Automate Pipefy with Moskit CRM
Unlock the superpowers of Pipefy + Moskit CRM and automate your tasks without having to write a single line of code.
Pipefy and Moskit CRM
your way
Check out the available triggers and actions in the automation of apps Pipefy + Moskit CRM
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
Created contact
For each created contact on Moskit CRMTrigger
Name
Main Phone
E-mail Principal
Telephone numbers separated by comma
Emails separated by comma
Site
Creation date
Created by
Responsible
Comments
Company: Name
Company: Main Telephone
Company: Main Email
Company: Comma separated telephone numbers
Company: Comma separated emails
Company: Website
Company: Creation Date
Company: Created by
Company: Responsible
Deal reached stage
When a deal reaches a funnel stage on Moskit CRMTrigger
Deal: ID
Deal: Name
Deal: Expected Date
Deal: Amount in cents
Deal: Status
Deal: Number of projects running
Deal: Number of archived projects
Deal: Created by
Deal: Responsible
Deal: Stage
Deal: Pipeline
Deal: Pipeline ID
Deal: Amount
Deal: Creation date
Deal: Date of last stage change
Deal: Closing date
Deal: Product SKU separated by comma
Deal: Name of products separated by comma
Deal: SKU and Product name separated by comma
Deal: Name, quantity and price of products separated by commas
Contact: Name
Contact: Main Telephone
Contact: Principal Email
Contact: Telephone numbers separated by commas
Contact: Comma-separated emails
Contact: Website
Contact: Creation Date
Contact: Created by
Contact: Responsible
Contact: Observations
Company: Name
Company: Main Telephone
Company: Main Email
Company: Comma separated telephone numbers
Company: Comma separated emails
Company: Website
Company: Creation Date
Company: Created by
Company: Responsible
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
Created deal
For each created deal on Moskit CRMTrigger
Deal: ID
Deal: Name
Deal: Expected Date
Deal: Amount in cents
Deal: Status
Deal: Number of projects running
Deal: Number of archived projects
Deal: Created by
Deal: Responsible
Deal: Stage
Deal: Pipeline
Deal: Pipeline ID
Deal: Amount
Deal: Creation date
Deal: Date of last stage change
Deal: Closing date
Deal: Product SKU separated by comma
Deal: Name of products separated by comma
Deal: SKU and Product name separated by comma
Deal: Name, quantity and price of products separated by commas
Contact: Name
Contact: Main Telephone
Contact: Principal Email
Contact: Telephone numbers separated by commas
Contact: Comma-separated emails
Contact: Website
Contact: Creation Date
Contact: Created by
Contact: Responsible
Contact: Observations
Company: Name
Company: Main Telephone
Company: Main Email
Company: Comma separated telephone numbers
Company: Comma separated emails
Company: Website
Company: Creation Date
Company: Created by
Company: Responsible
Won deal
For each won deal on Moskit CRMTrigger
Deal: ID
Deal: Name
Deal: Expected Date
Deal: Amount in cents
Deal: Status
Deal: Number of projects running
Deal: Number of archived projects
Deal: Created by
Deal: Responsible
Deal: Stage
Deal: Pipeline
Deal: Pipeline ID
Deal: Amount
Deal: Creation date
Deal: Date of last stage change
Deal: Closing date
Deal: Product SKU separated by comma
Deal: Name of products separated by comma
Deal: SKU and Product name separated by comma
Deal: Name, quantity and price of products separated by commas
Contact: Name
Contact: Main Telephone
Contact: Principal Email
Contact: Telephone numbers separated by commas
Contact: Comma-separated emails
Contact: Website
Contact: Creation Date
Contact: Created by
Contact: Responsible
Contact: Observations
Company: Name
Company: Main Telephone
Company: Main Email
Company: Comma separated telephone numbers
Company: Comma separated emails
Company: Website
Company: Creation Date
Company: Created by
Company: Responsible
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
Lost deal
For each lost deal on Moskit CRMTrigger
Deal: ID
Deal: Name
Deal: Expected Date
Deal: Amount in cents
Deal: Status
Deal: Number of projects running
Deal: Number of archived projects
Deal: Created by
Deal: Responsible
Deal: Stage
Deal: Pipeline
Deal: Pipeline ID
Deal: Amount
Deal: Creation date
Deal: Date of last stage change
Deal: Closing date
Deal: Product SKU separated by comma
Deal: Name of products separated by comma
Deal: SKU and Product name separated by comma
Deal: Name, quantity and price of products separated by commas
Contact: Name
Contact: Main Telephone
Contact: Principal Email
Contact: Telephone numbers separated by commas
Contact: Comma-separated emails
Contact: Website
Contact: Creation Date
Contact: Created by
Contact: Responsible
Contact: Observations
Company: Name
Company: Main Telephone
Company: Main Email
Company: Comma separated telephone numbers
Company: Comma separated emails
Company: Website
Company: Creation Date
Company: Created by
Company: Responsible
Deal: Reason for loss
Create card
create a card on PipefyAction
Card comment
Create or update deal
create or update a business on Moskit CRMAction
Distribute new deal Required
Select sellers
Responsible
Deal Name Required
Company: Name
Contact: Name
Contact: Email
Amount
Expected date
Deal status
Closing date
Reason for loss
Update Main Company
Company: Email
Company: Telephone
Update Primary Contact
Contact: Telephone
Contact: Position
Product's name
Product SKU
Product quantity
Price of the product
Company: Website
Company: Observations
Contact: Observations
Contact updates
Create record in table
create a record on a table on PipefyAction
Create or update contact
create or update a contact on Moskit CRMAction
Select responsible Required
Contact: Name
Contact: Email Required
Contact: CPF
Company: Name
Company: Email
Company: CNPJ
Contact: Position
Contact: Telephone
Contact: Observations
Company: Website
Company: Telephone
Company: Observations
Contact updates
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Automate Pipefy and Moskit CRM
with Pluga integrationsExplore automation templates
When a deal reaches a funnel stage on Moskit CRM, create a record on a table on Pipefy
EXPLOREFor each created deal on Moskit CRM, create a record on a table on Pipefy
EXPLOREFor each won deal on Moskit CRM, create a record on a table on Pipefy
EXPLOREFor each lost deal on Moskit CRM, create a record on a table on Pipefy
EXPLOREWhen a deal reaches a funnel stage on Moskit CRM, create a card on Pipefy
EXPLOREFor each created deal on Moskit CRM, create a card on Pipefy
EXPLOREFor each won deal on Moskit CRM, create a card on Pipefy
EXPLOREFor each lost deal on Moskit CRM, create a card on Pipefy
EXPLOREWhen a card is created on Pipefy, create or update a contact on Moskit CRM
EXPLOREWhen a card is created on Pipefy, create or update a business on Moskit CRM
EXPLOREWhen a card is finalized on Pipefy, create or update a business on Moskit CRM
EXPLOREWhen a card is finalized on Pipefy, create or update a contact on Moskit CRM
EXPLOREWhen a card is moved to a certain phase of a pipe on Pipefy, create or update a contact on Moskit CRM
EXPLOREWhen a card is moved to a certain phase of a pipe on Pipefy, create or update a business on Moskit CRM
EXPLOREMiss an automation with this apps?
Say to us!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.
Automate Pipefy + Moskit CRM
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 PipefyMoskit CRM
CRMMoskit CRM is a customer relationship management (CRM) platform that offers tools to organize contacts, track sales, automate tasks, and improve customer relationships.
Integrations with Moskit CRM Visit Moskit CRM