This automation scenario allows you to connect Pipefy and Telegram
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 Telegram can also be integrated using automation tools other than integromat:
When this trigger fires in Pipefy
Triggers when a new card is created.
Then these actions happen in Telegram and Telegram
Gets card details.
Sends a text message or a reply to your Telegram Desktop application.
This guide contains information on how to set up an automatic workflow that allows to Send Telegram messages for new Pipefy cards.
Part I
First, we need to connect Pipefy and Telegram 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 Telegram to Make.com.
Give Make.com access to your Telegram account, using Telegram credentials.
Part II
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 Pipefy
Choose this action: Get a Card Info (Gets card details.).
Then set up another Action for Telegram
Choose this action: Send a Text Message or a Reply (Sends a text message or a reply to your Telegram Desktop application.).
Part III
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Pipefy and Telegram.
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 Telegram messages for new Pipefy cards!
Triggers when a new card is created.
Triggers when a card gets overdue on a pipe.
Triggers when a card is expired on a pipe.
Triggers when a card gets late on a pipe.
Card created (instant)
Card done (instant)
This action will send a text message to a Telegram chat.
Sends a text message or a reply to your Telegram Desktop application.
This action will send a photo to a Telegram chat.
Downloads a file from the Telegram server.
Sends a document or an image to your Telegram Desktop application.
This action will send a video to a Telegram chat.
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.
Telegram is a superfast, cloud-based messaging app that allows users to send and receive multimedia files across end-to-end encrypted service. Its automated software like bots help users get things done with minimal interaction. With more than 500 million active users worldwide, Telegram is simple, fast, secure, and synced across all devices.
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.