Connect Pipefy to Modern Treasury

Both apps 31Pipefy 17Modern Treasury 14

• Trigger
  Done Card

  Triggers when a card is done.

• Trigger
  Moved Card

  Triggers when a card is moved.

• Trigger
  New Card

  Triggers when a new card is created.

• Trigger
  New Database Record

  Triggers when a new record is created.

• Trigger
  Updated Card Field

  Triggers when a card field is updated.

• Trigger
  Updated Record Field

  Triggers when a record field is updated.

• Action
  Create Card

  Creates a card in a Pipefy pipe, filling in its start form fields.

• Action
  Create Record

  Creates a new table record.

• Action
  Delete Card

  Permanently deletes a card from its pipe.

• Action
  Delete Database Record

  Delete a database table record by ID via the GraphQL `deleteTableRecord(input: {id})` mutation.

• Action
  Find Card

  Returns the cards in a pipe whose chosen field matches the specified value.

• Action
  Find Database Records

  Find a database records by title.

• Action
  Get Card

  Retrieves a single Pipefy card by its id, including its phase, pipe, assignees, labels, attachments and field values.

• Action
  Get Database Record

  Fetch a single database table record by ID via the GraphQL `table_record(id: ID)` query.

• Action
  Move Card

  Moves a Pipefy card to another phase of its pipe.

• Action
  Update Card Field

  Sets a new value on one field of an existing Pipefy card.

• Action
  Update Database Record

  Update a database table record's title/fields via the GraphQL `updateTableRecord(input: {id, title})` mutation.

• Action
  Add counterparty

  Creates a counterparty — a person or business you send payments to or receive payments from — optionally with its bank accounts and legal entity.

• Action
  Add expected payment

  Creates an expected payment in Modern Treasury so an incoming or outgoing payment can be reconciled automatically when it arrives.

• Action
  Add external account

  Creates an external bank account for a counterparty in Modern Treasury, with its account numbers, routing details and owner information.

• Action
  Add invoice

  Creates an invoice for a counterparty, payable to one of your internal accounts.

• Action
  Add ledger transaction

  Creates a ledger transaction made of balanced debit and credit entries against your ledger accounts.

• Action
  Add payment order

  Creates a payment order that moves money between one of your internal accounts and a counterparty's or another internal account.

• Action
  Delete counterparty

  Deletes a counterparty from your Modern Treasury organization.

• Action
  Get counterparty

  Returns a single counterparty, including its accounts, contact details and metadata.

• Action
  Get invoice

  Returns a single invoice by its ID, including its amounts, status, counterparty and line-item details.

• Action
  Get ledger transaction

  Returns one ledger transaction, including its ledger entries, status and metadata.

• Action
  Get payment order

  Returns the details of a single payment order, including its amount, status, direction and accounts.

• Action
  List internal accounts

  Returns the organization's internal (bank) accounts, optionally filtered by counterparty, legal entity, currency, status or payment capability.

• Action
  Update counterparty

  Updates an existing counterparty's name, email, external ID, legal entity, metadata, remittance-advice setting or taxpayer identifier. Returns the updated counterparty.

• Action
  Update payment order

  Updates an existing payment order, for example changing its amount, description, metadata or status (such as cancelling or approving it). Returns the updated payment order.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.