Pipefy integration
Process Management, Workflow Management Software.
What your agents can do with Pipefy
22 pre-built Pipefy tool steps, ready to drop into any agent. Anything they do not cover, an agent can reach with an authenticated API call.
Actions (15)
Update Table
Updates a table.
Update Table Record
Updates a table record.
Update Card
Updates an existing card.
Update Card Field
Updates a Card Field in a Pipe.
Look Up Table by ID
Looks up a database table by its ID.
Look up Pipe by ID
Lookup a pipe by its ID.
Look Up Phase By Id
Looks up a phase by its ID.
Look up Card by ID
Looks up a card by its ID.
Get Table Records
Fetches all records in a table.
Get Current User
Gets information of the current authenticated user.
Get All Cards
Fetches all cards in a pipe.
Delete Card
Deletes a card.
And 3 more, available in the tool step browser.
Triggers (7)
Card Overdue
Emits an event each time a card becomes overdue in a Pipe.
Card Late
Emits an event each time a card becomes late in a Pipe.
Card Expired
Emits an event each time a card becomes expired in a Pipe.
Card Moved (Instant)
Emits an event each time a card is moved in a Pipe.
Card Field Updated (Instant)
Emits an event each time a card field is updated in a Pipe.
Card Done (Instant)
Emits an event each time a card is moved to Done a Pipe.
Card Created (Instant)
Emits an event for each new card created in a Pipe.
Set up Pipefy in Relevance AI
Do this once. Every agent in your workspace can then use the connection.
Create a Relevance AI account
Sign in, or create a free account. You do not need to be a developer to set this up.
Connect your Pipefy account
In Relevance AI, open Integrations and add Pipefy, then paste your API key. You will find it in your Pipefy account settings.
Use Pipefy in an agent
Create a tool, add a Pipefy tool step, and connect it to an agent. The agent fills in the step's inputs each time it runs.
Put Pipefy to work in your agents
Connect Pipefy alongside 1,800+ other integrations and let your agents run the busywork.