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Create business workflows for Pipefy without writing code, using Zoho Flow. Automate your routine tasks and make more time for what you do best.

Popular Pipefy workflows

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Get Zoho Cliq messages for new cards in Pipefy

Do you use Pipefy cards to plan and track activities of your projects? This flow can help notify your team via Zoho Cliq each time such a card is created in your Pipefy account.

How it works

1. A new task is added in Pipefy. 

2. Zoho Flow sends a message in Zoho Cliq.

Use this flow
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Get Zoho Cliq messages for new cards in Pipefy

Zoho Cliq + Pipefy

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Create Pipefy Cards from starred messages on Slack

This flow creates a new card in Pipefy each time a message is starred on Slack so you can easily get your team to work on important tasks that you plan.

How it works

1. A new message is starred in Slack.

2. Zoho Flow creates a card in Pipefy.

Use this flow
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Create Pipefy Cards from starred messages on Slack

Slack + Pipefy

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Supported triggers and actions

All Triggers - A trigger kickstarts the flow

Card expired

Triggers when a card expires in the selected pipe

New card

Triggers when a new card is created in the selected pipe

Card done

Triggers when a card is done in the selected pipe

Card moved

Triggers when a card is moved in the selected pipe

Card overdue

Triggers when a card is overdue in the selected pipe

Card late

Triggers when a card in the selected pipe exceeds maximum lead time

All Actions - Actions are the automated tasks

Create card

Creates a card in the selected pipe

Delete card

Deletes the selected card

What is Pipefy?

Pipefy is a process management tool with features such as advanced reports, private pipes, process templates, and conditional logic.

Project Management

Bulid comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

Learn more >

Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

Learn more >

In other words, we use Zoho Flow as the business process designer, where our apps are connected according to the actual, real-life interactions. The most measurable benefit is that we do not have the 'forgotten repairs' anymore. Know more

Louis Castellano

CEO, Lakeside CNC Group

We use Zoho Flow to connect Zoho Subscriptions with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Subscriptions and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!

Josh Lucas

Head of Operations, AAA Band Rentals

Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Know more

Toto

Technical Engineer, Master Liveaboards

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