Monica CRM and Pipefy integration

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

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How to connect Monica CRM 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.

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

Step 2: Add and configure Monica CRM and Pipefy nodes (using the HTTP Request node)

You can find the Monica CRM node in the nodes panel and drag it onto your workflow canvas. To add the Pipefy app to the workflow select the HTTP Request node and use the generic authentication method to make custom API calls to Pipefy. Configure Pipefy and Monica CRM one by one: input data on the left, parameters in the middle, and output data on the right.

Monica CRM and Pipefy integration: Add and configure Monica CRM and Pipefy nodes

Step 3: Connect Monica CRM and Pipefy

A connection establishes a link between Monica CRM 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.

Monica CRM and Pipefy integration: Connect Monica CRM and Pipefy

Step 4: Customize and extend your Monica CRM 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 Monica CRM and Pipefy with any of n8n’s 1000+ integrations, and incorporate advanced AI logic into your workflows.

Monica CRM and Pipefy integration: Customize and extend your Monica CRM and Pipefy integration

Step 5: Test and activate your Monica CRM and Pipefy workflow

Save and run the workflow to see if everything works as expected. Based on your configuration, data should flow from Monica CRM to 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.

Monica CRM and Pipefy integration: Test and activate your Monica CRM and Pipefy workflow

Build your own Monica CRM and Pipefy integration

Create custom Monica CRM 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.

Monica CRM supported actions

Create

Create an activity

Delete

Delete an activity

Get

Retrieve an activity

Get Many

Retrieve many activities

Update

Update an activity

Create

Create a call

Delete

Delete a call

Get

Retrieve a call

Get Many

Retrieve many calls

Update

Update a call

Create

Create a contact

Delete

Delete a contact

Get

Retrieve a contact

Get Many

Retrieve many contacts

Update

Update a contact

Create

Create a contact field

Delete

Delete a contact field

Get

Retrieve a contact field

Update

Update a contact field

Add

Remove

Create

Create a conversation

Delete

Delete a conversation

Get

Retrieve a conversation

Update

Update a conversation

Add

Add a message to a conversation

Update

Update a message in a conversation

Create

Create a journal entry

Delete

Delete a journal entry

Get

Retrieve a journal entry

Get Many

Retrieve many journal entries

Update

Update a journal entry

Create

Create a note

Delete

Delete a note

Get

Retrieve a note

Get Many

Retrieve many notes

Update

Update a note

Create

Create a reminder

Delete

Delete a reminder

Get

Retrieve a reminder

Get Many

Retrieve many reminders

Update

Update a reminder

Create

Create a tag

Delete

Delete a tag

Get

Retrieve a tag

Get Many

Retrieve many tags

Update

Update a tag

Create

Create a task

Delete

Delete a task

Get

Retrieve a task

Get Many

Retrieve many tasks

Update

Update a task

Supported methods for Pipefy

Delete

Get

Head

Options

Patch

Post

Put

Requires additional credentials set up

Use n8n’s HTTP Request node with a predefined or generic credential type to make custom API calls.

Monica CRM and Pipefy integration details

Monica CRM works as a Customer Relationship Management system but for your personal life. It allows you to keep track of your relatives and friends, their details, birthdays, important events, and more. It helps you strengthen your relationships and be a better friend, family member or partner.

Monica CRM node docs + examples

Monica CRM credential docs

See Monica CRM integrations

Related categories

Communication

Pipefy is a powerful business process management software that helps teams streamline and automate their workflows. With its intuitive interface and customizable features, Pipefy allows organizations to enhance productivity and drive efficiency in various areas, such as project management, customer support, and HR processes.

Using generic authentication

See Pipefy integrations

Related categories

Productivity

Other integrations with Monica CRM