Do everything in one place
Customize your BlackLine and Pipefy integration with the following
triggers and actions.
Triggers
When this happens…
Pipefy
- New card Real-timeNew card in Pipefy
- Deleted card Real-timeDeleted card in Pipefy
- Card done Real-timeCard done in Pipefy
- Card expired Real-timeCard expired in Pipefy
- Updated card Real-timeUpdated card in Pipefy
- Card late Real-timeCard late in Pipefy
- Moved card Real-timeMoved card in Pipefy
- Card overdue Real-timeCard overdue in Pipefy
- New record Real-timeNew record in Pipefy
- Record done Real-timeRecord done in Pipefy
- Updated record Real-timeUpdated record in Pipefy
- Record overdue Real-timeRecord overdue in Pipefy
Any other trigger you can think up
Actions
Do this…
BlackLine
- Import account assignmentsImport account assignments in BlackLine
- Import account balancesImport account balances in BlackLine
- Import account group mappingsImport account group mappings in BlackLine
- Import account group settingsImport account group settings in BlackLine
- Import account settingsImport account settings in BlackLine
- Import bank balancesImport bank balances in BlackLine
- Import budgetsImport budgets in BlackLine
- Import CIM mappingsImport CIM mappings in BlackLine
- Import currency ratesImport currency rates in BlackLine
- Import entitiesImport entities in BlackLine
- Import entity typesImport entity types in BlackLine
- Import item detailImport item detail in BlackLine
- Import multi-currency balancesImport multi-currency balances in BlackLine
- Import subledger balancesImport subledger balances in BlackLine
- Import task dependenciesImport task dependencies in BlackLine
- Import task descriptionImport task description in BlackLine
- Import tasksImport tasks in BlackLine
- Import tasks auto-certify completionImport tasks auto-certify completion in BlackLine
- Import team typesImport team types in BlackLine
- Import teamsImport teams in BlackLine
- Import user entitiesImport user entities in BlackLine
- Import user rolesImport user roles in BlackLine
- Import user team assignmentsImport user team assignments in BlackLine
- Import usersImport users in BlackLine
- Import variance group mappingImport variance group mapping in BlackLine
- Import variance group settingsImport variance group settings in BlackLine
- Import variance rulesImport variance rules in BlackLine
- Import variance settingsImport variance settings in BlackLine
Any other action you can think up
Pipefy
- Custom actionCustom action in Pipefy (Custom)
- Create cardCreate Card in Pipefy
- Create recordCreate a Database record in Pipefy
- Delete cardDelete card in Pipefy
- Delete recordDelete record in Pipefy
- Get a card by IDGet a card by ID in Pipefy
- Get cards by fieldGet cards by field in Pipefy
- Get cards by phaseGet cards by phase in Pipefy
- Get cards by titleGet cards by title in Pipefy
- Get a record by IDGet a record by ID in Pipefy
- Get recordsGet records in Pipefy
- Get records by fieldGet records by field in Pipefy
- Move cardMove card in Pipefy
- Update cardUpdate card in Pipefy
- Update recordUpdate record in Pipefy
Any other action you can think up
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