Microsoft Office 365

Integration

Communication & Messaging

✓HIPAA CompliantNo Code Required

Microsoft Office 365 Integration — Automate Patient Communications

Trigger automated patient messages, reminders, and team alerts through Microsoft Office 365 — driven by real-time EHR events.

Triggers

Actions

500+

API Endpoints

No-code AI automation

HIPAA, GDPR, and SOC 2 compliant

Visual workflow builder

Full audit trails and access controls

300+ apps, 50+ EHR integrations

Free pilot available

What you can automate with Microsoft Office 365

Automated Patient Messaging

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Send appointment reminders, follow-ups, and health alerts through Microsoft Office 365 triggered by EHR events — no staff intervention needed.

Team Notifications

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Alert the right staff members via Microsoft Office 365 when critical events happen — new referrals, urgent lab results, appointment changes.

Secure Document Delivery

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Automatically send HIPAA-compliant documents, faxes, or encrypted emails through Microsoft Office 365 when triggered by your EHR.

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Documentation

Microsoft Office 365 to Athenahealth integration

Log Microsoft Office 365 messages to your EHR patient record

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Messaging

DrChrono to Microsoft Office 365 integration

Trigger Microsoft Office 365 notifications from new EHR appointments

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Data Sync

Microsoft Office 365 to HubSpot integration

Sync Microsoft Office 365 contacts with your CRM

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Messaging

Microsoft Office 365 to Slack integration

Forward Microsoft Office 365 messages to Slack for team visibility

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Connect Microsoft Office 365 with 147+ tools

AdvancedMD

EHR & Practice Management

Athenahealth

EHR & Practice Management

Canvas Medical

EHR & Practice Management

Cerbo

EHR & Practice Management

Charm EMR

EHR & Practice Management

Cliniko

EHR & Practice Management

DrChrono

EHR & Practice Management

Elation

EHR & Practice Management

Epic Systems

EHR & Practice Management

Healthie

EHR & Practice Management

ModMed

EHR & Practice Management

Nextech

EHR & Practice Management

OpenEMR

EHR & Practice Management

Practice EHR

EHR & Practice Management

Ritten

EHR & Practice Management

Welkin Health

EHR & Practice Management

Zenoti EMR

EHR & Practice Management

eClinicalWorks

EHR & Practice Management

Availity

Billing & Revenue Cycle

Candidhealth

Billing & Revenue Cycle

Quickbooks

Billing & Revenue Cycle

Tebra (Kareo)

Billing & Revenue Cycle

Fullscript

Pharmacy & e-Prescribing

Tellescope

Telehealth & Virtual Care

...

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Explore Microsoft Office 365 triggers and actions

Cevi supports 5 Microsoft Office 365 triggers and 13 actions

Email received

Fires when a new email arrives in the inbox

trigger

Calendar event created

Triggers when a new calendar event is added

trigger

File modified

Fires when a OneDrive/SharePoint file is modified

trigger

Teams message received

Triggers when a message is received in Teams

trigger

Contact created

Fires when a new contact is added

trigger

Revoke sign-in sessions

Revokes all refresh tokens for a user so they must sign in again

action

Microsoft Office 365 API Capabilities

500+ API endpoints. OAuth 2.0 authentication. Real-time webhooks.

View official API documentation

API Endpoints

500+

Authentication

OAuth 2.0

FHIR

—

Webhooks

Yes ✓

Email

Send/receive emails
Mail folders
Attachments
Mail rules

Calendar

Events management
Meeting scheduling
Calendar sharing
Room booking

Files

OneDrive access
SharePoint files
File sharing
Document collaboration

Teams

Channel messaging
Team management
Meetings
Presence status

Build your Microsoft Office 365 automation with AI

Describe what you want in plain English. Cevi’s AI builds the workflow.

About Microsoft Office 365

Communication & Messaging

microsoft-office-365

View API documentation

Quick Facts

CategoryCommunication & Messaging

AuthOAuth 2.0

Endpoints500+

FHIR—

WebhooksYes ✓

Frequently asked questions

Yes. Cevi is fully HIPAA-compliant with encryption at rest and in transit, access controls, audit logging, and signed Business Associate Agreements (BAAs) for every healthcare customer.

Most Microsoft Office 365 workflows can be configured in minutes using Cevi's no-code builder. Complex multi-step automations typically take under an hour. Our team provides hands-on implementation support.

Absolutely. Every workflow is fully customizable — you control the triggers, actions, data mappings, conditional logic, error handling, and scheduling. Build exactly what your practice needs.

Cevi includes built-in retry logic, error handling, and queue management. If a connection fails, workflows automatically retry and alert you. No data is lost.