Estimated reading time: 3 minutes
Automations are one of the most powerful features in Pipefy since they cut out manual tasks such as filling and moving cards or sending emails.
To visualize and manage automations in a pipe, click on Automations.
The first thing you'll see on the Automations page is a list of all existing automations. This view provides a summary of each automation, including its name, trigger event, action, last updated date, and the user who last modified it.
You can also choose between Card View and List View. To switch views, use the buttons located on the right side of the page, below the New Automation button.
To find a specific automation, use the Search Automations field or click the Filter button. You can filter automations by Status, Event, and Action.
Select Active to view enabled automations, or Inactive to display inactive ones.
Notice the toggle switch next to each automation. When the switch is blue, the automation is active. When it is gray, the automation is inactive.
You can also sort your automations by Name (ascending or descending alphabetical order), Newest, or Oldest.
📌 On the automations page, you can only access those inside the chosen pipe. To visualize all automations from all your company's lines, you must be an administrator of the organization. Learn more about company members and permissions.
It's also possible to duplicate an automation. Click on the three dots button, besides each automation rule, then select Duplicate.
A new automation will be created instantly using the same configuration as the original. To prevent conflicts, duplicated automations are created in a disabled state by default. Make any necessary adjustments, save the automation, and enable it using the toggle switch.
📌 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.
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