Connect Pipefy and Mercury Connect to Build Intelligent Automations
Enable Integrations or automations with these events of Pipefy and Mercury Connect
Enable Integrations or automations with these events of Pipefy and Mercury Connect
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 Mercury Connect accounts to viaSocket. Once connected, you can set up a workflow where an event in Pipefy triggers actions in Mercury Connect (or vice versa).
Absolutely. You can customize how Pipefy data is recorded in Mercury Connect. This includes choosing which data fields go into which fields of Mercury Connect, setting up custom formats, and filtering out unwanted information.
The data sync between Pipefy and Mercury Connect 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 Mercury Connect. 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 Mercury Connect
Mercury Connect is a CRM platform that lets you track people & opportunities, loan calculations, compare products, and manage compliance.
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