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Customize your Pipefy and Zuora 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
Zuora
- New/updated orderNew or updated order in Zuora
- New/updated recordNew or updated records in Zuora
Any other trigger you can think up
Actions
Do this…
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
Zuora
- Custom actionCustom action in Zuora (Custom)
- Create custom record BatchCreate custom record in Zuora
- Create recordCreate record in Zuora
- Get custom recordGet custom record in Zuora
- Get recordGet record by ID in Zuora
- Get order by order number BatchGet order in Zuora by order number
- Get orders by subscription numberGet orders by subscription number in Zuora
- Query records BatchQuery records using ZOQL in Zuora
- Search records BatchSearch records in Zuora
- Update custom record BatchUpdate custom record in Zuora
- Update order trigger dateUpdate trigger date for pending order in Zuora
- Update recordUpdate record in Zuora
Any other action you can think up
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