← Schedule + Pipefy integrations

Create Pipe with Pipefy API on Daily schedule from Schedule API

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Trigger workflow on
Daily schedule from the Schedule API
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Create Pipe with the Pipefy API
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Developers Pipedream

Getting Started

This integration creates a workflow with a Schedule trigger and Pipefy action. When you configure and deploy the workflow, it will run on Pipedream's servers 24x7 for free.

  1. Select this integration
  2. Configure the Daily schedule trigger
    1. Connect your Schedule account
    2. Configure Cron Schedule
  3. Configure the Create Pipe action
    1. Connect your Pipefy account
    2. Select a Organization
    3. Configure Name
    4. Configure Phase Names
    5. Optional- Select one or more Members
    6. Optional- Select a Icon
  4. Deploy the workflow
  5. Send a test event to validate your setup
  6. Turn on the trigger

Details

This integration uses pre-built, source-available components from Pipedream's GitHub repo. These components are developed by Pipedream and the community, and verified and maintained by Pipedream.

To contribute an update to an existing component or create a new component, create a PR on GitHub. If you're new to Pipedream component development, you can start with quickstarts for trigger span and action development, and then review the component API reference.

Trigger

Description:Trigger your workflow every day.
Version:0.0.1
Key:schedule-daily

Schedule Overview

With Schedule - A trigger provided by Pipedream - You can easily build
automated workflows that run on regular times or intervals. Some examples of
things that you can build using the Schedule API include:

  • Automated data retrieval from a third-party service, like pulling stats from
    your Salesforce account on a set schedule.
  • Uploading new data sets to a database with a predetermined interval.
  • Automatic emails to customers or leads at a certain time of the day.
  • Automating data analysis based on a set schedule.
  • Automatically optimizing social media postings according to a specified
    timeline.
  • Updating webpages at a certain interval with newly available content.
  • Re-running reports on a periodic basis.
  • Refreshing a cache of data at a given frequency.

Trigger Code

import schedule from "../../schedule.app.mjs";

export default {
  name: "Daily schedule",
  version: "0.0.1",
  key: "schedule-daily",
  type: "source",
  description: "Trigger your workflow every day.",
  props: {
    schedule,
    cron: {
      propDefinition: [
        schedule,
        "cron",
      ],
      default: {
        cron: "0 11 * * *",
      },
    },
  },
};

Trigger Configuration

This component may be configured based on the props defined in the component code. Pipedream automatically prompts for input values in the UI and CLI.
LabelPropTypeDescription
SchedulescheduleappThis component uses the Schedule app.
Cron Schedulecron$.interface.timer

Enter a cron expression

Trigger Authentication

The Schedule API does not require authentication.

About Schedule

Trigger workflows on an interval or cron schedule.

Action

Description:Creates a pipe. [See the docs here](https://api-docs.pipefy.com/reference/mutations/createPipe/)
Version:0.3.2
Key:pipefy-create-pipe

Pipefy Overview

Using the Pipefy API, it is possible to build powerful workflows that help to streamline the entire process of managing any given task or process. The API provides access to all of Pipefy’s features, allowing developers to create custom-built workflows that are tailored for their specific needs.

With Pipefy’s API, developers can take advantage of the following:

  • Create and manage customized pipelines
  • Automatically trigger events between different phases
  • Track progress and milestones
  • Establish custom notifications
  • Manage resources

Examples of what you can build with the Pipefy API:

  • A workflow to oversee the recruitment process, from applicant submission to onboarding.
  • A workflow to organize the marketing team’s daily, weekly and monthly tasks.
  • A workflow to oversee the development of software products, from planning to the release.
  • An automated system for processing customer requests and complaints.
  • A workflow to manage product releases from inception to launch.

Action Code

import pipefy from "../../pipefy.app.mjs";
import constants from "../common/constants.mjs";

export default {
  key: "pipefy-create-pipe",
  name: "Create Pipe",
  description: "Creates a pipe. [See the docs here](https://api-docs.pipefy.com/reference/mutations/createPipe/)",
  version: "0.3.2",
  type: "action",
  props: {
    pipefy,
    organization: {
      propDefinition: [
        pipefy,
        "organization",
      ],
    },
    name: {
      type: "string",
      label: "Name",
      description: "Name of the new Pipe",
    },
    phases: {
      type: "string[]",
      label: "Phase Names",
      description: "Names of the new Pipe's phases",
      reloadProps: true,
    },
    members: {
      propDefinition: [
        pipefy,
        "members",
        (c) => ({
          orgId: c.organization,
        }),
      ],
      withLabel: true,
      reloadProps: true,
    },
    icon: {
      type: "string",
      label: "Icon",
      description: "The Pipe icon",
      options: constants.ICON_OPTIONS,
      optional: true,
    },
  },
  async additionalProps() {
    const props = {};
    if (this.phases?.length > 0) {
      for (const phase of this.phases) {
        props[phase] = {
          type: "boolean",
          label: `${phase} Done?`,
          description: `Is ${phase} a final/done phase?`,
          default: false,
        };
      }
    }
    if (this.members?.length > 0) {
      for (const member of this.members) {
        props[member.value] = {
          type: "string",
          label: `Role for ${member.label}`,
          description: "The user role name",
          options: constants.ROLE_OPTIONS,
        };
      }
    }
    return props;
  },
  async run({ $ }) {
  /*
  Example query:

  mutation createNewPipe{
    createPipe(
        input: {name: "UsersPipe", organization_id: 300455771 } ) {
            pipe{id name}
      }
  }
  */

    const variables = {
      name: this.name,
      organizationId: this.organization,
      icon: this.icon,
    };

    if (this.phases?.length > 0) {
      const phases = [];
      for (const phase of this.phases) {
        phases.push({
          name: phase,
          done: this[phase],
        });
      }
      variables.phases = phases;
    }

    if (this.members?.length > 0) {
      const members = [];
      for (const member of this.members) {
        members.push({
          role_name: this[member.value],
          user_id: member.value,
        });
      }
      variables.members = members;
    }

    const response = await this.pipefy.createPipe(variables);
    $.export("$summary", "Successfully created pipe");
    return response;
  },
};

Action Configuration

This component may be configured based on the props defined in the component code. Pipedream automatically prompts for input values in the UI.

LabelPropTypeDescription
PipefypipefyappThis component uses the Pipefy app.
OrganizationorganizationstringSelect a value from the drop down menu.
Namenamestring

Name of the new Pipe

Phase Namesphasesstring[]

Names of the new Pipe's phases

Membersmembersstring[]Select a value from the drop down menu.
IconiconstringSelect a value from the drop down menu:airplaneataxebadgebagboatbriefingbugbullhorncalendarcartcatchart-zoomchart2chatcheckchecklistcompasscontractdogeiffelemofinish-flagflameframefroggamegithubglobegrowthhr-processhr-requestsicejuicelamplemonadelibertylikemacmagicmapmessagemkt-requestsmoneyonboardingpacmanpacman1payablephonepipefypizzaplanetplugreceivablesreceiverecruitment-requestsreloadrocketsalesskullsnow-flakestartargettasktask-managementtrophyunderwear

Action Authentication

Pipefy uses API keys for authentication. When you connect your Pipefy account, Pipedream securely stores the keys so you can easily authenticate to Pipefy APIs in both code and no-code steps.

To authorize requests to the Pipefy API, you'll need to generate a Personal access token. In order to create Pipefy triggers in Pipedream, you will need to be a Pipefy administrator.

About Pipefy

Process Management, Workflow Management Software

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