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:
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.
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.
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.
After choosing the condition, select the action Move a card to the phase where the other pipe member will receive the information they need.
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.