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How to connect AI Agent and Pipefy
Create a New Scenario to Connect AI Agent and Pipefy
In the workspace, click the “Create New Scenario” button.
Add the First Step
Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a AI Agent, triggered by another scenario, or executed manually (for testing purposes). In most cases, AI Agent or Pipefy will be your first step. To do this, click "Choose an app," find AI Agent or Pipefy, and select the appropriate trigger to start the scenario.
Add the AI Agent Node
Select the AI Agent node from the app selection panel on the right.
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Configure the AI Agent
Click on the AI Agent node to configure it. You can modify the AI Agent URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the Pipefy Node
Next, click the plus (+) icon on the AI Agent node, select Pipefy from the list of available apps, and choose the action you need from the list of nodes within Pipefy.
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Authenticate Pipefy
Now, click the Pipefy node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Pipefy settings. Authentication allows you to use Pipefy through Latenode.
Configure the AI Agent and Pipefy Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the AI Agent and Pipefy Integration
Use various Latenode nodes to transform data and enhance your integration:
- Branching: Create multiple branches within the scenario to handle complex logic.
- Merging: Combine different node branches into one, passing data through it.
- Plug n Play Nodes: Use nodes that don’t require account credentials.
- Ask AI: Use the GPT-powered option to add AI capabilities to any node.
- Wait: Set waiting times, either for intervals or until specific dates.
- Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
- Iteration: Process arrays of data when needed.
- Code: Write custom code or ask our AI assistant to do it for you.
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Save and Activate the Scenario
After configuring AI Agent, Pipefy, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.
Test the Scenario
Run the scenario by clicking “Run once” and triggering an event to check if the AI Agent and Pipefy integration works as expected. Depending on your setup, data should flow between AI Agent and Pipefy (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect AI Agent and Pipefy
Pipefy + AI Agent + Slack: When a card is moved to a specific phase in Pipefy, an AI Agent summarizes the card's details. This summary is then posted to a designated Slack channel for team review.
Pipefy + AI Agent + Gmail: Upon a card being marked as 'Done' in Pipefy, an AI Agent drafts a personalized follow-up email using information from the completed card. This draft is created in Gmail for review and sending.
AI Agent and Pipefy integration alternatives
About AI Agent
Use AI Agent in Latenode to automate content creation, data analysis, or customer support. Configure agents with prompts, then integrate them into workflows. Unlike standalone solutions, Latenode lets you connect AI to any app, scale automatically, and customize with code where needed.
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About Pipefy
Orchestrate Pipefy process management inside Latenode for end-to-end automation. Trigger flows on card changes, create new cards from external data, and sync Pipefy data with other apps. Bypass manual updates and build complex workflows using visual tools, code, or AI — without step limits or vendor lock-in.
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See how Latenode works
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FAQ AI Agent and Pipefy
How can I connect my AI Agent account to Pipefy using Latenode?
To connect your AI Agent account to Pipefy on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select AI Agent and click on "Connect".
- Authenticate your AI Agent and Pipefy accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically enrich Pipefy cards with AI Agent?
Yes, you can! Latenode lets you trigger AI Agent from Pipefy events to enrich card data, offering deeper insights and improving decision-making. Enjoy seamless automation!
What types of tasks can I perform by integrating AI Agent with Pipefy?
Integrating AI Agent with Pipefy allows you to perform various tasks, including:
- Automatically summarize customer feedback from Pipefy into actionable insights.
- Use AI to categorize and prioritize support tickets within Pipefy.
- Generate personalized email responses using AI based on Pipefy card details.
- Extract key data points from documents attached to Pipefy records.
- Automatically translate Pipefy card content into multiple languages.
How does Latenode enhance AI Agent’s integration capabilities?
Latenode enables complex workflows combining AI Agent, Pipefy, and other apps, adding custom logic, data transforms, and robust error handling.
Are there any limitations to the AI Agent and Pipefy integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex AI Agent setups may require advanced Latenode scripting knowledge.
- Rate limits imposed by AI Agent and Pipefy APIs may affect performance.
- Data transfer costs from AI Agent can vary based on usage and model selection.
