Microsoft Office 365

Microsoft Office 365 + AdviserLogic Integrations

In a matter of minutes and without a single line of code, Zapier allows you to connect Microsoft Office 365 and AdviserLogic, with as many as 21 possible integrations. Are you ready to find your productivity superpowers?

It's easy to connect Microsoft Office 365 + AdviserLogic and requires absolutely zero coding experience—the only limit is your own imagination.

When this happens...
then do this!
New Event


Create Contact

Create a contact in your Office 365 account.

New Email

Triggers when you get a new email.

Send Email

Send an email from your Outlook account.

New Contact

Triggers when a new contact is added.

Create Event

Create an event on a calendar of your choice.

New or Updated Client

Triggers when a client is created or updated.

Create or Update Entity

Updates the existing entity, otherwise creates a new entity.

New or Updated Entity

Triggers when a company/trust is created or updated.

Create or Update Client

Creates a new client, or updates to existing by Client ID or External ID.

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See AdviserLogic Integrations