hello!
we have 2 companies in pipefy, and now want to move in a unique pipe for maintain, somebody know if that it’s possible move all the cards to the company 1 to another company for maintain all data and log?
i appreciate your comments
hello!
we have 2 companies in pipefy, and now want to move in a unique pipe for maintain, somebody know if that it’s possible move all the cards to the company 1 to another company for maintain all data and log?
i appreciate your comments
Best answer by Lucas Democh
hello!
we have 2 companies in pipefy, and now want to move in a unique pipe for maintain, somebody know if that it’s possible move all the cards to the company 1 to another company for maintain all data and log?
i appreciate your comments
Hello
You can copy or transfer a card from one company to another, in two ways through Integromat:
1) Copy based on triggers. Example: When a card form is moved in organization X, create a card in organization Y:
2) Copy all the cards in a given phase or pipe from company X to company Y. This automation can be done only once or can be programmed based on periods. If importing is required only once, you can also do it via Importer (Standard Pipefy Application):
In the examples I made the simplest possible flows. They can be improved with other steps, transformations and filters.
If you have questions about how to create Pipefy integration flows with Integromat, you can call me.
My Integromat partner link is https://www.integromat.com/?pc=hackinggrowth. If you use it, it helps me a lot.
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