Integrations Pipefy Rocket Referrals
Pipefy + Rocket Referrals

Connect Pipefy and Rocket Referrals to Build Intelligent Automations

Choose a Trigger

Pipefy

When this happens...

Choose an Action

Rocket Referrals

Automatically do this!

Enable Integrations or automations with these events of Pipefy and Rocket Referrals

Enable Integrations or automations with these events of Pipefy and Rocket Referrals

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 Rocket Referrals?

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

Can we customize how data from Pipefy is recorded in Rocket Referrals?

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

How often does the data sync between Pipefy and Rocket Referrals?

The data sync between Pipefy and Rocket Referrals 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 Rocket Referrals?

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 Rocket Referrals?

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

About Rocket Referrals

Rocket Referrals is designed to get clients to stay longer, buy more and refer their friends. You'll see results in under 48 hours.

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