Filestage + Pipefy Integration

Integrate Filestage to Pipefy in one click, or tell Integrately AI how you want each project handled. Track file reviews, create corresponding Pipefy cards, update workflow fields, and notify your operations team automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Filestage
    File is created in Filestage
  • Filestage
    File is approved in Filestage
  • Filestage
    Review decision is submitted in Filestage
  • Filestage
    Project is created in Filestage
  • Filestage
    Step is created in Filestage
  • Pipefy
    Card is created in Pipefy Instant
  • Pipefy
    Card is moved in Pipefy Instant
  • Pipefy
    Card field is updated in Pipefy Instant
  • Pipefy
    Card is completed in Pipefy Instant
  • Pipefy
    Card gets late in Pipefy Instant
  • Pipefy
    Card is expired in Pipefy Instant
  • Pipefy
    Card becomes overdue in Pipefy Instant
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2.
  • Filestage
    Create project in Filestage
  • Filestage
    Upload file in Filestage
  • Filestage
    Create step in Filestage
  • Filestage
    Add reviewer to step in Filestage
  • Filestage
    Create comment in Filestage
  • Filestage
    Archive/Unarchive project in Filestage
  • Filestage
    Move file to step in Filestage
  • Filestage
    Create folder in Filestage
  • Filestage
    Search comment by file in Filestage
  • Pipefy
    Update card field in Pipefy
  • Pipefy
    Create card in Pipefy
  • Pipefy
    Search card in Pipefy

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Ready Workflows Ready Workflows for Filestage + Pipefy Integration

Create Pipefy cards from Filestage projects, update card fields when files are approved, assign team members, and track operations, all in just one click.

Most popular automationmost-popular-automations
Pipefy + Filestage Integration

Create Filestage folder for new Pipefy card

If you're using Pipefy to manage your projects, you may want to create a separate folder in Filestage for each card to keep all of your related files organized. This way, you can easily access and share any of the files associated with your project without having to search through your entire Filestage account.

But managing all of these folder in Filestage can be a pain, and creating them manually is extremely impractical. Hence, this Pipefy - Filestage integration. It makes it easy to add folders in Filestage when you create new Pipefy cards so that your files stay organized and you never lose track of important documents again.
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Filestage + Pipefy Integration

Create Pipefy card for new Filestage file

Have you ever wished that there was an easier way to keep track of all the files you have created in Filestage? Well, using this Filestage - Filestage integration, you can create a card for each file in Pipefy and never lose track of a thing.

You can even color code your card to help organize them even further. This is a great way to stay on top of your projects, and it'll help you be more productive. Plus, this automation makes collaboration a breeze because it lets everyone know exactly where each file is stored.
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Connect more apps to your Filestage + Pipefy flow

Manage project deliverables, alert team members, and sync feedback across your entire stack. Pick a combination and activate it in one click.

Filestage
Pipefy
+
Google DriveGoogle Drive (8)
+
SlackSlack (8)
+
AsanaAsana (8)
+
TrelloTrello (8)
+
Google DocsGoogle Docs (8)
+
GmailGmail (8)
F
G
P
Upload every approved Filestage file to Google Drive, and create a corresponding card in Pipefy.
Approved files land in Google Drive instantly while Pipefy tracks the next operational phase, eliminating manual file archiving.
F
G
P
Create a Google Drive folder for every new Filestage project, and update the matching Pipefy card.
Keep project folders organized in Google Drive and connected to Pipefy the moment a new Filestage project is set up.
P
F
G
When a Pipefy card moves, move the associated file in Filestage and save a backup in Google Drive.
Move review files across Filestage steps automatically when your Pipefy card progresses, and archive backups in Google Drive.
F
G
P
Search for the project folder in Google Drive whenever a new file is created in Filestage, and create a Pipefy card.
Locate relevant Google Drive assets whenever a file is added in Filestage, and log them in Pipefy automatically.
F
G
P
If a Filestage review decision is submitted, save feedback in Google Drive and update the Pipefy card.
Store review decisions in Google Drive and update Pipefy card fields instantly when feedback is submitted.
P
F
G
When a Pipefy card is completed, archive the Filestage project and save final assets in Google Drive.
Archive completed Filestage projects and store final deliverables in Google Drive when your Pipefy card finishes.
F
G
P
Use Gemini to summarize review comments in Filestage, save the document in Google Drive, and update Pipefy.
Extract review insights with Gemini, save summary documents in Google Drive, and update your Pipefy card automatically.
F
G
P
When a Filestage project is created, create a Google Drive folder, create a Pipefy card, and notify Slack.
Kick off new projects by provisioning a Google Drive folder, opening a Pipefy card, and alerting your team on Slack.

