Microsoft 365 + Paperform

Connect Microsoft 365 to Paperform — Automate Your Workflow

Sync data between Microsoft 365 and Paperform automatically. Eliminate manual data entry, reduce errors, and save 8+ hours/week with a custom integration built by Harvard-educated automation experts.

8+ hours/week
Saved weekly
2 weeks
Setup time
98%
Client retention
One-way
Sync direction

Why Connect Microsoft 365 to Paperform?

Manually copying data between Microsoft 365 and Paperform wastes hours every week

Data inconsistencies between Microsoft 365 and Paperform cause errors and rework

Team members forget to update both systems, leading to outdated information

No single source of truth when emails live in two disconnected tools

How We Help

Connecting Microsoft 365 (automation) with Paperform (forms) is one of the most requested integrations among Australian Professional Services and Financial Services businesses. This integration eliminates the manual transfer of emails and calendar-events data, reducing errors and freeing up your team to focus on growth.

Eliminate Manual Data Entry

Stop copying emails between Microsoft 365 and Paperform by hand. Our integration syncs data automatically, saving your team 8+ hours/week.

Reduce Errors and Inconsistencies

Automated sync eliminates typos, missed updates, and version conflicts. Every change in Microsoft 365 is instantly reflected in Paperform.

Single Source of Truth

Your team always has accurate, up-to-date information regardless of which system they're working in. No more "which one is correct?" conversations.

Custom-Built for Your Workflow

Unlike generic connectors, we build integrations tailored to how your business actually uses Microsoft 365 and Paperform. Custom field mappings, business rules, and error handling included.

Microsoft 365 to Paperform Use Cases

1

Sync emails from Microsoft 365 to Paperform

When emails are created or updated in Microsoft 365, automatically push changes to Paperform. No manual export/import needed.

2

Automate forms creation

Eliminate manual data entry by automatically creating forms in Paperform based on activity in Microsoft 365.

3

Real-time status synchronisation

Keep both systems in sync with one-way status updates. When something changes in one system, the other updates instantly.

4

Automated reporting and reconciliation

Generate consolidated reports combining data from both Microsoft 365 and Paperform. Catch discrepancies before they become problems.

Data Mapping

How data flows between Microsoft 365 and Paperform

Microsoft 365PaperformNotes
Microsoft 365 filesPaperform filesSynced automatically when files are created or updated
Microsoft 365 recordsPaperform recordsCore data synchronisation between systems
Microsoft 365 metadataPaperform custom fieldsAdditional context mapped to custom fields
Microsoft 365 timestampsPaperform activity logAudit trail for compliance and tracking
Microsoft 365 statusPaperform workflow stageStatus changes trigger workflow updates

Microsoft 365 + Paperform Integration FAQ

Ready to Connect Microsoft 365 to Paperform?

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