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integrationCleverReach node
HTTP Request
integrationPipefy node
HTTP Request

CleverReach and Pipefy integration

Save yourself the work of writing custom integrations for CleverReach and Pipefy and use n8n instead. Build adaptable and scalable Marketing, and Productivity workflows that work with your technology stack. All within a building experience you will love.

How to connect CleverReach and Pipefy

  • Step 1: Create a new workflow
  • Step 2: Add and configure nodes
  • Step 3: Connect
  • Step 4: Customize and extend your integration
  • Step 5: Test and activate your workflow

Step 1: Create a new workflow and add the first step

In n8n, click the "Add workflow" button in the Workflows tab to create a new workflow. Add the starting point – a trigger on when your workflow should run: an app event, a schedule, a webhook call, another workflow, an AI chat, or a manual trigger. Sometimes, the HTTP Request node might already serve as your starting point.

CleverReach and Pipefy integration: Create a new workflow and add the first step

Step 2: Add and configure CleverReach and Pipefy nodes using the HTTP Request nodes

Add the HTTP Request nodes onto your workflow canvas. Set credentials for CleverReach and Pipefy as appropriate using generic authentication methods. The HTTP Request nodes make custom API calls to CleverReach and Pipefy to query the data you need. Configure nodes one by one: input data on the left, parameters in the middle, and output data on the right.

CleverReach and Pipefy integration: Add and configure CleverReach and Pipefy nodes

Step 3: Connect CleverReach and Pipefy

A connection establishes a link between CleverReach and Pipefy (or vice versa) to route data through the workflow. Data flows from the output of one node to the input of another. You can have single or multiple connections for each node.

CleverReach and Pipefy integration: Connect CleverReach and Pipefy

Step 4: Customize and extend your CleverReach and Pipefy integration

Use n8n's core nodes such as If, Split Out, Merge, and others to transform and manipulate data. Write custom JavaScript or Python in the Code node and run it as a step in your workflow. Connect CleverReach and Pipefy with any of n8n’s 1000+ integrations, and incorporate advanced AI logic into your workflows.

CleverReach and Pipefy integration: Customize and extend your CleverReach and Pipefy integration

Step 5: Test and activate your CleverReach and Pipefy workflow

Save and run the workflow to see if everything works as expected. Based on your configuration, data should flow from CleverReach and Pipefy or vice versa. Easily debug your workflow: you can check past executions to isolate and fix the mistake. Once you've tested everything, make sure to save your workflow and activate it.

CleverReach and Pipefy integration: Test and activate your CleverReach and Pipefy workflow

Build your own CleverReach and Pipefy integration

Create custom CleverReach and Pipefy workflows by choosing triggers and actions. Nodes come with global operations and settings, as well as app-specific parameters that can be configured. You can also use the HTTP Request node to query data from any app or service with a REST API.

Supported API Endpoints for CleverReach

To set up CleverReach integration, add the HTTP Request node to your workflow canvas and authenticate it using a generic authentication method. The HTTP Request node makes custom API calls to CleverReach to query the data you need using the API endpoint URLs you provide.

Get count of receivers
Get count of receivers of a certain client.
GET
/v3/clients/{id}/receivercount
Get count of active receivers
Get count of active receivers of a certain client.
GET
/v3/clients/{id}/activereceivercount
Get available amount of mails
Get available amount of mails to send for a client.
GET
/v3/clients/{id}/contingent
Get invoice address
Gets invoice address of a client.
GET
/v3/clients/{id}/invoiceaddress
Get next invoice date
Gets date of the next invoice as timestamp.
GET
/v3/clients/{id}/nextinvoicedate
Get current plan
Gets the name of the current plan of the client.
GET
/v3/clients/{id}/plan
Create account
Create an account within your agency account.
POST
/v3/clients/createAccount

These API endpoints were generated using n8n

n8n AI workflow transforms web scraping into an intelligent, AI-powered knowledge extraction system that uses vector embeddings to semantically analyze, chunk, store, and retrieve the most relevant API documentation from web pages. Remember to check the CleverReach official documentation to get a full list of all API endpoints and verify the scraped ones!

