Skip to main content
Question

Change Phases via Email only


Show first post

29 replies

Forum|alt.badge.img+4
  • Author
  • New Member
  • 66 replies
  • June 13, 2024

Yes I approved and submitted


Forum|alt.badge.img+4
  • Author
  • New Member
  • 66 replies
  • June 16, 2024

Thank you @thassia for comprehensively helping me build the automation.  Much appreciated!!!!


thassia
Forum|alt.badge.img+3
  • Brainy
  • 55 replies
  • June 17, 2024
TMZ wrote:

Thank you @thassia for comprehensively helping me build the automation.  Much appreciated!!!!

I’m glad to help ðŸ˜Š


  • New Member
  • 15 replies
  • December 23, 2024
Ezequiel Souza wrote:

Hi TMZ 

I was talking about Pipefy IA. In this case Copilot for Microsoft 365 can’t do nothing.

When the Pipefy received an email, you must check the answer, that could be approved or not approved physiotherapy marketing agency.

The Pipefy check this and you automation will run accordingly with your rules. @thassia suggest you to consider use other integrations tools like Workato. I think that could be helpful.

Good luck.

It depends on the platform you're using. Some project management systems support email integrations that allow phase changes via email responses. If your system has this feature, the email can include options to approve or reject, and the system will automatically move the card to the next phase. You may need to check with your platform's support or documentation to confirm if this feature is available and how to set it up.


Cookie policy

We use cookies to enhance and personalize your experience. If you accept you agree to our full cookie policy. Learn more about our cookies.

 
Cookie settings