Pipefy and Veeva Vault integrations and automations

Seamlessly connect Pipefy and Veeva Vault. 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

Veeva Vault
  • New/updated document
    New/updated document in Veeva Vault
  • New/updated record (scheduled VQL)
    New/updated record in Veeva Vault

    • 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

Veeva Vault
  • Custom action
    Custom action in Veeva Vault (Custom)
  • Bulk delete records Batch
    Bulk delete records in Veeva Vault
  • Bulk upsert records Batch
    Bulk upsert records in Veeva Vault
  • Create document relationship
    Create document relationship in Veeva Vault
  • Create document version
    Create document version in Veeva Vault
  • Create record
    Create record in Veeva Vault
  • Delete record
    Delete record in Veeva Vault
  • Download document rendition
    Download document rendition in Veeva Vault
  • Get document
    Get document in Veeva Vault
  • Get record
    Get record in Veeva Vault
  • Run VQL query
    Run VQL query in Veeva Vault
  • Search audit trail
    Search audit trail in Veeva Vault
  • Search records
    Search records in Veeva Vault
  • Update record
    Update record in Veeva Vault
  • Upload document
    Upload document in Veeva Vault
  • Upsert record
    Upsert record in Veeva Vault

    • Any other action you can think up

One platform

  • Power
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  • Speed
  • Innovation