Connect Pipefy to Salesforce

Use 7 documented Pipefy triggers to run 24 documented Salesforce actions.

7 source triggers

24 target actions

Reverse direction supported

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Why Connect Pipefy & Salesforce?

Start with a Pipefy event

Choose from 7 documented triggers, including Card Created (Instant), Card Done (Instant), Card Expired.

Run a Salesforce action

Send the event into one of 24 documented actions, such as Add Contact to Campaign, Add Lead to Campaign, Convert SOAP XML Object to JSON.

Map and review the workflow

Choose the fields and conditions for the workflow, then test the result before activation.

Available Triggers & Actions

Pipefy

Triggers (7)

Card Created (Instant)

Emits an event for each new card created in a Pipe.

webhook

Card Done (Instant)

Emits an event each time a card is moved to Done a Pipe.

webhook

Card Expired

Emits an event each time a card becomes expired in a Pipe.

polling

Card Field Updated (Instant)

Emits an event each time a card field is updated in a Pipe.

webhook

Card Late

Emits an event each time a card becomes late in a Pipe.

polling

Card Moved (Instant)

Emits an event each time a card is moved in a Pipe.

webhook

Card Overdue

Emits an event each time a card becomes overdue in a Pipe.

polling

Actions (16)

Create Card

Create a new Card in a Pipe. See the docs here

Create Pipe

Creates a pipe. See the docs here

Create Table Record

Creates a new table record. See the docs here

Delete Card

Deletes a card. See the docs here

Get All Cards

Fetches all cards in a pipe. See the docs here

Get Current User

Gets information of the current authenticated user. See the docs here

Get Table Records

Fetches all records in a table. See the docs here

List Organization Options

Retrieves available options for the Organization field.

Look up Card by ID

Looks up a card by its ID. See the docs here

Look Up Phase By Id

Looks up a phase by its ID. See the docs here

Look up Pipe by ID

Lookup a pipe by its ID. See the docs here

Look Up Table by ID

Looks up a database table by its ID. See the docs here

Update Card

Updates an existing card. See the docs here

Update Card Field

Updates a Card Field in a Pipe. See the docs here

Update Table

Updates a table. See the docs here

Update Table Record

Updates a table record. See the docs here

Salesforce

Triggers (10)

Case Updated (Instant, of Selectable Type)

Emit new event when a case is updated. See the documentation

webhook

Email Template Updated (Instant, of Selectable Type)

Emit new event when an email template is updated. See the documentation

webhook

Knowledge Article Updated (Instant, of Selectable Type)

Emit new event when a knowledge article is updated. See the documentation

webhook

New Case (Instant, of Selectable Type)

Emit new event when a case is created. See the documentation

webhook

New Deleted Record (Instant, of Selectable Type)

Emit new event when a record of the selected object type is deleted. See the documentation

webhook

New Email Template (Instant, of Selectable Type)

Emit new event when an email template is created. See the documentation

webhook

New Knowledge Article (Instant, of Selectable Type)

Emit new event when a knowledge article is created. See the documentation

webhook

New Outbound Message (Instant)

Emit new event when a new outbound message is received in Salesforce.

webhook

New Record (Instant, of Selectable Type)

Emit new event when a record of the selected object type is created. See the documentation

webhook

New Updated Record (Instant, of Selectable Type)

Emit new event when a record of the selected type is updated. See the documentation

webhook

Actions (24)

Add Contact to Campaign

Adds an existing contact to an existing campaign. See the documentation

Add Lead to Campaign

Adds an existing lead to an existing campaign. See the documentation

Convert SOAP XML Object to JSON

Converts a SOAP XML Object received from Salesforce to JSON

Create Account

Creates a Salesforce account. See the documentation

Create Accounts (Batch)

Create multiple Accounts in Salesforce using Bulk API 2.0. See the documentation

Create Attachment

Creates an Attachment on a parent object. See the documentation

Create Campaign

Creates a marketing campaign. See the documentation

Create Case

Creates a Case, which represents a customer issue or problem. See the documentation

Create Case Comment

Creates a Case Comment on a selected Case. See the documentation

Create Contact

Creates a contact. See the documentation

Create Content Note

Creates a content note. See the documentation and Set Up Notes.

Create Event

Creates an event. See the documentation

Create Lead

Creates a lead. See the documentation

Create Note

Creates a note. See the documentation

Create Opportunities (Batch)

Create multiple Opportunities in Salesforce using Bulk API 2.0. See the documentation

Create Opportunity

Creates an opportunity. See the documentation

Create Record

Create a record of a given object. See the documentation

Create Record

Create a new Salesforce record of any object type. Use **Describe Object** first if you're unsure what fields are available or required. For picklist fields, use the API value from **Describe Object**, not the display label. **Common required fields:** - Account: Name - Contact: LastName - Lead: LastName, Company - Opportunity: Name, StageName, CloseDate - Case: Subject - Task: Subject - Event: Subject, StartDateTime, EndDateTime To add a Contact/Lead to a Campaign, create a CampaignMember: {"CampaignId": "701xxx", "ContactId": "003xxx"} or {"CampaignId": "701xxx", "LeadId": "00Qxxx"}.

Create Task

Creates a task. See the documentation

Create User

Creates a Salesforce user. See the documentation

Delete Note Or Content Note

Delete a note or content note from a Salesforce record. See the documentation

Delete Opportunity

Deletes an opportunity. See the documentation

Delete Record

Permanently deletes a Salesforce record (moves to Recycle Bin for 15 days). Use **SOQL Query** to find the record ID if you only have the record name.

Delete Record

Deletes an existing record in an object. See the documentation