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Automations work this way:
Every time something happens in your Pipe
The automation will do something else in sequence.
You can set up an automation to create cards in different pipes to share the same information or create a record in the database connected to the card. The automation can create a card that is connected to another card, in a different pipe, or between a pipe and a database.
This type of automation works great for teams that need to update tasks, requests, payments, tickets (or any other type of activity) across different processes, without having to type in the same information twice.
How to create new connected cards and records?
First, choose an event for your automation. Some events trigger new connected cards or records. These are the options that Pipefy offers:
1. When a card is created
Every time a card is created in pipe 1, another card is created in pipe 2. The card is a connection between pipes 1 and 2.
Connected card configuration:
You can combine fields that exist in pipe 1 and pipe 2 to automatically update information populated in the card, such as an address, email, or phone.
Setting up a connected record:
You can create a connection so that a record in the database is created from a card. For example, in the Recruitment process, when the field on an employee's card is marked as Hired, a new record is created in the employee database.
2. When a card enters a phase
When a card enters a phase of a pipe, automation will create:
A card connected to another pipe, or
A new record in a database.
3. When a field is updated
Every time a field is filled out in pipe 1, a connected card is created with the same information in pipe 2.
4. When all connected cards are moved to a phase
Every time all connected cards move to a phase in a specific pipe, the automation creates connected cards in a phase of another pipe.
5. When an alert is triggered
Every time a card receives a late, expired, or overdue alert, the automation creates a connected card in another pipe.
Late: the card reached the maximum time for staying in a phase.
Expired: the card reached the maximum time for staying in any active phase of the entire pipe.
Overdue: the card exceeded its due date (red label).
6. When an email is received
Every time a card receives an email (in a specific phase of the process), the automation creates another card, in another pipe, with the same email history.