How to Get Started with Pipefy in Zapier

Connecting Pipefy to Zapier lets you automate how cards move through your processes, sync data between tools, and eliminate manual updates. This guide walks you through creating your first workflow so Pipefy and Zapier work together smoothly.

What You Need Before Using Pipefy with Zapier

Before you start building automations, confirm you have access to both platforms and the Pipefy resources you plan to use.

• An active Pipefy account.
• Access rights to the pipes you want to manage.
• A Zapier account with permission to create Zaps.
• Clear idea of which events in Pipefy should trigger workflows.

If you also use other automation platforms or want help designing your automation strategy, you can find additional guidance at Consultevo.

How to Connect Pipefy to Zapier

To start using Pipefy in your Zapier workflows, you must connect your Pipefy account to Zapier.

Step 1: Add Pipefy in Zapier

1. Log in to your Zapier account.
2. Click Create to start a new Zap.
3. In the trigger or action app search bar, type Pipefy.
4. Select Pipefy from the list of apps.

Step 2: Authorize Pipefy Access

1. When prompted to connect a new account, click Sign in or Connect.
2. A pop-up window opens asking you to authorize Zapier.
3. Log in to Pipefy if you are not already logged in.
4. Review the access permissions and click Authorize to allow Zapier to use your Pipefy data.

After authorization, Pipefy is linked and ready to use in your Zapier account.

Available Pipefy Triggers in Zapier

Triggers start your automation when something happens in Pipefy. When you configure a trigger in Zapier, choose the Pipefy event that should launch your workflow.

Common Pipefy Trigger Options

• Card created: Runs when a new card is created in a selected pipe.
• Card updated: Runs when a card is updated, such as when fields change.
• Card moved: Runs when a card moves to a different phase in your process.
• Card overdue: Runs when a card passes a due date, if configured.

The exact trigger list may change as Pipefy updates its integration. You can always see the current set of triggers inside the Pipefy app listing in Zapier.

How to Set a Pipefy Trigger in Zapier

1. In your new Zap, select Pipefy as the trigger app.
2. Choose the trigger event that best fits your process, such as Card created.
3. Pick your connected Pipefy account.
4. Define options, such as which pipe to monitor.
5. Click Test trigger in Zapier to pull sample data from Pipefy.

When the test succeeds, Zapier displays a sample card, which you can then use to map fields into your actions.

Available Pipefy Actions in Zapier

Actions tell Pipefy what to do when a Zap runs. After a trigger fires, Zapier can create or update items inside Pipefy.

Common Pipefy Action Options

• Create Card: Create a new card in a specific pipe.
• Update Card: Change fields or move an existing card.
• Move Card: Move a card to another phase in the same pipe.
• Find Card: Search for a card based on filters before taking further steps.

Check the Pipefy action list within Zapier for the most accurate, up-to-date set of events available.

How to Configure a Pipefy Action in Zapier

1. In your Zap, click the next step after the trigger.
2. Select Pipefy as the action app.
3. Choose an action event like Create Card.
4. Select your Pipefy account.
5. Choose the target pipe and any required fields.
6. Use data from the trigger or earlier steps to fill in card fields.
7. Click Test action to send test data to Pipefy.

If the test is successful, Zapier shows a confirmation and you should see the new or updated card in Pipefy.

Example Workflow: Create Pipefy Cards from Another App in Zapier

Once Pipefy is connected, you can build a simple process to create new cards automatically whenever new data arrives from another app in Zapier.

Build a Basic Zap with Pipefy

1. Choose a trigger app
   For example, select a form tool or CRM as the trigger in Zapier.
2. Set the trigger event
   Pick an event like New form submission or New contact.
3. Test the trigger
   Pull in example data so Zapier can show the fields you will map.
4. Add a Pipefy action
   Select Pipefy and choose Create Card.
5. Map data to card fields
   Use trigger fields to fill in the card title, description, assignees, and custom fields.
6. Test and turn on the Zap
   Run a test, verify the card appears in Pipefy, then turn the Zap on.

This basic approach can be expanded with additional steps, filters, or conditions in Zapier to manage more advanced workflows.

Troubleshooting Your Pipefy and Zapier Connection

If your automation does not behave as expected, review these quick checks.

• Make sure your Pipefy account still has access to the pipe used in the Zap.
• Verify that the trigger event is correctly configured and active in Zapier.
• Confirm that required fields in the Pipefy action are properly mapped.
• Re-test the trigger and action from the Zap editor to see current error messages.

If problems persist, compare your setup with the official instructions in the Pipefy app listing on Zapier.

Where to Find Official Pipefy + Zapier Documentation

The official integration reference explains the latest triggers, actions, and usage notes. You can review it at the original help page: How to get started with Pipefy on Zapier.

Use that page alongside this guide when building new workflows to ensure you are using every feature available in Zapier with Pipefy.

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