Custom Apps & Integrations

Hello Pipefy Community, This week we will share with you the Pipefy integration with Pipefy.This recipe aims to customize pipefy for an approval can be done through the email template. The purpose of this recipe is to speed up the approval process without the approver having to leave the email box to approve/disapprove a request. The recipe contains the following steps: Recipe:Trigger - When the webhook link fires 1. Action - Get all the card information from Pipefy2. Action - Check if the button pressed was approved or rejected3. Action - Return the answer to Pipefy Most common use case: Purchasing process, financial processes in general, vacation request, recruiting and any other process that needs approval.Click here to access the recipe in our library. You can clone it to your organization and follow the step-by-step configuration provided in this video.There are more than 40 recipes shared in English on the Workato Community. Every week we will post a new integration here in the c

Hi Pipefy Community, This week we will share with you the Pipefy integration with Netsuite. This recipe aims to create Purchase Orders in Netsuite through commands in Pipefy.The recipe contains the following steps:Recipe: Trigger - When a card is moved/updated in Pipefy1st Action - Get all information on this card2nd Action - Create purchase order in NetsuiteMost common use case: Purchasing process, Financial requests.Click here to access the recipe in our library. You can clone it to your organization and follow the step-by-step configuration provided in this video.There are more than 40 recipes shared in English on the Workato Community. Every week we will post a new integration here in the community and we will be able to use this space to exchange information regarding this topic. See ya next week!

Hello Pipefy Community, This week we will share with you the Pipefy integration with Slack. This recipe aims to create cards in Pipefy through Slack commands.The recipe contains the following steps: Recipe: Trigger - When a command is triggered in SlackAction - Create card in PipefyMost common use case: HR requests, purchase process, financial requests Click here to access the recipe in our library. You can clone it to your organization and follow the step-by-step configuration provided in this video.There are more than 40 recipes shared in English on the Workato Community. Every week we will post a new integration here in the community and we will be able to use this space to exchange information regarding this topic. See ya next week!

Hello Pipefy Community, This week we will share with you the integration of Pipefy with Pipefy. This recipe aims to customize pipefy with mathematical operations. For this example we use the calculation of a commission but we can do any other mathematical operation that you want. The recipe contains the following steps: Recipe:Trigger - When a field is updated in Pipefy 1. Action - Get all information from this card2. Action - Do the math calculationMost common use case: Sales process, purchase process or financial processes in general Click here to access the recipe in our library. You can clone it to your organization and follow the step-by-step configuration provided in this video.There are more than 40 recipes shared in English on the Workato Community. Every week we will post a new integration here in the community and we will be able to use this space to exchange information regarding this topic. See ya next week!

Hello Pipefy Community, This week we will share with you the Pipefy integration with Zendesk. This recipe has the purpose of back and forwarding information between the two softwares. For example: when a Ticket is created in Zendesk, it creates a card in Pipefy and also when the process is finished in Pipefy, it is finished in zendesk.The recipes contain the following steps: One-way recipe:Trigger - When a ticket is created in Zendesk 1st Action - Create a card in Pipefy2nd Action - Link the ticket ID with the Pipefy ID in a table in the workato to be used in the back recipeReturn recipe:Trigger - When the card is finalized in Pipefy1st Action - Take all information from this card2nd Action - Search in the table for the Zendesk Ticket that is correlated with this Pipefy ID3rd Action - Update the Zendesk ticketMost common use case: Customer support Click here to access the first recipe in our library. You can clone it to your organization and follow the step-by-step configuration provid

Hello Pipefy Community, This week we will share with you the integration of Pipefy with Docusign. This recipe has the purpose of sending a contract that is attached in Pipefy to be signed through Docusign. There is also a recipe for when the contract is signed in docusign, upload it to Pipefy. The recipes contain the following steps: One-way recipe:Trigger - When a card is updated in Pipefy 1st Action - Search the card's content2nd Action - Send the contract through Docusign3rd Action - Store the Pipefy card ID and contract ID in a workato table Return recipe:Trigger - When the contract is finalized in Docusign 1st Action - List the document in Docusign2nd Action - Download the document3rd Action - Allocate the file space inside Pipefy4th Action - Upload the file to the Pipefy server5th Action - Upload the file in the desired field in Pipefy Most common use case: Contracts in the sales process, Contract management, Legal department Requests, purchasing process (Supplier Contract), etc.

Hello Pipefy Community, This week we will share with you the Pipefy integration with Google Drive. This recipe aims to automate the process of uploading files that are in Pipefy in a standardized way to Google Drive. The recipe contains the following steps: Trigger - When a card is moved in Pipefy (to a specific phase)1st Action - Get all the content from the card2nd Action - Select the file and download it3rd Action - Create a folder in Google Drive (if you don't need a structure in which a new folder is always created, you can skip this step)4th Action - Upload the selected file in the created folderMost common use cases:  contract management separated by customer folder; organization of financial documents by month/year or clients;   Organization of documents from the employee onboarding process. Click here to access the recipe in our library. You can clone it to your organization and follow the step-by-step configuration provided in this video There are more than 30 shared recipes

Hello, Pipefy Community, We bring great news: now, you can access a library of pre-built integration recipes ready to be customized in Workato. Workato is an IPasS (Integration Platform as a Service) solution that allows the development of integrations between multiple softwares with Pipefy. If you would like to check out the most used recipes (name given for the integration structure) by our customers or create your own recipes, this library is the ideal place for you to access our best practices. One of Pipefy's objectives is to empower doers, for you to be able to create more sophisticated solutions that solve your problems. With that in mind, we shared our knowledge, leaving our main recipes available in the library. In addition to that, all of them were customized with comments and a video explaining how the configuration should be done. The video is available on the first step, which is below the trigger in Workato, of all the recipes in the library.To access the library you need

☝️ Style -  We provide to you a CSS with style guide from Pipefy.Include the following CSS to your IFrames  Click here for details and usage 

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