Automations

How to access Pipefy's automations page

Create automations in your processes with Pipefy, and learn where to find this function.

Written by Claudia Bär
Updated over a week ago

What are Automation conditions?

Automation conditions define situations in which an automation should be triggered

Written by Isabelle Wuilleumier
Updated over a week ago

How to use automations

Automate activities to eliminate steps that don't add any value to make your processes super efficient.

Written by Isabelle Wuilleumier
Updated this week

Getting Started with Automations

Make better use of your time. Let your process flow with Pipefy's automations.

Written by Claudia Bär
Updated over a week ago

How to manage automations in Pipefy

Gain visibility of all automations inside your pipe in a single place

Written by Rodrigo Martins
Updated over a week ago

How to set up automation conditions

Establish conditions so that your automations are only triggered under specific circumstances.

Written by Isabelle Wuilleumier
Updated over a week ago

How do I set an automation to move cards?

Improve your information management along a process with Pipefy's Automations.

Written by Augusto Sato
Updated over a week ago

Automation: update the assignee field

Set up an automation rule to automatically assign cards to other members.

Written by Isabela Saciotti
Updated over a week ago

How to assign overdue demands to your team manager automatically

Use automation rules to escalate demands when they become overdue

Written by Isabelle Wuilleumier
Updated over a week ago

Automation: how to move Overdue cards to another phase

Learn how to move cards to new phases when they are past their due date.

Written by Isabelle Wuilleumier
Updated over a week ago

Request an approval based on predefined business rules

Use automations to speed up your automation flows.

Written by Isabelle Wuilleumier
Updated over a week ago

Connect different processes automatically

Make the most of your team's time by allowing them to work simultaneously on parallel tasks.

Written by Isabelle Wuilleumier
Updated over a week ago

Automatizing priority tasks and delivering better solutions for your customers

Don't miss a thing: set a responsible, label urgent tasks and keep your process flowing.

Written by Isabela Saciotti
Updated over a week ago

Approval flows

Use Pipefy to setup automated approval flows and save (a lot) of time

Written by Isabelle Wuilleumier
Updated over a week ago

Subtask tracking

Create automated subtask tracking flows to boost your processes' efficiency

Written by Isabelle Wuilleumier
Updated over a week ago

Smart delegation

Set up a smart delegation flow to get an overview of your department's activities

Written by Isabelle Wuilleumier
Updated over a week ago

Relative dates

Learn how to select relative dates when setting up automation rules/connection autofill

Written by Isabelle Wuilleumier
Updated over a week ago

My automation is not moving cards. What can I do?

Solve issues with your automation that should move cards but isn't working as expected.

Written by Isabelle Wuilleumier
Updated over a week ago

My automation is not connecting cards. What do I do?

Check out the steps below to troubleshoot your automation if it isn’t creating connected cards as it should.

Written by Isabelle Wuilleumier
Updated over a week ago

Automation: when a card is created

Every time a card is created in your pipe, automation can run an action.

Written by Isabela Saciotti
Updated over a week ago

Automation: when a card enters a phase

Every time a card enters a phase of your process, Pipefy's robot runs an action.

Written by Isabela Saciotti
Updated over a week ago

Automation: move the parent card

Every time connected cards enter a phase, the automation can move the parent card.

Written by Isabela Saciotti
Updated over a week ago

Automation: create a new connected card or record

Learn how to set up an automation that creates connected cards across different processes.

Written by Isabela Saciotti
Updated over a week ago

Automation: recurring activity

Every time a time, day, or month is reached, Pipefy's robot creates or moves cards.

Written by Isabela Saciotti
Updated over a week ago

Automation: send an email

Every time a card is created or moved, the automation can send an email.

Written by Isabela Saciotti
Updated over a week ago