Solved

How to move a card to a new pipe?


Userlevel 1

I want to create an automation that moves a card from one pipe to the next.  I’m able to do this as a workaround with an automation that creates a new child card in the desired destination pipe, but I would rather move the card itself than create a new child card.  Are there options for this?

icon

Best answer by genietim 6 May 2022, 09:07

View original

3 replies

Userlevel 7
Badge +8

I do not think that there is a Pipefy-only-way other than the one you described (note that there is not even a non-automation way to move a card from one pipe to another, as far as I know; mainly because the pipes could have different fields etc., leading to incompatibilities).

Therefore, I expect there to be no other way than to create the card anew in the target pipe. If you are not happy with the existence of the parent-child relationship, you might want to look into external integrations, such as make (formerly integromat), Zappier or a custom integration using Pipefy’s GraphQL API.

Userlevel 1

Thanks for the response and confirming my assumption!

Userlevel 6
Badge +6

Hi @aaron-smith , how are you doing?
Currently it's not possible to duplicate cards unfortunately. But you can use this automation to create a new card with the information of another.
Take a look at this article: https://help.pipefy.com/en/articles/4375159-automation-create-a-new-connected-card-or-record

Let me know if I can help you with anything else!🤗

Reply