Pipefy

pipefy.com
Analytics CRM Business management

Pipefy is a workflow automation platform built around visual pipelines and structured processes. It helps teams design and run repeatable operations using cards, tables, phases, and form fields—so work moves consistently from request to completion. Pipefy is widely used for operations, approvals, and process management where teams need clear ownership, real-time visibility, and reliable progress tracking.

Connect Pipefy so BOBs can run your pipeline like a living system: updating cards and table records, keeping key fields in sync, and reacting instantly when work changes state. Instead of waiting for manual checks or status emails, BOBs can sense what’s happening in your Pipefy workspace and take next-step actions—like progressing work, correcting fields, or creating new records—based on the job you describe.

This is ideal for operations teams handling requests, approvals, onboarding, or customer workflows where timing matters. With proactive alerts for created, moved, overdue, and completed items, BOBs help you reduce bottlenecks, improve SLA adherence, and maintain accurate pipeline visibility across your other tools (CRM, email, support, reporting, and more) while staying consistent with your Pipefy process design.

What can BOBs do with Pipefy?

Perform actions

  • Create Card
  • Create Pipe
  • Create Table Record
  • Delete Card
  • Get All Cards
  • Get Current User
  • Get Table Records
  • List Organization Options
  • Look up Card by ID
  • Look Up Phase By Id
  • Look up Pipe by ID
  • Look Up Table by ID
  • Update Card
  • Update Card Field
  • Update Table
  • Update Table Record

Listen to real-time events

  • Card Created (Instant)
  • Card Done (Instant)
  • Card Expired
  • Card Field Updated (Instant)
  • Card Late
  • Card Moved (Instant)
  • Card Overdue