How to Integrate Slack with Pipefy

Quick summary

This tutorial shows how to integrate Pipefy with Slack using Zapier by building an automated Zap that triggers on Pipefy events and sends notifications to Slack. Connecting these two tools eliminates manual status updates and ensures your team receives real-time Slack alerts whenever a Pipefy event occurs.

Steps

1. Click Create and select Zap to start building your automation.
2. Click Trigger to begin setting up the trigger step.
3. Search and select Pipefy as the trigger app.
4. Choose a trigger event based on your workflow requirements.
5. Select Authorize to grant Zapier access to your Pipefy account.
6. Click Continue once Zapier is connected to Pipefy.
7. Click Test trigger to pull sample data from Pipefy and verify the setup.
8. Search and select Slack as the action app.
9. Select the event you want Slack to perform when the trigger fires.
10. Log in and authorize Zapier to access your Slack account.
11. Map the data from Pipefy to Slack fields and click Continue.
12. Click Test step to confirm the Slack action works correctly.
13. Rename your Zap by clicking the Untitled Zap button.
14. Click Publish to turn on your Zap and enable the integration.