Pipefy + RD Station

Pipefy + RD Station integrations

Create cards in Pipefy for new opportunities in RD Station

Create an efficient workflow between RD Station and Pipefy with this automation. Whenever a new opportunity arises in RD Station, a card gets instantly created in Pipefy. This process eases your task of transferring information manually, saving your valuable time, and ensuring every business opportunity is quickly tracked and acted upon in Pipefy. Keep your teams aligned and active with this seamless integration.

When this happens...
New OpportunityTriggers when a Lead is marked as opportunity.
TriggerInstant
automatically do this!
Create CardCreates a new card.
ActionWrite

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More things you can do with RD Station and Pipefy

Discover other triggers and actions you can use with RD Station and Pipefy

New Lead Conversion
Triggers when a new lead is created.
Trigger
Instant
Try It
- Event Identifier
  Required
- Email
  Required
- Name
- Job Title
- State
- City
- Country
- Phone
- Mobile Phone
- Twitter
- Facebook
- LinkedIn
- Website
- Company Name
- Company Address
- Company Size
- Traffic Source
- Traffic Medium
- Traffic Campaign
- Traffic Value
Action
Write
- Email
  Required
- Value
Action
Write
- Pipe
  Required
Trigger
Instant
Try It
- Pipe
  Required
Trigger
Instant
Try It

- Pipe
  Required
Trigger
Instant
Try It
- Table
Trigger
Instant
Try It

- Pipe
  Required
Action
Write
- Table
  Required
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Table
  Required
- Record Title
  Required
Action
Search

New Opportunity
Triggers when a Lead is marked as opportunity.
Trigger
Instant
Try It
- Email
  Required
- Lost Reason
Action
Write
- Pipe
  Required
Trigger
Instant
Try It
- Pipe
  Required
Trigger
Instant
Try It
- Pipe
  Required
Trigger
Instant
Try It
- Pipe
  Required
Trigger
Instant
Try It
- Table
Trigger
Instant
Try It
- Pipe
- Card Id
  Required
- Phase_id
  Required
Action
Write
- Pipe
- Field
  Required
- Card Id
  Required
- Field Type
Action
Write
- Pipe
  Required
- Title
- Assignee_ids
- Label_ids
Action
Search
- Pipe
  Required
- Title
- Assignee_ids
- Label_ids
Action
Search or write

About Pipefy

The easy button for processes and workflows Easily organize and run all your processes in one place, leaving the inefficient patchwork of apps, forms, spreadsheets and e-mail threads forever in the past

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Related categories

Project Management

About RD Station

RD Station is a complete digital marketing platform to help you generate more results in traffic generation, leads, sales for your business, and to build a solid digital marketing presence. This app is available only in Portuguese.

Learn moreLearn moreHelpHelp

Related categories

Marketing Automation

Similar apps

Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Related Zap Templates

Convert new Pipefy database records into RD Station conversion events