Create a custom workflow

Every automation starts with a trigger and an action. Select one from each app to generate a workflow tailored to your needs.

Microsoft 365 Email (Outlook)
Trigger: Watch Emails
DocuPotion
Action: Select an action
1. Select a trigger
  • Triggers when a new email is sent or received.

  • Triggers when a new email is sent or received.

2. Select an action
  • Create a document from a DocuPotion template

  • Perform an authenticated HTTP request against the DocuPotion API. Use this for endpoints not covered by a dedicated module, or for advanced scenarios.

Select a trigger and an action

Create workflow (opens in a new tab)