Automate Pipefy workflows with apps and AI

Connect Pipefy to your business apps and AI models using viaSocket to route work faster, cut manual steps, and improve outcomes — no coding needed.

Available Events and Actions

Enable Integrations or automations with these events of Pipefy

When this happensTrigger

No trigger available

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.

Request a new Action for Pipefy

Real-world use cases of Pipefy integrations

See how Pipefy integrates with popular apps to automate tasks and streamline your workflow.

Sync form responses automatically to a spreadsheet for instant data capture

Send Slack notifications whenever a new row is added or updated in Sheets

Trigger email campaigns in Mailchimp when a new contact is added to a sheet

Create CRM contacts in HubSpot directly from new Google Sheets entries

Generate and save PDF reports to Google Drive from spreadsheet data

Automatically back up database records to a Google Sheet on a daily schedule

Pipefy
Pipefy
MSG91
Google Sheets
Calendly
LinkedIn
Shopify
Zoho Mail
+2,100+ more apps

How to get started with Pipefy automations

Automate when something happens in Pipefy

Login -> Create new flow -> Select trigger -> Search Pipefy -> Choose the trigger from the list

Take action in Pipefy when something happens in an app or you want to add step in flow

Login -> Create new flow -> Select action -> Search Pipefy -> Choose the action from the list

Trigger

Pipefy

Action

Pipefy

Need help building your workflow?

Get instant answers from our AI assistant or connect with a support specialist anytime.

Frequently Asked Questions

What does integrating Pipefy with viaSocket do for my team?

It connects Pipefy to the apps and AI you already use so tasks are created, routed and completed automatically — reducing manual handoffs and speeding outcomes like approvals, onboarding and payments.

Can viaSocket add AI into Pipefy workflows?

Yes. viaSocket can call AI models to enrich records, extract contract terms, score leads or draft responses, then push the results into Pipefy cards so your team works from completed context.

Do I need technical skills to set this up?

No. viaSocket is built for non-technical operators. Typical integrations are configured with simple mappings and prebuilt actions so you can automate common processes quickly.

Is my data secure when connecting Pipefy and other apps?

viaSocket follows standard security practices for integrations: encrypted connections, scoped credentials and access control. You keep control of what data flows between systems and can audit activity.

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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viaSocket

About viaSocket

viaSocket is an AI-powered, workflow automation platform that helps people and businesses connect apps and automate repetitive tasks. With thousands of integrations, anyone can build workflows to move data, cut manual work, and save time. Whether for simple tasks or large-scale processes, viaSocket makes automation easy and helps teams focus on what matters most.

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