Validate emails
Filter list of emails to valid ones.
POST
/v3/blacklist/validate
Update entry
Update an entry of blacklist.
PUT
/v3/blacklist

These API endpoints were generated using n8n

n8n AI workflow transforms web scraping into an intelligent, AI-powered knowledge extraction system that uses vector embeddings to semantically analyze, chunk, store, and retrieve the most relevant API documentation from web pages. Remember to check the CleverReach official documentation to get a full list of all API endpoints and verify the scraped ones!

Create form from template
Creates a form by using a template.
POST
/v3/forms/{group_id}/createfromtemplate/{type}

These API endpoints were generated using n8n

n8n AI workflow transforms web scraping into an intelligent, AI-powered knowledge extraction system that uses vector embeddings to semantically analyze, chunk, store, and retrieve the most relevant API documentation from web pages. Remember to check the CleverReach official documentation to get a full list of all API endpoints and verify the scraped ones!

Get all bounces
Get all bounces of the account.
GET
/v3/receivers/bounced
Clone receiver
Clone a receiver and change the email of the clone.
POST
/v3/receivers/{id}/clone
Change email
Change email of a receiver.
PUT
/v3/receivers/{id}/email
Update order item
Update an order item.
PUT
/v3/receivers/{pool_id}/orders/{id}

These API endpoints were generated using n8n

n8n AI workflow transforms web scraping into an intelligent, AI-powered knowledge extraction system that uses vector embeddings to semantically analyze, chunk, store, and retrieve the most relevant API documentation from web pages. Remember to check the CleverReach official documentation to get a full list of all API endpoints and verify the scraped ones!

Release mailing
Release a mailing to be sent.
POST
/v3/mailings/{id}/release

These API endpoints were generated using n8n

n8n AI workflow transforms web scraping into an intelligent, AI-powered knowledge extraction system that uses vector embeddings to semantically analyze, chunk, store, and retrieve the most relevant API documentation from web pages. Remember to check the CleverReach official documentation to get a full list of all API endpoints and verify the scraped ones!

Register webhook
Registers a webhook to a certain event.
POST
/hooks/eventhook
Delete event registration
Deletes a certain event registration.
DELETE
/hooks/eventhook/{eventname}

These API endpoints were generated using n8n

n8n AI workflow transforms web scraping into an intelligent, AI-powered knowledge extraction system that uses vector embeddings to semantically analyze, chunk, store, and retrieve the most relevant API documentation from web pages. Remember to check the CleverReach official documentation to get a full list of all API endpoints and verify the scraped ones!

Supported API Endpoints for Pipefy

To set up Pipefy integration, add the HTTP Request node to your workflow canvas and authenticate it using a generic authentication method. The HTTP Request node makes custom API calls to Pipefy to query the data you need using the API endpoint URLs you provide.

Create card
Creates a new card in the specified pipe.
POST
/reference/mutations/createCard
Import cards
Imports multiple cards to the specified pipe.
POST
/reference/mutations/cardsImporter
Delete card
Deletes a card by its ID.
DELETE
/reference/mutations/deleteCard
Move card to phase
Moves a card to a specified phase.
POST
/reference/mutations/moveCardToPhase
Update card
Updates an existing card
PUT
/reference/mutations/updateCard
Lookup card by ID
Lookup a card by its ID
GET
/reference/queries/card
Fetch group of cards
Fetches a group of cards based on arguments
GET
/reference/queries/cards
Fetch cards importer history
Lookup the cards importer history by the pipe ID
GET
/reference/queries/cardsImportations
Fetch cards based on inputs
Fetch cards based on fields' inputs
GET
/reference/queries/findCards

These API endpoints were generated using n8n

n8n AI workflow transforms web scraping into an intelligent, AI-powered knowledge extraction system that uses vector embeddings to semantically analyze, chunk, store, and retrieve the most relevant API documentation from web pages. Remember to check the Pipefy official documentation to get a full list of all API endpoints and verify the scraped ones!

