Microsoft Outlook integration with PeerBie
How to Create PeerBie tasks from new Microsoft Outlook emails
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Create PeerBie tasks from new Microsoft Outlook emails" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate PeerBie integrations
PeerBie actions
Nekton can use any feature that is available in PeerBie API.
Using our advanced AI, you can easily create custom automations for PeerBie.
Here are some typical actions you can do in your automated workflows.
Create Event
Create an event in Peerbie Application
Create Post
Create Post to Your Peerbie network
Create Customer
Creates a Customer in Peerbie Account
Create Issue
Create an Issue in your Peerbie account
Create Task
Create a Task in a Team in your Peerbie account
New Customer
Triggers when a new customer is created
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