--- title: Pipefy slug: pipefy description: Automatically prepared by the internal process createdAt: 2026-06-16T14:00:24.817Z --- ::::VerticalSplit{layout="left"} :::VerticalSplitItem ::Image[]{src="https://make-cxp-documentation.ams3.digitaloceanspaces.com/apps-center-icons/pipefy.png" size="50" width="512" height="512" position="center" alt="Pipefy logo" darkWidth="512" darkHeight="512" showCaption="false"} ::: :::VerticalSplitItem 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 Make To get started, you must first create a connection between Pipefy and Make, allowing the two services to communicate. To create the connection, you need to: ::::WorkflowBlock :::WorkflowBlockItem [Obtain a client ID and client secret in your Pipefy account.](docId\:iRijYyZTDY6zgaCNK66Pr) ::: :::WorkflowBlockItem [Create the connection in Make.](docId\:iRijYyZTDY6zgaCNK66Pr) ::: :::: ## Obtain your client credentials in Pipefy Before you create the connection in Make, you should first obtain a client ID and client secret in your Pipefy account. To obtain the client credentials: ::::WorkflowBlock :::WorkflowBlockItem Log in to your Pipefy account with Super Admin permissions. ::: :::WorkflowBlockItem In the top-right corner, click your profile avatar and select **Company settings**. ::: :::WorkflowBlockItem Go to the **Service Accounts** section and click **Generate new token**. ::: :::WorkflowBlockItem Enter a name, define the account's role, and set a token expiration time and click **Generate**. ::: :::WorkflowBlockItem 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 Make. ## Create the connection in Make Once you have your Pipefy client credentials, you're ready to create the connection in Make. To create the connection in Make: :::::WorkflowBlock ::::WorkflowBlockItem Log in to your Make account, add a Pipefy module to your scenario, and click **Create a connection**. :::hint{type="info"} If you add a module with an ​instant​ tag, click ​**Create a webhook**​​, then ​**Create a connection**​​. ::: :::: :::WorkflowBlockItem Optional: In the ​​**Connection name​​** field, enter a name for the connection. ::: :::WorkflowBlockItem In the ​​**Client ID** and **Client Secret** fields, enter the client credentials you copied from your Pipefy account. ::: :::WorkflowBlockItem 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. ::: :::WorkflowBlockItem Click **Save**. ::: :::WorkflowBlockItem If prompted, authenticate your account and confirm access. ::: ::::: :::::ExpandableHeading ## Create a legacy connection using a Personal Access Token :::hint{type="warning"} 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** : ::::WorkflowBlock :::WorkflowBlockItem Navigate to your** profile avatar** in the top right corner. ::: :::WorkflowBlockItem Click** Company settings** from the dropdown menu. ::: :::WorkflowBlockItem Click the** Personal access tokens section**. ::: :::WorkflowBlockItem Click the** Generate new token** button. ::: :::WorkflowBlockItem Enter a name for your new** personal access token**. ::: :::WorkflowBlockItem Click the** Generate** button. ::: :::WorkflowBlockItem Copy the** API key** displayed in the modal. ::: :::: After you have the API key, create a connection in Make. 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 scenarios. :::ExpandableHeading ### Create a Card Adds a new card to your selected board or list. ::: :::ExpandableHeading ### Create a Table Generates a brand new table within your selected database. ::: :::ExpandableHeading ### Create a Table Record Adds a new record to a specified table. ::: :::ExpandableHeading ### Delete a Card Permanently removes a selected card from your account ::: :::ExpandableHeading ### Delete a Table Record Removes a specific record from a selected table. ::: :::ExpandableHeading ### Execute a GraphQL Query Executes a custom GraphQL query using your authorized account. ::: :::ExpandableHeading ### Get a Card Info Retrieves detailed information about a specific card. ::: :::ExpandableHeading ### Get a Phase Retrieves detailed information about a specific phase. ::: :::ExpandableHeading ### Get a Table Record Retrieves a specific record from a selected table. ::: :::ExpandableHeading ### List Cards Retrieves a list of all cards in your selected board or list ::: :::ExpandableHeading ### List Table Records Retrieves a list of records from a specified table. ::: :::ExpandableHeading ### Make an API Call Executes a custom API request to the connected service using your authorized credentials. ::: :::ExpandableHeading ### Move a Card to Phase Transfers a card from its current phase to a specified new phase within the workflow. ::: :::ExpandableHeading ### Update a Card Modifies the details of an existing card. ::: :::ExpandableHeading ### Update a Card Field Updates the value of a specific field on a selected card. ::: :::ExpandableHeading ### Update a Table Record Updates an existing record in a specified table. ::: :::ExpandableHeading ### Watch Card Field Update Triggers when any field on a card is updated. ::: :::ExpandableHeading ### Watch Done Cards Triggers when a card is updated to the "done" status. ::: :::ExpandableHeading ### Watch Expired Cards Triggers an event when a card reaches its expiration date. ::: :::ExpandableHeading ### Watch Late Cards Triggers when a card becomes overdue. ::: :::ExpandableHeading ### Watch Moved Cards Triggers when a card is moved from one phase to another within a specified pipe. ::: :::ExpandableHeading ### Watch New Cards Triggers an event whenever a new card is added to your account. ::: :::ExpandableHeading ### 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 scenarios. # 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) *** :::CtaButton{label="Get started for free" externalHref="https://www.make.com/en/register" openInNewTab="true"} :::