Create comment
Creates a comment on a specific card.
POST
/reference/mutations/createComment
Delete comment
Deletes a specific comment.
DELETE
/reference/mutations/deleteComment

These API endpoints were generated using n8n

n8n AI workflow transforms web scraping into an intelligent, AI-powered knowledge extraction system that uses vector embeddings to semantically analyze, chunk, store, and retrieve the most relevant API documentation from web pages. Remember to check the Pipefy official documentation to get a full list of all API endpoints and verify the scraped ones!

Create label
Creates a new label in the specified organization.
POST
/reference/mutations/createLabel
Delete label
Removes a specific label.
DELETE
/reference/mutations/deleteLabel
Update label
Modifies the attributes of a label.
PUT
/reference/mutations/updateLabel

These API endpoints were generated using n8n

n8n AI workflow transforms web scraping into an intelligent, AI-powered knowledge extraction system that uses vector embeddings to semantically analyze, chunk, store, and retrieve the most relevant API documentation from web pages. Remember to check the Pipefy official documentation to get a full list of all API endpoints and verify the scraped ones!

Create organization
Creates a new organization.
POST
/reference/mutations/createOrganization
Delete organization
Deletes a specific organization.
DELETE
/reference/mutations/deleteOrganization
List organizations
Endpoint for retrieving a list of organizations.
GET
/reference/organizations

These API endpoints were generated using n8n

n8n AI workflow transforms web scraping into an intelligent, AI-powered knowledge extraction system that uses vector embeddings to semantically analyze, chunk, store, and retrieve the most relevant API documentation from web pages. Remember to check the Pipefy official documentation to get a full list of all API endpoints and verify the scraped ones!

Create phase
Creates a new phase within a specified pipe.
POST
/reference/mutations/createPhase
Delete phase
Removes a specific phase from a pipeline.
DELETE
/reference/mutations/deletePhase

These API endpoints were generated using n8n

n8n AI workflow transforms web scraping into an intelligent, AI-powered knowledge extraction system that uses vector embeddings to semantically analyze, chunk, store, and retrieve the most relevant API documentation from web pages. Remember to check the Pipefy official documentation to get a full list of all API endpoints and verify the scraped ones!

Create pipe
Creates a new pipe.
POST
/reference/mutations/createPipe
List pipes
Endpoint for retrieving a list of pipes.
GET
/reference/pipes

These API endpoints were generated using n8n

n8n AI workflow transforms web scraping into an intelligent, AI-powered knowledge extraction system that uses vector embeddings to semantically analyze, chunk, store, and retrieve the most relevant API documentation from web pages. Remember to check the Pipefy official documentation to get a full list of all API endpoints and verify the scraped ones!

Create table
Creates a new table in the specified organization.
POST
/reference/mutations/createTable
Delete table
Deletes a specific table.
DELETE
/reference/mutations/deleteTable
List database tables
Endpoint for retrieving a list of database tables.
GET
/reference/tables

These API endpoints were generated using n8n

n8n AI workflow transforms web scraping into an intelligent, AI-powered knowledge extraction system that uses vector embeddings to semantically analyze, chunk, store, and retrieve the most relevant API documentation from web pages. Remember to check the Pipefy official documentation to get a full list of all API endpoints and verify the scraped ones!

Create table record
Creates a new record in the specified table.
POST
/reference/mutations/createTableRecord

These API endpoints were generated using n8n

n8n AI workflow transforms web scraping into an intelligent, AI-powered knowledge extraction system that uses vector embeddings to semantically analyze, chunk, store, and retrieve the most relevant API documentation from web pages. Remember to check the Pipefy official documentation to get a full list of all API endpoints and verify the scraped ones!

Create webhook
Creates a new webhook for the specified organization.
POST
/reference/mutations/createWebhook
Delete organization webhook
Deletes a specific webhook for an organization.
DELETE
/reference/mutations/deleteOrganizationWebhook
Update webhook
Updates an existing webhook.
PUT
/reference/mutations/updateWebhook
Create webhook
Endpoint for creating webhooks to receive real-time updates.
POST
/reference/webhooks

These API endpoints were generated using n8n

n8n AI workflow transforms web scraping into an intelligent, AI-powered knowledge extraction system that uses vector embeddings to semantically analyze, chunk, store, and retrieve the most relevant API documentation from web pages. Remember to check the Pipefy official documentation to get a full list of all API endpoints and verify the scraped ones!

