Automate Meets with Pipefy
Unlock the superpowers of Meets + Pipefy and automate your tasks without having to write a single line of code.
Meets and Pipefy
your way
Check out the available triggers and actions in the automation of apps Meets + Pipefy
Won opportunity
For each conquered opportunity on MeetsHow it works:
Whenever something happens on the source app
All happening in a single automation! ✨
Won opportunity
For each conquered opportunity on MeetsTrigger
Opportunity ID
Opportunity status
Opportunity registration date
Description of the opportunity
Opportunity stage ID
Opportunity stage
Opportunity Pipeline ID
Opportunity pipeline
User ID responsible for the opportunity
Name of the user responsible for the opportunity
Reason for missing the opportunity
Opportunity loss reason ID
Total amount
Customer ID
Customer's area of activity
Customer origin
Address neighborhood
Customer cell phone
Address: Zip Code
Address: City
Customer name
Company CNPJ
Customer CPF
Customer email
Customer phone
Customer Address
Address: Number
Full address
Kind of person
Address: UF
Created opportunity
For each created opportunity on MeetsHow it works:
Whenever something happens on the source app
All happening in a single automation! ✨
Created opportunity
For each created opportunity on MeetsTrigger
ID
Opportunity status
Opportunity registration date
Description of the opportunity
Opportunity stage ID
Opportunity stage
Opportunity Pipeline ID
Opportunity pipeline
User ID responsible for the opportunity
RESPONSIBLE USER
Reason for missing the opportunity
Opportunity loss reason ID
Total amount
Customer ID
Customer's area of activity
Customer origin
Address neighborhood
Customer cell phone
Address: Zip Code
Address: City
Customer name
Company CNPJ
Customer CPF
Customer email
Customer phone
Customer Address
Address: Number
Full address
Kind of person
Address: UF
Moved card
When a card is moved to a certain phase of a pipe on PipefyHow it works:
Whenever something happens on the source app
All happening in a single automation! ✨
Moved card
When a card is moved to a certain phase of a pipe on PipefyTrigger
Name of card creator
Card creator email
Current phase name
Card expiration date
Title of the card
Name of users assigned to the card
Emails of users assigned to the card
Name of card tags
Card creation date
Card update date
Card update date in 'dd/mm/yyyy'
URL do card
Opportunity reaches stage in the sales pipeline
When an opportunity reaches a certain funnel stage on MeetsHow it works:
Whenever something happens on the source app
All happening in a single automation! ✨
Opportunity reaches stage in the sales pipeline
When an opportunity reaches a certain funnel stage on MeetsTrigger
ID
Opportunity status
Opportunity registration date
Description of the opportunity
Opportunity stage
Opportunity Pipeline ID
Opportunity pipeline
User ID responsible for the opportunity
Name of the user responsible for the opportunity
Reason for missing the opportunity
Opportunity loss reason ID
Total amount
Customer ID
Customer's area of activity
Customer origin
Address neighborhood
Customer cell phone
Address: Zip Code
Address: City
Customer name
Company CNPJ
Customer CPF
Customer email
Customer phone
Customer Address
Address: Number
Full address
Kind of person
Address: UF
Created card
When a card is created on PipefyHow it works:
Whenever something happens on the source app
All happening in a single automation! ✨
Created card
When a card is created on PipefyTrigger
Name of card creator
Card creator email
Current phase name
Card expiration date
Title of the card
Name of users assigned to the card
Emails of users assigned to the card
Name of card tags
Card creation date
Card update date
Card update date in 'dd/mm/yyyy'
Card URL
Lost opportunity
For each lost opportunity on MeetsHow it works:
Whenever something happens on the source app
All happening in a single automation! ✨
Lost opportunity
For each lost opportunity on MeetsTrigger
ID
Opportunity status
Opportunity registration date
Description of the opportunity
Opportunity stage ID
Opportunity stage
Opportunity Pipeline ID
Opportunity pipeline
User ID responsible for the opportunity
Name of the user responsible for the opportunity
Reason for missing the opportunity
Opportunity loss reason ID
Total amount
Customer ID
Customer's area of activity
Customer origin
Address neighborhood
Customer cell phone
Address: Zip Code
Address: City
Customer name
Company CNPJ
Customer CPF
Customer email
Customer phone
Customer Address
Address: Number
Full address
Kind of person
Address: UF
Finished card
