Microsoft Office 365 + Rossum Integration

Integrate Microsoft Office 365 to Rossum in one click, or tell Integrately AI how you want each document handled. Retrieve message attachments, upload documents, export confirmed data, and notify your team automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
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
  • Rossum
    Annotation status changed in Rossum Instant
  • Rossum
    Annotation content exported in Rossum Instant
  • Rossum
    Annotation content initialized in Rossum Instant
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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
  • Rossum
    Upload Document in Rossum
  • Rossum
    Export confirmed documents in Rossum

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Ready Workflows Ready Workflows for Microsoft Office 365 + Rossum Integration

Capture incoming email attachments, upload documents to Rossum, extract complex data, and export confirmed files, all in just one click.

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Connect more apps to your Microsoft Office 365 + Rossum flow

Send extracted document data to your accounting tools, cloud storage, or team chat the moment confirmation finishes. Pick a combination and activate it in one click.

Microsoft Office 365
Rossum
+
QuickBooks OnlineQuickBooks Online (3)
+
XeroXero (2)
+
Google DriveGoogle Drive (2)
+
SlackSlack (2)
+
AsanaAsana (2)
+
AirtableAirtable (2)
M
R
Q
When an email is received in Microsoft Office 365, upload the attachment to Rossum, and create a QuickBooks Online invoice.
Invoice documents arriving in Microsoft Office 365 are sent to Rossum and recorded in QuickBooks Online instantly.
R
Q
S
When a Rossum annotation is exported, create a QuickBooks Online bill and notify your accounting team on Slack.
Confirmed Rossum data creates a QuickBooks Online bill automatically while Slack alerts your finance team.
R
Q
G
Use ChatGPT to review Rossum exported documents, create a QuickBooks Online expense, and log it in Google Drive.
ChatGPT analyses Rossum output before creating a QuickBooks Online expense and saving a copy in Google Drive.

Supported triggers and actions for Microsoft Office 365 and Rossum

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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Rossum
Rossum Triggers & Actions
Instant
Annotation status changed in Rossum
Triggers the automation when the annotation status is changed
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Instant
Annotation content exported in Rossum
Triggers the automation when annotation content is exported
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Instant
Annotation content initialized in Rossum
Triggers the automation when annotation content is initialized
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Upload Document in Rossum
Uploads a document
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Export confirmed documents in Rossum
Exports confirmed documents
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What can you automate with Microsoft Office 365 + Rossum?

Streamline document ingestion, data extraction, and record keeping across your business systems.

What you can automate?
📄
Process email attachments automatically
Send incoming Microsoft Office 365 email attachments straight to Rossum the moment they arrive. Eliminate manual downloading and uploading for faster document processing.
🔍
Extract complex data from any document
Let Rossum read, analyze, and interpret complex data from business documents without human intervention. Deliver complete sets of structured data within seconds.
🔔
Alert your team on status changes
Notify your staff in Slack or via email as soon as Rossum annotations are updated or exported. Ensure everyone knows when critical documents are ready for review.
🔀
Route documents based on extracted fields
Send exported document data to different destinations or assign specific tasks depending on fields submitted in the source document.
🔄
Keep financial records up to date
Synchronize exported Rossum data with your accounting software and cloud storage systems automatically. Maintain consistent records across your entire software stack.
📋
Create tasks and update contacts
Generate follow-up tasks in Asana or update contact records in Microsoft Office 365 whenever document annotations change status or complete export.
Handle confirmed document exports
Trigger downstream workflows only after document data is verified and exported from Rossum. Ensure only clean, confirmed data enters your core systems.
🔌
Extend flows to popular team apps
Connect your automated document processing pipeline with Slack, Google Drive, Asana, and hundreds of other apps to build complete operational workflows.
And much more...

Who is Microsoft Office 365 + Rossum integration for?

Teams handling high volumes of business documents eliminate manual data entry, streamline invoice processing, and keep accounting records perfectly synchronized across platforms.

Finance directors
Finance directors
Accounts payable managers
Accounts payable managers
Client service teams
Client service teams
Data entry specialists
Data entry specialists
Operations coordinators
Operations coordinators
Compliance officers
Compliance officers
📈
Finance directors
You rely on accurate invoice metrics for financial forecasting, but your ledger only updates after manual data entry, so your budget numbers are always hours behind — with this integration, every processed document lands in your accounting ledger instantly and your financial data stays current.
Accounts payable managers
You need to approve vendor bills quickly, but incoming emails sit unread in Microsoft Office 365 until someone manually reviews them, so payment deadlines get missed — with this integration, every email attachment is uploaded to Rossum and processed instantly.
🤝
Client service teams
You answer client inquiries about document processing status, but tracking down files across multiple inboxes wastes valuable hours, so clients experience frustrating delays — with this integration, document updates sync automatically and your team answers with confidence.
🔄
Data entry specialists
You spend hours copying line items from complex PDF documents into spreadsheets, but human fatigue leads to costly transcription errors, so your records contain frequent discrepancies — with this integration, Rossum extracts complex data automatically and eliminates manual typing.
📋
Operations coordinators
You depend on upstream document approvals before starting project workflows, but handoffs between email and processing tools stall, so projects fall behind schedule — with this integration, every document moves seamlessly from Microsoft Office 365 to Rossum.
🗂️
Compliance officers
You need a complete audit trail for every processed business document, but manual archiving leaves dangerous gaps in your records, so audits become stressful — with this integration, every document and export creates a reliable, permanent history.
Our team

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

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Why choose Integrately to automate Microsoft Office 365 + Rossum

Build and manage your Microsoft Office 365 + Rossum 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 + Rossum 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
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Microsoft Office 365 to Rossum?
Frequently Asked Questions
You can connect Microsoft Office 365 to Rossum in one click using pre-built workflows on Integrately. With 1,500+ apps connected including Slack and QuickBooks Online, you can automate document ingestion and extraction effortlessly.
Can I automatically send email attachments from Microsoft Office 365 to Rossum?
Frequently Asked Questions
Can I connect Microsoft Office 365, Rossum, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Microsoft Office 365 and Rossum?
Frequently Asked Questions
How does Microsoft Office 365 handle email triggers in this integration?
Frequently Asked Questions
Can Rossum export confirmed document data to my other apps?
Frequently Asked Questions
Do I need coding skills to automate Microsoft Office 365 and Rossum?
Frequently Asked Questions
Is the Microsoft Office 365 and Rossum integration free?
Frequently Asked Questions
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You Can Also Connect Microsoft Office 365 or Rossum With 1500+ Other Apps

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