Connect BotConversa and Pipefy to unlock the power of automation

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Set up your first integration

Quickly connect BotConversa to Pipefy with a Zapier template.

Our most popular template

Create cards in Pipefy for new tags in BotConversa
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BotConversa + Pipefy
Send messages in BotConversa for new cards in Pipefy
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Pipefy + BotConversa
Send messages in BotConversa when new cards are marked as done in Pipefy
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Pipefy + BotConversa
Create Pipefy cards when new BotConversa blocks are activated
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BotConversa + Pipefy
Create cards in Pipefy for new BotConversa subscribers
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BotConversa + Pipefy
Move cards in Pipefy and send messages in BotConversa
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Pipefy + BotConversa

Create cards in Pipefy for new tags in BotConversa

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BotConversa + Pipefy

Send messages in BotConversa for new cards in Pipefy

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Pipefy + BotConversa

Send messages in BotConversa when new cards are marked as done in Pipefy

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Pipefy + BotConversa

Create Pipefy cards when new BotConversa blocks are activated

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BotConversa + Pipefy

Create cards in Pipefy for new BotConversa subscribers

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BotConversa + Pipefy

Move cards in Pipefy and send messages in BotConversa

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Pipefy + BotConversa

Add new BotConversa subscribers to Pipefy as records
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BotConversa + Pipefy
Update Pipefy card fields whenever new tags are added in BotConversa
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BotConversa + Pipefy

How Zapier works

Zapier makes it easy to integrate BotConversa with Pipefy - no code necessary. See how you can get setup in minutes.

Select a trigger from BotConversa

A trigger is an event that starts your Zap and runs the workflow. For example, with BotConversa, a trigger could be "New Subscriber."

A trigger is the event that kicks off your automated workflow.

Setup an action from Pipefy

An action is what takes place after the automation is triggered. For example, with Pipefy, the action could be "Create Card."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected BotConversa to Pipefy

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.

Triggers and actions are the main components of every automated workflow.

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Customers who say using Zapier has made them better at their job

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Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your BotConversa to Pipefy integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

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Frequently Asked Questions about BotConversa + Pipefy integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with BotConversa and Pipefy

What do I need to start integrating BotConversa with Pipefy?

To integrate BotConversa with Pipefy, ensure you have active accounts on both platforms and access to Zapier to create a connection. Familiarity with automation setup within Zapier will help make the integration seamless.

How can I trigger an action in Pipefy using BotConversa?

You can set up triggers in BotConversa, such as user interactions or chat completions, which then prompt specific actions in Pipefy, like creating a new card in a Pipe or updating an existing one.

Can integration between BotConversa and Pipefy update existing records?

Yes, using Zapier as the connector, you can configure automations that let interactions in BotConversa update existing cards or records within Pipefy's workflow.

Is it possible to use custom fields from Pipelines in the integration?

Custom fields from your Pipelines in Pipefy can be utilized in this integration by mapping them during the setup of your Zap on Zapier. This ensures data captured from BotConversa is appropriately stored and used.

What types of data can be sent from BotConversa to Pipefy?

The integration allows transferring various types of data such as text inputs, form submissions, and even file attachments from chats within BotConversa directly into relevant fields and cards on Pipefy.

Are there limits on how many automations I can create between these services?

While there's no strict limit imposed by us for creating automations between BotConversa and Pipefy via Zapier, ensure you adhere to any usage restrictions or pricing plans dictated by your Zapier account tier.

How do delays work when triggering actions from BotConversa to Pipefy?

Delays could occur due to configurations within your automation setup. If there are conditional paths or specific timing conditions set in Zapier, these might influence when actions are triggered from BotConversa interactions into Pipelines.

