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How to connect Pipefy and Pinecone
Create a New Scenario to Connect Pipefy and Pinecone
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 Pipefy, triggered by another scenario, or executed manually (for testing purposes). In most cases, Pipefy or Pinecone will be your first step. To do this, click "Choose an app," find Pipefy or Pinecone, and select the appropriate trigger to start the scenario.
Add the Pipefy Node
Select the Pipefy node from the app selection panel on the right.
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Add the Pinecone Node
Next, click the plus (+) icon on the Pipefy node, select Pinecone from the list of available apps, and choose the action you need from the list of nodes within Pinecone.
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Authenticate Pinecone
Now, click the Pinecone node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Pinecone settings. Authentication allows you to use Pinecone through Latenode.
Configure the Pipefy and Pinecone 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 Pipefy and Pinecone 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 Pipefy, Pinecone, 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 Pipefy and Pinecone integration works as expected. Depending on your setup, data should flow between Pipefy and Pinecone (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect Pipefy and Pinecone
Pipefy + Pinecone + Slack: When a card reaches the 'Done' phase in Pipefy, relevant card data, such as the card's title and description, is sent to Pinecone for vector embedding and indexing. A summary of the completed card is then posted to a designated Slack channel to keep the team informed.
Pinecone + Pipefy + Google Sheets: When a new text entry is added to Pinecone, it triggers the creation of a new card in Pipefy. The details of the created Pipefy card, including its ID and creation date, are then logged into a specified Google Sheet for tracking and reporting purposes.
Pipefy and Pinecone integration alternatives
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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About Pinecone
Use Pinecone in Latenode to build scalable vector search workflows. Store embeddings from AI models, then use them to find relevant data. Automate document retrieval or personalized recommendations. Connect Pinecone with other apps via Latenode, bypassing complex coding and scaling easily with our pay-as-you-go pricing.
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FAQ Pipefy and Pinecone
How can I connect my Pipefy account to Pinecone using Latenode?
To connect your Pipefy account to Pinecone on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Pipefy and click on "Connect".
- Authenticate your Pipefy and Pinecone accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update Pinecone vectors based on Pipefy stage changes?
Yes, with Latenode! Trigger Pinecone updates whenever a Pipefy card moves stages. This keeps your vector data current, enabling powerful AI-driven insights from your Pipefy workflows.
What types of tasks can I perform by integrating Pipefy with Pinecone?
Integrating Pipefy with Pinecone allows you to perform various tasks, including:
- Automatically creating Pinecone vectors from new Pipefy form submissions.
- Updating Pinecone vectors when Pipefy card fields are modified.
- Querying Pinecone for similar items based on Pipefy data inputs.
- Triggering Pipefy actions based on Pinecone vector search results.
- Analyzing Pipefy data using Pinecone's semantic search capabilities.
How can I use JavaScript with Pipefy and Pinecone on Latenode?
Latenode lets you use JavaScript to transform data between Pipefy and Pinecone, enabling complex data manipulations and custom logic not possible with simple no-code integrations.
Are there any limitations to the Pipefy and Pinecone integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Rate limits imposed by Pipefy and Pinecone APIs may affect high-volume workflows.
- Complex data transformations may require advanced JavaScript knowledge.
- Initial vector index creation in Pinecone needs manual setup.
