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?
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.
Thanks for the response and confirming my assumption!
Hi
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!
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