Pipefy is a process management platform that helps teams automate workflows and manage tasks efficiently. With Relevance AI, you can elevate your process management by leveraging AI Agents to drive smarter decision-making and enhance operational efficiency.
Pipefy streamlines process management with its intuitive platform, while Relevance AI empowers your workflows with intelligent data operations and AI Agents that can adapt and respond to changing needs.
Process Intelligence Mastery
The AI Agent learns and optimizes complex workflows in real-time, enhancing process efficiency across the organization
Predictive Workflow Orchestration
Leverages historical data patterns to anticipate bottlenecks and automatically adjust workflow routing for optimal performance
Cross-System Data Synthesis
Seamlessly connects and analyzes data across multiple pipes and tables to generate actionable insights
Relevance AI integrates seamlessly with Pipefy to enhance your workflow automation capabilities.
What you’ll need
You don't need to be a developer to set up this integration. Follow this simple guide to get started:
- A Pipefy account
- A Relevance AI account with access to the projects you want to integrate
- Authorization (you'll connect securely using OAuth—no sensitive info stored manually)
Security & Reliability
This integration enables seamless workflow automation between Pipefy's process management platform and Relevance AI's data operations capabilities. With secure OAuth-based authentication, only authorized workflows can access your Pipefy data. Relevance AI manages API operations (like creating, updating, and fetching cards and table records) in the background—so you don’t have to worry about errors, formatting, or limits.
Built-in validation and type conversion ensure your workflows run smoothly, even when data formats vary. Key benefits include automated card and table record management, streamlined process workflows, and centralized data operations.
No training on your data
Your data remains private and is never utilized for model training purposes.
Security first
We never store anything we don’t need to. The inputs or outputs of your tools are never stored.
To get the most out of the Pipefy + Relevance AI integration without writing code:
- Start with a well-structured Pipe: Use clear phase names and consistent data formats to ensure smooth automation.
- Utilize pre-built actions: Relevance AI provides templates for creating, updating, or fetching cards—perfect for quick implementation.
- Connect securely: Ensure you authorize the correct Pipefy organization and have the necessary permissions during setup.
- Test your workflows: Execute automations on sample data first to identify potential issues before going live.
- Monitor API usage: Be mindful of rate limits and implement request throttling to avoid disruptions in service.
