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💎 Automations Improvements: Update Database Records

  • December 6, 2022
  • 5 replies
  • 204 views
💎 Automations Improvements: Update Database Records
Rodrigo Leite
Pipefy Staff

Hello community, howdy? 

 

I'm excited to announce that the new automation action Update a field in a card or a record is now LIVE for 30% of our customers in Beta mode!

 

:new: What's new?
Now, your database records can be automatically updated when a card is updated or moved to a specific phase.

 

:gem: Why is it valuable?
With this enhancement, you and your team can experience more agility and accuracy in your processes.

 

:raised_hands::skin-tone-4: What's a practical example?
In a sales pipeline process, when the card of the lead is moved to the "Deal Won" phase, the "Prospect" database is automatically updated.

 

:satellite_antenna: Stay tuned!
We'll keep sharing the progress of this launch with you! If you already got the update and have any feedback for us, please reach out!

5 replies

Ezequiel Souza
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It’s wonderful!

Thanks for sharing.


genietim
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  • Legend
  • December 8, 2022

Oooh, finally! Is there any way to opt-in to this beta?


Rodrigo Leite
Pipefy Staff
  • Author
  • Product Manager
  • December 8, 2022

Hi @genietim , sure!

Send an email to rodrigo.leite@pipefy.com with your org id that we can include you in our beta test.

 


ivan.novofoco
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  • Pipefy Certified Partner
  • December 12, 2022

Great news 😁


marcosmelo
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  • Legend
  • March 10, 2023

Very Good!!