Connect Pipefy and WhatsApp Notifications to unlock the power of automation
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Quickly connect Pipefy to WhatsApp Notifications with a Zapier template.
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Zapier makes it easy to integrate Pipefy with WhatsApp Notifications - no code necessary. See how you can get setup in minutes.
Select a trigger from Pipefy
Setup an action from WhatsApp Notifications
That’s it! You just connected Pipefy to WhatsApp Notifications
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Frequently Asked Questions about Pipefy + WhatsApp Notifications integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Pipefy and WhatsApp Notifications
How does the integration between Pipefy and WhatsApp Notifications work?
The integration allows you to set up automated notifications via WhatsApp based on certain triggers in Pipefy, such as when a card is moved to a new phase or when a field is updated. You'll need to configure both Pipefy and WhatsApp connectors, and create specific Zaps that define these triggers and actions.
What triggers can I use in Pipefy for sending WhatsApp notifications?
In Pipefy, you can use various triggers such as card creation, card movement between phases, due dates reaching completion, or any field updates. These triggers can initiate actions like sending a message through WhatsApp via the integration.
Can I customize the WhatsApp messages sent through the integration?
Yes, you can customize the content of your WhatsApp messages. The integration allows you to include dynamic fields from your Pipefy cards, such as names, due dates, or any other relevant information that personalizes your notification.
Is it possible to send WhatsApp notifications for overdue tasks in Pipefy?
Certainly! By setting up a trigger for when a task becomes overdue in Pipefy, an automated action can be configured to send out a WhatsApp notification alerting the concerned parties about the overdue status.
Are there any limitations on the number of WhatsApp messages I can send via this integration?
The limits on sending WhatsApp messages depend on your chosen plan with our service provider. Make sure to review your current plan's limits or reach out if you need further details about possible limitations.
What do I do if my automated WhatsApp message isn't sending correctly?
First, ensure your Zap is set up with correct trigger-action pairs and all necessary fields are populated accurately. If issues persist, check our troubleshooting guide or contact us for support.
How secure is the communication between Pipefy and WhatsApp through this integration?
Our integration ensures that data transferred between Pipefy and WhatsApp is encrypted following industry standards. We take data protection seriously and consistently monitor for security updates.
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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.
