Connect Voucherify and Pipefy to Build Intelligent Automations

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Voucherify

When this happens...

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Pipefy

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

Voucher Created

Voucher Created

Trigger when a new voucher is created.

Request a new Trigger for Voucherify

Do thisActions

Action is the task that follows automatically within your Voucherify integrations.

Create Category

Create Category

Create category with a specific name and hierarchy.

Create Segment

Create Segment

Create a customer segment.

Update Reward

Update Reward

Update the details of a reward.

Update Customer

Update Customer

Update an existing customer.

Create Record

Create Record

Creates a new table record.

Create Card

Create Card

Creates a new card.

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Frequently Asked Questions

How do I start an integration between Voucherify and Pipefy?

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

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

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

How often does the data sync between Voucherify and Pipefy?

The data sync between Voucherify and Pipefy 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 Voucherify to Pipefy?

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 Voucherify and Pipefy?

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

Voucherify

About Voucherify

Voucherify is a comprehensive promotion management platform that allows businesses to create, manage, and track various promotional campaigns such as vouchers, discounts, and loyalty programs. It is designed to help marketers and developers easily integrate promotional campaigns into their existing systems, providing a seamless experience for both businesses and their customers.

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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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