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How to connect GoCanvas and Pipefy
Create a New Scenario to Connect GoCanvas 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 GoCanvas, triggered by another scenario, or executed manually (for testing purposes). In most cases, GoCanvas or Pipefy will be your first step. To do this, click "Choose an app," find GoCanvas or Pipefy, and select the appropriate trigger to start the scenario.
Add the GoCanvas Node
Select the GoCanvas node from the app selection panel on the right.
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Configure the GoCanvas
Click on the GoCanvas node to configure it. You can modify the GoCanvas 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 GoCanvas 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 GoCanvas 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 GoCanvas 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 GoCanvas, 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 GoCanvas and Pipefy integration works as expected. Depending on your setup, data should flow between GoCanvas 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 GoCanvas and Pipefy
GoCanvas + Pipefy + Slack: When a new submission is received in GoCanvas, a card is created in Pipefy to track follow-up actions. A notification is then sent to a Slack channel informing the relevant team about the new Pipefy card.
Pipefy + GoCanvas + Google Sheets: When a card is updated in Pipefy, retrieve relevant data, including associated GoCanvas inspection reports (if available via Card ID), and update a Google Sheet with the combined information for analysis.
GoCanvas and Pipefy integration alternatives
About GoCanvas
Use GoCanvas with Latenode to automate data capture from mobile forms into your workflows. Integrate field data directly into databases or CRMs. Trigger follow-up actions based on form submissions, like generating reports or sending notifications. Simplify field operations and improve data accuracy inside Latenode’s visual environment.
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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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FAQ GoCanvas and Pipefy
How can I connect my GoCanvas account to Pipefy using Latenode?
To connect your GoCanvas account to Pipefy on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select GoCanvas and click on "Connect".
- Authenticate your GoCanvas and Pipefy accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update Pipefy cards from GoCanvas submissions?
Yes, you can! Latenode enables real-time updates using visual workflows, ensuring seamless data transfer and reducing manual data entry across GoCanvas and Pipefy.
What types of tasks can I perform by integrating GoCanvas with Pipefy?
Integrating GoCanvas with Pipefy allows you to perform various tasks, including:
- Create new Pipefy cards from new GoCanvas submissions automatically.
- Update existing Pipefy cards when a related GoCanvas form is submitted.
- Trigger notifications in Pipefy based on specific GoCanvas data entries.
- Generate reports combining data from both GoCanvas and Pipefy.
- Manage field service operations by syncing updates between apps.
Can I use Javascript within my GoCanvas to Pipefy automations?
Yes! Latenode’s JavaScript support lets you manipulate data or add custom logic beyond simple field mapping between GoCanvas and Pipefy.
Are there any limitations to the GoCanvas and Pipefy integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex GoCanvas form logic might require custom JavaScript for perfect mapping.
- Real-time updates depend on the polling frequency configured in your Latenode workflow.
- Large data transfers could be subject to API rate limits of GoCanvas or Pipefy.
