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Pipefy + Salesforce

Create Pipefy cards from updated Salesforce records

Stay on top of your workflow with this handy automation. Whenever a record field is updated in Salesforce, a new card will be instantly created in Pipefy. This allows for efficient task management and ensures you can easily track changes and updates without switching between apps. Start improving your business processes today.

Stay on top of your workflow with this handy automation. Whenever a record field is updated in Salesforce, a new card will be instantly created in Pipefy. This allows for efficient task management and ensures you can easily track changes and updates without switching between apps. Start improving your business processes today.

  1. When this happens...
    SalesforceSalesforce
    Updated Field on Record

    Triggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

    TriggerScheduled
  2. automatically do this!
    PipefyPipefy
    Create Card

    Creates a new card.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Salesforce triggers, actions, and search

    New Contact

    Triggers when a new Contact is created.

    Trigger
    Scheduled
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    • Salesforce ObjectsRequired

    Trigger
    Scheduled
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    • Salesforce ObjectRequired

    Trigger
    Scheduled
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    • History ObjectRequired

    Trigger
    Scheduled
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  • Salesforce triggers, actions, and search

    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

    Trigger
    Instant
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    • Disclaimer

    • Salesforce ObjectRequired

    Trigger
    Scheduled
    Try It
    • CampaignRequired

    • ContactRequired

    Action
    Write
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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
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