Connect Easybill and Pipefy to Build Intelligent Automations
Choose a Trigger
When this happens...
New Document Created
Project Updated
New Project Created
Project Deleted
New Task Created
Task Updated
Task Deleted
New SEPA Payment Created
SEPA Payment Updated
SEPA Payment Deleted
New Position Created
Position Updated
Position Deleted
Post Box Created
Post Box Updated
Post Box Delete
Post Box Fail
New Customer Created
Customer Update
Customer Delete
New Contact Created
Contact Update
Contact Delete
Document Update
Document Completed
Document Payment Add
Document Payment Delete
Choose an Action
Automatically do this!
Create Record
Create Card
Delete Card
Update Card
Find Card
Ready to use Easybill and Pipefy automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Document Created
Triggered when a new Document is created in Easybill.
Project Updated
Triggered when an project is updated in Easybill.
New Project Created
Triggered when a new Project is created in Easybill.
Project Deleted
Triggered when an project is deleted in Easybill.
New Task Created
Triggered when a new Task is created in Easybill.
Task Updated
Triggered when a Task is updated in Easybill.
Do thisActions
Action is the task that follows automatically within your Easybill integrations.
Create Customer
Create a customer in a accout
Delete Customer
Delete a Customer from account
Update Customer
Update a customer in a account.
Create Customer Groups
Creates Customer Groups in a account.
Delete Customer Group
Delete a customer group from account.
Update Customer Groups
Updates Customer Group in a account.
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Frequently Asked Questions
To start, connect both your Easybill and Pipefy accounts to viaSocket. Once connected, you can set up a workflow where an event in Easybill triggers actions in Pipefy (or vice versa).
Absolutely. You can customize how Easybill data is recorded in Pipefy. This includes choosing which data fields go into which fields of Pipefy, setting up custom formats, and filtering out unwanted information.
The data sync between Easybill and Pipefy typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Easybill and Pipefy. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Easybill
Easybill is a comprehensive invoicing and billing platform designed to simplify the process of creating, managing, and sending invoices. It offers features such as automated invoice generation, expense tracking, and financial reporting, making it an ideal solution for businesses looking to streamline their billing operations.
Learn MoreAbout Pipefy
The easy button for processes and workflows Easily organize and run all your processes in one place, leaving the inefficient patchwork of apps, forms, spreadsheets and e-mail threads forever in the past
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