Connect Pipefy and SERA Systems to Build Intelligent Automations

Choose a Trigger

Pipefy

When this happens...

Choose an Action

SERA Systems

Automatically do this!

Enable Integrations or automations with these events of Pipefy and SERA Systems

Enable Integrations or automations with these events of Pipefy and SERA Systems

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 SERA Systems?

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

Can we customize how data from Pipefy is recorded in SERA Systems?

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

How often does the data sync between Pipefy and SERA Systems?

The data sync between Pipefy and SERA Systems 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 SERA Systems?

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 SERA Systems?

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

About SERA Systems

Sera is the new era of field services software that includes automated dispatch scheduling, improved efficiency while providing a delightful experience to business owners, technicians and customers service teams.

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