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Pipefy is a workflow management platform that helps teams automate and optimize business processes using customizable pipes, cards, and phases. With the Pipefy destination, you can create new cards, update existing ones, or perform bulk field updates directly from your Nekt data.

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1. Add your Pipefy access

  1. In the Destinations tab, click on the “Add destination” button located on the top right of your screen. Then, select the Pipefy option from the list of connectors.
  2. Click Next and you’ll be prompted to add your access:
    • Access Token: Your Pipefy authentication token. You can use either a Personal Access Token (PAT) or a Service Account token.
    • Endpoint: The operation to perform. See the details for each endpoint below:
      • CreateCard creates new cards in the pipe.
      • UpdateCard updates existing cards (metadata and custom fields).
      • BatchUpdateCardField performs bulk updates on custom fields across many cards in a single request. Recommended for high-volume scenarios (e.g. updating a lead score on 100k+ cards).
    • Pipe ID: The ID of the Pipefy pipe where cards will be created or updated. You can find this in the pipe URL (e.g. https://app.pipefy.com/pipes/305737084 means the Pipe ID is 305737084).
    • Batch Size (advanced, BatchUpdateCardField only): The number of field updates to include in each API request. Default is 100. Higher values reduce the total number of requests but increase payload size.
    • Enable partial success: Whether the connector should continue trying to sync records after one fails. Recommended for large batch operations.
    To generate a Personal Access Token, go to your Pipefy account settings, navigate to Personal access tokens, and create a new token. For production integrations, Pipefy recommends using Service Accounts instead.
  3. Click Next.

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2. Select your data to send

  1. The next step is letting us know which data you want to send. Select the layer and then the desired table.
    The table can be found more easily by typing its name.
  2. Click Next.

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3. Map your data fields

Configure how the fields from your source table should be mapped to the fields in the selected endpoint. Below you can find the supported fields for each endpoint.

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Understanding Pipefy field types

Pipefy cards have two categories of fields:
  • Card-level fields: Built-in fields like title, due_date, assignee_ids, label_ids, and phase_id. These are common to all pipes.
  • Custom fields: Fields defined in the pipe’s configuration (e.g. “Nome completo”, “CPF”, “Renda mensal”). Each custom field has an internal field ID (e.g. nome_completo, valor_do_cr_dito) that you must use as the destination field name in the mapping.
To find a custom field’s internal ID, go to the pipe settings in Pipefy and check the field configuration. The ID is displayed under the field name. Alternatively, you can use the Pipefy GraphQL API to query the pipe’s start_form_fields or phase fields.
Creates a new card in the specified pipe. Card-level fields are set directly on the card, and custom fields are set via the fields_attributes parameter in a single API call.Card-level fieldsCustom fieldsAny destination field name that is not a card-level field is treated as a custom field ID. For example, if your pipe has a field called “Nome completo” with internal ID nome_completo, map your source column to destination field nome_completo.
The pipe may have required fields configured in Pipefy. If you omit a required field, the API will reject the card creation. Check your pipe’s form settings to identify which fields are mandatory.
Connector fields (fields that link to cards in another pipe) require special formatting. The value must reference valid connected card IDs or labels as expected by the Pipefy API. Check the connected pipe for valid values.
Updates an existing card. Card-level fields (title, due date, assignees, labels) are updated in a single API request via the updateCard mutation. Custom fields are updated individually via the updateCardField mutation (one API call per field).Card-level fieldsCustom fieldsAny destination field name that is not a card-level field (and not id) is treated as a custom field ID and updated via the updateCardField mutation.
Since each custom field requires a separate API call, updating many fields on many cards can be slow. If you only need to update a single field across many cards, consider using BatchUpdateCardField instead.
Performs bulk updates on a single custom field across many cards. Instead of sending one API call per card, this endpoint batches multiple updateCardField mutations into a single GraphQL request using aliases.This is the recommended endpoint for high-volume operations like updating a lead score, status, or any computed field across thousands of cards.Performance comparisonRequired fieldsSource table formatYour source table should have one row per field update. For example, to update the lead_score field on three cards:
If all rows update the same field, you can use a default value in the mapping to avoid storing the field ID in your source table. Map the field_id destination to an empty origin field with lead_score as the default value. Then your source table only needs card_id and the score value.
To update multiple fields per card, include one row per card-field combination:

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Common Pipefy field types and value formats

When mapping values to Pipefy custom fields, use the format that Pipefy expects for each field type:

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4. Configure your Pipefy data destination

  1. Describe your destination for easy identification within your organization. You can inform things like what data it brings, to which team it belongs, etc.
  2. To define your Trigger, consider how frequently you need to have the data updated on the destination (every day, once a week, only at specific times, etc.).
  3. Click Done.

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Check your new destination!

  1. Once completed, you’ll receive confirmation that your new destination is set up!
  2. You can view your new destination on the Destinations page. Now, for you to be able to see it on Pipefy, you have to wait for the pipeline to run. You can monitor it on the Destinations page to see its execution and completion. If needed, manually trigger the pipeline by clicking on the refresh icon. Once executed, your data should be seen on Pipefy.
If you encounter any issues, reach out to us via Slack, and we’ll gladly assist you!