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Automatically create Pipefy cards from new Microsoft Outlook emails, or update cards with email content. Latenode offers flexible, affordable automation, including custom logic with JavaScript when no-code isn't enough, and execution-based pricing.
Connect Microsoft Outlook and Pipefy in minutes with Latenode.
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Create a New Scenario to Connect Microsoft Outlook and Pipefy
In the workspace, click the βCreate New Scenarioβ button.
Add the First Step
Add the first node β 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 Pipefy will be your first step. To do this, click "Choose an app," find Microsoft Outlook or Pipefy, 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 Pipefy Node
Next, click the plus (+) icon on the Microsoft Outlook node, select Pipefy from the list of available apps, and choose the action you need from the list of nodes within Pipefy.
Microsoft Outlook
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Pipefy
Authenticate Pipefy
Now, click the Pipefy node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Pipefy settings. Authentication allows you to use Pipefy through Latenode.
Configure the Microsoft Outlook and Pipefy 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 Pipefy Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
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AI Anthropic Claude 3
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Pipefy
Trigger on Webhook
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Microsoft Outlook
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring Microsoft Outlook, Pipefy, and any additional nodes, donβt 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 βRun onceβ and triggering an event to check if the Microsoft Outlook and Pipefy integration works as expected. Depending on your setup, data should flow between Microsoft Outlook and Pipefy (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Microsoft Outlook + Pipefy + Microsoft Teams: When a new email arrives in Microsoft Outlook, a new card is created in Pipefy to track the request. Subsequently, a notification is sent to a designated Microsoft Teams channel to alert the team.
Pipefy + Microsoft Outlook + Google Calendar: When a card is marked as 'done' in Pipefy, a summary email is sent via Microsoft Outlook. Additionally, a follow-up reminder is created in Google Calendar to ensure timely action.
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 Pipefy
Orchestrate Pipefy process management inside Latenode for end-to-end automation. Trigger flows on card changes, create new cards from external data, and sync Pipefy data with other apps. Bypass manual updates and build complex workflows using visual tools, code, or AI β without step limits or vendor lock-in.
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How can I connect my Microsoft Outlook account to Pipefy using Latenode?
To connect your Microsoft Outlook account to Pipefy on Latenode, follow these steps:
Can I automatically create Pipefy cards from new Microsoft Outlook emails?
Yes, you can! Latenode's flexible automation allows you to parse email content and map it to Pipefy card fields, streamlining your workflow from email to project management.
What types of tasks can I perform by integrating Microsoft Outlook with Pipefy?
Integrating Microsoft Outlook with Pipefy allows you to perform various tasks, including:
Can I use JavaScript code inside my Microsoft Outlook + Pipefy workflows?
Yes! Latenode allows you to use JavaScript code to manipulate data between Microsoft Outlook and Pipefy, extending the integration's capabilities.
Are there any limitations to the Microsoft Outlook and Pipefy integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: