Pipefy Data Management Package

This package makes it easy for people to manage data inside Pipefy through the Pipefy API, such as records, cards, pipes, and databases

Top Benefits

  • No need to use on screen actions
  • Much simpler than using the API on your own
  • Much faster than doing it by hand or on screen actions

Actions

  • Get a Card By ID, Create Card, Delete Card, Move Card.
  • Get a Record By ID, Create Record.
  • Update Fields Values, Upload Attachment.
  • Get Phase Cards.
  • Send Custom Query.

This package requires that you have the Pipefy API Token to use it because it uses the Pipefy API structure for each action.
Inputs: for most of them you may need the ID of the item you are requesting, updating, or deleting. For creating/updating cards and records you will need a dictionary of the IDs of the fields you are updating and the values that are going to be inserted into the respective fields.
The outputs are mainly JSON responses that will need to be treated after the action returns with the desired information.
If you need any help, please check our API documentation and our document for this package.

Get Package

Free

Bot Security Program
Level 1
Applications
Business Process
Category
Vendor
Automation Type
Package
Last Updated
January 19, 2023
First Published
January 19, 2023
Platform
Automation 360
ReadMe
ReadMe
Support

See the Package in Action

Example of usage of the Get a Card By ID action
Example of usage of the Create a Record action
Example of usage of the "upload attachment" action
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Example of usage of the Get a Card By ID action
Example of usage of the Create a Record action
Example of usage of the "upload attachment" action

Setup Process

Install

Download the Package and follow the instructions to install it in your AAE Control Room.

Configure

Use the Package in a bot, configure keys and other credentials the package will need (see the ReadMe for details.)

Run

That's it - now the Package is ready to get going!

Requirements and Inputs

  • Pipefy API Token