Send WhatsApp message for new Pipefy card
Pipefy + WhatsApp Integration
Pipefy + WhatsApp Integration
Integrate Pipefy to WhatsApp in one click, or tell Integrately AI how you want each card handled. Trigger automated WhatsApp messages, notify clients, update card fields, and keep your communication running instantly.
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
Message is received in WhatsApp Instant
2.
- Update card field in Pipefy
- Create card in Pipefy
- Search card in Pipefy
- Send message (using template) in WhatsApp
- Send message in WhatsApp
Trusted by experts at...
Ready Workflows for Pipefy + WhatsApp Integration
Send WhatsApp messages for new cards, notify clients on status updates, send template alerts, and keep conversations synced, all in just one click.
Most popular automation
Create Pipefy card for new WhatsApp message
message 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 message that requires a card to be created?
Simple. Use this WhatsApp 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.
See moreSimple. Use this WhatsApp 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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Got a different automation in mind? Describe it and let Integrately AI build it for you.
Connect more apps to your Pipefy + WhatsApp flow
Teams often sync messages and cards with spreadsheets, documents, emails, chat channels, CRMs, and task managers. Pick a combination and activate it in one click.
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Google Sheets (4)
Google Sheets (4) +
Google Drive (3)
Google Drive (3) +
Gmail (3)
Gmail (3) +
Slack (3)
Slack (3) +
HubSpot (3)
HubSpot (3) +
Asana (3)
Asana (3) P
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Add every new Pipefy card to Google Sheets, and send a confirmation message via WhatsApp
New Pipefy cards appear in your Google Sheets spreadsheet instantly while WhatsApp sends an automated message to the client.
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When a Pipefy card field is updated, log the update in Google Sheets and send a WhatsApp template message
Card field updates in Pipefy automatically log in Google Sheets and trigger a structured WhatsApp template message.
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When a Pipefy card is completed, record the completion in Google Sheets and notify contacts via WhatsApp
Completed Pipefy cards update your Google Sheets log and trigger an instant notification message on WhatsApp.
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Use Claude to summarise completed Pipefy cards, log the summary in Google Sheets, and send a WhatsApp update
Claude summarises completed Pipefy cards before logging them in Google Sheets and notifying contacts on WhatsApp.
Supported triggers and actions for Pipefy and WhatsApp
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 → WhatsApp Triggers & Actions
Instant
Message is received in WhatsApp
Triggers the automation when a new message is received
Try it → What can you automate with Pipefy + WhatsApp?
Streamline your operational workflows and client communications by connecting Pipefy triggers to WhatsApp actions instantly.
💬
Send WhatsApp messages for new Pipefy cards
Automatically trigger an instant WhatsApp message whenever a new card is created in Pipefy, keeping your clients informed from the very beginning.
📋
Capture and send all submitted card fields
Map specific custom fields from your Pipefy cards into WhatsApp messages instead of generic notifications, providing precise project details to clients.
⚡
Notify clients instantly on status changes
Trigger automated WhatsApp alerts the moment a Pipefy card is moved to a new phase or completed, ensuring complete transparency.
🔀
Route messages based on specific card fields
Send different WhatsApp message templates depending on priority, department, or selected options within your Pipefy card fields.
🔄
Keep records updated when fields change
Automatically dispatch follow-up WhatsApp messages whenever critical Pipefy card fields are updated during the operational process.
🔍
Search and update existing records
Prevent duplicate client outreach by searching for existing contact records before sending automated WhatsApp notifications.
✅
Trigger closing messages on completion
Send automated thank-you or summary messages via WhatsApp the exact moment a Pipefy card is marked as completed.
🔗
Extend workflows to external apps
Connect your Pipefy and WhatsApp automation with Google Sheets to log every message dispatch and maintain a complete audit trail.
And much more...
Who is Pipefy + WhatsApp integration for?
Connect Pipefy and WhatsApp to eliminate manual messaging delays, keep operational records updated, and accelerate response times for your entire team.
Operations Managers
Customer Support Teams
Client Success Leads
Sales Operations Teams
Project Coordinators
Compliance Officers
📈
Operations Managers
You track workflow metrics and pipeline stages in Pipefy, but communication updates rely on manual messaging, so your status reports are always delayed — automating both apps means instant WhatsApp notifications go out the moment cards move, keeping your operational data current.
⚡
Customer Support Teams
You manage support tickets inside Pipefy workflows, but clients find out about progress hours too late, leading to frustrated follow-ups — with this integration, every card update triggers immediate WhatsApp messages, ensuring customers stay informed instantly.
🤝
Client Success Leads
You coordinate onboarding tasks in Pipefy and need to keep external stakeholders informed of milestone completion, but manual messaging causes missed updates — connecting these apps means automated WhatsApp alerts are sent whenever project cards advance.
📊
Sales Operations Teams
You handle high volumes of incoming client requests through Pipefy pipelines, making manual WhatsApp outreach impossible to maintain at scale — automating both apps means every new card instantly dispatches structured template messages without manual effort.
📋
Project Coordinators
You depend on upstream team members to update Pipefy cards before you can reach out to clients via WhatsApp, causing daily bottlenecks — this integration means automated messages fire right when card fields change, letting you start your work without waiting.
🗂️
Compliance Officers
You need a reliable audit trail of client communications tied directly to operational workflow cards, but manual logging creates dangerous gaps in history — automating both apps means every WhatsApp dispatch is tied directly to Pipefy activity.
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 + WhatsApp
Build and manage your Pipefy + WhatsApp automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Pipefy + WhatsApp 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 + WhatsApp Now 
In Just 1 Click!
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Frequently Asked Questions
How do I connect Pipefy to WhatsApp?
You can connect Pipefy and WhatsApp in 1-click using ready templates or by asking Integrately AI to build the workflow. You can also connect additional tools like Google Sheets, Slack, and HubSpot.
Can I automatically send a WhatsApp message when a new card is created in Pipefy?
Can I connect Pipefy, WhatsApp, and Google Sheets?
What is a good Zapier alternative for Pipefy and WhatsApp?
How are Pipefy card updates handled in WhatsApp automations?
Can I send WhatsApp template messages based on Pipefy workflow triggers?
Do I need coding skills to automate Pipefy and WhatsApp?
Is the Pipefy and WhatsApp integration free?
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