LiveChat and Pipefy Integration

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Automatically create Pipefy cards from new LiveChat conversations, ensuring no lead or support request slips through the cracks. Latenode's visual editor and affordable execution pricing make complex routing easy and cost-effective.

Swap Apps

LiveChat

Pipefy

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect LiveChat and Pipefy

Create a New Scenario to Connect LiveChat and Pipefy

In the workspace, click the β€œCreate 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 LiveChat, triggered by another scenario, or executed manually (for testing purposes). In most cases, LiveChat or Pipefy will be your first step. To do this, click "Choose an app," find LiveChat or Pipefy, and select the appropriate trigger to start the scenario.

Add the LiveChat Node

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

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LiveChat

Configure the LiveChat

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

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LiveChat

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Connect LiveChat

Sign In
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Run node once

Add the Pipefy Node

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

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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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LiveChat

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Pipefy

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Connect Pipefy

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Run node once

Configure the LiveChat 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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Change

Select an action *

Select

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The action ID

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Run node once

Set Up the LiveChat 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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Trigger on Webhook

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Webhook response

Save and Activate the Scenario

After configuring LiveChat, 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 β€œRun once” and triggering an event to check if the LiveChat and Pipefy integration works as expected. Depending on your setup, data should flow between LiveChat 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 LiveChat and Pipefy

LiveChat + Pipefy + Slack: When a new chat is received in LiveChat, a card is created in Pipefy to manage the request. Then, a message is sent to a dedicated Slack channel to notify the team about the new card.

Pipefy + LiveChat + Gmail: When a card is moved to a specific stage in Pipefy, an email is automatically sent via Gmail to the customer, using information pulled from LiveChat about the customer to personalize the message.

LiveChat and Pipefy integration alternatives

About LiveChat

Integrate LiveChat into Latenode to automate support workflows. Route chats based on keywords, tag conversations, or trigger automated responses. Connect LiveChat data to other apps (CRM, databases) for unified insights. Simplify complex routing and ensure agents have context – all visually, and without code.

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.

See how Latenode works

FAQ LiveChat and Pipefy

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

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

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

Can I automatically create Pipefy cards from new LiveChat transcripts?

Yes, you can! Latenode's visual editor makes it easy to trigger Pipefy card creation from LiveChat transcripts, automatically escalating key customer issues for faster resolution.

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

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

  • Creating new Pipefy cards from specific LiveChat messages.
  • Updating Pipefy cards with information from LiveChat transcripts.
  • Sending automated messages in LiveChat based on Pipefy card updates.
  • Adding LiveChat transcripts as attachments to Pipefy cards.
  • Triggering Pipefy automations when a LiveChat conversation ends.

Can I use JavaScript code to transform LiveChat data?

Yes! Latenode lets you use JavaScript to manipulate LiveChat data before it's sent to Pipefy, customizing data flows.

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

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

  • Rate limits from the LiveChat and Pipefy APIs may apply.
  • Complex data transformations might require JavaScript coding.
  • Real-time updates depend on the polling interval set within Latenode.

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