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How to connect Pipefy and Vapi
Create a New Scenario to Connect Pipefy and Vapi
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 Vapi will be your first step. To do this, click "Choose an app," find Pipefy or Vapi, 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 Vapi Node
Next, click the plus (+) icon on the Pipefy node, select Vapi from the list of available apps, and choose the action you need from the list of nodes within Vapi.
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Authenticate Vapi
Now, click the Vapi node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Vapi settings. Authentication allows you to use Vapi through Latenode.
Configure the Pipefy and Vapi 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 Vapi 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 Pipefy, Vapi, 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 Vapi integration works as expected. Depending on your setup, data should flow between Pipefy and Vapi (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 Vapi
Pipefy + Vapi + Slack: When a card reaches the 'Done' phase in Pipefy, Vapi makes an outbound call to the client associated with the card. After the call, a summary of the conversation is sent to a specified Slack channel.
Vapi + Pipefy + Google Sheets: When a new outbound call is made via Vapi, the outcome of the call is automatically updated in a specified Pipefy card. The call data, including the outcome, is also added as a new row in a designated Google Sheet.
Pipefy and Vapi 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 Vapi
Use Vapi in Latenode to validate and standardize address data. Ensure accurate deliveries and prevent errors by cleaning addresses directly within your workflows. Vapi integration inside Latenode makes data cleaning repeatable and scalable without extra coding. Automate address verification as part of lead gen, order processing, or CRM upkeep.
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FAQ Pipefy and Vapi
How can I connect my Pipefy account to Vapi using Latenode?
To connect your Pipefy account to Vapi 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 Vapi accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically call leads when they enter a Pipefy phase?
Yes, you can! Latenode's visual editor makes it easy to trigger Vapi calls based on Pipefy phase changes, streamlining your sales process and ensuring timely follow-ups.
What types of tasks can I perform by integrating Pipefy with Vapi?
Integrating Pipefy with Vapi allows you to perform various tasks, including:
- Automatically initiating outbound calls when a new card is created in Pipefy.
- Updating Pipefy cards with call outcomes received from Vapi.
- Creating personalized voice messages based on data from Pipefy cards.
- Scheduling follow-up calls in Vapi based on Pipefy card due dates.
- Triggering SMS messages via Vapi when a Pipefy card moves to a new phase.
How easily can I manage Pipefy webhooks from Latenode workflows?
Latenode simplifies webhook management with its visual interface. Set up triggers in seconds, without complex coding, to react instantly to Pipefy events.
Are there any limitations to the Pipefy and Vapi integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Rate limits imposed by Pipefy and Vapi APIs may affect high-volume workflows.
- Complex data transformations may require JavaScript knowledge within Latenode.
- Vapi call costs are separate and depend on your Vapi subscription plan.
