Pipefy + Twilio Integration

Integrate Pipefy to Twilio in one click, or tell Integrately AI how you want each card handled. Trigger instant SMS alerts, update card fields, notify team channels, and log communication records automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • 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
  • Twilio
    Message is received in Twilio Instant
  • Twilio
    SMS is received/sent in Twilio
  • Twilio
    Recording is available in Twilio
  • Twilio
    Call status is changed in Twilio
  • Twilio
    Call is finished in Twilio
  • Twilio
    Phone number is added in Twilio
  • Twilio
    Transcription is available in Twilio
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2.
  • Pipefy
    Update card field in Pipefy
  • Pipefy
    Create card in Pipefy
  • Pipefy
    Search card in Pipefy
  • Twilio
    Get message media by id in Twilio
  • Twilio
    Get message medias in Twilio
  • Twilio
    Send WhatsApp template message in Twilio
  • Twilio
    Send SMS in Twilio
  • Twilio
    Send WhatsApp message in Twilio
  • Twilio
    Call phone in Twilio
  • Twilio
    Get call details by id in Twilio

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Ready Workflows Ready Workflows for Pipefy + Twilio Integration

Send SMS alerts, notify team channels, update card fields, and trigger follow-ups, all in just one click.

Most popular automationsmost-popular-automations
Twilio + Pipefy Integration

Create Pipefy card for new Twilio sms

sms can be a great way to keep organized and on top of your tasks, but it can also be difficult to keep track of all the messages you receive. Also what do you do when you receive a sms that requires a card to be created?

Simple. Use this Twilio and Pipefy automation to create a card in Pipefy for the task so that it is easily trackable and doesn't get lost in your inbox. Set up this process so that you can start getting organized with your tasks today.
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  • 1of1
Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Pipefy + Twilio flow

Connect customer data, log messages, and update calendars after your core workflow completes. Pick a combination and activate it in one click.

Pipefy
Twilio
+
SalesforceSalesforce (4)
+
HubSpotHubSpot (4)
+
CalendlyCalendly (4)
+
SlackSlack (4)
+
GmailGmail (4)
+
Google DriveGoogle Drive (4)
P
S
T
Create a Salesforce contact from every new Pipefy card, and send a Twilio SMS notification
New Pipefy cards automatically create Salesforce contacts and trigger instant Twilio SMS notifications without manual data entry.
S
P
T
When a Salesforce task is updated, update the matching Pipefy card field and send a Twilio SMS
Keep Pipefy operational workflows synchronized when Salesforce tasks change, and alert your team via Twilio.
S
P
T
If a Salesforce lead is qualified, create a Pipefy card and send a WhatsApp message in Twilio
Qualified Salesforce leads trigger new Pipefy operational cards and send instant WhatsApp updates via Twilio.
S
C
P
T
Use Claude to evaluate Salesforce lead data, create a Pipefy card, and send a Twilio SMS
Claude reviews new Salesforce lead details before creating a Pipefy card and sending a Twilio SMS alert.

Supported triggers and actions for Pipefy and Twilio

Mix and match to build the exact automation you need

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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Twilio
Twilio Triggers & Actions
Instant
Message is received in Twilio
Triggers the automation when a new message (SMS/MMS) is received
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SMS is received/sent in Twilio
Triggers the automation when a new text message is received/sent
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Recording is available in Twilio
Triggers the automation when a recording is available
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Call status is changed in Twilio
Triggers the automation when call details are modified
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Call is finished in Twilio
Triggers the automation when a call is finished
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Phone number is added in Twilio
Triggers the automation when a phone number is added
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Transcription is available in Twilio
Triggers the automation when a transcription is available
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Get message media by id in Twilio
Try it →
Get message medias in Twilio
Try it →
Send WhatsApp template message in Twilio
Sends a message using a predefined template on WhatsApp
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Send SMS in Twilio
Sends a text message to particular recipients
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Send WhatsApp message in Twilio
Sends a message via whatsapp
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Call phone in Twilio
Initiates a phone call to a phone number
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Get call details by id in Twilio
Try it →

What can you automate with Pipefy + Twilio?

