Street
- Assign User to Run Workflow in Process Street
- Unassign User from Run Workflow in Process Street
- List Run Workflow Assignees in Process Street
- Search Run Workflows in Process Street
- Update Run workflow in Process Street
- List Tasks in Process Street
- Assign Task to User in Process Street
- List Task Assignees in Process Street
- List Run Workflow Approvals in Process Street
- Approve or Reject Task in Process Street
- Update Task in Process Street
- List Comments in Process Street
- Create Task Comment in Process Street
- Update Comment in Process Street
- Delete Comment in Process Street
- Create Data Set Record in Process Street
- Delete Data Set Record in Process Street
- Run workflow in Process Street
Trusted by experts at...
Ready Workflows for Microsoft Office 365 + Process Street Integration
Create workflow runs, assign tasks, update datasets, alert your team, and track your business processes, all in just one click.
Most popular automation
- 1of1
Got a different automation in mind? Describe it and let Integrately AI build it for you.
Connect more apps to your Microsoft Office 365 + Process Street flow
Route data to CRMs, notify channels, and log records across your stack once your core workflows finish. Pick a combination and activate it in one click.
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Microsoft Teams (5)
Microsoft Teams (5) +
Google Drive (4)
Google Drive (4) +
Slack (5)
Slack (5) +
Asana (4)
Asana (4) +
Google Sheets (4)
Google Sheets (4) +
HubSpot (4)
HubSpot (4) M
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Create a Process Street workflow run from a Microsoft Office 365 contact, and post a notification in Microsoft Teams
New Microsoft Office 365 contacts trigger a Process Street workflow run instantly while Microsoft Teams notifies your team, eliminating manual handoffs.
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When an email is received in Microsoft Office 365, update the matching Process Street task and notify your team in Microsoft Teams
Emails received in Microsoft Office 365 update your Process Street tasks automatically while Microsoft Teams keeps your staff informed.
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When a Process Street workflow run is completed, send a confirmation email in Microsoft Office 365 and post an update in Microsoft Teams
Completed Process Street runs send an email via Microsoft Office 365 and announce the milestone in Microsoft Teams.
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Create a Process Street data set record when a Microsoft Office 365 calendar event is created, and notify your team in Microsoft Teams
Microsoft Office 365 calendar events generate Process Street records while Microsoft Teams posts the meeting details.
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Use Claude to summarise new Microsoft Office 365 emails, create a Process Street task, and post the brief in Microsoft Teams
Claude summarises incoming Microsoft Office 365 emails to build structured Process Street tasks notified via Microsoft Teams.
Supported triggers and actions for Microsoft Office 365 and Process Street
Mix and match to build the exact automation you need
Microsoft Office 365 Triggers & Actions
Calendar event is about to start in Microsoft Office 365
Triggers the automation when event is about to start
Try it → Calendar event is ended in Microsoft Office 365
Triggers the automation when a new event is ended in a calendar
Try it → Email is created in Microsoft Office 365
Triggers the automation when a new email is created
Try it → Calendar event is created in Microsoft Office 365
Triggers the automation when a new event is created in a calendar
Try it → Calendar event is started in Microsoft Office 365
Triggers the automation when a new event is created in a calendar
Try it → Calendar event is updated in Microsoft Office 365
Triggers the automation when a calendar event is updated
Try it → Contact is created in Microsoft Office 365
Triggers the automation when a new contact is created
Try it → Contact is updated in Microsoft Office 365
Triggers the automation when a contact is updated
Try it → Process Street Triggers & Actions
Instant
Data Set record is created in Process Street
Triggers the automation when a new record is created in a data set
Try it → Instant
Data Set record is updated in Process Street
Triggers the automation when a data set record is updated
Try it → Instant
Data Set record is deleted in Process Street
Triggers the automation when a data set record is deleted
Try it → Instant
Workflow run is created in Process Street
Triggers the automation when a Workflow run is created
Try it → Instant
Workflow run is completed in Process Street
Triggers the automation when a Workflow run is completed
Try it → Instant
Task is checked/unchecked in Process Street
Triggers the automation when a task is checked or unchecked
Try it → What can you automate with Microsoft Office 365 + Process Street?
