🔐 Available for all plans
🎯 For those who want to create automations for well-built existing processes
Pipefy connections are especially useful for sharing data across multiple connected processes and providing visibility to people across different teams. For example, connecting information between the recruitment process and the employee onboarding process because data from one pipe is needed to feed the other pipe.
It's possible to create various scenarios among the automations that can be configured related to connections. Like when all connected cards are moved to a specific phase of a connected pipe), a specific action happens.
One application for this scenario is when all the steps of a demand are completed, an email is sent to notify those involved.
Before configuring the automation
Below are some examples of parent and child cards for different departments and processes.
Sales Funnel → parent cards
Lead Qualification → child cards
Human Resources Department:
Employee Onboarding → parent cards
Recruitment → child cards
Purchasing Process → parent cards
Accounts Payable Process → child cards
🔔 Attention: For the automation to run without errors, the phase the cards are in must allow them to be moved to the destination phase. If the phase has mandatory fields, they must not be empty. If they are, they will prevent movement.
How to configure an automation
Click the Automate button located in the upper right corner of the pipe. Then Create Automation.
On the left side, choose the option All connected cards are moved to a phase. Next, define the pipe and the phase in which the automation starts. In this scenario, that will be when the child cards reach the Doing phase.
On the right side, choose the trigger Move the parent card and set the desired phase. For example, when all connected cards are moved to the Doing phase, we want the parent card to be moved to the Done phase.
After setting the automation, click Create automation, name it, and save it. This setting will cause the parent card to move when all connected child cards reach a certain phase.
We recommend performing a test to ensure the automation is working correctly if possible.
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