How to connect Microsoft Outlook and PDF.co
Create a New Scenario to Connect Microsoft Outlook and PDF.co
In the workspace, click the “Create New Scenario” button.

Add the First Step
Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Microsoft Outlook, triggered by another scenario, or executed manually (for testing purposes). In most cases, Microsoft Outlook or PDF.co will be your first step. To do this, click "Choose an app," find Microsoft Outlook or PDF.co, and select the appropriate trigger to start the scenario.

Add the Microsoft Outlook Node
Select the Microsoft Outlook node from the app selection panel on the right.

Microsoft Outlook
Configure the Microsoft Outlook
Click on the Microsoft Outlook node to configure it. You can modify the Microsoft Outlook URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the PDF.co Node
Next, click the plus (+) icon on the Microsoft Outlook node, select PDF.co from the list of available apps, and choose the action you need from the list of nodes within PDF.co.

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Authenticate PDF.co
Now, click the PDF.co node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your PDF.co settings. Authentication allows you to use PDF.co through Latenode.
Configure the Microsoft Outlook and PDF.co Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the Microsoft Outlook and PDF.co Integration
Use various Latenode nodes to transform data and enhance your integration:
- Branching: Create multiple branches within the scenario to handle complex logic.
- Merging: Combine different node branches into one, passing data through it.
- Plug n Play Nodes: Use nodes that don’t require account credentials.
- Ask AI: Use the GPT-powered option to add AI capabilities to any node.
- Wait: Set waiting times, either for intervals or until specific dates.
- Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
- Iteration: Process arrays of data when needed.
- Code: Write custom code or ask our AI assistant to do it for you.

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Trigger on Webhook
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Save and Activate the Scenario
After configuring Microsoft Outlook, PDF.co, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.
Test the Scenario
Run the scenario by clicking “Run once” and triggering an event to check if the Microsoft Outlook and PDF.co integration works as expected. Depending on your setup, data should flow between Microsoft Outlook and PDF.co (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect Microsoft Outlook and PDF.co
Microsoft Outlook + PDF.co + Google Drive: Automatically archive important Outlook emails as searchable PDFs in a specific Google Drive folder. When a new message arrives in Outlook, download its attachments, convert them to PDF using PDF.co, and upload the converted PDF to a specified folder in Google Drive.
Microsoft Outlook + PDF.co + Zoho CRM: Extract data from invoices received via Outlook, populate Zoho CRM, and send email confirmations. When a new message arrives in Outlook, extract data from invoice attachments using PDF.co's AI Invoice Parser, update Zoho CRM, and send a confirmation email.
Microsoft Outlook and PDF.co integration alternatives
About Microsoft Outlook
Automate email tasks with Microsoft Outlook in Latenode. Send personalized emails, track replies, or create calendar events based on triggers from other apps. Latenode lets you integrate Outlook with your CRM, database, or other tools in visual workflows. Manage email flow without manual work, customize it with code, and scale it on demand.
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About PDF.co
Need to automate PDF tasks? Use PDF.co in Latenode to parse data, convert formats, and add signatures. Automate document processing workflows without code. Latenode’s visual editor and affordable pricing make it easy to build scalable solutions for invoices, reports, and more. Bypass manual work and centralize document automation.
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See how Latenode works
FAQ Microsoft Outlook and PDF.co
How can I connect my Microsoft Outlook account to PDF.co using Latenode?
To connect your Microsoft Outlook account to PDF.co on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Microsoft Outlook and click on "Connect".
- Authenticate your Microsoft Outlook and PDF.co accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically save email attachments as PDF?
Yes, you can! Latenode simplifies this. Automatically save attachments from Microsoft Outlook to PDF.co, converting and archiving them. Leverage no-code blocks or JavaScript for advanced file handling and efficient data management.
What types of tasks can I perform by integrating Microsoft Outlook with PDF.co?
Integrating Microsoft Outlook with PDF.co allows you to perform various tasks, including:
- Automatically converting email attachments to PDF format.
- Parsing data from PDF attachments and adding to Outlook contacts.
- Generating personalized PDF documents from new emails received.
- Watermarking PDF documents attached to outgoing emails.
- Extracting text from PDFs for sentiment analysis using AI in Latenode.
Can I filter emails based on sender before processing PDFs?
Yes, you can filter emails in Latenode using sender, subject, or other criteria before processing PDF attachments. This ensures precise automation.
Are there any limitations to the Microsoft Outlook and PDF.co integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Large PDF files may take longer to process, depending on your PDF.co plan.
- The number of emails processed is subject to Microsoft Outlook API limits.
- Complex PDF layouts may require custom JavaScript for accurate data extraction.