Integrate Pipefy with Docupilot
Send information between Pipefy and Docupilot automatically, without writing any code, using Zoho Flow.
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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.
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What is Docupilot?
Docupilot is a document automation application that lets you create documents using intelligent templates and data, automate document workflows and more.
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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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Write simple scripting functions to format data, call web APIs, send emails, and more.
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