Microsoft Office 365 + Pipefy Integration

Integrate Microsoft Office 365 to Pipefy in one click, or tell Integrately AI how you want each contact handled. Create cards, update fields, notify your team, and trigger follow-ups automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Microsoft Office 365
    Email is received in Microsoft Office 365
  • Microsoft Office 365
    Calendar event is ended in Microsoft Office 365
  • Microsoft Office 365
    Calendar event is about to start in Microsoft Office 365
  • Microsoft Office 365
    Email is created in Microsoft Office 365
  • Microsoft Office 365
    Calendar event is created in Microsoft Office 365
  • Microsoft Office 365
    Calendar event is started in Microsoft Office 365
  • Microsoft Office 365
    Calendar event is updated in Microsoft Office 365
  • Microsoft Office 365
    Contact is created in Microsoft Office 365
  • Microsoft Office 365
    Contact is updated in Microsoft Office 365
  • Pipefy
    Card is created in Pipefy Instant
  • Pipefy
    Card is moved in Pipefy Instant
  • Pipefy
    Card field is updated in Pipefy Instant
  • Pipefy
    Card is completed in Pipefy Instant
  • Pipefy
    Card gets late in Pipefy Instant
  • Pipefy
    Card is expired in Pipefy Instant
  • Pipefy
    Card becomes overdue in Pipefy Instant
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2.
  • Microsoft Office 365
    Retrieve Event Attachment in Microsoft Office 365
  • Microsoft Office 365
    Retrieve Message Attachment in Microsoft Office 365
  • Microsoft Office 365
    Send email in Microsoft Office 365
  • Microsoft Office 365
    Create draft email in Microsoft Office 365
  • Microsoft Office 365
    Create event in Microsoft Office 365
  • Microsoft Office 365
    Create contact in Microsoft Office 365
  • Microsoft Office 365
    Update contact in Microsoft Office 365
  • Microsoft Office 365
    Search contact in Microsoft Office 365
  • Pipefy
    Update card field in Pipefy
  • Pipefy
    Create card in Pipefy
  • Pipefy
    Search card in Pipefy

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Ready Workflows Ready Workflows for Microsoft Office 365 + Pipefy Integration

Capture contacts, organise workflow cards, keep processes updated, alert your team, and send follow-ups, all in just one click.

Most popular automationsmost-popular-automations
Microsoft Office 365 + Pipefy Integration

Create Pipefy card for new Microsoft Office 365 message

message can be a great way to keep organized and on top of your tasks, but it can also be difficult to keep track of all the messages you receive. Also what do you do when you receive a message that requires a card to be created?

Simple. Use this Microsoft Office 365 and Pipefy automation to create a card in Pipefy for the task so that it is easily trackable and doesn't get lost in your inbox. Set up this process so that you can start getting organized with your tasks today.
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Microsoft Office 365 + Pipefy Integration

Create Pipefy card for new Microsoft Office 365 event

If you're a busy person, then you know that time is precious. That's why so many people are using online calendars and to-do list tools to help them stay organized.

If you're already using Microsoft Office 365 and Pipefy, then this automation is for you. It helps you connect the two tools so that event added to your Microsoft Office 365 account automatically create card in Pipefy.

So whether you're planning a meeting or just tracking tasks, this Microsoft Office 365 - Pipefy integration can make your life a little bit easier. You'll have a handy reference for all your upcoming events right on your Pipefy board.
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Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Microsoft Office 365 + Pipefy flow

Bring messaging, task management, storage, email, CRM, and video meetings into your workflows once contacts and cards are processed. Pick a combination and activate it in one click.

Microsoft Office 365
Pipefy
+
SlackSlack (4)
+
AsanaAsana (3)
+
Google DriveGoogle Drive (3)
+
GmailGmail (3)
+
HubSpotHubSpot (3)
+
ZoomZoom (3)
M
P
S
Create a Pipefy card for every new Microsoft Office 365 contact, and notify your sales team in Slack
New Microsoft Office 365 contacts immediately generate a Pipefy card while Slack alerts your team, eliminating manual data entry.
P
M
S
When a Pipefy card moves to a new stage, update the Microsoft Office 365 contact and post the update in Slack
Card stage changes in Pipefy update your Microsoft Office 365 contacts and notify your team in Slack automatically.
M
P
S
When an email is received in Microsoft Office 365, update the Pipefy card field and alert your team on Slack
Incoming emails update your Pipefy card fields and notify your team in Slack so nothing gets missed.
M
C
P
S
Use Claude to summarise every new Microsoft Office 365 email, create a Pipefy card, and notify your team in Slack
Claude generates a concise summary of incoming Microsoft Office 365 emails, creates a Pipefy card, and alerts Slack.