Connect BotConversa and Pipefy to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

New Subscriber
Triggers when a new subscriber joins BotConversa.
Trigger
Instant
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- Sequence
  Required
Trigger
Instant
Try It
- Phone
  Required
- Tag
  Required
Action
Write
- Phone
  Required
Action
Write
- Campaign
- Phone
  Required
- Full name
  Required
Action
Write

- Flow
  Required
- Phone
  Required
Action
Write
- Phone
  Required
- Sequence
  Required
Action
Write

- Phone
  Required
Action
Search
- Pipe_id
  Required
Trigger
Instant
Try It
- Pipe_id
  Required
Trigger
Instant
Try It
- Pipe_id
  Required
Trigger
Instant
Try It
- Table
Trigger
Instant
Try It
- Pipe_id
  Required
Action
Write
- Table
Action
Write
- HTTP Method
  Required
- URL
  Required
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Pipe_id
  Required
- Title
- Assignee_ids
- Label_ids
Action
Search or write

- Tag
  Required
Trigger
Instant
Try It
- Triggered Event
  Required
Trigger
Instant
Try It
- Type
  Required
- Custom field
  Required
Action
Write
- Phone
  Required
- Tag
  Required
Action
Write
- Phone
  Required
Action
Write
- Phone
  Required
- Type of message
  Required
Action
Write
- Phone
  Required
- Sequence
  Required
Action
Write
- Pipe_id
  Required
Trigger
Instant
Try It
- Pipe_id
  Required
Trigger
Instant
Try It
- Pipe_id
  Required
Trigger
Instant
Try It
- Pipe_id
  Required
Trigger
Instant
Try It
- Table
Trigger
Instant
Try It
- Pipe_id
  Required
- Card Id
  Required
- Phase_id
  Required
Action
Write
- Pipe_id
  Required
- Field
  Required
- Card Id
  Required
- Type of message
  Required
Action
Write
- Pipe_id
  Required
- Title
- Assignee_ids
- Label_ids
Action
Search

Learn how to automate BotConversa on the Zapier blog

Learn how to automate Pipefy on the Zapier blog

About BotConversa

BotConversa is a Chatbot builder for WhatsApp. We’ve made it simples for small to big Size businesses to automate their WhatsApp conversations and create a true lead generation machine.

Related categories

Marketing Automation

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Pipefy

The easy button for processes and workflows Easily organize and run all your processes in one place, leaving the inefficient patchwork of apps, forms, spreadsheets and e-mail threads forever in the past

Learn more

Related categories

Project Management

Connect BotConversa and Pipefy to unlock the power of automation

Set up your first integration

Create cards in Pipefy for new tags in BotConversa

Send messages in BotConversa for new cards in Pipefy

Send messages in BotConversa when new cards are marked as done in Pipefy

Create Pipefy cards when new BotConversa blocks are activated

Create cards in Pipefy for new BotConversa subscribers

Move cards in Pipefy and send messages in BotConversa

Create cards in Pipefy for new tags in BotConversa

Send messages in BotConversa for new cards in Pipefy

Send messages in BotConversa when new cards are marked as done in Pipefy

Create Pipefy cards when new BotConversa blocks are activated

Create cards in Pipefy for new BotConversa subscribers

Move cards in Pipefy and send messages in BotConversa

Add new BotConversa subscribers to Pipefy as records

Update Pipefy card fields whenever new tags are added in BotConversa

How Zapier works

Select a trigger from BotConversa

Setup an action from Pipefy

That’s it! You just connected BotConversa to Pipefy

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Make work flow with AI

Frequently Asked Questions about BotConversa + Pipefy integrations

Connect BotConversa and Pipefy to integrate crucial parts of your business

Automate your lead management and improve conversions

Create more impactful campaigns with automation

Provide world-class support with a little help from automation

Automate your way to actionable, up-to-date data

Resolve incidents faster with automation

Supported triggers and actions

Learn how to automate BotConversa on the Zapier blog

Learn how to automate Pipefy on the Zapier blog

Connect BotConversa to Pipefy on the world's largest no-code automation platform