Streamline your operational workflows and customer communications with ready-made automation sequences.

What you can automate?
🚀
Trigger SMS alerts from new workflow cards
Automatically send a Twilio SMS message the moment a new card is created in Pipefy to keep your team and clients instantly informed.
📝
Capture every submitted card field
Map all custom form fields and answers from your Pipefy cards into message templates instead of just basic names and numbers.
🔔
Notify the right person instantly
Dispatch automated communication updates as soon as operational events occur in your workflow dashboards.
🔀
Route messages based on submitted fields
Send different Twilio WhatsApp templates or SMS alerts depending on the priority or category selected in your Pipefy card.
🔄
Keep card fields updated automatically
Synchronize status changes between your communication logs and operational processes without manual double entry.
🔍
Search and update existing records
Lookup existing card data before sending messages to prevent duplicate entries and maintain clean operational histories.
⏱️
Handle overdue and late workflow statuses
Trigger automated escalation messages whenever a Pipefy card gets late, expired, or overdue.
🔗
Extend your workflow to Slack
Connect Pipefy and Twilio to Slack so operational updates also trigger instant team channel announcements.
And much more...

Who is Pipefy + Twilio integration for?

Connecting Pipefy and Twilio streamlines operational communication and ensures timely follow-ups across teams without manual tracking.

Operations Managers
Operations Managers
Support Teams
Support Teams
Account Executives
Account Executives
Process Coordinators
Process Coordinators
Handoff Specialists
Handoff Specialists
Compliance Auditors
Compliance Auditors
📈
Operations Managers
You review workflow bottlenecks and operational metrics every week, but your status counts only update when someone manually checks cards, so the figures you report are always outdated — automating both apps means every card update triggers instant tracking and your dashboards stay current.
Support Teams
You need to respond to urgent customer issues immediately, but you find out about overdue requests hours later when checking dashboards — this integration means every critical card alert is dispatched instantly via SMS so you can act without delay.
🤝
Account Executives
You answer to clients who want constant updates on their project delivery stages, but manual status emails always lag behind actual progress — automating both apps means every workflow milestone instantly triggers client messages and transparency is maintained.
📊
Process Coordinators
The volume of daily requests is too high for anyone to keep up with manual text notifications and spreadsheet logs — integrating these apps means every new submission and status change is handled automatically without human error.
🔄
Handoff Specialists
You own the final approval step and depend on upstream team members to hand over completed tasks by hand — connecting these apps means every completed card automatically initiates your next review stage without waiting for reminders.
📋
Compliance Auditors
You need a reliable audit history of all operational communications, but keep finding gaps where text logs were forgotten — this integration means every call and message event is recorded accurately alongside workflow cards.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

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Why choose Integrately to automate Pipefy + Twilio

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

1,500+ apps connected
1,500+ apps connected
Connect Pipefy + Twilio 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 Pipefy to Twilio?
Frequently Asked Questions
You can connect Pipefy to Twilio in 1 click using ready templates on Integrately, or ask Integrately AI to build the automation and map the fields for your workflow.
Can I send an SMS in Twilio whenever a card is created in Pipefy?
Frequently Asked Questions
Can I connect Pipefy, Twilio, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Pipefy and Twilio?
Frequently Asked Questions
How does Pipefy handle card updates in automation?
Frequently Asked Questions
Can Twilio trigger actions when call or message statuses change?
Frequently Asked Questions
Do I need coding skills to automate Pipefy and Twilio?
Frequently Asked Questions
Is the Pipefy and Twilio integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

You Can Also Connect Pipefy or Twilio With 1500+ Other Apps

Pipefy
Popular Pipefy Integrations
Connect Pipefy to project management, CRM, and collaboration tools to keep your operational workflows running smoothly.
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Twilio
Popular Twilio Integrations
Sync Twilio with customer support, marketing, and notification platforms to streamline your messaging and calling stack.
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