👤 For super admins and admins
🔐 Available on all plans
🎯 For those who want to reduce manual work using automations
⏩ Content Summary:
Find out what events and automation actions are, and learn how to set them up to reduce your team’s manual work.
Pipefy's automations enable you to decrease the number of manual tasks your team performs each day by automatically triggering actions in your pipe, such as:
Moving cards
Sending emails
Updating information in cards or databases
Notifying stakeholders of upcoming and/or missed deadlines
Automations allow you and your team to streamline every step in your process, boosting your team's productivity.
How do automations work?
Automations use event → action logic. This means that, when a specific event happens in your pipe, a predefined action occurs automatically.
For example:
Event: when a card moves to a phase
Action: send an email
Each time an automation is triggered or verified, it is added to your business’ tally of automation jobs. Consider the number of automation jobs your business will need as you set your automation rules; each Pipefy plan has its own automation job limit number.
🔔 Attention: Only users in the administrator role can manage automations. Learn more about roles and permissions.
How to begin
Access the pipe in which you’d like to create the automation and click the Automation button in that pipe's header.
Click Create new automation to start setting up your rules.
The automation screen is divided into two parts:
Events are on the left
Actions are on the right
First, choose the event you need to trigger an action (Every time...), then the action to be performed (Do this...).
Events
Below, you’ll find a list of the events you can choose:
A card enters a phase in the pipe.
A field is updated, in the start form or in the phase form.
A card is created in the pipe.
Recurring activity: Triggers the automation every hour, day, week, or month (at defined times/days). The time you choose is UTC.
An alert is triggered: activates the automation when a card becomes late, expired, or overdue.
A card leaves a phase in the process.
An email is received in the pipe.
All connected cards are moved to a phase: This event demands that you create a connection between pipes before setting it up).
A response is received from an HTTP request automation.
Actions
Below is a list of the actions you can choose from:
Send an email template from the pipe.
Move the card to a specific phase in the same pipe where the action occurred.
Update a card or database record with the information you specify.
Create a connected card or record in another pipe or a database.
Create a card or record in a pipe or database.
Move the parent card to a specific phase (make sure you connected the pipes before).
Distribute assignments.
Run a formula.
Make an HTTP Request.
Generate with AI.
Automation Example
Suppose you want to create an automation that sends an email every time a card enters a certain phase within your pipe.
The first step is to select the event: A card enters a phase.
Then, select the phase.
The last step is to select the action. In this case, Send an email template.
You can choose an email template you've created before, or create a new one from scratch.
When you're ready, click Create automation, give it a name, then click Save.
That’s it! Your automation has been created.
To ensure it's working, run a quick test in your pipe by performing the event that will trigger the automation.
Related Content
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