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Pipefy

With Pipefy modules in Make, you can manage the triggers, pipes, and tables in your Pipefy account.

To use the Pipefy modules, you must have a Pipefy account. You can create an account at pipefy.com/signup/.

Refer to the Pipefy API documentation for a list of available endpoints.

Connect Pipefy to Make

To connect your Pipefy account to Make, you must first obtain the API Key from your Pipefy account.

To establish the connection:

  1. Log in to your Pipefy account.

  2. Click Your Profile Icon > Account Preferences > Personal Access Tokens > Generate a new token.

  3. Enter a name for the token and click Save.

  4. Copy the API token to your clipboard and click Save.

  5. Log in to your Make, add a Pipefy module to your scenario, and click Create a connection.

    Note: If you add a module with an instant tag, click Create a webhook, then Create a connection.

  6. Optional: In the Connection name field, enter a name for the connection.

  7. In the API Key field, enter the API key copied in Step 4.

  8. Optional: In the Subdomain field, enter your account domain details. For example, if your full domain is bestsaas.pipefy.com then your subdomain is bestsaas.

  9. Click Save.

You have successfully established the connection. You can now edit your scenario and add more Pipefy modules. If your connection requires reauthorization at any point, follow the connection renewal steps here.

Build Pipefy Scenarios

After connecting the app, you can perform the following actions:

Triggers

  • Watch New Cards

  • Watch Moved Cards

  • Watch Done Cards

  • Watch Overdue Cards

  • Watch Late Cards

  • Watch Expired Cards

  • Watch Card Field Update

Note

Webhooks may take a few minutes to trigger due to delays caused by Pipefy servers.

  • Create a Card

    Create a Card v1 has been deprecated. To use the latest Pipefy features, switch to the new Create a Card module at your earliest convenience.

  • List Cards

  • Get a Phase

  • Get a Card Info

  • Update a Card

  • Update a Card Field

  • Move a Card to Phase

  • Delete a Card

Tables

  • Create a Table

  • Create a Table Record

  • List Table Records

  • Get a Table Record

  • Update a Table Record

  • Delete a Table Record

Other

  • Make an API Call

  • Execute a GraphQL Query

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