Pipefy’s automations enable you to move cards from one phase to another automatically. This is a good practice to avoid losing information during the process.
Here is how to do it:
Step 1
Access the pipe you want to run the automation, and click on the Automate button, located in the upper right corner. Click on Create new automation.
Step 2
For your automation to work, you need to select an event to trigger an action. In this case, choose the event when A field is updated and then the pipe where the automation originates.
Step 3
Add a condition to trigger the automation. For example, in a Purchasing Process, it could be a person on the team who will approve a purchase requisition whenever the amount is greater than US$ 1,000.00.
Step 4
After choosing the condition, select the action Move a card to the phase where the other pipe member will receive the information they need.
Step 5
Review your settings and click on Create Automation to save it. You can turn automations on and off anytime you need it by clicking on the switch button.
📌 Attention: Consider the number of automation jobs while setting up automation rules. Each Pipefy plan has its automation job limits. Learn how Pipefy counts automations in your plan.
Tip: Automations for updating cards and database records
Besides automations for moving cards, you can create automations to update cards and database records according to your rules. Whenever a specific action takes place, data on a card or record is automatically updated. See how to create card or record update automations.
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