Supported triggers and actions for Filestage and Pipefy

Mix and match to build the exact automation you need

Filestage
Filestage Triggers & Actions
File is created in Filestage
Triggers the automation when a particular action in the workflow fails
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File is approved in Filestage
Triggers the automation when a particular action in the workflow fails
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Review decision is submitted in Filestage
Triggers the automation when a review decision is submitted
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Project is created in Filestage
Triggers the automation when a new project is created
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Step is created in Filestage
Triggers the automation when a new step is created
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Create project in Filestage
Creates a new project
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Upload file in Filestage
Uploads a file to the particular location
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Create step in Filestage
Generates a new step in the workflow
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Add reviewer to step in Filestage
Assigns a reviewer to a step in the workflow
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Create comment in Filestage
Generates a new comment
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Archive/Unarchive project in Filestage
Manage project archiving and unarchiving based on pre-defined criteria
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Move file to step in Filestage
Move a file to a step in the workflow
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Create folder in Filestage
Creates a new folder in the designated location
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Search comment by file in Filestage
Searches for comments by file
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Pipefy
Pipefy Triggers & Actions
Instant
Card is created in Pipefy
Triggers the automation when a card is archived
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Instant
Card is moved in Pipefy
Triggers the automation when a card is moved in the workflow
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Instant
Card field is updated in Pipefy
Triggers the automation when a card field is updated
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Instant
Card is completed in Pipefy
Triggers the automation when a card is marked as completed
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Instant
Card gets late in Pipefy
Triggers the automation when a card gets late
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Instant
Card is expired in Pipefy
Triggers the automation when a card expires
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Instant
Card becomes overdue in Pipefy
Triggers the automation when a card is past its due date
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Update card field in Pipefy
Updates fields on a card with new information
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Create card in Pipefy
Generates a new card for a task
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Search card in Pipefy
Searches for a card
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What can you automate with Filestage + Pipefy?

Connect Filestage and Pipefy to automate your review pipelines, eliminate manual data entry, and keep your workflow synchronized in real-time.

What you can automate?
🚀
Create Pipefy cards from new Filestage projects
Trigger a brand new workflow card in Pipefy the moment a project is created in Filestage, establishing instant operational tracking without manual entry.
📋
Capture every review decision and submitted field
Map all review feedback and decision details into specific Pipefy card fields rather than generic summaries, ensuring your team has complete context.
🔔
Notify your team as soon as files are approved
Trigger instant notifications and status updates across your workflow tools the moment a reviewer approves a file in Filestage.
🔀
Route tasks based on submitted review decisions
Send approved assets down one operational path while routing revision requests to different assignees based on submitted feedback.
🔄
Keep workflow cards up to date as files change
Automatically update card fields, due dates, and stage locations in Pipefy whenever files progress through review steps in Filestage.
🔍
Search and update existing records without duplicates
Match incoming review files against existing Pipefy cards to update active records rather than creating redundant entries.
⏱️
Handle late cards and overdue review steps
Monitor bottlenecks by triggering escalation alerts when Pipefy cards get late or review steps stall in Filestage.
🔌
Extend your workflow with popular team apps
Connect your Filestage and Pipefy pipeline with Slack, Google Drive, Asana, and other tools to build end-to-end automation.
And much more...

Who is Filestage + Pipefy integration for?

Creative directors, project managers, and operations teams managing multi-stage file reviews and workflows need seamless visibility across Filestage and Pipefy.

Creative Directors and Operations Leads
Creative Directors and Operations Leads
Project Managers and Coordinators
Project Managers and Coordinators
Client Success Managers
Client Success Managers
Production Supervisors
Production Supervisors
Review Reviewers and Approvers
Review Reviewers and Approvers
Quality Assurance Leads
Quality Assurance Leads
📈
Creative Directors and Operations Leads
You oversee review timelines and workflow efficiency across multiple projects, but your operational dashboard only updates when someone manually logs card changes, so your workload metrics are always outdated — with this integration, every project milestone updates instantly and your tracking stays current.
Project Managers and Coordinators
You need to act fast when review decisions are submitted, but you find out about client feedback hours too late because status updates require manual data entry — with this integration, every review submission triggers instant card updates so your team never misses a deadline.
🤝
Client Success Managers
You answer to outside clients who want to see real-time progress on their creative assets, but your files and review logs live in separate systems — with this integration, every review step and approval status syncs directly to your operations board for effortless client reporting.
📊
Production Supervisors
The volume of incoming review files is too high for anyone to keep up with by hand, leading to missed handoffs and disorganized task boards — with this integration, every new file automatically generates a tracking card and organizes your workflow from the start.
🔄
Review Reviewers and Approvers
You own the next production step and depend on upstream teams to hand over approved files, but communication breakdowns constantly delay your work — with this integration, every file approval moves your workflow forward automatically without chasing status updates.
🗂️
Quality Assurance Leads
You need a reliable history of all review decisions and project modifications, but you keep finding gaps in your audit trails due to manual record-keeping — with this integration, every project event and approval is logged accurately for a complete audit history.
Our team

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Why choose Integrately to automate Filestage + Pipefy

Build and manage your Filestage + Pipefy automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Filestage + Pipefy with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Filestage to Pipefy?
Frequently Asked Questions
You can connect Filestage to Pipefy in one click using pre-built templates on Integrately, or use Integrately AI to set up custom workflows with Slack, Google Drive, and Asana.
Can I automatically create a Pipefy card when a new Filestage project is created?
Frequently Asked Questions
Can I connect Filestage, Pipefy, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Filestage and Pipefy?
Frequently Asked Questions
How does Filestage handle project data during integration?
Frequently Asked Questions
How does Pipefy process card updates from Filestage?
Frequently Asked Questions
Do I need coding skills to automate Filestage and Pipefy?
Frequently Asked Questions
Is the Filestage and Pipefy integration free?
Frequently Asked Questions
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You Can Also Connect Filestage or Pipefy With 1500+ Other Apps

Filestage
Popular Filestage Integrations
Connect Filestage with file storage, team messaging, and design tools to streamline your review cycles and collaboration.
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Pipefy
Popular Pipefy Integrations
Sync Pipefy with CRM, finance, and task management platforms to keep your operations and business workflows running smoothly.
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