New App: Create Automated Process Workflows with Pipefy

Jose Proenca
Jose Proenca / November 10, 2016

How much time and effort have you lost with inefficient processes and missing info?

With Pipefy you can automate your processes by setting rules to move your info ("cards") through different stages of "pipes". Cards can represent anything—contacts, inventory units,etc.

Just like Zapier, you can make your own pipelines in Pipefy, or use premade templates for workflows in various sectors, from operations to sales and IT. Whether you're trying to run a project or manage lead acqusition, Pipefy gives you visual tools to set up workflows that drive your data through your processes automatically. And with the new Pipefy integration on Zapier, that data can come from or be copied into any app you use.

How Pipefy Works With Zapier

Triggers (Instant)

  • Card Expired: Triggers when a card expires on a pipe.
  • Card Late: Triggers when a card gets late on a pipe.
  • New Card: Triggers when a new card is created on a pipe.
  • Card Moved: Triggers when a card is moved on a given pipe.
  • Card Overdue: Triggers when a card gets overdue on a pipe.
  • Card Done: Triggers when a card is done on a pipe.


  • Create Card: Create a card on a pipe

Automation Inspiration

Get started with these sample Zaps:

Data From Spreadsheets, Forms, and Other Sources

Take Action on Important Events in Other Apps

Get Notifications and Create Work Items For New Cards

How To Automate Pipefy With Zapier

  1. Sign up for a Pipefy account, and make sure you have a Zapier account

  2. Try some pre-made Pipefy integrations and learn more about how Pipefy works with Zapier

  3. Check out our Pipefy help documentation for details on connecting your account and setting up your first Zap

  4. Or login and build a custom workflow with Pipefy and Zapier