Send Microsoft Office 365 message for new Xodo Sign document
Xodo Sign + Microsoft Office 365 Integration
Microsoft Office 365 + Xodo Sign Integration
Integrate Microsoft Office 365 to Xodo Sign in one click, or tell Integrately AI how you want each document handled. Trigger new documents, update your contacts, send emails, and keep everything organised automatically.
Free forever.Use premium features free for 14 days.1.
Email is received in Microsoft Office 365- Calendar event is ended in Microsoft Office 365
- Calendar event is about to start 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
Document is completed in Xodo Sign Instant- Document is sent in Xodo Sign Instant
- Document is signed in Xodo Sign Instant
- Document is created in Xodo Sign Instant
- Document is cancelled in Xodo Sign Instant
2.
- 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
- Create contact in Xodo Sign
Trusted by experts at...
Ready Workflows for Microsoft Office 365 + Xodo Sign Integration
Create documents from emails, update contacts, send notifications, and manage files, 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 + Xodo Sign flow
Pass signed documents and contacts straight to your CRM, storage, and team communication tools. Pick a combination and activate it in one click.
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Salesforce (3)
Salesforce (3) +
HubSpot (3)
HubSpot (3) +
Google Drive (3)
Google Drive (3) +
Microsoft Outlook (3)
Microsoft Outlook (3) +
DocuSign (3)
DocuSign (3) +
Slack (3)
Slack (3) M
S
X
When a contact is created in Microsoft Office 365, create a contact in Salesforce and add a contact in Xodo Sign.
New Microsoft Office 365 contacts appear in Salesforce and Xodo Sign instantly without manual data entry.
X
M
S
When a document is completed in Xodo Sign, update the contact in Microsoft Office 365 and update the lead in Salesforce.
Completed Xodo Sign documents automatically update your contacts in Microsoft Office 365 and Salesforce.
M
S
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When an email is received in Microsoft Office 365, create a task in Salesforce and send a document in Xodo Sign.
Incoming emails create follow-up tasks in Salesforce and trigger documents in Xodo Sign.
Supported triggers and actions for Microsoft Office 365 and Xodo Sign
Mix and match to build the exact automation you need
Microsoft Office 365 Triggers & Actions
Calendar event is ended in Microsoft Office 365
Triggers the automation when a new event is ended in a calendar
Try it → Calendar event is about to start in Microsoft Office 365
Triggers the automation when event is about to start
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 → Xodo Sign Triggers & Actions
Instant
Document is completed in Xodo Sign
Triggers the automation when a particular document is completed
Try it → Instant
Document is sent in Xodo Sign
Triggers the automation when a document is sent to the recipient
Try it → Instant
Document is created in Xodo Sign
Triggers the automation when a new document is created
Try it → Instant
Document is cancelled in Xodo Sign
Triggers the automation when a document is cancelled
Try it → What can you automate with Microsoft Office 365 + Xodo Sign?
Streamline document signing, contact management, and team notifications across Microsoft Office 365 and Xodo Sign.
✍️
Automate document creation from emails
Generate new Xodo Sign documents automatically whenever an email is received in Microsoft Office 365, eliminating manual copy-pasting.
📋
Capture every submitted contact detail
Map all available contact fields between Microsoft Office 365 and Xodo Sign so your address books remain complete and accurate.
🔔
Notify your team on document completion
Send instant notifications via email or chat the moment a document is signed or completed in Xodo Sign.
🔀
Route workflows based on agreement status
Trigger different follow-up actions depending on whether a document is signed, completed, or cancelled in Xodo Sign.
🔄
Keep contact records synchronized
Update contact information across Microsoft Office 365 and Xodo Sign automatically whenever details change.
🛡️
Prevent duplicate contact entries
Search existing records and update them instead of creating duplicate contacts during repeat signings.
📅
Handle calendar and event triggers
Initiate document requests or contact updates when calendar events start, update, or end in Microsoft Office 365.
🌐
Extend flows to popular business apps
Connect your core document and email setup with third-party tools like Salesforce or Google Drive for complete workflow visibility.
And much more...
Who is Microsoft Office 365 + Xodo Sign integration for?
Business teams, sales professionals, and administrative staff who manage client documents, contracts, and contacts will save hours of manual entry every week.
Sales directors and revenue leads
Customer success managers
Account managers and client leads
Operations coordinators
Project managers
Administrative assistants
📈
Sales directors and revenue leads
You review pipeline reports and agreement logs every week, but manual tracking leaves your metrics incomplete — with this integration, every signed contract and contact syncs instantly so your reporting is always accurate.
⚡
Customer success managers
You need to onboard clients immediately after signing, but delayed document notifications stall your kickoff calls — with this integration, completed agreements trigger instant tasks and alerts so your team acts without delay.
🤝
Account managers and client leads
You answer client inquiries about document status, but missing records force you to search multiple apps — with this integration, every agreement update syncs to your central workspace so you always have the latest answers.
📊
Operations coordinators
You handle high volumes of client paperwork daily, but manual data transfer causes bottlenecks and errors — with this integration, document creation and contact updates run automatically across your entire stack.
💼
Project managers
You depend on upstream document approvals before starting project work, but waiting for manual handoffs wastes valuable time — with this integration, signed agreements instantly trigger project setup and task creation.
🗂️
Administrative assistants
You maintain contact lists and document archives by hand, but manual logging creates gaps and outdated records — with this integration, every email, contact, and document is captured reliably in one place.
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 + Xodo Sign
Build and manage your Microsoft Office 365 + Xodo Sign automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Microsoft Office 365 + Xodo Sign 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?
1
Select Automation
2
Connect Accounts
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Automation is ready
Connect Microsoft Office 365 + Xodo Sign Now 
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Frequently Asked Questions
How do I connect Microsoft Office 365 to Xodo Sign?
You can connect Microsoft Office 365 and Xodo Sign in 1-click using ready templates or ask Integrately AI to build your integration with apps like Salesforce, HubSpot, and Slack.
Can I automatically create Xodo Sign documents from Microsoft Office 365 emails?
Can I connect Microsoft Office 365, Xodo Sign, and HubSpot?
What is a good Zapier alternative for Microsoft Office 365 and Xodo Sign?
How do contact updates sync between Microsoft Office 365 and Xodo Sign?
How are signed documents tracked across Xodo Sign and my workspace?
Do I need coding skills to automate Microsoft Office 365 and Xodo Sign?
Is the Microsoft Office 365 and Xodo Sign integration free?
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