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In Pipefy, you can avoid manual work by creating automation rules.
In the video below, you will see how to create connections between different pipes so they can share the same information in their cards.
This is useful when different teams need access to the same information, like Sales and Customer Success or Talent Acquisition and Onboarding, for example.
📌 Remember: You must be a pipe admin to set up automations.
See how you can do it:
🔔 Attention: An automation job is counted by Pipefy whenever the conditions to trigger an automation are checked (whether the conditions are met or not). This verification step is considered an automation job and counted as such.
For example, if you set up a rule for a card to automatically move to a specific phase but all the conditions are not met, the automation will not occur but the action to verify will be counted as complete.