Delete field condition
Removes a specific field condition.
DELETE
/reference/mutations/deleteFieldCondition

These API endpoints were generated using n8n

n8n AI workflow transforms web scraping into an intelligent, AI-powered knowledge extraction system that uses vector embeddings to semantically analyze, chunk, store, and retrieve the most relevant API documentation from web pages. Remember to check the Pipefy official documentation to get a full list of all API endpoints and verify the scraped ones!

Delete inbox email
Deletes an inbox email configuration.
DELETE
/reference/mutations/deleteInboxEmail

These API endpoints were generated using n8n

n8n AI workflow transforms web scraping into an intelligent, AI-powered knowledge extraction system that uses vector embeddings to semantically analyze, chunk, store, and retrieve the most relevant API documentation from web pages. Remember to check the Pipefy official documentation to get a full list of all API endpoints and verify the scraped ones!

Delete pipe
Deletes a specific pipe.
DELETE
/reference/mutations/deletePipe

These API endpoints were generated using n8n

n8n AI workflow transforms web scraping into an intelligent, AI-powered knowledge extraction system that uses vector embeddings to semantically analyze, chunk, store, and retrieve the most relevant API documentation from web pages. Remember to check the Pipefy official documentation to get a full list of all API endpoints and verify the scraped ones!

Remove user from organization
Removes a user from a specified organization.
DELETE
/reference/mutations/removeUserFromOrg
List users
Endpoint for retrieving a list of users.
GET
/reference/users

These API endpoints were generated using n8n

n8n AI workflow transforms web scraping into an intelligent, AI-powered knowledge extraction system that uses vector embeddings to semantically analyze, chunk, store, and retrieve the most relevant API documentation from web pages. Remember to check the Pipefy official documentation to get a full list of all API endpoints and verify the scraped ones!

Set role
Assigns a specific role to a user.
POST
/reference/mutations/setRole

These API endpoints were generated using n8n

n8n AI workflow transforms web scraping into an intelligent, AI-powered knowledge extraction system that uses vector embeddings to semantically analyze, chunk, store, and retrieve the most relevant API documentation from web pages. Remember to check the Pipefy official documentation to get a full list of all API endpoints and verify the scraped ones!

Update field condition
Updates an existing field condition.
PUT
/reference/mutations/updateFieldCondition

These API endpoints were generated using n8n

n8n AI workflow transforms web scraping into an intelligent, AI-powered knowledge extraction system that uses vector embeddings to semantically analyze, chunk, store, and retrieve the most relevant API documentation from web pages. Remember to check the Pipefy official documentation to get a full list of all API endpoints and verify the scraped ones!

Create card relation
Establishes a relationship between two cards.
POST
/reference/mutations/createCardRelation

These API endpoints were generated using n8n

n8n AI workflow transforms web scraping into an intelligent, AI-powered knowledge extraction system that uses vector embeddings to semantically analyze, chunk, store, and retrieve the most relevant API documentation from web pages. Remember to check the Pipefy official documentation to get a full list of all API endpoints and verify the scraped ones!

Update record
Updates details of a specific record.
PUT
/reference/mutations/updateRecord

These API endpoints were generated using n8n

n8n AI workflow transforms web scraping into an intelligent, AI-powered knowledge extraction system that uses vector embeddings to semantically analyze, chunk, store, and retrieve the most relevant API documentation from web pages. Remember to check the Pipefy official documentation to get a full list of all API endpoints and verify the scraped ones!

Create authentication
Endpoint for creating authentication tokens.
POST
/reference/authentication-copy

These API endpoints were generated using n8n

n8n AI workflow transforms web scraping into an intelligent, AI-powered knowledge extraction system that uses vector embeddings to semantically analyze, chunk, store, and retrieve the most relevant API documentation from web pages. Remember to check the Pipefy official documentation to get a full list of all API endpoints and verify the scraped ones!

