Pipefy and Salesflare
Easily organize and run all your processes online.
How to connect Pipefy
- Via Zapier — 17 operations available. Set it up ↗
- Via Make — 23 modules available. Set it up ↗
What you can automate
- When updated Card Field in Pipefy, create task in Salesflare.
- When new Card in Pipefy, create task in Salesflare.
- When new Task in Salesflare, create Card in Pipefy.
About Pipefy
The easy button for processes and workflows Easily organize and run all your processes in one place, leaving the inefficient patchwork of apps, forms, spreadsheets and e-mail threads forever in the past
Pipefy operations on Zapier
Triggers (9)
Start a workflow when this happens
- Done Card — Triggers when a card is done.
- Expired Card — Triggers when a card is expired.
- Late Card — Triggers when a card is late.
- Moved Card — Triggers when a card is moved.
- New Card — Triggers when a new card is created.
Show 4 more triggers
- New Database Record — Triggers when a new record is created.
- Overdue Card — Triggers when a card is overdue.
- Updated Card Field — Triggers when a card field is updated.
- Updated Record Field — Triggers when a record field is updated.
Actions (6)
Things Salesflare can make it do
- API Request (Beta) — This is an advanced action which makes a raw HTTP request that includes this integration's authentication.
- Create Card — Creates a new card.
- Create Record — Creates a new table record.
- Find or Create Card — Finds a card by Title.
- Move Card — Move a card.
Show 1 more actions
- Update Card Field — Update a card field value.
Searches (2)
Look up existing records
- Find Card — Finds a card by Title.
- Find Database Records — Find a database records by title.
Pipefy operations on Make
Triggers (7)
Start a workflow when this happens
- Watch Card Field Update — Trigger when a card field updated.
- Watch Done Cards — Triggers when a card is marked as done.
- Watch Expired Cards — Triggers when a card expires.
- Watch Late Cards — Triggers when a card gets late.
- Watch Moved Cards — Triggers when a card in a particular pipe is moved.
Show 2 more triggers
- Watch New Cards — Triggers when a new card is created.
- Watch Overdue Cards — Triggers when a card gets overdue.
Actions (13)
Things Salesflare can make it do
- Create a Card — Creates a new card.
- Create a Table — Creates a new table.
- Create a Table Record — Creates a new table record.
- Delete a Card — Deletes a card.
- Delete a Table Record — Deletes a table record.
Show 8 more actions
- Execute a GraphQL Query — Performs an arbitrary authorized GraphQL query.
- Get a Card Info — Gets card details.
- Get a Table Record — Gets a table record.
- Make an API Call — Performs an arbitrary authorized API call.
- Move a Card to Phase — Moves a card to another phase.
- Update a Card — Updates a card.
- Update a Card Field — Updates a card field.
- Update a Table Record — Updates a table record.
Searches (3)
Look up existing records
- Get a Phase — Returns phase details.
- List Cards — Lists cards
- List Table Records — Lists table records.
Screenshots
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