Hey Guys, I wanted to find out if Pipefy can have scheduled automations by date and time?
Essentially what I would have would be an automation saying: On the 30th of Every month @ 9:00 am, create a card.
Do you think this would be possible? Or would I need an integration.
Thanks
+14It’s will be very helpful!
Hello! How are you today?
This option is already available! 😃
Please, follow the steps below to create an automation to a recurring activity:
1 - When creating a new automation, select the trigger “A recurring activity”
2 - Define how often this activity should happen - for example, every month. Choose the day and the time.
3 - Once the trigger is set, you can choose the action to be “Create a card or record”. After that, it will be necessary to select the pipe where the card should be created and define the values to the card.
And that’s it! Your card will be automatically created every month!
Please let me know if you have further questions about it! 😊
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