Pipefy Team

Total control of automations performed in your processes

Automation Logs

Natália Manffré

Susane Lenz

Automations

Gain visibility of all automations inside your pipe in a single place

How to manage automations in Pipefy

Learn how to start an automation for every time an event happens in your process.

Set up an automation event

Set up an automation action

Define the conditions needed for your automations to run.

How to set up automation conditions

How Pipefy counts automations in your plan.

How Pipefy enumerates automation jobs vs. automation rules

Automations: How To Start

Automated formulas

Every time a card is created in your pipe, automation can run an action.

How to set an automation for when a card is created

Ensure information is always fresh in connected pipes and databases.

How to update cards and database records using automation

Set an automation to insert labels in cards and identify them effortlessly.

How to add labels to cards automatically

Learn how to move cards to new phases when they are past their due date.

How to move overdue cards to another phase with automation

Improve your information management along a process with Pipefy’s automations.

How do I set an automation to move cards

Use automation rules to escalate demands when they become overdue

How to assign overdue demands to your team manager automatically

Set relative date automations to remind you of  activities that happen at the same frequency.

How to create automations for payment, charges, and communication deadlines

If your business has complex approval rules, use database information to automate card assignments in pipes.

How to create automations to set assignees via database

Create rules to move parent and child cards simultaneously.

How to create automations to move parent cards

Learn how to set up connected card automations for shared information in just a few steps.

How to create automations to connect cards

Learn how to create automations for overdue, late, and expired alerts.

How to create alert-based automations

Learn how to set up automations based on received emails, and how to automate replies and actions.

How to create automations for when you receive an email

Learn how to set up automations for connected cards to create an efficient and agile workflow.

How to create an automation for when all connected cards are moved from one phase to another

Learn how to set up automations that fire at specific hours, days, weeks, and months based on your rules.

How to create automations for recurring activities

When a card leaves a phase, set up an automation to send an email, update a record, and much more.

How to create automations for when cards leave a phase

Learn how to create automations for different scenarios whenever fields in a card are updated.

How to create automations when fields are updated

Set up automations to take specific actions whenever a card enters a specific phase of its process.

How to create an automation for when a card enters a specific phase

How to send information from a child card to its parent card

How to create integrations with HTTP requests

Examples of HTTP requests with Pipefy automations

Advanced SLA rules

Set up an automation rule to automatically assign cards to other members.

Automation: update the assignee field

Automation Applications

Find full instructions to verify required fields and connections between pipes.

My automation is not moving cards. What can I do?

Check out the steps below to troubleshoot your automation if it isn’t creating connected cards as it should.

My automation is not connecting cards. What do I do?

Automation Troubleshooting

Academy

Community

Developers Hub

Find answers and get help from Intercom Support and Community Experts

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