- How to automatically send an Outlook email for each new entity added in Fibery
- 1. Create your playbook and set the Fibery trigger as "Entity created"
- 2. Add the "Send email" in Outlook automation
- 3. Activate your Relay.app playbook
- Learn more about integrating with Outlook Mail and Fibery
- Related blog posts
- More how-to guides featuring Outlook Mail and Fibery
How to automatically send an Outlook email for each new entity added in Fibery
Create your playbook and set the Fibery trigger as "Entity created"
After creating your playbook, you can proceed to add your trigger. The trigger detects changes in your connected apps and responds to your playbook.
To setup this playbook, click "Add trigger" and then select "Entity created" under Fibery. Then, select the type. This will allow your playbook to automatically detect the new entity created in Fibery and initiate necessary actions.
If this is your first time using a Fibery integration in Relay.app, a prompt will guide you through the connection process.
Add the "Send email" in Outlook automation
Integrate the Outlook automation into your playbook to ensure the prompt sending of an email via Outlook whenever a new entity is created in Fibery.
Click the "Add step" button, then locate the "Send email" automation for Outlook and input the mandatory and relevant details.
If your Outlook account isn't already connected to Relay.app, you will be prompted to complete that connection. Make sure to allow the necessary permissions for Relay.app to sync with your Outlook account.
Activate your Relay.app playbook
Activating your playbook is the final step to automate the sending of an email via Outlook. Once turned on, it will respond whenever a new entity is created in Fibery by sending an email via Outlook without manual intervention.
To enable your playbook, click the toggle button located in the header. It is advisable to perform a test run of your playbook beforehand to ensure all steps work seamlessly together and reminders are being sent correctly.