An automated workflow using integromat
Connects Gmail + Pipefy
Create Pipefy cards from new labeled emails in Gmail
About this workflow template
This automation scenario allows you to connect Gmail 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
Gmail and Pipefy can also be integrated using automation tools other than integromat:
Diagram
How it works?
When this trigger fires in Gmail
Watch Emails in Gmail
Triggers when a new email is received to be processed according to specified criteria.
Then this action happens in Pipefy
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 new labeled emails in Gmail.
Part I
Configure Applications
First, we need to connect Gmail and Pipefy to Make.com.
Create Make.com account.
Create Make.com account if you don't have one.
Connect Gmail to Make.com.
Give Make.com access to your Gmail account, using Gmail 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 Gmail
Choose the following trigger: Watch Emails (Triggers when a new email is received to be processed according to specified criteria.).
Then set up an 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 Gmail 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 new labeled emails in Gmail!
Related Automation Templates
Supported triggers and actions
New email
Triggers when a new e-mail appears in the specified mailbox.
triggerbyzapierautomateioNew email matching search
Triggers when you receive a new email that matches a search string you provide.
triggerbyzapierNew labeled email
Triggers when you label an email.
triggerbyzapierNew attachment
Triggers when you receive a new attachment (triggers once per attachment).
triggerbyzapierWatch emails
Triggers when a new email is received to be processed according to specified criteria.
triggerbyintegromatNew starred email
Triggers when you receive a new email and star it within two days.
triggerbyzapierautomateio
Create card
Create a card on a pipe.
actionbyzapierintegratelypipedreampabbly-connectUpdate card field
Update a card field value.
actionbyzapierintegratelypipedreamDelete card
Delete an existing Card.
actionbyzapierautomateiopabbly-connectpipedreamCreate pipe
Create pipe
actionbypipedreamCreate table record
Create table record
actionbypipedreamGet all cards
Get all cards
actionbypipedream
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.
