Pipefy

Pipefy for Workflows: Streamline Your Process Management

Pipefy for Workflows offers a powerful way to automate and enhance your process management. Whether you’re managing tasks, organizing data, or tracking progress, Pipefy seamlessly integrates into your workflows to save time and boost productivity.

Available Actions

• Get Organization By Name: Quickly retrieve an organization’s details using its name.

• Get Organization: Access information about a specific organization by ID.

• Create Organization: Add a new organization to your Pipefy setup.

• Update Organization: Modify details of an existing organization to keep data accurate.

• Delete Organization: Remove an organization from your Pipefy account.

• Create Table: Build a new table to organize and store structured data.

• Update Table: Edit existing tables to adapt to evolving business needs.

• Get Table: Retrieve information about specific tables in your workspace.

• Delete Table: Remove tables that are no longer needed.

• Create Table Record: Add new records to your tables for better data management.

• Update Table Record: Modify table records to ensure information is up-to-date.

• Get Table Record: Fetch specific records from your Pipefy tables.

• Delete Table Record: Remove table records that are outdated or irrelevant.

• Get a Pipe: Retrieve details of a specific Pipe to manage workflows.

• Get a Phase: Access information about a specific phase within a Pipe.

• Get a Card: Fetch details of a specific card for tracking and updates.

• Update a Card: Edit card details to reflect changes or progress.

• Delete a Card: Remove cards that are no longer required.

• Update a Card Field: Modify the values of specific card fields to keep your data accurate.

Available Triggers

• Card Created: Trigger workflows when a new card is created in Pipefy.

• Card Field Updated: Automatically initiate actions when card fields are updated.

• Card Moved: Trigger events when cards are moved between phases in a Pipe.

• Card Deleted: Start workflows when a card is removed.

• Card Comment Created: Trigger workflows when a comment is added to a card.

• Card Done: Automatically initiate actions when a card is marked as done.

• Card Email Received: Trigger workflows when an email is received on a card.

• Card Overdue: Start actions when a card becomes overdue.

• Card Late: Trigger workflows when a card is marked as late.

Support and Training Resources

• Step-by-Step Tutorials: Explore detailed guides to help you set up and automate workflows, from creating organizations to managing card updates.

• Expert Video Tutorials: Learn advanced Pipefy features like table management, card triggers, and data updates with video walkthroughs.

• Comprehensive Knowledge Base: Access FAQs, best practices, and troubleshooting guides for seamless process management.

• 24/7 Support: Get real-time assistance from our dedicated support team anytime you need help.

Why Choose Pipefy for Workflows?

• Streamline Operations: Automate task management, card updates, and data organization to optimize your processes.

• Gain Real-Time Insights: Leverage triggers to monitor progress, track overdue tasks, and stay ahead of deadlines.

• Enhance Collaboration: Keep your team aligned with real-time updates and seamless process tracking.

Transform Your Workflow Efficiency

With Pipefy for Workflows, you’re not just managing tasks—you’re driving success. Install now to automate processes, centralize your data, and unlock your team’s full potential.