Table of Contents

Pipefy
- Connect Pipefy to Boost.space Integrator
- Build Pipefy Scenarios

Active with remarks
This application needs additional settings. Please follow the documentation below to create your own connectionUnique, active service acces point to a network. There are different types of connections (API key, Oauth…)..

Pipefy

With Pipefy modulesa module is an application or tool designed to handle specific business functions, such as CRM, project management, or inventory. The system's modular architecture allows you to activate only the modules you need, enabling customization and scalability as your business requirements evolve. in Boost.spaceA platform that centralizes and synchronizes company data from internal and external sources, offering a suite of modules and addons for project management, CRM, data visualization, and more. Has many features to optimize your workflow! IntegratorPart of the Boost.space system, where you can create your connections and automate your processes., you can manage the triggersThe initial event that starts a scenario. It can be an action, a scheduled time, or a custom event, and is essential to define at the beginning of each scenario., pipes, and tables in your Pipefy account.

To use the Pipefy modules, you must have a Pipefy account. You can create an account at pipefy.com/signup/.

Refer to the Pipefy API documentation for a list of available endpoints.

Connect Pipefy to Boost.space Integrator

To connect your Pipefy account to Boost.space Integrator, you must first obtain the API Key from your Pipefy account.

To establish the connection:

Log in to your Pipefy account.
Click Your Profile Icon > Account Preferences > Personal Access Tokens > Generate a new tokenA secure code used to authenticate and authorize access to API endpoints, enabling users to connect with third-party applications..
Enter a name for the token and click Save.
Copy the API tokenA secure code used to authenticate and authorize access to API endpoints, enabling users to connect with third-party applications. to your clipboard and click Save.
Log in to your Boost.space Integrator, add a Pipefy modulea module is an application or tool designed to handle specific business functions, such as CRM, project management, or inventory. The system's modular architecture allows you to activate only the modules you need, enabling customization and scalability as your business requirements evolve. to your scenarioA specific connection between applications in which data can be transferred. Two types of scenarios: active/inactive., and click Create a connection.

Note: If you add a module with an instant tag, click Create a webhookA webhook is a way for an app to send real-time information to a specific URL in response to certain events or triggers., then Create a connection.
Optional: In the Connection name field, enter a name for the connection.
In the API Key field, enter the API key copied in Step 4.
Optional: In the Subdomain field, enter your account domain details. For example, if your full domain is bestsaas.pipefy.com then your subdomain is bestsaas.
Click Save.

You have successfully established the connection. You can now edit your scenario and add more Pipefy modules. If your connection requires reauthorization at any point, follow the connection renewal steps here.

Build Pipefy ScenariosA specific connection between applications in which data can be transferred. Two types of scenarios: active/inactive.

After connecting the app, you can perform the following actions:

Triggers

Watch New Cards
Watch Moved Cards
Watch Done Cards
Watch Overdue Cards
Watch Late Cards
Watch Expired Cards
Watch Card Field Update

	Note
	WebhooksA webhook is a way for an app to send real-time information to a specific URL in response to certain events or triggers. may take a few minutes to triggerThe initial event that starts a scenario. It can be an action, a scheduled time, or a custom event, and is essential to define at the beginning of each scenario. due to delays caused by Pipefy servers.

Create a Card

Create a Card v1 has been deprecated. To use the latest Pipefy features, switch to the new Create a Card module at your earliest convenience.
List Cards
Get a Phase
Get a Card Info
Update a Card
Update a Card Field
Move a Card to Phase
Delete a Card

Tables

Create a Table
Create a Table RecordIn Boost.space, a record is a single data entry within a module, like a row in a database. For example, a contact in the Contacts module or a task in the Tasks module.
List Table RecordsIn Boost.space, a record is a single data entry within a module, like a row in a database. For example, a contact in the Contacts module or a task in the Tasks module.
Get a Table Record
Update a Table Record
Delete a Table Record

Other

Make an API Call
Execute a GraphQL Query