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I need a way to transfer information from one card in “pipe A” to a new card in “pipe B” using an automation without the parent/child relationship. Can someone help me with this please?

Hi @jorden-monroe , how are you? Within the platform, unfortunately it is not possible to do this action without being connected. This is because the connection between the two pipes is used as a connection parameter, for the information to leave the correct card of a pipe, to go to the correct field, of the card of another pipe.


Hi 

There is an option using integrations tools like Workato or Integromatic.
They can do what you need.

 

Good luck!


The pipe connection is fine. I just didn’t want the cards connected.  I figured it out, but I appreciate the insight! 


Hi Jorden

As I said using  integrations tools like Workato or Integromatic you can “create cards between pipes” even that they aren’t be parent-child.

Good luck


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