How to create new Fibery entities from new Outlook emails

In this how-to guide

How to create new Fibery entities from new Outlook emails
1. Create your playbook and set the Outlook trigger as "Email received"
2. Add the "Create entity" in Fibery automation
3. Activate your Relay.app playbook
Learn more about integrating with Outlook Mail and Fibery
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Relay.app is an automation tool that lets you automate actions across Outlook Mail, Fibery, and many other apps. In this guide, we'll show you how to automatically run the “create entity” action in Fibery for each email received in Outlook Mail using Relay.app.

Try it in Relay.app

Outlook Mail > Fibery

Trigger

Last triggered

Email received

Create entity

Create your playbook and set the Outlook trigger as "Email received"

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 "Email received" under Outlook. Then, select also trigger for incoming replies. This will allow your playbook to automatically detect the newly received email in Outlook and initiate necessary actions.

If this is your first time using a Outlook integration in Relay.app, a prompt will guide you through the connection process.

Add the "Create entity" in Fibery automation

Integrate the Fibery automation into your playbook to ensure the prompt creation of a new specific entity for each new specific email received in Outlook.

Click the "Add step" button, then locate the "Create entity" automation for Fibery and input the mandatory and relevant details.

If your Fibery 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 Fibery account.

Activate your Relay.app playbook

Activating your playbook is the final step to automate the creation of a new specific entity in Fibery. Once turned on, it will respond to each new specific email received in Outlook by creating a new entity in Fibery 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.