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 this is ai generated content based on official pipefy documentation the content may contain mistakes please verify important information if you have questions on vendor documentation, contact https //help pipefy com directly requirements to use the pipefy app in make, you must have an active pipefy account and an authentication token, https //www pipefy com/ for subscription, refer to the https //www pipefy com/ connect pipefy and {{product name}} to get started, you must first create a connection between pipefy and {{product name}} , allowing the two services to communicate obtain your api key in your pipefy account create the connection in make obtain your api key in your pipefy account before you create the connection in {{product name}} , you should first obtain your 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 you will use this value while creating a connection in {{product name}} because the ui might have changed, the steps you see on your screen might be different, https //help pipefy com/en/articles/5580799 how to use pipefy s api create the connection in {{product name}} https //www make com/en/register , add the pipefy module to your {{scenario singular lowercase}} , 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 enter the authentication credentials you copied from your pipefy account or follow the on screen instructions to create the connection for detailed information on connecting an application, see docid\ so88fm6pkt0g adkddfzz page pipefy modules after connecting to the pipefy app, you can choose from a list of available modules to build your {{scenario plural lowercase}} 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 https //www make com/en/templates , where you'll find thousands of pre created {{scenario plural lowercase}} pipefy resources you can have access to more resources related to this app on the following links https //community make com/search?q=pipefy https //www pipefy com/ https //developers pipefy com/reference https //www make com/en/integrations/pipefy