Connect Pipefy and Prospect CRM

Both apps 38Pipefy 17Prospect CRM 21

• 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.

• Trigger
  New contact

  Triggers when a new contact is added in Prospect CRM.

• Trigger
  New lead

  Triggers when a new lead is created in Prospect CRM.

• Action
  Add booking

  Creates a booking (a scheduled appointment or reservation) in Prospect CRM.

• Action
  Add contact

  Creates a new contact in Prospect CRM and returns the created contact record.

• Action
  Add enquiry

  Creates a new enquiry in Prospect CRM with the person's name, contact details, company, address and marketing source details.

• Action
  Add lead

  Creates a new lead in Prospect CRM, optionally linked to a contact, and returns the created lead.

• Action
  Create Customer

  Creates a customer (company) record in Prospect CRM and returns the new company.

• Action
  Create Entity

  Creates a new record of any kind in Prospect CRM, such as a contact, company, lead or enquiry, and returns the created record.

• Action
  Find companies

  Returns the companies in Prospect CRM that match a filter, such as a company name.

• Action
  Find contacts

  Returns the contacts that match a filter, such as an email address or surname.

• Action
  Find Entity

  Finds Prospect CRM records of any kind (contacts, companies, leads, enquiries and more) that match a filter condition.

• Action
  Find leads

  Finds leads in Prospect CRM that match a filter condition and returns the matching lead records.

• Action
  Get company

  Returns a single company record by its ID.

• Action
  Get contact

  Returns a single Prospect CRM contact by its contact ID.

• Action
  List webhook actions

  Returns the webhook event types Prospect CRM can subscribe to.

• Action
  Update company

  Updates an existing company in Prospect CRM, changing only the fields you fill in.

• Action
  Update contact

  Updates an existing contact in Prospect CRM. Only the fields you fill in are changed.

• Action
  Update Entity

  Updates any Prospect CRM record (contact, company, lead, enquiry and so on) by changing the fields you supply.

• Action
  Update lead

  Updates an existing lead in Prospect CRM. Only the fields you fill in are changed.

• Action
  Update Opportunity Status

  Changes the status of an opportunity (lead) in Prospect CRM.

• Action
  Update Problem Status

  Updates the status of an existing problem (support case) in Prospect CRM.

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