1.Detect new card requests
Integrate Pipefy to detect new credit-limit request cards and capture card ID and group identifier.
Enrich credit limit requests with billing and owner info
Automatically watch Pipefy for new credit-limit requests across Pipefy. Enrich cards with billing and owner context, calculate recent revenue totals, and move them to approvals—so you can approve faster without manual data gathering.
How this automation advances credit limit approvals
When credit-limit requests arrive with incomplete billing and owner context, approval queues stall and risk inconsistent decisions. This automation enriches cards with billing metadata and recent invoice totals and then updates fields and moves each card to the approval phase—so your team can approve with complete context.
Pipefyor swap with your favorite app
2.Enrich billing owner metadata
Integrate Code by Zapier to call the billing group-info API and map account type and owner details to card fields.
Code par Zapieror swap with your favorite app
3.Compute recent invoice revenue
Integrate Code by Zapier to call the billing invoices API and sum last three months net totals excluding cancelled and current-month invoices.
4.Update card enrichment fields
Intégrer Pipefy to update card fields à billing contact and owner names and the recent revenue summary using the card ID.
5.Move card to approval phase
Integrate Pipefy to move the card ID into the configured Approval phase so it enters the approval queue.
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