Hi Pipefy Community,
This week we will share with you the Pipefy integration with Microsoft Teams.
This recipe is to send an approval to be made via Teams message. For the integration to work, we need two recipes: one to send the approval message and another to collect the response to bring to Pipefy. The recipes contain the following steps:
Trigger - When a card is updated/moved in Pipefy
1st Action - get card details
2nd Action - Search Team user
3rd Action - Send message in teams
Trigger - When aproving/reproving button is pressed in Teams
1st Action - Analyze whether it is approved/repproved
2nd Action - Update answer on Pipefy
Most common use case: Processes that need approval: Purchasing, approval of any financial or legal process, etc.
There are more than 40 recipes shared in English on the Workato Community. Every week we will post a new integration here in the community and we will be able to use this space to exchange information regarding this topic. See ya next week!