Guide: Using Pipefy with Databox

Currently, there is not a direct Databox + Pipefy integration available, but there are alternative ways to sync your Pipefy data with Databox.

These alternatives utilize third-party integrations such as Zapier, Integromat, or the Databox API.

Pro Tip: If you don't have the time or resources to set this up yourself, check out our services where we can build the custom integration for you. For additional information, feel free to connect with our team via chat or email us at [email protected].

HOW TO

How to use Zapier to sync Pipefy data

Zapier is a trigger-based app, meaning you can have certain events (such as a new card being added) trigger certain actions (updating the relevant data and syncing with Databox) using Zaps. Because triggers initiate data syncs, historical data will not be available for metrics that are synced using Zapier. 

Learn more about the Zapier + Databox third-party integration here.

Whenever possible, it’s recommended that you use a Zap Template. This will save you time and will streamline the process of syncing Pipefy data with Databox using Zapier. 

You can also create Zaps from scratch if a Zap Template isn’t available.

IN THIS SECTION

Zap Templates available for Pipefy Metrics

View the full list of prepared Zaps here.

Creating Zaps from scratch for Pipefy Metrics

The following Pipefy Metrics can also be synced with Databox by creating a Zap from scratch: 

  • Card Expired
    (triggered when a card expires on a pipe)
  • Card Late
    (triggered when a card gets late on a pipe)
  • New Card
    (triggered when a new card is created in a pipe)
  • Card Moved
    (triggered when a card is moved on a given pipe)
  • Card Overdue
    (triggered when a card gets overdue on a pipe)
  • Card Done
    (triggered when a card is done on a pipe)

Learn how to create Zaps from scratch here.

How to use Integromat to sync Pipefy data

Integromat is a third-party integration that allows you to sync data between apps. Integromat has a long list of native integrations along with the ability to sync custom data via the API.

Learn more about the Integromat + Databox third-party integration here

Whenever possible, it’s recommended that you use an Integromat Template. This will save you time and will streamline the process of syncing Pipefy data with Databox using Integromat. 

If a Template isn’t available, you can sync additional Pipefy with Databox using Integromat by setting it up from scratch.

IN THIS SECTION

Integromat Templates available for Pipefy Metrics

View the full list of prepared Templates here.

Syncing additional Pipefy Metrics using Integromat

The following Pipefy Metrics can also be synced with Databox by setting up the connection from scratch:

  • Watch New Cards
    (triggered when a new card is created)
  • Watch Moved Cards
    (triggered when a card is moved)
  • Watch Done Cards
    (triggered when a card is marked as done)
  • Watch Overdue Cards
    (triggered when a card gets overdue)
  • Watch Late Cards
    (triggered when a card gets late)
  • Watch Expired Cards
    (triggered when a card expires)
  • List Cards
    (retrieves a list of all cards)
  • List Table Records
    (retrieves a list of all table records)

Learn how to set this up from scratch here.

Use the Databox API to sync Pipefy data

If you’re comfortable using scripting languages or you have developer resources available, you can build your own custom integration and push Pipefy data via the Databox API.

Learn more about the Integromat + Databox third-party integration here

For more information, check out the Databox developer portal or Pipefy’s API documentation.

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