Connect Pipefy and exa.ai to Build Intelligent Automations

Choose a Trigger

Pipefy

When this happens...

Choose an Action

exa.ai

Automatically do this!

Enable Integrations or automations with these events of Pipefy and exa.ai

Enable Integrations or automations with these events of Pipefy and exa.ai

Actions

Create Record

Create Record

Creates a new table record.

Create Card

Create Card

Creates a new card.

Delete Card

Delete Card

Delete a card using card id.

Update Card

Update Card

Updates a card Title.

Find Card

Find Card

Finds a card by Title.

Find similar links

Find similar links

Find similar links to the link provided and optionally return the contents of the pages.

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Frequently Asked Questions

How do I start an integration between Pipefy and exa.ai?

To start, connect both your Pipefy and exa.ai accounts to viaSocket. Once connected, you can set up a workflow where an event in Pipefy triggers actions in exa.ai (or vice versa).

Can we customize how data from Pipefy is recorded in exa.ai?

Absolutely. You can customize how Pipefy data is recorded in exa.ai. This includes choosing which data fields go into which fields of exa.ai, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Pipefy and exa.ai?

The data sync between Pipefy and exa.ai typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Pipefy to exa.ai?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Pipefy and exa.ai?

Yes, you can set conditional logic to control the flow of data between Pipefy and exa.ai. 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.

Pipefy

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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exa.ai

About exa.ai

Exa.ai is a cutting-edge platform that leverages artificial intelligence to provide innovative solutions for various industries. It offers tools and services that enhance productivity, automate processes, and deliver insights through advanced AI algorithms.

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