An automated workflow using integromat
Connects Front + Pipefy
Create Pipefy cards from Front conversations
About this workflow template
This automation scenario allows you to connect Front and Pipefy
It can be build using Integromat, a no-code workflow automation tool. Integromat allows you to create automated bots using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.
Categories
Front and Pipefy can also be integrated using automation tools other than integromat:
Diagram
How it works?
When this trigger fires in Front
Watch Events in Front
Triggers when an event by your rules is occured in the inboxes of your company.
Then these actions happen in Pipefy and Pipefy
Get a Conversation in Front
Fetches the information of a conversation.
Create a Card in Pipefy
Creates a new card.
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Create Pipefy cards from Front conversations.
Part I
Configure Applications
First, we need to connect Front and Pipefy to Make.com.
Create Make.com account.
Create Make.com account if you don't have one.
Connect Front to Make.com.
Give Make.com access to your Front account, using Front credentials.
Connect Pipefy to Make.com.
Give Make.com access to your Pipefy account, using Pipefy credentials.
Part II
Build an integration workflow
Next, we need to create a workflow automation scenario using graphical no-code web interface of Make.com.
Set up a Trigger action for Front
Choose the following trigger: Watch Events (Triggers when an event by your rules is occured in the inboxes of your company.).
Then set up an Action for Front
Choose this action: Get a Conversation (Fetches the information of a conversation.).
Then set up another Action for Pipefy
Choose this action: Create a Card (Creates a new card.).
Part III
Test and Publish
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Front and Pipefy.
Test the workflow and turn it on for production use
Test your scenario and publish to production. Now you have an automatic workflow, that will Create Pipefy cards from Front conversations!
Related Automation Templates
Supported triggers and actions
New card
Triggers when a new card is created.
triggerbyzapierautomateioCard overdue
Triggers when a card gets overdue on a pipe.
triggerbyzapierpabbly-connectpipedreamCard expired
Triggers when a card is expired on a pipe.
triggerbypabbly-connectpipedreamCard late
Triggers when a card gets late on a pipe.
triggerbypabbly-connectpipedreamCard created (instant)
Card created (instant)
triggerbypipedreamCard done (instant)
Card done (instant)
triggerbypipedream
Create a message
Sends a new message from a channel. It will create a new conversation.
actionbyintegromatCreate a contact
Creates a new contact for the default team.
actionbyintegromatGet a conversation
Fetches the information of a conversation.
actionbyintegromatGet a message
Fetches the information of a message.
actionbyintegromatAdd contacts into a group
Adds a list of contacts to a specified group.
actionbyintegromatAdd a note to a contact
Adds a new note to a contact.
actionbyintegromat
Apps you need
Pipefy is the ultimate workflow and process management software, empowering businesses of all sizes and types to streamline and automate processes, saving time and ensuring efficient execution. With its intuitive interface and versatile features, Pipefy is the go-to choice for over 50k professionals seeking process improvement and digital transformation.
Make.com (Integromat) is a powerful automation tool that enables users to connect their favorite apps, services, and devices without any coding skills. With its unique features, users can automate even complex integrations easily and efficiently, saving time and effort. Integromat allows to connect apps and automate processes in a few clicks.
