Pipefy and Salesforce integration
How to connect Pipefy and Salesforce
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.
Build your own Pipefy and Salesforce integration
Create custom Pipefy and Salesforce 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 Pipefy
Create card
Creates a new card in the specified pipe.
Import cards
Imports multiple cards to the specified pipe.
Delete card
Deletes a card by its ID.
Move card to phase
Moves a card to a specified phase.
Update card
Updates an existing card
Lookup card by ID
Lookup a card by its ID
Fetch group of cards
Fetches a group of cards based on arguments
Fetch cards importer history
Lookup the cards importer history by the pipe ID
Fetch cards based on inputs
Fetch cards based on fields' inputs
Create comment
Creates a comment on a specific card.
Delete comment
Deletes a specific comment.
Create label
Creates a new label in the specified organization.
Delete label
Removes a specific label.
Update label
Modifies the attributes of a label.
Create organization
Creates a new organization.
Delete organization
Deletes a specific organization.
List organizations
Endpoint for retrieving a list of organizations.
Create phase
Creates a new phase within a specified pipe.
Delete phase
Removes a specific phase from a pipeline.
Create pipe
Creates a new pipe.
List pipes
Endpoint for retrieving a list of pipes.
Create table
Creates a new table in the specified organization.
Delete table
Deletes a specific table.
List database tables
Endpoint for retrieving a list of database tables.
Create table record
Creates a new record in the specified table.
Create webhook
Creates a new webhook for the specified organization.
Delete organization webhook
Deletes a specific webhook for an organization.
Update webhook
Updates an existing webhook.
Create webhook
Endpoint for creating webhooks to receive real-time updates.
Delete field condition
Removes a specific field condition.
Delete inbox email
Deletes an inbox email configuration.
Delete pipe
Deletes a specific pipe.
Remove user from organization
Removes a user from a specified organization.
List users
Endpoint for retrieving a list of users.
Set role
Assigns a specific role to a user.
Update field condition
Updates an existing field condition.
Create card relation
Establishes a relationship between two cards.
Update record
Updates details of a specific record.
Create authentication
Endpoint for creating authentication tokens.
Create service account
Endpoint for creating service accounts for authentication.
Create personal access token
Endpoint for creating personal access tokens for user authentication.
Example query
An example endpoint for making GraphQL requests.
Import records
Endpoint for importing records into the system.
Import cards
Endpoint for importing cards into the system.
Import records
Endpoint for importing records into the system.
Create organization webhook
Endpoint for creating webhooks specific to organizations.
Create pipe and table webhook
Endpoint for creating webhooks for pipes and tables.
List table records
Endpoint for retrieving a list of records for a specific table.
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.
See the example hereThese 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!
Salesforce supported actions
Add Note
Add note to an account
Create
Create an account
Create or Update
Create a new account, or update the current one if it already exists (upsert)
Delete
Delete an account
Get
Get an account
Get Many
Get many accounts
Get Summary
Returns an overview of account's metadata
Update
Update an account
Create
Create a attachment
Delete
Delete a attachment
Get
Get a attachment
Get Many
Get many attachments
Get Summary
Returns an overview of attachment's metadata
Update
Update a attachment
Add Comment
Add a comment to a case
Create
Create a case
Delete
Delete a case
Get
Get a case
Get Many
Get many cases
Get Summary
Returns an overview of case's metadata
Update
Update a case
Add Contact To Campaign
Add contact to a campaign
Add Note
Add note to a contact
Create
Create a contact
Create or Update
Create a new contact, or update the current one if it already exists (upsert)
Delete
Delete a contact
Get
Get a contact
Get Many
Get many contacts
Get Summary
Returns an overview of contact's metadata
Update
Update a contact
Create
Create a custom object record
Create or Update
Create a new record, or update the current one if it already exists (upsert)
Delete
Delete a custom object record
Get
Get a custom object record
Get Many
Get many custom object records
Update
Update a custom object record
Upload
Upload a document
Get Many
Get many flows
Invoke
Invoke a flow
Add Lead To Campaign
Add lead to a campaign
Add Note
Add note to a lead
Create
Create a lead
Create or Update
Create a new lead, or update the current one if it already exists (upsert)
Delete
Delete a lead
Get
Get a lead
Get Many
Get many leads
Get Summary
Returns an overview of Lead's metadata
Update
Update a lead
Add Note
Add note to an opportunity
Create
Create an opportunity
Create or Update
Create a new opportunity, or update the current one if it already exists (upsert)
Delete
Delete an opportunity
Get
Get an opportunity
Get Many
Get many opportunities
Get Summary
Returns an overview of opportunity's metadata
Update
Update an opportunity
Query
Execute a SOQL query that returns all the results in a single response
Create
Create a task
Delete
Delete a task
Get
Get a task
Get Many
Get many tasks
Get Summary
Returns an overview of task's metadata
Update
Update a task
Get
Get a user
Get Many
Get many users
Pipefy and Salesforce integration details
Other integrations with Salesforce
FAQ
Can Pipefy connect with Salesforce?
Can I use Pipefy’s API with n8n?
Can I use Salesforce’s API with n8n?
Is n8n secure for integrating Pipefy and Salesforce?
How to get started with Pipefy and Salesforce integration in n8n.io?
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