Connect Pipefy and Heartbeat to Build Intelligent Automations

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Pipefy

When this happens...

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Heartbeat

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Event

New Event

Triggers when new events are created.

New Thread

New Thread

Triggers when the new thread is created.

On group join

On group join

Triggers when a user joins a group

New User

New User

Triggers when a new user joins your community through an invitation link.

New Event Rsvp

New Event Rsvp

Triggers when the user RSVP'd "Yes" OR confirms the event invitation.

New or Updated User

New or Updated User

Triggers when a new user joins your community or their information is updated.

Do thisActions

Action is the task that follows automatically within your Pipefy integrations.

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.

Add user to group

Add user to group

Add members to a group.

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Frequently Asked Questions

How do I start an integration between Pipefy and Heartbeat?

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

Can we customize how data from Pipefy is recorded in Heartbeat?

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

How often does the data sync between Pipefy and Heartbeat?

The data sync between Pipefy and Heartbeat 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 Heartbeat?

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 Heartbeat?

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

About Heartbeat

Heartbeat is a platform designed to facilitate community building and engagement through chat and collaboration tools. It provides features for creating and managing online communities, enabling seamless communication and interaction among members.

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