Pipefy + SegMate Integration

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SegMate + Pipefy Integration

Create Pipefy card for new SegMate response

Any time a new SegMate response is submitted, this SegMate - Pipefyintegration will create a new card in Pipefy so that the relevant team can track progress. This will ensure that every response is followed up in a timely fashion.

In addition, the Pipefy card will provide a clear record of what has been done and what still needs to be done in order to address each response. As a result, this simple automation can save a lot of time and effort while helping to ensure that every SegMate response is dealt with effectively.
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Pipefy + SegMate Integration
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 done in Pipefy Instant
  • Pipefy
    Card gets late in Pipefy Instant
  • Pipefy
    Card is expired in Pipefy Instant
  • Pipefy
    Card becomes overdue in Pipefy Instant
  • SegMate
    Input received in chatbot in SegMate Instant
2.
  • Pipefy
    Update card field in Pipefy
  • Pipefy
    Create card in Pipefy
  • Pipefy
    Search card in Pipefy
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