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 modulesThe module is an application or tool within the Boost.space system. The entire system is built on this concept of modularity. (module - Contacts) in Boost.spaceCentralization and synchronization platform, where you can organize and manage your data. IntegratorPart of the Boost.space system, where you can create your connections and automate your processes., you can manage the triggersEvery scenario has a trigger, an event that starts your scenario. A scenario must have a trigger. There can only be one trigger for each scenario. When you create a new scenario, the first module you choose is your trigger for that scenario. Create a trigger by clicking on the empty module of a newly created scenario or moving the..., 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 tokenThe API token is a multi-digit code that allows a user to authenticate with cloud applications..
Enter a name for the token and click Save.
Copy the API tokenThe API token is a multi-digit code that allows a user to authenticate with cloud applications. to your clipboard and click Save.
Log in to your Boost.space Integrator, add a Pipefy moduleThe module is an application or tool within the Boost.space system. The entire system is built on this concept of modularity. (module - Contacts) 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 triggerEvery scenario has a trigger, an event that starts your scenario. A scenario must have a trigger. There can only be one trigger for each scenario. When you create a new scenario, the first module you choose is your trigger for that scenario. Create a trigger by clicking on the empty module of a newly created scenario or moving the... due to delays caused by Pipefy servers.

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 triggerEvery scenario has a trigger, an event that starts your scenario. A scenario must have a trigger. There can only be one trigger for each scenario. When you create a new scenario, the first module you choose is your trigger for that scenario. Create a trigger by clicking on the empty module of a newly created scenario or moving the... 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 RecordOne row in the Boost.space database. These are individual rows under spaces in each module. For example single products, but not their variants.
List Table RecordsOne row in the Boost.space database. These are individual rows under spaces in each module. For example single products, but not their variants.
Get a Table Record
Update a Table Record
Delete a Table Record

Other

Make an API Call
Execute a GraphQL Query