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Certyneo
Microsoft 365 Email (Outlook)

Connect Certyneo and Microsoft 365 Email (Outlook)

Explore ready-made Certyneo and Microsoft 365 Email (Outlook) templates and start automating in minutes.

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Create a custom workflow

Integrate Certyneo with Microsoft 365 Email (Outlook) and automate the work that moves between them — no code required.

Create a custom workflow

Every automation starts with a trigger and an action. Select one from each app to generate a workflow tailored to your needs.

Certyneo
Trigger: Watch envelope completed
Microsoft 365 Email (Outlook)
Action: Select an action
1. Select a trigger

  • Triggers when every recipient has signed and the envelope is completed. Includes a download link for the signed PDF when available.

  • Triggers as soon as a new envelope is created (status DRAFT) — before it is sent to any recipient.

  • Triggers when a recipient refuses to sign. Includes who declined and the reason they gave.

  • Triggers when an envelope reaches its expiration deadline before every recipient has signed (status moves to EXPIRED).

  • Triggers when a sender resubmits an envelope after it was returned for correction.

  • Triggers when a recipient returns the envelope to the sender for correction, before it is completed.

  • Triggers when an envelope is sent to its recipients (status moves from DRAFT to SENT).

  • Triggers when the sender cancels an envelope before it is completed (status moves to VOIDED). Every pending signing link stops working.

  • Triggers when a recipient with the Approver role approves the envelope, before it is completed.

  • Triggers each time an individual recipient signs, before the envelope is completed. Fires once per signer.

  • Triggers when a recipient opens and views the envelope, before it is completed.

2. Select an action

  • Adds a large attachment to an email.

  • Creates a new draft email.

  • Deletes an email.

  • Downloads an attachment from an email.

  • Forwards an email.

  • Gets the metadata of a specified email.

  • Performs an arbitrary authorized API call.

  • Moves an email to a selected folder in the mailbox.

  • Replies to the sender of an email.

  • Sends a draft email.

  • Sends a new MIME or S-MIME message. Requires a fully pre-built MIME message — for S/MIME, the message must already be signed or encrypted outside Make.

  • Creates and sends a new email immediately.

  • To make SMTP/IMAP calls with a Microsoft OAuth connection, please use the app named "Email".

  • Updates an existing email.

Select a trigger and an action

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Triggers and actions

Explore what you can automate between Certyneo and Microsoft 365 Email (Outlook).

Add an Attachment
Adds a large attachment to an email.
Action
Create a Draft Email
Creates a new draft email.
Action
Create an envelope
Creates a signature envelope from documents already uploaded to Certyneo, and optionally sends it to the recipients immediately.
Action
Delete an Email
Deletes an email.
Action
Download an Attachment (legacy)
Downloads an attachment from an email.
Action
Forward an Email
Forwards an email.
Action
Get an Email
Gets the metadata of a specified email.
Action
Get an envelope
Retrieves a single envelope by its ID, with its status, documents and recipients.
Action
List Attachments
Retrieves a list of attachment from an email.
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FAQs

Everything you need to know about Make. Can't find the answer you're looking for? Please chat to our team.

Start by registering for Make. As a new Make user, you’ll automatically be assigned a free account. Once your account is set up, you can start creating your first scenarios. We recommend starting with our step-by-step video tutorial.

A scenario represents a workflow or a project of your own creation, and it is made up of a series of modules that automate apps and services. Creating a scenario allows you to transfer and transform data between apps and services via these modules to automate anything and improve the way you work.

Modules are the main building blocks of automation in Make. Modules represent actions that Make performs with an app, like creating, updating, or deleting data.

Mapping links the modules in your scenario. When you map an item, you connect the data retrieved by one module to another module to perform the desired action. For example, you can map email addresses and subject lines to create a spreadsheet using this data.