Connect Pipefy and personalize to Build Intelligent Automations

Choose a Trigger

Pipefy

When this happens...

Choose an Action

personalize

Automatically do this!

Enable Integrations or automations with these events of Pipefy and personalize

Enable Integrations or automations with these events of Pipefy and personalize

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 personalize?

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

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

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

How often does the data sync between Pipefy and personalize?

The data sync between Pipefy and personalize 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 personalize?

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 personalize?

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

About personalize

Personalize is a tool to identify what each customer is most interested in at any given moment so you can promote the right product or service at the right time.

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