Connect Pipefy and SmartMatchApp

Both apps 45Pipefy 17SmartMatchApp 28

• 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 Client

  Triggers when a new client is created.

• Trigger
  New Client Note

  Triggers when a note is added to a client.

• Trigger
  New Task

  Triggers when a new task is created.

• Action
  Create Client

  Creates a new client in your SmartMatchApp agency and returns its ID.

• Action
  Create Client Match

  Creates a match between a client and another client and returns the match ID.

• Action
  Create Client Note

  Adds a note to a client and returns the note ID.

• Action
  Create Email Draft

  Creates an email draft and returns its ID.

• Action
  Create Task

  Creates a task and returns its ID.

• Action
  Create Task Note

  Adds a note to a task and returns the note ID.

• Action
  Delete Client

  Deletes a client.

• Action
  Delete Client Match

  Deletes a client match.

• Action
  Delete Client Note

  Deletes a client note.

• Action
  Delete Email Draft

  Deletes an email draft.

• Action
  Delete Task

  Deletes a task.

• Action
  Find a Client

  Returns clients, newest first, with paging.

• Action
  Get Client

  Returns a client's type, status, created date and assigned users.

• Action
  Get Client Note

  Returns one note on a client.

• Action
  Get Email Draft

  Returns an email draft.

• Action
  Get Task

  Returns a task with its board, status and folder.

• Action
  List Client Matches

  Returns a client's matches.

• Action
  List Client Notes

  Returns a client's notes.

• Action
  List Email Drafts

  Returns email drafts.

• Action
  List Tasks

  Returns tasks, optionally filtered by board, status or assignee.

• Action
  Update Client

  Updates a client's type, status flags or assigned users.

• Action
  Update Client Match

  Updates a client match's group, priorities, due dates or statuses.

• Action
  Update Client Note

  Updates a client note's content or date.

• Action
  Update Email Draft

  Updates an email draft's subject, message or campaign.

• Action
  Update Task

  Updates a task.

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