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.
Categories
Pipefy and Slack can also be integrated using automation tools other than integromat:
Diagram
How it works?
When this trigger fires in Pipefy
Watch New Cards in Pipefy
Triggers when a new card is created.
Then this action happens in 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 if you don't have one.
Connect Pipefy to Make.com.
Give Make.com access to your Pipefy account, using Pipefy credentials.
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
Choose the following trigger: Watch New Cards (Triggers when a new card is created.).
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
Configure the data that is exchanged between Pipefy and Slack.
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!
Related Automation Templates
Supported triggers and actions
New message in channels (instant)
New message in channels (instant)
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Triggers when a new message is posted to a specific #channel you choose.
triggerbyzapierNew saved message
Triggers when you save a message.
triggerbyzapierNew pushed message
Triggers when you click the "Push to Zapier" button from a message in Slack.
triggerbyzapierNew user
Triggers when a new Slack user is created / first joins your org.
triggerbyzapierpabbly-connectalbatoNew mention
Triggers when a username or highlight word is mentioned in a public #channel.
triggerbyzapier
Create card
Create a card on a pipe.
actionbyzapierintegratelypipedreampabbly-connectalbatoUpdate 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.
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 (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.
