Pipefy + RD Station

Trigger conversion events in RD Station for every done card in Pipefy

This workflow aids in seamlessly updating your RD Station app as soon as a card is marked as Done in Pipefy. A card completion in Pipefy prompts a conversion event, saving you time and maintaining consistency across both platforms. Efficiently manage your tasks and conversion events with this simple automation.

When this happens...
Done Card
Triggers when a card is done.
TriggerInstant
automatically do this!
Conversion Event
It registers a new conversion event for a contact.
ActionWrite

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Supported triggers and actions

What does this mean?

- PipeRequired
Trigger
Instant
Try It
- PipeRequired
Trigger
Instant
Try It
- PipeRequired
Trigger
Instant
Try It
- PipeRequired
Trigger
Instant
Try It
- Table
Trigger
Instant
Try It

- Pipe
- Card IdRequired
- Phase IdRequired
Action
Write
- Pipe
- FieldRequired
- Card IdRequired
- Field Type
Action
Write

- PipeRequired
- Title
- Assignee Ids
- Label Ids
Action
Search
New Lead Conversion
Triggers when a new lead is created.
Trigger
Instant
Try It
- Event IdentifierRequired
- EmailRequired
- Name
- Job Title
- State
- City
- Country
- Phone
- Mobile Phone
- Twitter
- Facebook
- LinkedIn
- Website
- Company Name
- Company Address
- Company Size
- Traffic Source
- Traffic Medium
- Traffic Campaign
- Traffic Value
Action
Write
- EmailRequired
- Value
Action
Write

- PipeRequired
Trigger
Instant
Try It
- PipeRequired
Trigger
Instant
Try It
- PipeRequired
Trigger
Instant
Try It
- Table
Trigger
Instant
Try It
- PipeRequired
Action
Write
- TableRequired
Action
Write
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- PipeRequired
- Title
- Assignee Ids
- Label Ids
Action
Search or write
New Opportunity
Triggers when a Lead is marked as opportunity.
Trigger
Instant
Try It
- EmailRequired
- Lost Reason
Action
Write

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

About RD Station

RD Station is a complete digital marketing platform to help you generate more results in traffic generation, leads, sales for your business, and to build a solid digital marketing presence. This app is available only in Portuguese.

Learn more