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Question

Need Help with Setting Up Automation Between Pipes

  • August 27, 2024
  • 1 reply
  • 78 views

megann1092

Hi everyone,😍

I’m fairly new to Pipefy and am trying to set up an automation between two pipes, but I’m running into some trouble. I want to automatically move a card from one pipe to another when a specific condition is met, but I’m not sure how to set this up correctly.

I also check this: How to start a trigger X days before a start dateqlik I’ve looked through the tutorials and tried a few things, but the card isn’t moving as expected. Is there a step-by-step guide or any best practices that could help me get this working? Any advice would be greatly appreciated!

Thanks in advance!

1 reply

luiz.mendes
  • New Member
  • 2 replies
  • August 27, 2024

Hi Megann, how are you?

Unfortunately we can't move a card to another pipe. What you can do is use automation to create a new card with the same information in pipe 2 when the card created in pipe 1 achieve an specific condition. I'm going to leave you with some articles that explain this functionality better, but if you have any questions you can contact us here.😁

https://help.pipefy.com/en/articles/3675131-how-to-create-an-automation-for-when-a-card-enters-a-specific-phase
https://help.pipefy.com/en/articles/726676-transfer-data-from-one-pipe-to-another
https://help.pipefy.com/en/articles/8057555-how-to-create-automations-to-connect-cards


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