Create service account
Endpoint for creating service accounts for authentication.
POST
/reference/service-accounts

These API endpoints were generated using n8n

n8n AI workflow transforms web scraping into an intelligent, AI-powered knowledge extraction system that uses vector embeddings to semantically analyze, chunk, store, and retrieve the most relevant API documentation from web pages. Remember to check the Pipefy official documentation to get a full list of all API endpoints and verify the scraped ones!

Create personal access token
Endpoint for creating personal access tokens for user authentication.
POST
/reference/personal-access-token

These API endpoints were generated using n8n

n8n AI workflow transforms web scraping into an intelligent, AI-powered knowledge extraction system that uses vector embeddings to semantically analyze, chunk, store, and retrieve the most relevant API documentation from web pages. Remember to check the Pipefy official documentation to get a full list of all API endpoints and verify the scraped ones!

Example query
An example endpoint for making GraphQL requests.
POST
/reference/graphql-endpoint

These API endpoints were generated using n8n

n8n AI workflow transforms web scraping into an intelligent, AI-powered knowledge extraction system that uses vector embeddings to semantically analyze, chunk, store, and retrieve the most relevant API documentation from web pages. Remember to check the Pipefy official documentation to get a full list of all API endpoints and verify the scraped ones!

Import records
Endpoint for importing records into the system.
POST
/reference/importer

These API endpoints were generated using n8n

n8n AI workflow transforms web scraping into an intelligent, AI-powered knowledge extraction system that uses vector embeddings to semantically analyze, chunk, store, and retrieve the most relevant API documentation from web pages. Remember to check the Pipefy official documentation to get a full list of all API endpoints and verify the scraped ones!

Import cards
Endpoint for importing cards into the system.
POST
/reference/cards-importer

These API endpoints were generated using n8n

n8n AI workflow transforms web scraping into an intelligent, AI-powered knowledge extraction system that uses vector embeddings to semantically analyze, chunk, store, and retrieve the most relevant API documentation from web pages. Remember to check the Pipefy official documentation to get a full list of all API endpoints and verify the scraped ones!

Import records
Endpoint for importing records into the system.
POST
/reference/records-importer

These API endpoints were generated using n8n

n8n AI workflow transforms web scraping into an intelligent, AI-powered knowledge extraction system that uses vector embeddings to semantically analyze, chunk, store, and retrieve the most relevant API documentation from web pages. Remember to check the Pipefy official documentation to get a full list of all API endpoints and verify the scraped ones!

Create organization webhook
Endpoint for creating webhooks specific to organizations.
POST
/reference/organization-webhooks

These API endpoints were generated using n8n

n8n AI workflow transforms web scraping into an intelligent, AI-powered knowledge extraction system that uses vector embeddings to semantically analyze, chunk, store, and retrieve the most relevant API documentation from web pages. Remember to check the Pipefy official documentation to get a full list of all API endpoints and verify the scraped ones!

Create pipe and table webhook
Endpoint for creating webhooks for pipes and tables.
POST
/reference/pipe-table-webhooks

These API endpoints were generated using n8n

n8n AI workflow transforms web scraping into an intelligent, AI-powered knowledge extraction system that uses vector embeddings to semantically analyze, chunk, store, and retrieve the most relevant API documentation from web pages. Remember to check the Pipefy official documentation to get a full list of all API endpoints and verify the scraped ones!

List table records
Endpoint for retrieving a list of records for a specific table.
GET
/reference/table-records

These API endpoints were generated using n8n

n8n AI workflow transforms web scraping into an intelligent, AI-powered knowledge extraction system that uses vector embeddings to semantically analyze, chunk, store, and retrieve the most relevant API documentation from web pages. Remember to check the Pipefy official documentation to get a full list of all API endpoints and verify the scraped ones!

FAQs

  • Can CleverReach connect with Pipefy?

  • Can I use CleverReach’s API with n8n?

  • Can I use Pipefy’s API with n8n?

  • Is n8n secure for integrating CleverReach and Pipefy?

  • How to get started with CleverReach and Pipefy integration in n8n.io?

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