Integrations Pipefy Fresh Proposals
Pipefy + Fresh Proposals

Connect Pipefy and Fresh Proposals to Build Intelligent Automations

Choose a Trigger

Pipefy

When this happens...

Choose an Action

Fresh Proposals

Automatically do this!

Enable Integrations or automations with these events of Pipefy and Fresh Proposals

Enable Integrations or automations with these events of Pipefy and Fresh Proposals

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.

Request a new Action for Pipefy

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Frequently Asked Questions

How do I start an integration between Pipefy and Fresh Proposals?

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

Can we customize how data from Pipefy is recorded in Fresh Proposals?

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

How often does the data sync between Pipefy and Fresh Proposals?

The data sync between Pipefy and Fresh Proposals 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 Fresh Proposals?

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 Fresh Proposals?

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

About Fresh Proposals

FreshProposals is a Proposal management software to organize proposals and keep track of them. Allows end users to sign or reject proposal

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