Connect Pipefy and Teamgate to Build Intelligent Automations

Choose a Trigger

Pipefy

When this happens...

Choose an Action

Teamgate

Automatically do this!

Ready to use Pipefy and Teamgate automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Company

New Company

Triggers when a new company is created

New Lead

New Lead

Triggers when a new lead is created

New Deal

New Deal

Triggers when a new deal is created.

New Product

New Product

Trigger when new product created.

New Person

New Person

Trigger when new person created.

Activity Status Changed

Activity Status Changed

Triggers when an activity status is changed.

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

Create a new lead

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Frequently Asked Questions

How do I start an integration between Pipefy and Teamgate?

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

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

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

How often does the data sync between Pipefy and Teamgate?

The data sync between Pipefy and Teamgate 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 Teamgate?

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 Teamgate?

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

About Teamgate

Teamgate is an intelligent sales CRM with a great insights. Start from Lead capturing and move along to closing a Deal. Get top reports, which will become a necessity from day one.

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