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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
new lead is created
runs when new lead is created
new client is added
runs when new client is added
new invoice is created
runs when new invoice is created
Do thisActions
Action is the task that follows automatically within your Pipefy integrations.
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.
Create lead
Create a new lead to capture a potential client.
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Frequently Asked Questions
To start, connect both your Pipefy and contractor plus accounts to viaSocket. Once connected, you can set up a workflow where an event in Pipefy triggers actions in contractor plus (or vice versa).
Absolutely. You can customize how Pipefy data is recorded in contractor plus. This includes choosing which data fields go into which fields of contractor plus, setting up custom formats, and filtering out unwanted information.
The data sync between Pipefy and contractor plus 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 contractor plus. 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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Contractor+ facilitates contractors relationships with their Clients, REI’s & Property Managers. Scheduling, Estimating, Invoicing & more.
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