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Pipefy Integration

Pipefy is a workflow automation and management platform that helps businesses streamline their processes and improve productivity. Its purpose is to provide a visual and collaborative solution for managing complex workflows and tasks. Pipefy offers various automation features, such as process templates, task assignments, and email notifications, which help automate repetitive tasks and ensure that processes move smoothly from one stage to another. This automation is particularly valuable for professionals in various job roles, including project managers, HR professionals, and customer support teams, as it automates tasks like task allocation, approval processes, and task follow-ups, ultimately enhancing efficiency and reducing manual efforts. With Pipefy's automation capabilities, users can easily design and automate their workflows, allowing them to focus on higher-level tasks and make data-driven decisions for better business outcomes.

Triggers

Trigger components allow you to start an automation flow when an event happens in the app.

Card Created

Emits an event for each new card created in a Pipe.

Card Done

Emits an event each time a card is moved to Done a Pipe.

Actions

Action components allow you to perform operations on the app.

Create Card

Create a new Card in a Pipe. See the docs here

Create Pipe

Creates a pipe. See the docs here

Create Table Record

Creates a new table record. See the docs here

Delete Card

Deletes a card. See the docs here

Get All Cards

Fetches all cards in a pipe. See the docs here

Get Table Records

Fetches all records in a table. See the docs here

Look up Card by ID

Looks up a card by its ID. See the docs here

Look Up Phase By Id

Looks up a phase by its ID. See the docs here

Update Card Field

Updates a Card Field in a Pipe. See the docs here

Update Card

Updates an existing card. See the docs here

Update Table Record

Updates a table record. See the docs here

How to Integrate Pipefy?

For Pipefy integration with Monkedo and to build seamless no-code workflow automations, follow these simple steps:

  1. Log in to your Monkedo account.
  2. Navigate to the Automation section and click on "Create Automation."
  3. In the left sidebar, you’ll find various component categories such as Triggers, Actions, Flow Control, Data Actions, and Browser Actions.
  4. Select Actions or Triggers, then use the search bar to find Pipefy.
  5. Drag and drop the Pipefy component into the editor area.
  6. Click on the component to view its settings in the right-hand panel.
  7. Hit the Connect button and follow the prompts to authorize Monkedo to access your Pipefy account.

Once connected, you can begin customizing your automation by filling in the required fields and adding additional app components. Link outputs to inputs between components to define a smooth and logical workflow. Need assistance? Watch our quick tutorial video here to get started faster!