I’ll give an example to describe this →
I have multiple companies using Salesforce as their CRM.
I’ve made a report to filter them, which is going really good
!
Next thing I want to do is to send out a mail to this selection only, saying that there was an issue in f.ex. the connection with Salesforce and our company. (I’ve foreseen the field email of course :))
That way I can easlliy communicate with the filtered cards.
Best answer by genietim
I believe this is not possibly directly with only Pipefy. What you can do though, for example:
+12I believe this is not possibly directly with only Pipefy. What you can do though, for example:
+15Hello
I set up two flows in Integromat that solve this type of demand:
This flow picks up all cards in a given Pipe and sends notification via Discord and Gmail. It is fired daily.
This flow sends monthly the list of birthdays for the month based on the Pipefy contributors table.
I'm a partner of Pipefy and Integromat. If you need some support in configuring these flows, you can call me.
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