How to create automations to move parent cards

Create rules to move parent and child cards simultaneously.

Ian Castelli avatar
Written by Ian Castelli
Updated over a week ago

Estimated reading time: 2 minutes

One of the most common automations you can set up in Pipefy is to automatically move cards, including parent and child cards. Examples of this include connected HR processes in which a parent card in the Recruitment pipe has a child card in the Employee Onboarding pipe, or the same scenario in the Sales Funnel and Lead Qualification pipes, which have shared data.

This type of automation is ideal for moving a parent card along as the child card arrives at a certain pipe phase; it keeps the information updated in all processes. Let's set up this automation!

Before creating the automation

First, you should already have the two pipes created and connected, including the corresponding fields. Make sure there are no blocks to moving cards to new phases. For example, a required field in the parent card’s current phase will prevent the automation from working properly.

How to set up the automation

Click on the Automate button located in the header of the pipe.

Then click Create Automation.

🔔 Attention: you must have pipe admin OR admin member permission to change settings.

On the left side, you can choose different types of triggers depending on the automation you want to create. In this example, we will use the When a card enters a phase option. Choose the desired pipe, then select the Doing phase.

Next, let's choose the Move parent card event. In this example, let's send the card to the Done phase. You must also select the parent pipe and the desired phase.

Now, click Create automation and choose a name. We recommend that you run a test drive as soon as possible to confirm that the automation is working. An example of this automation appears below:

Congratulations! The automation is now ready, and parent cards will be moved along with their child cards!

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