Integrate Pipefy with Excel
Send information between Pipefy and Excel automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Pipefy and Excel using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Card expired
Triggers when a card expires in the selected pipe
New card
Triggers when a new card is created in the selected pipe
Card done
Triggers when a card is done in the selected pipe
Card moved
Triggers when a card is moved in the selected pipe
Card overdue
Triggers when a card is overdue in the selected pipe
Card late
Triggers when a card in the selected pipe exceeds maximum lead time
Worksheet added
Triggers when a new worksheet is added to the selected workbook
Row added
Triggers when a new row is added at the bottom of the selected worksheet
Row added in table
Triggers when a new row is added at the bottom of the selected table
Row added in Team Drive
Triggers when a new row is added to a spreadsheet in Team Drive
All Actions - Actions are the automated tasks
Create card
Creates a card in the selected pipe
Delete card
Deletes the selected card
Add row to table
Adds a new row to the bottom of the selected table
Add row in Team Drive
Adds a new row in the selected spreadsheet in your Team Drive
Add row
Adds a new row to the bottom of the selected worksheet
Update row in TeamDrive
Updates a new row in your excel sheet from you team drive
Update row
Updates the details of an existing row
Find row
Finds a row based on column value
Find row in Team Drive
Finds a row from your spreadsheet in your Team Drive
What is Pipefy?
Pipefy is a process management tool with features such as advanced reports, private pipes, process templates, and conditional logic.
What is Excel?
Excel is spreadsheet software that lets you create sheets from templates, collaborate on projects, and view trends with charts or graphs.
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