Pipefy
Slack
integromat

An automated workflow using integromat

Connects Pipefy + Slack

Send Slack messages for new Pipefy cards

About this workflow template

This automation scenario allows you to connect Pipefy and Slack

It can be build using Integromat, a no-code workflow automation tool. Integromat 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.

Pipefy and Slack can also be integrated using automation tools other than integromat:

Diagram

Send Slack messages for new Pipefy cards
Workflow diagram: Pipefy + Slack integration

How it works?

When this trigger fires in Pipefy

Pipefy

Watch New Cards in Pipefy

Triggers when a new card is created.

Then this action happens in Slack

Slack

Create a Message in Slack

Creates a message.

How to set up this workflow

This guide contains information on how to set up an automatic workflow that allows to Send Slack messages for new Pipefy cards.

Part I

Configure Applications

First, we need to connect Pipefy and Slack to Make.com.

  • Create Make.com account.

    Create Make.com account.

    Create Make.com account if you don't have one.

  • Connect Pipefy to Make.com.

    Connect Pipefy to Make.com.

    Give Make.com access to your Pipefy account, using Pipefy credentials.

  • Connect Slack to Make.com.

    Connect Slack to Make.com.

    Give Make.com access to your Slack account, using Slack 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 Pipefy

    Set up a Trigger action for Pipefy

    Choose the following trigger: Watch New Cards (Triggers when a new card is created.).

  • Then set up an Action for Slack

    Then set up an Action for Slack

    Choose this action: Create a Message (Creates a message.).

Part III

Test and Publish

Finally, we need to test this automation and publish it.

  • Customize data flow

    Customize data flow

    Configure the data that is exchanged between Pipefy and Slack.

  • Test the workflow and turn it on for production use

    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 Send Slack messages for new Pipefy cards!

Supported triggers and actions

  • Slack

    New message in channels (instant)

    New message in channels (instant)

    pipedream
    triggerbypipedream
  • Slack

    New message posted to channel

    Triggers when a new message is posted to a specific #channel you choose.

    zapier
    triggerbyzapier
  • Slack

    New saved message

    Triggers when you save a message.

    zapier
    triggerbyzapier
  • Slack

    New pushed message

    Triggers when you click the "Push to Zapier" button from a message in Slack.

    zapier
    triggerbyzapier
  • Slack

    New user

    Triggers when a new Slack user is created / first joins your org.

    zapierpabbly-connectalbato
    triggerbyzapierpabbly-connectalbato
  • Slack

    New reaction added

    Triggers when a reaction (aka reactji) is added to a message in a public #channel.

    zapier
    triggerbyzapier
  • Pipefy

    Create card

    Create a card on a pipe.

    zapierintegratelypipedreampabbly-connect
    actionbyzapierintegratelypipedreampabbly-connect
  • Pipefy

    Update card field

    Update a card field value.

    zapierintegratelypipedream
    actionbyzapierintegratelypipedream
  • Pipefy

    Delete card

    Delete an existing Card.

    zapierautomateiopabbly-connectpipedream
    actionbyzapierautomateiopabbly-connectpipedream
  • Pipefy

    Create pipe

    Create pipe

    pipedream
    actionbypipedream
  • Pipefy

    Create table record

    Create table record

    pipedream
    actionbypipedream
  • Pipefy

    Get all cards

    Get all cards

    pipedream
    actionbypipedream

Apps you need

Pipefy

Pipefy

Project Management

Process Management Software for Agile Teams

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.

Slack

Slack

Team Chat

A cloud-based platform for team communication and collaboration

Slack is the go-to platform for modern teams seeking seamless communication and collaboration. With everything in one easily searchable place, including channels, integrations, and tools, Slack keeps your team aligned and productive.

Make.com

Make.com

Automation Platforms

Integromat now Make! A workflow automation service.

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.