Supported triggers and actions for Microsoft Office 365 and Pipefy

Mix and match to build the exact automation you need

Microsoft Office 365
Microsoft Office 365 Triggers & Actions
Email is received in Microsoft Office 365
Triggers the automation when an email is received
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Calendar event is ended in Microsoft Office 365
Triggers the automation when a new event is ended in a calendar
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Calendar event is about to start in Microsoft Office 365
Triggers the automation when event is about to start
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Email is created in Microsoft Office 365
Triggers the automation when a new email is created
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Calendar event is created in Microsoft Office 365
Triggers the automation when a new event is created in a calendar
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Calendar event is started in Microsoft Office 365
Triggers the automation when a new event is created in a calendar
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Calendar event is updated in Microsoft Office 365
Triggers the automation when a calendar event is updated
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Contact is created in Microsoft Office 365
Triggers the automation when a new contact is created
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Contact is updated in Microsoft Office 365
Triggers the automation when a contact is updated
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Retrieve Event Attachment in Microsoft Office 365
Retrieves an attachment from an event by its ID.
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Retrieve Message Attachment in Microsoft Office 365
Retrieves an attachment from a message by its ID.
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Send email in Microsoft Office 365
Sends an email to a recipient
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Create draft email in Microsoft Office 365
Adds a new contact to the contact list
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Create event in Microsoft Office 365
Adds a new contact to the contact list
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Create contact in Microsoft Office 365
Adds a new contact to the database
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Update contact in Microsoft Office 365
Updates contact information with new details
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Search contact in Microsoft Office 365
Finds and retrieves contact information
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Pipefy
Pipefy Triggers & Actions
Instant
Card is created in Pipefy
Triggers the automation when a card is archived
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Instant
Card is moved in Pipefy
Triggers the automation when a card is moved in the workflow
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Instant
Card field is updated in Pipefy
Triggers the automation when a card field is updated
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Instant
Card is completed in Pipefy
Triggers the automation when a card is marked as completed
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Instant
Card gets late in Pipefy
Triggers the automation when a card gets late
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Instant
Card is expired in Pipefy
Triggers the automation when a card expires
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Instant
Card becomes overdue in Pipefy
Triggers the automation when a card is past its due date
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Update card field in Pipefy
Updates fields on a card with new information
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Create card in Pipefy
Generates a new card for a task
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Search card in Pipefy
Searches for a card
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What can you automate with Microsoft Office 365 + Pipefy?

Connect your email, calendar, and contacts to your workflow management system to run operations seamlessly.

What you can automate?
🔄
Create Pipefy cards from new contacts
Automatically generate a new Pipefy workflow card whenever a contact is created in Microsoft Office 365. Eliminate manual transcription and start processing requests immediately.
📋
Capture every submitted contact detail
Map all available Microsoft Office 365 contact fields into corresponding Pipefy card attributes. Your boards receive complete information for every intake.
🔔
Notify your team instantly
Send alerts to team members the moment an important email is received or a calendar event is updated in Microsoft Office 365.
🔀
Route cards based on custom fields
Perform different actions in Pipefy depending on specific attributes submitted in your Microsoft Office 365 emails or contact forms.
🔄
Keep records updated in real time
Synchronize status changes bidirectionally between Microsoft Office 365 contacts and Pipefy cards to maintain accurate records across systems.
🔍
Search and update existing records
Automatically check for existing entries before creating new cards or contacts, preventing duplicate records in your database.
⏱️
Handle later status and due dates
Manage overdue cards, expiration dates, and completed workflows by triggering automated follow-up actions in Microsoft Office 365.
🔗
Extend your workflow to Slack
Connect Microsoft Office 365 and Pipefy to Slack so your team receives automated notifications and updates for every workflow milestone.
And much more...

Who is Microsoft Office 365 + Pipefy integration for?

Operations teams, project managers, and client success leads connect Microsoft Office 365 and Pipefy to eliminate manual data entry and streamline daily processes.

Operations Managers
Operations Managers
Client Success Leads
Client Success Leads
Account Executives
Account Executives
Project Coordinators
Project Coordinators
Support Specialists
Support Specialists
Business Analysts
Business Analysts
📈
Operations Managers
You're reviewing operational metrics across multiple systems but your tracking boards only update when someone manually copies details from emails, so your stage counts are always outdated — with this integration, every new Microsoft Office 365 contact populates your Pipefy board instantly and your data stays accurate.
Client Success Leads
You need to respond immediately when a new client inquiry arrives, but incoming messages sit in Microsoft Office 365 until someone notices them and creates a task — with this integration, every received email creates a Pipefy card instantly so your team can take action without delay.
🤝
Account Executives
You answer to clients who want immediate progress updates on their onboarding tickets, but checking status across disconnected tools takes too long — with this integration, every card movement in Pipefy updates your contact records and keeps your workflow transparent.
📊
Project Coordinators
The volume of incoming client requests is too high for anyone to keep up by hand, leading to missed follow-ups and scattered records — with this integration, every contact and email from Microsoft Office 365 flows directly into your Pipefy boards without manual intervention.
🔄
Support Specialists
You own the resolution step and depend on sales to hand over client details correctly, but crucial information often gets lost in transition — with this integration, every form submission and contact created in Microsoft Office 365 populates your Pipefy queue with complete accuracy.
📋
Business Analysts
You need a reliable history of operational events to audit team performance, but manual logging leaves constant gaps in your database — with this integration, every card movement and email interaction is recorded automatically across both platforms.
Our team

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Why choose Integrately to automate Microsoft Office 365 + Pipefy

Build and manage your Microsoft Office 365 + Pipefy automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Microsoft Office 365 + Pipefy with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
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2
Connect Accounts
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Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Microsoft Office 365 to Pipefy?
Frequently Asked Questions
You can connect Microsoft Office 365 to Pipefy instantly using ready templates or Integrately AI. Select a workflow, link your accounts, and sync data across apps like Slack, Asana, and Google Drive with 1-click setup.
Can I automatically create Pipefy cards from Microsoft Office 365 contacts?
Frequently Asked Questions
Can I connect Microsoft Office 365, Pipefy, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Microsoft Office 365 and Pipefy?
Frequently Asked Questions
How does Microsoft Office 365 handle contact creation triggers here?
Frequently Asked Questions
How does Pipefy handle card creation and updates in these workflows?
Frequently Asked Questions
Do I need coding skills to automate Microsoft Office 365 and Pipefy?
Frequently Asked Questions
Is the Microsoft Office 365 and Pipefy integration free?
Frequently Asked Questions
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You Can Also Connect Microsoft Office 365 or Pipefy With 1500+ Other Apps

Microsoft Office 365
Popular Microsoft Office 365 Integrations
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