Connect Pipefy and ACT! 365 to Build Intelligent Automations
Enable Integrations or automations with these events of Pipefy and ACT! 365
Enable Integrations or automations with these events of Pipefy and ACT! 365
Actions
Create Record
Creates a new table record.
Create Card
Creates a new card.
Delete Card
Delete a card using card id.
Update Card
Updates a card Title.
Find Card
Finds a card by Title.
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Frequently Asked Questions
To start, connect both your Pipefy and ACT! 365 accounts to viaSocket. Once connected, you can set up a workflow where an event in Pipefy triggers actions in ACT! 365 (or vice versa).
Absolutely. You can customize how Pipefy data is recorded in ACT! 365. This includes choosing which data fields go into which fields of ACT! 365, setting up custom formats, and filtering out unwanted information.
The data sync between Pipefy and ACT! 365 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 Pipefy and ACT! 365. 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 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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About ACT! 365
Act! 365 puts essential sales and marketing tools in your hands to close more deals, find new leads, and grow your business. The perfect Microsoft® Office 365 companion, stay productive from your inbox, the app—or wherever work takes you.
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