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How to connect Monday and Pipefy
Create a New Scenario to Connect Monday 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 Monday, triggered by another scenario, or executed manually (for testing purposes). In most cases, Monday or Pipefy will be your first step. To do this, click "Choose an app," find Monday or Pipefy, and select the appropriate trigger to start the scenario.
Add the Monday Node
Select the Monday node from the app selection panel on the right.
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Add the Pipefy Node
Next, click the plus (+) icon on the Monday 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 Monday 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 Monday 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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Save and Activate the Scenario
After configuring Monday, 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 Monday and Pipefy integration works as expected. Depending on your setup, data should flow between Monday 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 Monday and Pipefy
Monday + Pipefy + Slack: When a card is marked as 'Done' in Pipefy and an item's status is updated to 'Done' in Monday, a summary of the completed task is sent to a designated Slack channel.
Pipefy + Monday + Google Sheets: This automation tracks new cards created in Pipefy and new items created in Monday. The details of each new card and item are added as new rows in a Google Sheet for consolidated reporting.
Monday and Pipefy integration alternatives
About Monday
Sync Monday boards with other apps in Latenode to automate project updates and task management. Trigger actions in other systems (like sending emails or updating databases) based on Monday status changes. Visualize and customize workflows easily, scaling automations without complex code or per-step fees.
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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 Monday and Pipefy
How can I connect my Monday account to Pipefy using Latenode?
To connect your Monday account to Pipefy on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Monday and click on "Connect".
- Authenticate your Monday and Pipefy accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I sync project status between Monday and Pipefy?
Yes, absolutely! Latenode’s visual editor and advanced logic let you automatically update Monday based on Pipefy pipeline changes, ensuring real-time project status visibility.
What types of tasks can I perform by integrating Monday with Pipefy?
Integrating Monday with Pipefy allows you to perform various tasks, including:
- Automatically create Monday items from new Pipefy cards.
- Update Pipefy cards when a status changes in Monday.
- Synchronize due dates between Monday tasks and Pipefy phases.
- Create Pipefy cards from new items submitted via Monday forms.
- Generate reports combining data from both Monday and Pipefy.
Can I use JavaScript to transform data between Monday and Pipefy?
Yes! Latenode allows you to use JavaScript code blocks to transform data, handle complex logic, and customize the integration precisely to your needs.
Are there any limitations to the Monday and Pipefy integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require custom JavaScript coding.
- Rate limits on Monday and Pipefy APIs may affect high-volume workflows.
- Real-time synchronization depends on the API responsiveness of both platforms.
