Integration

Zipflow + Microsoft 365: Connect Field Operations with Office

Microsoft 365 is the productivity suite used by most enterprise teams. Connecting Zipflow with Microsoft 365 means your field operations data flows seamlessly into Excel, SharePoint, Outlook, and Teams — keeping your back-office and field teams aligned.

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Use Cases

Sync Zipflow submissions to Excel Online

Zipflow form submissions are automatically appended to an Excel Online spreadsheet in SharePoint, giving your team real-time field operations data in Excel.

Store Zipflow reports in SharePoint

Completed inspection and job reports from Zipflow are automatically uploaded to the correct SharePoint document library, organised by site, date, or job type.

Send Outlook email notifications from Zipflow

Zipflow workflow events automatically trigger Outlook email notifications to managers, customers, or team members with relevant job details.

Create Outlook Calendar events from Zipflow job scheduling

When a field job is scheduled in Zipflow, an Outlook Calendar event is created and shared with the assigned technician and their manager.

How to Connect

1

Connect via Power Automate or Zapier

Use Microsoft Power Automate or Zapier to connect Zipflow triggers to Microsoft 365 actions — no coding required.

2

Map Zipflow data to Microsoft 365 fields

Configure how Zipflow form fields map to Excel columns, SharePoint metadata, Outlook email body content, or Calendar event details.

3

Test and activate

Submit a test entry in Zipflow to verify the Microsoft 365 integration fires correctly, then activate for live operations.

Frequently Asked Questions

Can Zipflow sync to Excel Online and SharePoint?

Yes. Using Power Automate or Zapier, Zipflow form submissions can be automatically added to Excel Online spreadsheets in SharePoint with full field data.

Does Zipflow support Microsoft Azure AD / SSO?

Microsoft Azure AD SSO is supported on Zipflow's Enterprise plan. Contact us for details on your organisation's SSO requirements.

Can Zipflow send notifications to Outlook email?

Yes. Zipflow workflow triggers can send automated Outlook email notifications to managers, customers, and team members via Power Automate or Zapier.

Is the Microsoft 365 integration available on all Zipflow plans?

API access for Microsoft 365 integration is available on Professional and Enterprise plans.

Ready to connect Zipflow with your tech stack?

Request a demo and our team will walk you through the integration setup for your specific workflow.

Request a Demo