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Looking for a way to change labels of card based on status of connected card


Jerry
  • Regular Participant
  • 1 reply

Do someone know a workaround to update label of a card based on the phase of a connected card.
I tried many things but in “Automate”, you cannot update a field based on a connected card status/phase/field value.

Any idea ?

Best answer by alicereis

Hi Jerry!Using Pipefy's integrations I really believe it wouldn't be possible. This level of automation can be developed using Integromat/Make. For this automation to be possible you would need to have the ID of the card that will be updated (parent card) in a field on the card that was moved (child card). I made an example of how this automation can be created in Integromat:

 

 

Let me know if I can help you with anything else.
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4 replies

alicereis
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  • Regular Participant
  • 59 replies
  • Answer
  • March 7, 2022
Hi Jerry!Using Pipefy's integrations I really believe it wouldn't be possible. This level of automation can be developed using Integromat/Make. For this automation to be possible you would need to have the ID of the card that will be updated (parent card) in a field on the card that was moved (child card). I made an example of how this automation can be created in Integromat:

 

 

Let me know if I can help you with anything else.

Jerry
  • Author
  • Regular Participant
  • 1 reply
  • March 7, 2022

Thank you for your help.
I’ll try that.


Lucas Democh
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  • Pipefy Legend
  • 396 replies
  • March 7, 2022

Good suggestion @alicereis! This time you were faster than me.


rafael.jefte
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alicereis wrote:
Hi Jerry!Using Pipefy's integrations I really believe it wouldn't be possible. This level of automation can be developed using Integromat/Make. For this automation to be possible you would need to have the ID of the card that will be updated (parent card) in a field on the card that was moved (child card). I made an example of how this automation can be created in Integromat:

 

 

Let me know if I can help you with anything else.

Very good!


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