This automation scenario allows you to connect Pipefy and Google Sheets
It can be build using Zapier, a no-code workflow automation tool. Zapier 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
Pipefy and Google Sheets can also be integrated using automation tools other than zapier:
When this trigger fires in Pipefy
Triggers when a card is done.
Then this action happens in Google Sheets
Create a new row in a specific spreadsheet.
This guide contains information on how to set up an automatic workflow that allows to Create Google Sheets spreadsheet rows from new cards done in Pipefy.
Part I
First, we need to connect Pipefy and Google Sheets to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect Pipefy to Zapier.
Give Zapier access to your Pipefy account, using Pipefy credentials.
Connect Google Sheets to Zapier.
Give Zapier access to your Google Sheets account, using Google Sheets 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 Pipefy
Choose the following trigger: Done Card (Triggers when a card is done.).
Then set up an Action for Google Sheets
Choose this action: Create Spreadsheet Row (Create a new row in a specific spreadsheet.).
Part III
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Pipefy and Google Sheets.
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 Google Sheets spreadsheet rows from new cards done in Pipefy!
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
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.
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.
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