

Pipefy + Smart Task Integration
Integrate Pipefy to Smart Task in one click, or tell Integrately AI how you want each task handled. Create tasks, update card fields, assign projects, and keep your team aligned automatically.
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Ready Workflows for Pipefy + Smart Task Integration
Create tasks from new cards, update card fields, assign users, and track project progress, 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 + Smart Task flow
Sync tasks with your calendar, notify your team, and log project details across your workspace. Pick a combination and activate it in one click.


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Slack (6)
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Google Drive (4)
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Google Calendar (4)
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HubSpot (4)
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Calendly (4)
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Zoom (4)
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Add every new Pipefy card as a task in Smart Task, and notify your sales channel in Slack
New Pipefy cards instantly appear in Smart Task as actionable items and your sales channel hears about it in Slack, so nobody re-types details or misses a handoff.
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When a Pipefy card moves to a new stage, update the Smart Task and post the move to Slack
Stage updates in Pipefy automatically reflect in Smart Task while your Slack channel stays informed of progress, eliminating status update meetings.
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If a Pipefy card field is updated to urgent, create a priority task in Smart Task and alert your team in Slack
Urgent updates in Pipefy trigger priority handling in Smart Task and immediate Slack alerts, ensuring rapid response times.
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When a Pipefy card is completed, update the Smart Task and announce it in your Slack channel
Completed Pipefy workflows automatically close out Smart Task items and celebrate wins in Slack, keeping morale high.
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Use Claude to summarise every new Pipefy card, create a task in Smart Task, and post the brief in Slack
Claude turns detailed Pipefy submissions into concise Smart Task items while briefing your team on Slack automatically.
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When a card is created in Pipefy, create a task in Smart Task, save the record in Google Drive, and notify your team in Slack
New Pipefy cards trigger a Smart Task creation, cloud document backup in Google Drive, and instant Slack team notifications.
Supported triggers and actions for Pipefy and Smart Task
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 → 
Smart Task Triggers & Actions
Instant
Contact is created in Smart Task
Triggers the automation when a new contact is created
Try it → What can you automate with Pipefy + Smart Task?
Streamline your operations by connecting Pipefy workflows directly to Smart Task projects, tasks, and team assignments.
📋
Create Smart Task tasks from new Pipefy cards
Automatically generate a task in Smart Task whenever a new card is created in Pipefy, ensuring no workflow request is ever missed by your team.
📝
Capture every submitted field in your tasks
Map all custom card fields from Pipefy directly into Smart Task task descriptions and custom fields for complete context on every item.
🔔
Notify your team instantly on updates
Keep your entire team informed in real time by triggering instant alerts whenever cards move or tasks are updated across your workflow.
🔀
Route tasks based on specific card fields
Create priority tasks or assign specific users in Smart Task depending on the department or priority selected in your Pipefy card.
🔄
Keep project status synchronized
Update Smart Task statuses automatically whenever a card is moved or updated in your Pipefy workflow board.
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Search and update existing records
Search for existing users or projects in Smart Task before creating new items to avoid duplicates and keep your data clean.
✅
Handle completed workflow stages
Close tasks or update project progress in Smart Task the moment a card is marked as completed in Pipefy.
🔗
Extend workflows with team messaging
Connect your core Pipefy and Smart Task flow to Slack to broadcast important project updates and milestone completions instantly.
And much more...
Who is Pipefy + Smart Task integration for?
Project managers, operations leads, and team coordinators who need to connect workflow operations with task management can eliminate manual data entry and keep everyone aligned.
Operations Directors
Project Managers
Client Success Leads
Operations Coordinators
Team Leads
Process Analysts
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Operations Directors
You're tracking active workflows in Pipefy but team assignments live separately in Smart Task, so your progress reports are always a few steps behind — with this integration, every new card creates a corresponding task instantly and your reporting stays accurate.
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Project Managers
You're moving cards across Pipefy stages while your team waits to start work in Smart Task, so handoffs get delayed and deadlines slip — this integration means every stage update creates immediate task actions so your team starts work without missing a beat.
🤝
Client Success Leads
You're managing client operations in Pipefy but need to track individual deliverables in Smart Task, so stakeholders get outdated status updates — automating both apps means every request flows seamlessly into actionable project items for complete transparency.
🔄
Operations Coordinators
You're handling hundreds of routine workflow submissions in Pipefy that require manual task creation in Smart Task, so administrative backlog builds up daily — with this integration, every submission generates tasks automatically to eliminate manual entry errors.
👥
Team Leads
You're waiting on upstream workflow approvals in Pipefy before assigning work in Smart Task, so accountability gets lost between systems — connecting these apps means every approved card triggers immediate task assignment so work never stalls.
🗂️
Process Analysts
You're auditing workflow completion records in Pipefy but finding missing task records in Smart Task, so your audit trails remain incomplete — automating both apps means every completed card updates your project logs for reliable historical tracking.

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 + Smart Task
Build and manage your Pipefy + Smart Task automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Pipefy + Smart Task 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?
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Select Automation
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Connect Accounts
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Automation is ready
Connect Pipefy + Smart Task Now 
In Just 1 Click!
Price Comparison with Popular Alternatives
Popular Alternative
😐
750 Tasks
in $19.99
Integrately
😍
2,000 Tasks
in $19.99
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Highest Rated Integration Platform on G2
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Connect Pipefy + Smart Task Now 
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Frequently Asked Questions
How do I connect Pipefy to Smart Task?
You can connect Pipefy to Smart Task in 1 click using ready workflows on Integrately, or ask Integrately AI to build your custom automation. It links your apps alongside Slack, Google Drive, and HubSpot without any coding.
Can I automatically create Smart Task tasks from new Pipefy cards?
Can I connect Pipefy, Smart Task, and Slack?
What is a good Zapier alternative for Pipefy and Smart Task?
How does Pipefy handle custom card fields during automation?
Can Smart Task trigger actions in other apps when contacts are created?
Do I need coding skills to automate Pipefy and Smart Task?
Is the Pipefy and Smart Task integration free?
Didn't find the answer you were looking for?
No worries — just send us a message and we’ll get back to you as soon as possible.
Want to automate something else in your workflow?
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