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Advanced features
Boost your processes with connections, field conditionals, automations, apps and integrations. Keep track of metrics with dashboards and reports.
BSet up an automation event
Update cards and database records using automation
Set up an automation action
How to set up automation conditions
How automation billing works
How to manage automations in Pipefy
How to create integrations with HTTP requests and further customize your processes using automations
Examples of HTTP requisitions with automations in Pipefy
How to send information from the child card to the parent card in Pipefy
Add labels to cards automatically
How do I set an automation to move cards?
How to assign overdue demands to your team manager automatically
Automation: how to move Overdue cards to another phase
Automations for payment, charges, and communication deadlines
Automations to set assignees via database
How to create automations to move parent cards
How to create automations to connect cards
How to create alert-based automations
How to create automations for when you receive an email
How to create an automation for when all connected cards are moved from one phase to another
How to create automations for recurring activities
How to create automations for when cards leave a phase
How to create automations when fields are updated
How to create an automation for when a card enters a specific phase
Automation: when a card is created