Pipefy + Simplero Integration
Integrate Pipefy to Simplero in one click, or tell Integrately AI how you want each contact handled. Create contacts, add tags, update card fields, and subscribe users automatically.
Free forever.Use premium features free for 14 days.1.
Card is created in Pipefy Instant- Card is moved in Pipefy Instant
- Card field is updated in Pipefy Instant
- Card is completed in Pipefy Instant
- Card gets late in Pipefy Instant
- Card is expired in Pipefy Instant
- Card becomes overdue in Pipefy Instant
Tag is added to contact in Simplero Instant- Tag is removed from contact in Simplero Instant
- Purchase is created in Simplero Instant
- Purchase is deleted in Simplero Instant
- Subscription is created in Simplero Instant
- Subscription is deleted in Simplero Instant
2.
- Update card field in Pipefy
- Create card in Pipefy
- Search card in Pipefy
- Search purchase by email in Simplero
- Create or update contact in Simplero
- Search contact by email in Simplero
- Add tag to contact in Simplero
- Remove tag from contact in Simplero
- Subscribe to a List in Simplero
- Unsubscribe from list in Simplero
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Ready Workflows for Pipefy + Simplero Integration
Capture contacts, assign tags, update card fields, and manage subscriptions, all in just one click.
Sorry, we don’t have a ready workflow for this combination yet.
Create your workflow with Integrately AI.Simply describe what you want to automate, and Integrately AI will build it for you.
Connect more apps to your Pipefy + Simplero flow
Connect your email marketing, payments, and team collaboration tools once your core automation runs. Pick a combination and activate it in one click.
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Mailchimp (3)
Mailchimp (3) +
Stripe (3)
Stripe (3) +
Zoom (3)
Zoom (3) +
Asana (3)
Asana (3) +
Google Drive (3)
Google Drive (3) +
Slack (3)
Slack (3) P
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Create a Simplero contact from every new Pipefy card, and add a subscriber in Mailchimp.
New Pipefy cards automatically create contacts in Simplero and add subscribers in Mailchimp without manual data entry.
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When a Simplero purchase is created, update the card field in Pipefy and add a subscriber in Mailchimp.
Purchases in Simplero update your Pipefy workflow and add subscribers to your Mailchimp audience instantly.
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When a tag is added to a Simplero contact, update the Pipefy card field and send a campaign in Mailchimp.
Tagged contacts in Simplero update your Pipefy workflow and trigger targeted emails in Mailchimp.
Supported triggers and actions for Pipefy and Simplero
Mix and match to build the exact automation you need
Pipefy Triggers & Actions
Instant
Card is moved in Pipefy
Triggers the automation when a card is moved in the workflow
Try it → Instant
Card field is updated in Pipefy
Triggers the automation when a card field is updated
Try it → Instant
Card is completed in Pipefy
Triggers the automation when a card is marked as completed
Try it → Instant
Card becomes overdue in Pipefy
Triggers the automation when a card is past its due date
Try it → Simplero Triggers & Actions
Instant
Purchase is created in Simplero
Triggers the automation when a new purchase is created
Try it → Instant
Purchase is deleted in Simplero
Triggers the automation when any purchase is deleted
Try it → Instant
Subscription is created in Simplero
Triggers the automation when a new subscription is created
Try it → Instant
Subscription is deleted in Simplero
Triggers the automation when a subscription is deleted
Try it → What can you automate with Pipefy + Simplero?
Streamline your workflows and customer management by connecting Pipefy and Simplero for real-time synchronization.
🔄
Sync Pipefy cards and Simplero contacts automatically
Create or update Simplero contacts whenever a new card is created in Pipefy, ensuring your customer directory matches your operational pipeline without manual copy-pasting.
📝
Capture every submitted field across both platforms
Map detailed custom fields from your Pipefy workflow straight into Simplero contact records so you never miss important customer preferences or notes.
🔔
Notify your team as soon as actions happen
Trigger instant team notifications in Slack or email whenever a card is completed in Pipefy or a new purchase is recorded in Simplero.
🔀
Route records based on submitted contact tags
Perform different update actions depending on whether a specific tag is added or removed from a Simplero contact during your workflow execution.
🔄
Keep records updated as workflow stages change
Automatically update card fields in Pipefy whenever subscription statuses or customer details are modified in Simplero.
🔍
Search and update instead of creating duplicates
Look up existing records by email in Simplero before creating new entries, keeping your database clean and organized.
⏱️
Manage later status changes and cancellations
Handle subscription cancellations and deleted purchases smoothly by updating corresponding task statuses and card fields across your apps.
🔌
Extend your workflow with Mailchimp or Slack
Push data from your core Pipefy and Simplero automation straight into Mailchimp for targeted email marketing campaigns or Slack for team alerts.
And much more...
Who is Pipefy + Simplero integration for?
Connecting Pipefy and Simplero eliminates manual data entry between your operational workflows and course platform, helping teams keep records accurate and processes moving.
Operations managers
Customer success leads
Project coordinators
Course creators
Fulfillment specialists
Admin directors
📈
Operations managers
You're tracking workflows in Pipefy but course registrations live in Simplero, so your status reports are always missing recent enrollments — this integration means every new purchase updates your workflow board instantly and your operational data stays current.
⚡
Customer success leads
You need to onboard new students the moment they buy, but manual user lookups mean support tickets pile up before anyone reaches out — with this integration, every new Simplero customer populates your Pipefy board immediately and your team acts without delay.
📊
Project coordinators
You answer to stakeholders who want live visibility into course delivery milestones, but copying status updates by hand leads to outdated boards — automating both apps means every stage change syncs across platforms and your reports are always accurate.
🚀
Course creators
The volume of new student signups is too high for anyone to keep up by hand, resulting in fragmented user directories and missed emails — this integration means every transaction creates or updates contact profiles automatically without manual intervention.
💼
Fulfillment specialists
You own the student onboarding step and depend on sales teams to hand over buyer details, but delays leave new members waiting — connecting these apps means contact data flows straight from purchases into your fulfillment pipeline the second payment clears.
🔍
Admin directors
You need a reliable history of all operational tasks and member activity, but fragmented systems keep leaving audit gaps in your records — automating both apps means every card update and contact record matches perfectly across systems.
Did you know?
Our team can create automations for you... At no extra cost!
Tell us what type of automation you want to make?
Why choose Integrately to automate Pipefy + Simplero
Build and manage your Pipefy + Simplero automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Pipefy + Simplero with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
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
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
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
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
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?
1
Select Automation
2
Connect Accounts
3
Automation is ready
Connect Pipefy + Simplero Now 
In Just 1 Click!
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Frequently Asked Questions
How do I connect Pipefy to Simplero?
Connecting Pipefy to Simplero is simple and takes just one click using ready workflows or Integrately AI. You can link your operational boards with your course platform alongside Mailchimp, Stripe, and Slack effortlessly.
Can I automatically sync new Simplero purchases to Pipefy cards?
Can I connect Pipefy, Simplero, and Slack?
What is a good Zapier alternative for Pipefy and Simplero?
How does Pipefy handle card updates in this integration?
How does Simplero manage contact tags during automation?
Do I need coding skills to connect Pipefy and Simplero?
Is the Pipefy and Simplero integration free?
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No worries — just send us a message and we’ll get back to you as soon as possible.
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