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Clicksign
Microsoft 365 Email (Outlook)

Connect Clicksign and Microsoft 365 Email (Outlook)

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

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Create a custom workflow

Integrate Clicksign 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.

Microsoft 365 Email (Outlook)
Trigger: Watch Emails
Clicksign
Action: Select an action
1. Select a trigger

  • Triggers when a new email is sent or received.

  • Triggers when a new email is sent or received.

2. Select an action

  • Adds a single signatory to a document.

  • Creates a new document via template.

  • Creates a new document via upload.

  • Creates a new signatory.

  • Gets a single document.

  • Gets a single signatory.

  • Performs an arbitrary authorized API call.

Select a trigger and an action

Create workflow (opens in a new tab)

Triggers and actions

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

Add a Signatory to a Document
Adds a single signatory to a document.
Action
Add an Attachment
Adds a large attachment to an email.
Action
Create a Document Via Template
Creates a new document via template.
Action
Create a Document Via Upload
Creates a new document via upload.
Action
Create a Draft Email
Creates a new draft email.
Action
Create a Signatory
Creates a new signatory.
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
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FAQs

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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.