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How to connect Softr and Pipefy
Create a New Scenario to Connect Softr 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 Softr, triggered by another scenario, or executed manually (for testing purposes). In most cases, Softr or Pipefy will be your first step. To do this, click "Choose an app," find Softr or Pipefy, and select the appropriate trigger to start the scenario.
Add the Softr Node
Select the Softr node from the app selection panel on the right.
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Add the Pipefy Node
Next, click the plus (+) icon on the Softr 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 Softr 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 Softr 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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Save and Activate the Scenario
After configuring Softr, 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 Softr and Pipefy integration works as expected. Depending on your setup, data should flow between Softr 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 Softr and Pipefy
Softr + Pipefy + Slack: When a new form is submitted in Softr, a new card is created in Pipefy. Then, a message is sent to a Slack channel to notify the team about the new submission.
Pipefy + Softr + Airtable: When a card is updated in Pipefy, the information from Softr is used to update the card in Pipefy and save the updated card information in Airtable.
Softr and Pipefy integration alternatives
About Softr
Use Softr in Latenode to build custom web apps and client portals, then automate data flow between them and your backend. Update Softr content via Latenode workflows triggered by external events or scheduled tasks. Simplify app deployment and maintenance; connect it to other services for a seamless user experience.
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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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See how Latenode works
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FAQ Softr and Pipefy
How can I connect my Softr account to Pipefy using Latenode?
To connect your Softr account to Pipefy on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Softr and click on "Connect".
- Authenticate your Softr and Pipefy accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automate lead capture from Softr to Pipefy?
Yes, you can! Latenode's visual editor lets you automatically send new Softr form submissions to Pipefy, creating cards & triggering workflows, improving lead management.
What types of tasks can I perform by integrating Softr with Pipefy?
Integrating Softr with Pipefy allows you to perform various tasks, including:
- Automatically creating Pipefy cards from new Softr form submissions.
- Updating Pipefy records when data changes in your Softr app.
- Triggering Softr actions based on changes in Pipefy pipelines.
- Syncing customer data between Softr and Pipefy in real time.
- Generating reports in Softr using data from your Pipefy account.
HowdoIhandlecomplexdatatransformationsbetweenSoftrandPipefy?
Latenode’s code blocks handle complex data transformations between Softr and Pipefy. Use JavaScript to map, filter, or format data as needed.
Are there any limitations to the Softr and Pipefy integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- The number of operations per month depends on your Latenode subscription plan.
- Advanced error handling requires custom JavaScript code in some scenarios.
- Real-time synchronization might be subject to API rate limits of Softr or Pipefy.
