Connect Pipefy and Yousign to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Pipefy
Choose an Action
Automatically do this!
Create Contact
Update Contact
Create Workspace
Delete Contact
Update WorkSpace
Create Label
Update Label
Delete Label
Ready to use Pipefy and Yousign automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Contact
Trigger when new Contact is Created.
New Workspace
Trigger when new workspace is Created.
New Label
Trigger when new Label is Created.
New User
Trigger when new User is Created.
Update Workspace
Trigger when an Existing workspace is updated.
Signature Request Activated
Triggers when new signature request is activated.
Do thisActions
Action is the task that follows automatically within your Pipefy integrations.
Create Record
Creates a new table record.
Create Card
Creates a new card.
Delete Card
Delete a card using card id.
Update Card
Updates a card Title.
Find Card
Finds a card by Title.
Create Contact
Creates a New Contact.
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Frequently Asked Questions
To start, connect both your Pipefy and Yousign accounts to viaSocket. Once connected, you can set up a workflow where an event in Pipefy triggers actions in Yousign (or vice versa).
Absolutely. You can customize how Pipefy data is recorded in Yousign. This includes choosing which data fields go into which fields of Yousign, setting up custom formats, and filtering out unwanted information.
The data sync between Pipefy and Yousign typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Pipefy and Yousign. 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.
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 MoreAbout Yousign
Yousign is an electronic signature solution that enables businesses to securely sign documents online. It offers features for document management, compliance with legal standards, and integration with various platforms. The app streamlines the signing process, improving efficiency and reducing paperwork.
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