Pipefy

Productivity

Manage Pipefy processes, cards, and workflows through conversation — Neotask uses OpenClaw to operate your process automation without the Pipefy dashboard.

What You Can Do

Create and Manage Cards

Tell Neotask to create a new card in any Pipefy pipe — specify the pipe, starting phase, title, and field values in plain English.

Move Cards Through Phases

Ask Neotask to move a specific card to a different phase in a pipe.

Query Card Status and Details

Ask Neotask to find cards by title, assignee, or field value. Get the current status, phase, assignee, and field values of any card.

Update Card Fields

Ask Neotask to update fields on an existing Pipefy card — change the assignee, set a deadline, or add a comment.

List and Filter Pipes

Ask Neotask to list all pipes, count cards in each phase, or identify pipes with overdue cards.

Manage Automations and Alerts

Ask Neotask to describe what automations are configured on a pipe.

Try Asking

  • "Create a new card in the Hiring pipe titled Senior Backend Engineer with priority=High"
  • "Move card 123456 to the Interview Scheduled phase"
  • "Show me all cards in the Customer Onboarding pipe in the Pending Documents phase"
  • "Who is assigned to card 789012 and what phase is it in?"
  • "Update card 123456: set deadline to next Friday and assignee to alice@company.com"
  • "How many cards are in each phase of the IT Requests pipe?"
  • "List all overdue cards in the Sales Pipeline pipe"
  • "Create a card in Bug Reports with title: Login button broken on mobile, severity=Critical"

    • Pro Tips

  • Use pipe IDs for precision — when multiple pipes have similar names, tell Neotask the pipe ID rather than the name.
  • Field names must match exactly — Pipefy card fields are referenced by their exact label; ask Neotask to list fields on a pipe before creating or updating cards.
  • Phases gate the process — Pipefy phases can have required fields; if a card move fails, ask Neotask to check which required fields are missing in the target phase.
  • GraphQL under the hood — Pipefy's API is GraphQL; complex queries benefit from specifying exactly which data you need upfront.
  • Automate card creation from other tools — combine Pipefy with other integrations through Neotask: create cards automatically when Jira issues open or forms are submitted.

    • Works Well With