Pipefy and Strongbox integrations and automations

Seamlessly connect Pipefy and Strongbox. Automate workflows, and boost efficiency with Workato.

Rating

4.9

Pre-built

150+

integrations

Total

100+

active users

avg

2 min

to connect

Custom Connections

Available

via HTTP connector

Market leaders run on Workato

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Build Powerful Workflows, fast

Triggers

When this happens…

Pipefy
  • New card Real-time
    New card in Pipefy
  • Deleted card Real-time
    Deleted card in Pipefy
  • Card done Real-time
    Card done in Pipefy
  • Card expired Real-time
    Card expired in Pipefy
  • Updated card Real-time
    Updated card in Pipefy
  • Card late Real-time
    Card late in Pipefy
  • Moved card Real-time
    Moved card in Pipefy
  • Card overdue Real-time
    Card overdue in Pipefy
  • New record Real-time
    New record in Pipefy
  • Record done Real-time
    Record done in Pipefy
  • Updated record Real-time
    Updated record in Pipefy
  • Record overdue Real-time
    Record overdue in Pipefy

    • Any other trigger you can think up

Actions

Do this…

Pipefy
  • Custom action
    Custom action in Pipefy (Custom)
  • Create card
    Create Card in Pipefy
  • Create record
    Create a Database record in Pipefy
  • Delete card
    Delete card in Pipefy
  • Delete record
    Delete record in Pipefy
  • Get a card by ID
    Get a card by ID in Pipefy
  • Get cards by field
    Get cards by field in Pipefy
  • Get cards by phase
    Get cards by phase in Pipefy
  • Get cards by title
    Get cards by title in Pipefy
  • Get a record by ID
    Get a record by ID in Pipefy
  • Get records
    Get records in Pipefy
  • Get records by field
    Get records by field in Pipefy
  • Move card
    Move card in Pipefy
  • Update card
    Update card in Pipefy
  • Update record
    Update record in Pipefy

    • Any other action you can think up

Strongbox
  • Create a Connection Request
    Create a Connection Request in Strongbox financial suite
  • Delete a Connection
    Delete a Connection in Strongbox financial suite
  • Get an existing Connection
    Get an existing Connection in Strongbox financial suite
  • Get the status of a Connection Request
    Get the status of a Connection Request in Strongbox financial suite
  • List Connections
    List Connections in Strongbox financial suite
  • Calculate Financial Ratios
    Calculate Financial Ratios in Strongbox financial suite
  • Delete a Financial Record
    Delete a Financial Record in Strongbox financial suite
  • Download a Financial Workbook
    Download a Financial Workbook in Strongbox financial suite
  • Get the Accounting Entity
    Get the Accounting Entity in Strongbox financial suite
  • Get the Chart Of Accounts
    Get the Chart Of Accounts in Strongbox financial suite
  • Monitor a financial import
    Monitor a financial import in Strongbox financial suite
  • Get the Transaction List
    Get the Transaction List in Strongbox financial suite
  • Import financials on demand
    Import financials on demand in Strongbox financial suite
  • List Financial Records
    List Financial Records in Strongbox financial suite
  • List Financial Workbooks
    List Financial Workbooks in Strongbox financial suite
  • Request Account Totals
    Request Account Totals in Strongbox financial suite
  • Request Balance Sheets
    Request Balance Sheets in Strongbox financial suite
  • Request Income Statements
    Request Income Statements in Strongbox financial suite
  • Request a Financial Review
    Request a Financial Review in Strongbox financial suite
  • Request Outstanding Payables
    Request Outstanding Payables in Strongbox financial suite
  • Request Outstanding Receivables
    Request Outstanding Receivables in Strongbox financial suite
  • Run a Horizontal Analysis
    Run a Horizontal Analysis in Strongbox financial suite
  • Run a Vertical Analysis
    Run a Vertical Analysis in Strongbox financial suite
  • Register a Webhook
    Register a Webhook in Strongbox financial suite
  • Delete a Webhook
    Delete a Webhook in Strongbox financial suite
  • List your Webhooks
    List your Webhooks in Strongbox financial suite

    • Any other action you can think up

One platform

  • Power
  • Agility
  • Speed
  • Innovation