Pipefy logoSamvad logo

Connect Pipefy and Samvad

Integrate Pipefy with Samvad to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.

AI Powered Built to Scale 2000+ Integrations
Book a demo

Available events for Pipefy and Samvad

Full list

Supported Triggers & Actions

Everything you can automate between Pipefy and Samvad.

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.

Create Lead

Create Lead

Creates a new lead in Samvad using selected custom fields and an optional next follow-up date.

Request a new Action for Pipefy
How to build your first workflow with viaSocket
2-Minute Guide

Learn how to build your first workflow

Follow a simple walkthrough to create, test, and launch your first automation.

  1. 1

    Connect your apps

    Link the apps you want to automate.

  2. 2

    Configure your workflow

    Set up triggers, actions, and map your data.

  3. 3

    Test & publish

    Test your workflow and publish it.

Trusted by Thousands. Recognized by the Best.

Recognized by leading review platforms and trusted by 10,000+ businesses worldwide.

viaSocket AI builder interface
AI Workflow Builder

From idea to automation.
AI will build it for you

Just describe the task in plain English. Viasocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.

No coding required|Review before publishing|Works with 2,000+ apps
Create with AI

Need help building your workflow?

Get help instantly from AI or reach out to our support team.

viaSocket Support

We're here to help

Online
Support agent
What can I help you with?
How can I set trigger?
10:30 AM ✓

Instant answers

AI assistant available 24/7

Expert support

Connect with our specialists

Trusted & secure

Your data is safe with us

Start automating Pipefy and Samvad free

No credit card required. Set up your first workflow in minutes.

Integrations Pipefy
Pipefy + Samvad
Pipefy logo

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

Learn more
Integrations Samvad
Samvad + Pipefy
Samvad logo

About Samvad

Samvad is a comprehensive telecalling solution designed to enhance communication and streamline customer interactions. Ideal for businesses looking to improve their telecommunication strategies, Samvad offers tools for efficient call management and customer engagement.

Learn more

Frequently Asked Questions

How do I connect Pipefy and Samvad?

Sign up for a free viaSocket account, then authorize both your Pipefy and Samvad accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.

Does this integration work in real time?

Yes. viaSocket uses instant triggers where available, so data moves between Pipefy and Samvad as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.

Can I control which data gets sent from Pipefy to Samvad?

Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Samvad. No coding required.

Can the integration run in both directions?

Yes. You can set up a workflow where Pipefy triggers actions in Samvad, and a separate workflow where Samvad triggers actions in Pipefy. Both run independently and in real time.

What happens if a step in the workflow fails?

viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.

Is viaSocket free to use?

Yes, there is a free plan that covers basic workflows between Pipefy and Samvad. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.

Do I need to know how to code to set this up?

No. The entire Pipefy and Samvad integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.