Connect Microsoft Teams to Pipefy
Automate workflows between Microsoft Teams and Pipefy. No coding required.
The most-used recipe
Microsoft Teams
Communication
DeskFerry agent
Create item when new message received
Runs on its own
Pipefy
Productivity
Popular workflows
What you can automate between Microsoft Teams and Pipefy
These are the most popular automations teams set up between Microsoft Teams and Pipefy. Each one runs automatically once activated — no manual steps.
Create item when new message received
Add a new task, page, or item automatically when a new message arrives in a channel.
Send message when new item created
Post a message to a channel automatically when a new task, page, or item is created.
Sync Microsoft Teams changes to Pipefy
Keep Pipefy updated when someone mentions you or your team.
Get Microsoft Teams alerts for Pipefy
Never miss important Pipefy updates with instant Microsoft Teams notifications.
How data flows
What syncs between Microsoft Teams and Pipefy
Key messages and action items from Microsoft Teams automatically create tasks or pages in Pipefy. Turn conversations into trackable work items.
Data from Microsoft Teams
- Messages
- Channel posts
- Mentions
- Thread replies
- File attachments
Data from Pipefy
- Tasks
- Pages / documents
- Database items
- Status updates
- Assignees
Step-by-step guide
How to connect Microsoft Teams to Pipefy
Follow these steps to set up your integration. The entire process takes under 5 minutes.
What you'll need
- An active Microsoft Teams account with permission to install apps
- An active Pipefy account
- A free DeskFerry account (sign up takes 30 seconds)
- Step 01
Create your DeskFerry account
Sign up at deskferry.app — it takes 30 seconds and starts a 7-day free trial. You'll land on the dashboard where you can create your first workflow.
- Step 02
Authenticate Microsoft Teams
Click "Add Connection" and select Microsoft Teams from the app directory. You'll be redirected to Microsoft Teams's authorization page. Grant DeskFerry permission to read and post messages in your selected channels. You control which channels the integration can access.
- Step 03
Authenticate Pipefy
Same process for Pipefy. Click "Add Connection," select Pipefy, and authorize access. Grant DeskFerry access to your workspaces, databases, pages, and tasks. You select which workspaces the integration can read and write to.
- Step 04
Choose your trigger
Select what event starts the workflow. For this integration, popular triggers include: new message received in microsoft teams or new item created in pipefy. The trigger fires automatically whenever that event happens — no manual intervention.
- Step 05
Configure the action
Define what happens when the trigger fires. For example: create item in pipefy. Map the data fields between Microsoft Teams and Pipefy so the right information lands in the right place.
- Step 06
Test and activate
Run a test to confirm data flows correctly between Microsoft Teams and Pipefy. Check that the fields map as expected, then toggle the workflow on. It runs 24/7 from here — DeskFerry handles retries, error logging, and monitoring automatically.
Benefits
Why connect Microsoft Teams and Pipefy?
Conversations in Microsoft Teams create work. Tasks in Pipefy generate updates. Without automation, your team wastes time relaying information between the two. Connect them and let context flow automatically.
Tips
Tips for your Microsoft Teams + Pipefy integration
Get more out of this integration with these best practices.
Use cases
Who uses the Microsoft Teams + Pipefy integration?
Teams across industries connect Microsoft Teams and Pipefy to streamline their workflows.
Team leads managing multiple channels who rely on Pipefy for productivity
Project management offices who need real-time data from Microsoft Teams
Remote teams and project management offices collaborating across tools
FAQ
Frequently asked questions
How do I connect Microsoft Teams to Pipefy?
Sign up for a free DeskFerry account, then click "Add Connection" to authenticate both Microsoft Teams and Pipefy via OAuth. Choose a workflow template — like syncing communication events to productivity actions — customize the field mapping, and activate. The entire setup takes under 5 minutes.
What can I automate between Microsoft Teams and Pipefy?
Popular automations include: create Pipefy tasks from Microsoft Teams messages, post Pipefy deadline reminders to Microsoft Teams channels, update Pipefy item statuses when Microsoft Teams reactions are added, and archive completed Pipefy tasks in Microsoft Teams threads. You can also trigger custom workflows from specific Microsoft Teams keywords.
Is the Microsoft Teams and Pipefy integration free?
DeskFerry's 7-day free trial is enough to prove the workflow out. If your Microsoft Teams-to-Pipefy workflows need more volume, paid plans start at $49/month with unlimited workflows and priority execution.
Is my Microsoft Teams data secure when connected to Pipefy?
Yes. DeskFerry uses OAuth 2.0 for authentication — we never store your Microsoft Teams or Pipefy passwords. All data is encrypted in transit (TLS 1.3) and at rest (AES-256). Your communication data is only accessed when a workflow runs, and you can revoke access at any time from your DeskFerry dashboard.
Can I sync data both ways between Microsoft Teams and Pipefy?
Yes. You can set up workflows that trigger from either Microsoft Teams or Pipefy. For example, create a workflow where Microsoft Teams events update Pipefy, and a separate one where Pipefy changes sync back to Microsoft Teams. Each direction is configured independently so you have full control.
Do I need technical skills to connect Microsoft Teams and Pipefy?
No coding is required. DeskFerry's builder is prompt-based: you describe the trigger and what should happen in plain English, and the agent handles the field mapping. If you can use Microsoft Teams and Pipefy, you can set up the integration. Most users are running their first workflow within 10 minutes.
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Explore other popular connections with Microsoft Teams and Pipefy.
Automate Microsoft Teams + Pipefy
7-day free trial. Works with the tools you already use.