Pipefy

pipefy is a process management platform that lets users automate workflows, manage approvals, and track requests integrating pipefy with make com enables users to automate task creation, update cards, and streamline approval processes across multiple business tools requirements to use the pipefy app in make, you must have an active pipefy account and an authentication token, create your account on pipefy https //www pipefy com/ for subscription, refer to the pipefy pricing page https //www pipefy com/ connect pipefy and to get started, you must first create a connection between pipefy and , allowing the two services to communicate to create the connection, you need to obtain a client id and client secret in your pipefy account docid\ irijyyztdy6zgacnk66pr create the connection in make docid\ irijyyztdy6zgacnk66pr obtain your client credentials in pipefy before you create the connection in , you should first obtain a client id and client secret in your pipefy account to obtain the client credentials log in to your pipefy account with super admin permissions in the top right corner, click your profile avatar and select company settings go to the service accounts section and click generate new token enter a name, define the account's role, and set a token expiration time and c lick generate copy the client id and client secret to a safe place you'll use this value in the client id and client secret connection fields in create the connection in make once you have your pipefy client credentials, you're ready to create the connection in to create the connection in make log in to your account, add a pipefy module to your , and click create a connection if you add a module with an ​instant​ tag, click ​ create a webhook ​​, then ​ create a connection ​​ optional in the ​​ connection name​​ field, enter a name for the connection in the ​​ client id and client secret fields, enter the client credentials you copied from your pipefy account in the subdomain field, enter your pipefy subdomain only if your workspace uses a custom domain for example, if your full domain is bestsaas pipefy com , use only bestsaas in this field click save if prompted, authenticate your account and confirm access create a legacy connection using a personal access token pipefy is deprecating personal access tokens (pats) it is recommended to use the new service account connection method existing pat connections will continue to work for now, but this legacy method may be removed in the future obtain your api key in your pipefy account to create a legacy connection, you must first obtain a personal access token (also called an api key) in your pipefy account to obtain your api key navigate to your profile avatar in the top right corner click company settings from the dropdown menu click the personal access tokens section click the generate new token button enter a name for your new personal access token click the generate button copy the api key displayed in the modal after you have the api key, create a connection in select the pipefy (legacy) connection type and enter the key in the api key field for detailed information on connecting an application, see connect an application docid\ so88fm6pkt0g adkddfzz page pipefy modules after connecting to the pipefy app, you can choose from a list of available modules to build your create a card adds a new card to your selected board or list create a table generates a brand new table within your selected database create a table record adds a new record to a specified table delete a card permanently removes a selected card from your account delete a table record removes a specific record from a selected table execute a graphql query executes a custom graphql query using your authorized account get a card info retrieves detailed information about a specific card get a phase retrieves detailed information about a specific phase get a table record retrieves a specific record from a selected table list cards retrieves a list of all cards in your selected board or list list table records retrieves a list of records from a specified table make an api call executes a custom api request to the connected service using your authorized credentials move a card to phase transfers a card from its current phase to a specified new phase within the workflow update a card modifies the details of an existing card update a card field updates the value of a specific field on a selected card update a table record updates an existing record in a specified table watch card field update triggers when any field on a card is updated watch done cards triggers when a card is updated to the "done" status watch expired cards triggers an event when a card reaches its expiration date watch late cards triggers when a card becomes overdue watch moved cards triggers when a card is moved from one phase to another within a specified pipe watch new cards triggers an event whenever a new card is added to your account watch overdue cards triggers when a card's due date has passed and it becomes overdue templates you can look for more templates in make's template gallery https //www make com/en/templates , where you'll find thousands of pre created pipefy resources you can have access to more resources related to this app on the following links pipefy topics on make community https //community make com/search?q=pipefy pipefy website https //www pipefy com/ pipefy api documentation https //developers pipefy com/reference pipefy page on make https //www make com/en/integrations/pipefy