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Question

Need Help with Setting Up Automation Between Pipes

  • August 27, 2024
  • 1 reply
  • 90 views
megann1092

Hi everyone,😍

I’m fairly new to Pipefy and am trying to set up an automation between two pipes, but I’m running into some trouble. I want to automatically move a card from one pipe to another when a specific condition is met, but I’m not sure how to set this up correctly.

I also check this: How to start a trigger X days before a start dateqlik I’ve looked through the tutorials and tried a few things, but the card isn’t moving as expected. Is there a step-by-step guide or any best practices that could help me get this working? Any advice would be greatly appreciated!

Thanks in advance!

    luiz.mendes

    Hi Megann, how are you?

    Unfortunately we can't move a card to another pipe. What you can do is use automation to create a new card with the same information in pipe 2 when the card created in pipe 1 achieve an specific condition. I'm going to leave you with some articles that explain this functionality better, but if you have any questions you can contact us here.😁

    https://help.pipefy.com/en/articles/3675131-how-to-create-an-automation-for-when-a-card-enters-a-specific-phase
    https://help.pipefy.com/en/articles/726676-transfer-data-from-one-pipe-to-another
    https://help.pipefy.com/en/articles/8057555-how-to-create-automations-to-connect-cards

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