📑 Integration Pipefy -> Microsoft Teams (Approving through Teams)

  • 6 February 2023
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📑 Integration Pipefy -> Microsoft Teams (Approving through Teams)
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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:

1st Recipe
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

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2nd Recipe:

Trigger - When aproving/reproving button is pressed in Teams

 

1st Action - Analyze whether it is approved/repproved

2nd Action - Update answer on Pipefy

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Most common use case: Processes that need approval: Purchasing, approval of any financial or legal process, etc.

 

Click here to access the first recipe in our library. You can clone it to your organization and follow the step-by-step configuration provided in this video.

 

Click here to access the second recipe. You can clone it to your organization and follow the step-by-step configuration provided in this video.


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!


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