Integrate Pipefy with noCRM.io

Send information between Pipefy and noCRM.io automatically, without writing any code, using Zoho Flow.

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Supported triggers and actions

Integrate Pipefy and noCRM.io using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Card expired

Triggers when a card expires in the selected pipe

New card

Triggers when a new card is created in the selected pipe

Card done

Triggers when a card is done in the selected pipe

Card moved

Triggers when a card is moved in the selected pipe

Card overdue

Triggers when a card is overdue in the selected pipe

Card late

Triggers when a card in the selected pipe exceeds maximum lead time

Lead deleted

Triggers when a lead is deleted

Lead status updated

Triggers when a lead is updated to the selected status

Lead step updated

Triggers when a lead is updated to the selected step

Lead created

Triggers when a new lead is created

Lead content updated

Triggers when the content of a lead is updated

Unassigned lead created

Triggers when a lead is created and unassigned

Manual trigger

Triggers when the conditions set up in noCRM.io are satisfied

All Actions - Actions are the automated tasks

Create card

Creates a card in the selected pipe

Delete card

Deletes the selected card

Create lead

Creates a new lead

Create row

Creates a new row for the specified prospect

Add amount and probability

Adds the amount and probability details for a lead

Add comment

Adds a new comment to the specified lead

Add tags

Adds tags to the specified lead

Update lead step

Updates the step of the specified lead

Update lead status

Updates the status of the specified lead

Fetch prospecting list

Fetches details of an existing prospecting list by title

Fetch lead

Fetches details of an existing lead by email address

What is Pipefy?

Pipefy is a process management tool with features such as advanced reports, private pipes, process templates, and conditional logic.

Project Management

What is noCRM.io?

noCRM.io is lead management software that lets you record activities, build customized sales pipelines, and improve processes with sales forecasting reports.

CRM

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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