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Ready-made templates with Pipefy

Pre-configured flows with Pipefy, ready to activate in a few clicks.

Pipefy
Omie CRM

For each opportunity created in the Omie CRM module, create a card on Pipefy

Automate
Pipefy
Bling

When a created sales order is on Bling, create a record on a table on Pipefy

Automate
Nibo
Pipefy

When a card is moved to a certain phase of a pipe on Pipefy, register the customer on Nibo

Automate
ActiveCampaign
Pipefy

When a card is moved to a certain phase of a pipe on Pipefy, create/update a contact on ActiveCampaign

Automate
Ploomes
Pipefy

When a card is moved to a certain phase of a pipe on Pipefy, create/update a customer on Ploomes

Automate
See all templates with Pipefy

All automations with Pipefy

Trusted by over 10.000 companies

🏆 Top 3 use cases

How do companies use Pipefy?

Popular, smart ways to use Pipefy every day

  • With every task created, moved or completed, a notification reaches whoever needs to know by chat, email or the agreed channel. The team follows progress without opening the board all the time.

  • When a task is updated in one tool, the change is replicated to the others on its own. The whole team sees the same status on any platform, with no parallel boards to maintain.

  • When an event happens in your operation (a new lead, an order, a form), the matching task is created on the team board on its own. The work queue builds itself at the pace of the business, with no manual entry.

Possibilities with Pipefy on Pluga

Triggers and Actions of Pipefy

The trigger is the event that starts the flow with Pipefy, while the action is the task Pluga performs automatically on that app.

Trigger
Pipefy

Created card

When a card is created on Pipefy

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

Trigger
Pipefy

Finished card

When a card is finalized on Pipefy

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

Trigger
Pipefy

Moved card

When a card is moved to a certain phase of a pipe on Pipefy

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

Action
Pipefy

Create card

create a card on Pipefy

Card comment

Action
Pipefy

Create record in table

create a record on a table on Pipefy

How it works

How to integrate with Pipefy

1. Trigger Pipefy Created card, Finished card, Moved card
2. Action Target app Perform an action…
1. Trigger Source app When something happens…
2. Action Pipefy Create card, Create record in table
How to use Pipefy on Pluga

Boost Pipefy in your workflow

With Pluga, you connect Pipefy to one (or more!) apps to build anything from the simplest integration to the most advanced flows, with several layers of logic.

  • Basic 1

    Pick the source app and the trigger

    Choose which app starts the automation and which event works as the trigger. For example, "When a card is created on Pipefy".

  • Basic 2

    Set the destinations and the actions

    Select the apps that make up the flow with Pipefy and what Pluga should run automatically at each step.

  • Basic 3

    Map the information

    Point out, visually, which data from the source app should fill in each field of the destination action.

  • Intermediate

    Only move forward when it makes sense

    Set "AND" or "OR" conditions so the automation only runs in the cases that matter

  • Intermediate

    Pause the flow for as long as you need

    Set the automation to wait minutes, hours or days and resume the next action on its own

    Explore
  • Intermediate

    Standardize data across apps

    Adjust dates, numbers and characters to the format the next app expects to receive

    Explore
  • Advanced

    Send data in several directions

    Route each piece of data down the right path within a single flow, according to specific conditions

    Explore
  • Advanced

    Add a code block

    Run JavaScript or Python in the middle of the automation to transform data before the next step

    Explore
  • Advanced

    Create loops

    Take lists of items, go through each row and run the same action for every one of them

    Explore
  • Advanced

    Use generative AI

    Send data to an AI assistant or agent and use the response in the next step

    Explore
  • Advanced

    Connect to (almost) any app

    Send and receive data through a dedicated URL, and connect to apps that are not integrated with Pluga

    Explore
  • Advanced

    Requests to external APIs

    Query or send data to any external API inside your automation

    Explore
Pipefy

Pipefy

Project

Connect Pipefy to 136+ apps with Pluga and turn your work into a productive machine. Create tasks and cards automatically from what happens in other systems, update statuses without opening app after app and keep your team aligned around the same place.

See more integrations with project Visit Pipefy

Frequently Asked Questions

Everything you need to know to get started with Pipefy on Pluga.

  • With Pluga, you can connect the app Pipefy with over 136 other software platforms and automate various business processes and tasks. Just follow these steps:


    • 1. Log in or sign up (for free) at Pluga and click on “Create Automation”;
    • 2. Select the source app and trigger;
    • 3. Connect the app;
    • 4. Select the destination app and action;
    • 5. Connect the app account;
    • 6. Make the necessary adjustments, specifying which data will be sent from one app to another.

  • At Pluga, you can create up to 3 automations with the free plan. Additionally, you have the option to try all features for 7 days at no cost to create automations between Pipefy and other apps.

    We also offer three other plans, with prices ranging from $17 to $71 per month, which include premium automations and features, as well as a higher volume of events and automations. For companies with specific needs, we have the Enterprise plan, designed to offer customized solutions beyond the resources available in other plans.

    Check out Pluga's pricing page for more details.

  • The number of automations between Pipefy and other apps on Pluga will depend on the chosen plan.

  • No. Pluga is an intuitive platform that allows the creation of automations between Pipefy and other apps without any technical knowledge required.

  • Automating Pipefy with other apps allows you to boost various activities (such as marketing, sales, customer service, and internal communication) and eliminate potential human errors.

  • No, Pluga is not affiliated with or created by Pipefy. Generally, Pluga accesses the documentation provided by Pipefy and independently develops the available integrations. Any mentions of Pluga on the Pipefy website are strictly voluntary collaborations. Pluga remains solely responsible for the maintenance and support of its automation services.