ConvertAPI and Pipefy Integration

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Automatically convert documents from Pipefy cards using ConvertAPI. Latenode’s visual editor simplifies the automation process, letting you use JavaScript for custom logic and scale affordably by paying only for execution time.

Swap Apps

ConvertAPI

Pipefy

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect ConvertAPI and Pipefy

Create a New Scenario to Connect ConvertAPI 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 ConvertAPI, triggered by another scenario, or executed manually (for testing purposes). In most cases, ConvertAPI or Pipefy will be your first step. To do this, click "Choose an app," find ConvertAPI or Pipefy, and select the appropriate trigger to start the scenario.

Add the ConvertAPI Node

Select the ConvertAPI node from the app selection panel on the right.

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ConvertAPI

Configure the ConvertAPI

Click on the ConvertAPI node to configure it. You can modify the ConvertAPI URL and choose between DEV and PROD versions. You can also copy it for use in further automations.

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ConvertAPI

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Connect ConvertAPI

Sign In

Run node once

Add the Pipefy Node

Next, click the plus (+) icon on the ConvertAPI 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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ConvertAPI

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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.

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ConvertAPI

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Pipefy

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Connect Pipefy

Sign In

Run node once

Configure the ConvertAPI 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.

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Pipefy

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Pipefy Oauth 2.0

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Select an action *

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The action ID

Run node once

Set Up the ConvertAPI 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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Pipefy

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Trigger on Webhook

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Webhook response

Save and Activate the Scenario

After configuring ConvertAPI, 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 ConvertAPI and Pipefy integration works as expected. Depending on your setup, data should flow between ConvertAPI 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 ConvertAPI and Pipefy

ConvertAPI + Pipefy + Google Drive: When a file is attached to a Pipefy card, it's converted using ConvertAPI, and the converted file is then stored in a specified folder in Google Drive.

Pipefy + ConvertAPI + Slack: When a new card is created in Pipefy, a specified document (e.g., a template) is converted using ConvertAPI, and a message is sent to a Slack channel with a link to the converted file.

ConvertAPI and Pipefy integration alternatives

About ConvertAPI

Automate file conversions within Latenode. ConvertAPI handles PDFs, images, documents, and more. Instead of manual uploads or custom code, build automated workflows to convert files as they arrive, then parse data or trigger follow-up actions. Scales easily, no coding needed.

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.

See how Latenode works

FAQ ConvertAPI and Pipefy

How can I connect my ConvertAPI account to Pipefy using Latenode?

To connect your ConvertAPI account to Pipefy on Latenode, follow these steps:

  • Sign in to your Latenode account.
  • Navigate to the integrations section.
  • Select ConvertAPI and click on "Connect".
  • Authenticate your ConvertAPI and Pipefy accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

Can I automatically convert files uploaded to Pipefy?

Yes, you can! Latenode allows triggering ConvertAPI conversions whenever files are added to Pipefy, archiving results, and automating follow-up actions within Pipefy – saving time and improving data workflows.

What types of tasks can I perform by integrating ConvertAPI with Pipefy?

Integrating ConvertAPI with Pipefy allows you to perform various tasks, including:

  • Convert new documents added to Pipefy cards into shareable PDFs.
  • Extract text from image files uploaded in Pipefy using OCR.
  • Watermark converted PDF files before storing them back in Pipefy.
  • Compress large image attachments for optimized storage within Pipefy.
  • Generate thumbnails for video files submitted through Pipefy forms.

How do I handle large volumes of ConvertAPI conversions?

Latenode's architecture handles scaling automatically. Leverage parallel processing and queue management for efficient high-volume conversion tasks.

Are there any limitations to the ConvertAPI and Pipefy integration on Latenode?

While the integration is powerful, there are certain limitations to be aware of:

  • Complex file conversions may require careful configuration of ConvertAPI parameters.
  • Rate limits on both ConvertAPI and Pipefy can impact the speed of high-volume workflows.
  • Error handling requires explicit setup within Latenode workflows for robust automation.

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