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How to connect Pipefy and Youform
Create a New Scenario to Connect Pipefy and Youform
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 Youform will be your first step. To do this, click "Choose an app," find Pipefy or Youform, 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 Youform Node
Next, click the plus (+) icon on the Pipefy node, select Youform from the list of available apps, and choose the action you need from the list of nodes within Youform.
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Authenticate Youform
Now, click the Youform node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Youform settings. Authentication allows you to use Youform through Latenode.
Configure the Pipefy and Youform 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 Youform 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, Youform, 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 Youform integration works as expected. Depending on your setup, data should flow between Pipefy and Youform (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 Youform
Youform + Pipefy + Slack: When a new submission is received in Youform, a new card is created in Pipefy to manage the request, and a notification is sent to a dedicated Slack channel to alert the team.
Youform + Pipefy + Google Sheets: Upon receiving a new submission in Youform, the information is used to create a new card in Pipefy. Simultaneously, the submission data is logged in a Google Sheet for record-keeping and reporting.
Pipefy and Youform 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 Youform
Use Youform in Latenode to capture data and kick off automated processes. Create forms, then automatically trigger workflows to process submissions, update databases, and send notifications. Extend Youform with JavaScript code inside Latenode for custom validation and complex logic. Scale form-driven automation without vendor lock-in.
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See how Latenode works
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FAQ Pipefy and Youform
How can I connect my Pipefy account to Youform using Latenode?
To connect your Pipefy account to Youform 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 Youform accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Pipefy cards from Youform submissions?
Yes, you can! Latenode allows you to seamlessly create Pipefy cards from Youform submissions. Trigger workflows based on form data and automate your processes, saving valuable time.
What types of tasks can I perform by integrating Pipefy with Youform?
Integrating Pipefy with Youform allows you to perform various tasks, including:
- Create new Pipefy cards from Youform submissions automatically.
- Update Pipefy card fields based on Youform responses.
- Send Youform submission data to Pipefy as attachments.
- Trigger Youform notifications when a Pipefy card status changes.
- Populate Youform fields with data from existing Pipefy cards.
Can I use JavaScript to transform data between Pipefy and Youform?
Yes! Latenode's JavaScript blocks enable custom data transformations, giving you complete control over data flow between Pipefy and Youform.
Are there any limitations to the Pipefy and Youform integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations might require JavaScript knowledge.
- Large data volumes could impact workflow execution time.
- API rate limits of Pipefy and Youform may apply to high-volume workflows.
