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Integrations · Other

Connect Microsoft 365 People to Coherence.

Manage contacts in Microsoft 365 People. 1 trigger can start a workflow, and 7 actions can run inside one.

New or Updated ContactCreate a Coherence record
A Coherence record changesCreate a Contact
A Coherence workflow runsDelete a Contact

TRIGGERS AND ACTIONS

Everything Microsoft 365 People can do in a workflow.

Triggers start a workflow when something happens in Microsoft 365 People. Actions are the steps a workflow can run there.

Triggers · 1New or Updated Contact
Actions · 7Create a ContactDelete a ContactUpdate a ContactCreate a Contact FolderGet a Contact FolderSearch ContactsCustom API CallCustom API Call: Make a custom API call to a specific endpoint.

Names as listed in the automation catalog Coherence workflows use.

WORKFLOW IDEAS

What you can automate with Microsoft 365 People.

Starting points for a workflow. Choose the exact fields, conditions, and records it updates.

Bring Microsoft 365 People activity into CoherenceStart from a supported Microsoft 365 People event, then create or update the appropriate CRM, project, or custom record with the source context preserved.
Starts with · New or Updated ContactFinishes with · Create or update a Coherence record
Act in Microsoft 365 People from a Coherence workflowUse a change in Coherence to run a supported Microsoft 365 People action, so the next step follows the record instead of relying on someone to copy it.
Starts with · A Coherence record or workflow changesFinishes with · Create a Contact
or Delete a Contact
Connect Microsoft 365 People to the wider customer workflowCombine Microsoft 365 People with another integration and Coherence records to move information into the same workspace as the people, records, and next steps it affects.
Starts with · New or Updated ContactFinishes with · Create a Contact, then preserve the outcome in Coherence
or Delete a Contact

SET UP

How to connect Microsoft 365 People.

The exact authentication fields depend on Microsoft 365 People. The workflow structure stays straightforward.

1Connect the accountAuthorize the Microsoft 365 People account and permissions the workflow needs.
2Choose a supported stepSelect one of the current triggers or actions listed above and map its fields.
3Test with a real recordRun a small test, inspect the result in both systems, and only then enable the workflow.

RELATED

Apps for the same workflow.

Apps that share a category with Microsoft 365 People or provide a complementary trigger or action.

QUESTIONS

Microsoft 365 People integration questions.

What can I automate with the Microsoft 365 People integration?

Microsoft 365 People currently provides 1 trigger that can start a workflow and 7 actions a workflow can run. Use those building blocks to move information into the same workspace as the people, records, and next steps it affects.

How many Microsoft 365 People triggers and actions are available?

Microsoft 365 People currently lists 1 trigger and 7 actions, each named on this page. The list is read from the automation catalog Coherence workflows use, so review those names before building a workflow.

Can Microsoft 365 People connect to other apps through Coherence?

Yes. A workflow can combine supported Microsoft 365 People triggers or actions with Coherence records and other available integrations. The exact flow depends on the authentication, permissions, triggers, and actions exposed by each connected app.

Do I need to write code to connect Microsoft 365 People?

The listed triggers and actions are designed for visual workflows. If the pre-built integration does not expose a capability you need, HTTP and webhook steps can cover APIs that your team is authorized to use.

Ready to connect Microsoft 365 People?

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