When a card is finalized on PipefyHow it works:
Whenever something happens on the source app
All happening in a single automation! ✨
Finished card
When a card is finalized on PipefyTrigger
Name of card creator
Card creator email
Current phase name
Card expiration date
Title of the card
Name of users assigned to the card
Emails of users assigned to the card
Name of card tags
Card creation date
Card update date
Card update date in 'dd/mm/yyyy'
Card URL
Add or update opportunity
register an opportunity on MeetsHow it works:
Whenever something happens on the source app
1. An deal will be added/updated on Meets
2. A person associated with this deal will be created/updated on Meets
All happening in a single automation! ✨
Add or update opportunity
register an opportunity on MeetsAction
Opportunity Title Required
Opportunity Tag/Status
Responsible Required
Amount
Products/Services
Name/Corporate Name
Kind of person Required
CPF
CNPJ
Cell phone
Telephone
Occupation area
Origin
City
State
Create card
create a card on PipefyHow it works:
Whenever something happens on the source app
All happening in a single automation! ✨
Create card
create a card on PipefyAction
Card comment
Create record in table
create a record on a table on PipefyHow it works:
Whenever something happens on the source app
All happening in a single automation! ✨
Create record in table
create a record on a table on PipefyAction
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Automate Meets and Pipefy with Pluga integrations
Explore automation templates
When a card is finalized on Pipefy, register an opportunity on Meets
EXPLORE When a card is created on Pipefy, register an opportunity on Meets
EXPLORE For each conquered opportunity on Meets, create a card on Pipefy
EXPLORE For each conquered opportunity on Meets, create a record on a table on Pipefy
EXPLORE When a card is moved to a certain phase of a pipe on Pipefy, register an opportunity on Meets
EXPLORE Miss an automation with this apps?
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How to integrate apps with Pluga?
Pluga allows you to integrate two or more apps in a simple, practical way without needing to type a single line of code. Here are the steps to automate your tasks and start focusing on what really matters.
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What is the automation trigger?
The trigger is the step that initiates automation. In the integration process, it is selected after choosing the source app. For example, if you choose Facebook Lead Ads as the source app, the trigger could be: For each response on an advertisement.
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What is an action within an automation?
The action serves as a response to the previously selected trigger. That is, it occurs once the trigger is activated. For example, in an automation between Facebook Lead Ads (source) and Google Sheets (destination), as soon as the trigger “For each response on an advertisement” is activated in the source app, the action “Add data to a new row on a spreadsheet” will be carried out in the destination app.
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How does information mapping work?
Information mapping is where you configure which captured information from the source app will be sent to each field in the destination app(s).
For example, in an automation between Facebook Lead Ads and Google Sheets, this step is where you will determine which contact information should fill in the spreadsheet fields.
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Is it possible to have more than one action?
With Pluga, you can create automations by integrating several apps at once. For example, you can integrate Facebook Lead Ads + Google Sheets + Slack, so when the trigger is activated, the first action is executed and a notification is sent via Slack.
Automate Meets + Pipefy
and say goodbye to manual (and tedious) tasks!
By connecting the apps you use through Pluga, you can automate various processes in your routine and have time for tasks that really matter. 
Meets
CRMMeets is a CRM platform designed to simplify and streamline contact management. The app allows you to visualize your entire sales process, tracking the right activities to be performed.
Integrations with Meets Visit Meets Pipefy
ProjectPipefy is a flexible platform for process and workflow management. The app allows you to create and track complex tasks without relying on IT personnel to quickly automate processes, workflows, and approvals.
Integrations with Pipefy Visit Pipefy