Integrate Pipefy with Docupilot

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

Build your own integrations between Pipefy and Docupilot

Connect Pipefy and Docupilot with over 1000+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Pipefy and Docupilot using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Card expired

Triggers when a card expires 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

Card done

Triggers when a card is done in the selected pipe

Card moved

Triggers when a card is moved in the selected pipe

New card

Triggers when a new card is created in the selected pipe

All Actions - Actions are the automated tasks

Create card

Creates a card in the selected pipe

Delete card

Deletes the selected card

Create folder

Creates a new folder

Create document

Creates a new document from a specified template

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 Docupilot?

Docupilot is a document automation application that lets you create documents using intelligent templates and data, automate document workflows and more.

Documents

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.

Learn more >

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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Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more

Owain ap Rees

Sales Director, Artico

Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.

Julien Granjean

CEO, iDAYit

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