Connect Reportei with Pipefy
Connect Reportei with Pipefy to scale and automate your operations.
Explore automation templates
Automate Reportei and Pipefy with Pluga integrations
When a card is created on Pipefy, creates a new report in Reportei.
When a card is moved to a certain phase of a pipe on Pipefy, creates a new report in Reportei.
When a card is created on Pipefy, creates a new dashboard in Reportei
When a card is moved to a certain phase of a pipe on Pipefy, creates a new dashboard in Reportei
When a card is created on Pipefy, adds a new event to the timeline in Reportei
When a card is finalized on Pipefy, adds a new event to the timeline in Reportei
When a card is moved to a certain phase of a pipe on Pipefy, adds a new event to the timeline in Reportei
When a report is viewed, create a record on a table on Pipefy
When a report is viewed, create a card on Pipefy
When a dashboard is created, create a record on a table on Pipefy
When a dashboard is created, create a card on Pipefy
When an automation is executed, create a record on a table on Pipefy
When an automation is executed, create a card on Pipefy
When a control goal is met, create a record on a table on Pipefy
When a control goal is met, create a card on Pipefy
When a control goal is not met, create a record on a table on Pipefy
When a control goal is not met, create a card on Pipefy
When a milestone is added to the timeline, create a record on a table on Pipefy
When a milestone is added to the timeline, create a card on Pipefy
Didn't find the template you wanted? Build the integration your own way. ;)
Trusted by over 10.000 amazing companies
Reportei and Pipefy
your way
Check out the available triggers and actions in the automation of apps Reportei + Pipefy
Report viewed
When a report is viewed
Automation executed
When an automation is executed
Timeline milestone added
When a milestone is added to the timeline
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
Report created
When a report is created in Reportei
Control goal met
When a control goal is met
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
Dashboard created
When a dashboard is created
Control goal not met
When a control goal is not met
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
Create Report
Creates a new report in Reportei.
Create card
create a card on Pipefy
Card comment
Create Dashboard
Creates a new dashboard in Reportei.
Create record in table
create a record on a table on Pipefy
Add Milestone to Timeline
Adds a new event to the timeline in Reportei.
Boost this flow in your workflow
With Pluga, you connect Reportei + Pipefy 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 report is created in Reportei".
- 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. Example: "create a record on a table on Pipefy"
- 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
- Intermediate
Standardize data across apps
Adjust dates, numbers and characters to the format the next app expects to receive
- Advanced
Send data in several directions
Route each piece of data down the right path within a single flow, according to specific conditions
- Advanced
Add a code block
Run JavaScript or Python in the middle of the automation to transform data before the next step
- Advanced
Create loops
Take lists of items, go through each row and run the same action for every one of them
- Advanced
Use generative AI
Send data to an AI assistant or agent and use the response in the next step
- Advanced
Connect to (almost) any app
Send and receive data through a dedicated URL, and connect to apps that are not integrated with Pluga
- Advanced
Requests to external APIs
Query or send data to any external API inside your automation
Reportei
Ads analyticsConnect Reportei to 133+ apps with Pluga and turn your work into a productive machine. Collect your campaign data, send every new lead straight to your CRM and keep your custom audiences continuously fed. From the first click to the completed signup, all automated.
Pipefy
ProjectConnect Pipefy to 133+ 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.