Connect Microsoft Office 365 and Process Street to sync contacts, trigger workflow runs, update tasks, and automate your entire operational pipeline.
🚀
Trigger workflow runs from new contacts
Automatically start a Process Street workflow run the moment a new contact is created in Microsoft Office 365. Eliminate manual task creation and ensure client onboarding begins instantly.
📋
Capture all submitted email details
Map incoming Microsoft Office 365 email content and attachments directly into Process Street tasks and data sets. Ensure your team has complete context for every request.
🔔
Alert teams when tasks are ready
Notify staff via Microsoft Office 365 email or chat channels the moment a Process Street task becomes ready. Keep work moving forward without administrative delays.
🔀
Route workflows based on contact data
Execute different Process Street workflow paths depending on specific fields submitted within your Microsoft Office 365 contact or email records.
🔄
Keep records updated across platforms
Synchronise status updates between Microsoft Office 365 contact profiles and Process Street tasks automatically as projects progress.
🔍
Prevent duplicate records and runs
Search existing Process Street data sets before creating new workflow runs from Microsoft Office 365 inputs. Maintain clean, deduplicated operational logs.
📅
Automate actions from calendar events
Trigger Process Street task updates or create records automatically when Microsoft Office 365 calendar events are scheduled, updated, or completed.
🔌
Extend your workflow to Slack
Connect Microsoft Office 365 and Process Street with Slack to announce completed workflow milestones and keep your entire team informed in real time.
And much more...
Who is Microsoft Office 365 + Process Street integration for?
Operations teams, account managers, and project coordinators rely on this integration to eliminate manual data entry and keep workflows synchronised across Microsoft Office 365 and Process Street.
Operations Managers
Customer Success Leads
Project Coordinators
Client Services Teams
Account Executives
Business Analysts
📈
Operations Managers
You're tracking client records in Microsoft Office 365 but your process checklists in Process Street only update when someone manually transfers data, so your completion metrics are always hours behind — with this integration, every new contact triggers workflow runs instantly and your operational data stays current.
⚡
Customer Success Leads
You manage client onboarding across Microsoft Office 365 emails and Process Street tasks, but manual handoffs cause frustrating delays for new accounts — automating both apps means every incoming communication immediately drives your onboarding checklist forward without manual intervention.
📋
Project Coordinators
You rely on Microsoft Office 365 calendar events to schedule client kickoff sessions, but keeping your Process Street workflows aligned with schedule changes requires constant manual checks — connecting these apps means every meeting update automatically adjusts your operational tasks.
🔄
Client Services Teams
High volumes of Microsoft Office 365 contact submissions overwhelm your team's ability to create repeatable Process Street runs by hand, leading to missed steps — this integration means every client record automatically initiates the correct workflow sequence without human delay.
👥
Account Executives
You depend on upstream contact details captured in Microsoft Office 365 before you can begin your Process Street review checklist, causing bottlenecks when data is slow to arrive — with this integration, your review tasks open the moment a new contact is registered.
📊
Business Analysts
You audit project delivery timelines across Microsoft Office 365 and Process Street, but manual logging creates frustrating gaps in your audit trail — automating these platforms means every completed workflow run and contact update creates a reliable, continuous history.
Did you know?
Our team can create automations for you... At no extra cost!
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Why choose Integrately to automate Microsoft Office 365 + Process Street
Build and manage your Microsoft Office 365 + Process Street automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Microsoft Office 365 + Process Street 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.
How Integrately Works?
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Connect Microsoft Office 365 + Process Street Now 
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Frequently Asked Questions
How do I connect Microsoft Office 365 to Process Street?
You can connect Microsoft Office 365 to Process Street in 1 click using ready templates or Integrately AI. Bring in apps like Microsoft Teams, Google Drive, and Slack to extend your automated workflows.
Can I automatically trigger a Process Street workflow run when a new Microsoft Office 365 contact is created?
Can I connect Microsoft Office 365, Process Street, and Slack?
What is a good Zapier alternative for Microsoft Office 365 and Process Street?
How does Microsoft Office 365 handle contact creation triggers in this integration?
How are Process Street workflow runs handled when triggered by Microsoft Office 365?
Do I need coding skills to automate Microsoft Office 365 and Process Street?
Is the Microsoft Office 365 and Process Street integration free?
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