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Xodo Sign
Microsoft 365 Email (Outlook)

Connect Xodo Sign and Microsoft 365 Email (Outlook)

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

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Create a custom workflow

Integrate Xodo Sign 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.

Xodo Sign
Trigger: Watch New Documents
Microsoft 365 Email (Outlook)
Action: Select an action
1. Select a trigger

  • Triggers when a new document event is created.

  • Triggers when a new template event is created.

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

Create workflow (opens in a new tab)

Triggers and actions

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

Add an Attachment
Adds a large attachment to an email.
Action
Cancel a Document
Cancels a document.
Action
Create a Document
Creates a document.
Action
Create a Draft Email
Creates a new draft email.
Action
Create a Template
Creates a template.
Action
Delete a Document
Deletes a document or template. Only cancelled documents and draft documents or templates can be deleted.
Action
Delete an Email
Deletes an email.
Action
Download a Final Document
Downloads a final pdf.
Action
Download an Attachment (legacy)
Downloads an attachment from an email.
Action
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Popular Xodo Sign and Microsoft 365 Email (Outlook) workflows

Connect Xodo Sign and Microsoft 365 Email (Outlook) with Make. Automate manual tasks, sync real-time data, and build more efficient workflows.

App Families

Create Eversign documents from a template and send them via Outlook 365

This template helps you create an Eversign document from a Template. Then, the eversign document is downloaded and sent via Microsoft 365 Email. The scenario can be setup to run automatically at a specific time interval (every day, week or a specific date).

Create Eversign documents from a template and send them via Outlook 365
Use template

Support

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.