This automation scenario allows you to connect Google Sheets and Pipefy
It can be build using Zapier, a no-code workflow automation tool. Zapier allows you to create automated scripts 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
Google Sheets and Pipefy can also be integrated using automation tools other than zapier:
When this trigger fires in Google Sheets
Triggered when a new row is added or modified in a spreadsheet.
Then this action happens in Pipefy
Create a card on a pipe.
This guide contains information on how to set up an automatic workflow that allows to Create Pipefy cards for new Google Sheets rows.
Part I
First, we need to connect Google Sheets and Pipefy to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect Google Sheets to Zapier.
Give Zapier access to your Google Sheets account, using Google Sheets credentials.
Connect Pipefy to Zapier.
Give Zapier access to your Pipefy account, using Pipefy credentials.
Part II
Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.
Set up a Trigger action for Google Sheets
Choose the following trigger: New or Updated Spreadsheet Row (Triggered when a new row is added or modified in a spreadsheet.).
Then set up an Action for Pipefy
Choose this action: Create Card (Create a card on a pipe.).
Part III
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Google Sheets 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 for new Google Sheets rows!
Triggers when a new row is added to the bottom of a spreadsheet.
Triggered when a new row is added or modified in a spreadsheet.
Triggers when a new row is added.
Triggers when a new row is added to the bottom of a Google Team Drive spreadsheet.
Triggered when a new row is added or modified in a spreadsheet - works best with Team Drives.
Triggers when a new spreadsheet is created.
Create a card on a pipe.
Update a card field value.
Delete an existing Card.
Create pipe
Create table record
Get all cards
Online spreadsheets for personal use and collaboration, part of Google Drive
Google Sheets is a powerful and flexible web and mobile spreadsheet application that lets you collaborate and share your data with others. Create and edit spreadsheets on-the-go, all in real-time.
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.
Zapier simplifies busy people's lives by automating web app data transfers, reducing tedious tasks, and allowing teams to collaborate effortlessly. With over 5,000 popular apps connected, it's never been easier to streamline your workflow.