

Microsoft Office 365 (Copilot) and Planfact integration
Build smart, no-code workflows with Microsoft Office 365 (Copilot) and Planfact using triggers, actions, and AI logic—automate any process in minutes.
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Super easy platform for automations. It's very easy to use. UX and UI is clean and not confusing as other similar apps.
Triggers and actions for Planfact and Microsoft Office 365 (Copilot) integration
In Microsoft Office 365 (Copilot) and Planfact integration triggers start workflows when something happens, while actions make changes in response.
Triggers 11
New Email Matching Search
New Email
New Deal (Sales)
Counterparty changed
Actions 40
Create Event
Create contact
New counterparty
Update counterparty
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How to Connect Microsoft Office 365 (Copilot) to Planfact
Create powerful Microsoft Office 365 (Copilot) integration with Planfact in just a few simple steps.
Connect Microsoft Office 365 (Copilot) to Planfact
Log in to Albato, select Microsoft Office 365 (Copilot) and Planfact, and follow the quick setup steps—no coding required. Integrate Microsoft Office 365 (Copilot) with Planfact with just a few clicks!
Build a workflow for your Microsoft Office 365 (Copilot) and Planfact integration
Define what should happen in one app when something changes in the other. Create a seamless workflow that runs on autopilot.
Trigger
Actions
Map your data
Pick the fields you want to transfer between Microsoft Office 365 (Copilot) and Planfact. Customize the data flow to match your process.
Synс data
Synс data
Synс data
Planfact integration with Microsoft Office 365 (Copilot)
Microsoft Office 365 (Copilot)
Unlock the full potential of Microsoft 365 by integrating it with over 1,000+ popular applications via Albato. This powerful integration allows you to automate a wide range of actions, including sending emails, creating draft emails, managing contacts, and organizing calendar events directly within Microsoft 365. Connect with essential tools like Calendly, Dropbox, Slack, Salesforce, and Hubspot seamlessly through Albato's robust API. Whether it's updating contacts, scheduling meetings, or managing your emails, integrating Microsoft 365 with Albato streamlines your workflow, enhancing productivity and efficiency across your business operations.
Categories
- Calendars
- Documents
- Microsoft
Planfact
Enhance your financial and management accounting with PlanFact's integration with Albato. Automate and streamline your business processes by connecting PlanFact to your favorite apps, enabling seamless data synchronization and task automation. With available triggers like Project edited, New operation added, and Counterparty Edited, you can effortlessly manage accounts, counterparties, and goods. Actions such as New income operation, Create Product, and Edit invoice expand your capabilities, making it easier than ever to manage your finances and operations. Maximize efficiency and boost productivity by integrating PlanFact with Albato today.
Categories
- Accounting apps









