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Automatically enrich Pipefy records with AI insights using AI: Perplexity. Latenode's visual editor simplifies the building process while offering advanced JavaScript functions. Scale affordably with execution-based pricing.
Connect AI: Perplexity and Pipefy in minutes with Latenode.
Create AI: Perplexity to Pipefy workflow
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Create a New Scenario to Connect AI: Perplexity and Pipefy
In the workspace, click the βCreate New Scenarioβ button.
Add the First Step
Add the first node β a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a AI: Perplexity, triggered by another scenario, or executed manually (for testing purposes). In most cases, AI: Perplexity or Pipefy will be your first step. To do this, click "Choose an app," find AI: Perplexity or Pipefy, and select the appropriate trigger to start the scenario.
Add the AI: Perplexity Node
Select the AI: Perplexity node from the app selection panel on the right.
AI: Perplexity
Configure the AI: Perplexity
Click on the AI: Perplexity node to configure it. You can modify the AI: Perplexity 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: Perplexity node, select Pipefy from the list of available apps, and choose the action you need from the list of nodes within Pipefy.
AI: Perplexity
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Pipefy
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: Perplexity 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: Perplexity and Pipefy Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
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AI Anthropic Claude 3
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Pipefy
Trigger on Webhook
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AI: Perplexity
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring AI: Perplexity, Pipefy, and any additional nodes, donβt 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 βRun onceβ and triggering an event to check if the AI: Perplexity and Pipefy integration works as expected. Depending on your setup, data should flow between AI: Perplexity and Pipefy (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Perplexity + Pipefy + Slack: Summarize research from Perplexity (this step needs an external integration and thus is not reflected in widgetApps), add the results as a new card to Pipefy, and then post a message to a Slack channel notifying the team about the new card.
Pipefy + Perplexity + Google Sheets: When a card moves to a specific stage in Pipefy, use Perplexity (this step needs an external integration and thus is not reflected in widgetApps) to gather related data, and then add this data as a new row to a Google Sheet.
About AI: Perplexity
Integrate Perplexity AI in Latenode to automate research and content creation. Get instant, accurate answers and summaries inside your workflows. Use AI: Perplexity to enrich data, generate reports, or classify information. Automate complex tasks by combining AI results with other apps and logic in Latenode.
Related categories
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 β without step limits or vendor lock-in.
Related categories
How can I connect my AI: Perplexity account to Pipefy using Latenode?
To connect your AI: Perplexity account to Pipefy on Latenode, follow these steps:
Can I enrich Pipefy cards with AI: Perplexity insights?
Yes, you can! Latenode allows enriching Pipefy cards using AI: Perplexity's search, summarization, and other functions. This helps teams automate research & improve decision-making.
What types of tasks can I perform by integrating AI: Perplexity with Pipefy?
Integrating AI: Perplexity with Pipefy allows you to perform various tasks, including:
How secure is the AI: Perplexity integration on Latenode?
Latenode uses secure authentication methods and encrypts data to protect your AI: Perplexity and Pipefy data.
Are there any limitations to the AI: Perplexity and Pipefy integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: