Automate Pipefy with Kobana
Unlock the superpowers of Pipefy + Kobana and automate your tasks without having to write a single line of code.
Pipefy and Kobana
your way
Check out the available triggers and actions in the automation of apps Pipefy + Kobana
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
New payslips
For each created-paid billet on KobanaHow it works:
Whenever something happens on the source app
All happening in a single automation! ✨
New payslips
For each created-paid billet on KobanaTrigger
id
Billing Wallet ID
our number
amount
expires in
description
registered customer id
payer's name
Payer's CNPJ/CPF
payer email
payer's address
city of payer
payer state
payer's neighborhood
payer address number
complement of payer's address
telephone with payer's area code
status
pay day
payment amount
Bank slipURL
via API
late fine
late payment interest
drawer/guarantor
CNPJ/CPF of the drawer/guarantor
payment place
instructions for the cashier
Date of document
document type
document number
oil
creation date
update date
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
Paid payslip
For each paid billet on KobanaHow it works:
Whenever something happens on the source app
All happening in a single automation! ✨
Paid payslip
For each paid billet on KobanaTrigger
id
Billing Wallet ID
our number
amount
expires in
description
registered customer id
payer's name
Payer's CNPJ/CPF
payer email
payer's address
city of payer
payer status
payer's neighborhood
payer address number
complement of payer's address
telephone with payer's area code
status
pay day
payment amount
Bank slip URL
via API
late fine
late payment interest
drawer/guarantor
CNPJ/CPF of the drawer/guarantor
payment place
instructions for the cashier
Date of document
document type
document number
oil
creation date
update date
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
Created payslip
For each created billet on KobanaHow it works:
Whenever something happens on the source app
All happening in a single automation! ✨
Created payslip
For each created billet on KobanaTrigger
id
Billing Wallet ID
our number
amount
expires in
description
registered customer id
payer's name
Payer's CNPJ/CPF
payer email
payer's address
city of payer
payer State
payer's neighborhood
payer address number
complement of payer's address
telephone with payer's area code
status
pay day
payment amount
Bank slip URL
via API
late fine
late payment interest
drawer/guarantor
CNPJ/CPF of the drawer/guarantor
payment place
instructions for the cashier
Date of document
document type
document number
oil
creation date
update date
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 Pipefy and Kobana with Pluga integrations
Explore automation templates
For each created-paid billet on Kobana, create a card on Pipefy
EXPLORE For each created-paid billet on Kobana, create a record on a table on Pipefy
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.
-
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 Pipefy + Kobana
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. 
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 Kobana
PaymentKobana is a system for optimizing collections via bank slip. It offers secure issuance and hosting of bank slips, as well as features like image and PDF formats for slips, generation of CNAB remittance files, and reading of CNAB return files.
Integrations with Kobana Visit Kobana