Pipefy keeps your business processes moving through structured pipes and phases, but the data generated along the way often needs to live somewhere more permanent. PostgreSQL is the trusted relational database powering countless production systems. With Neotask, you can connect the two without writing a single line of code, syncing card data, phase transitions, and form responses directly into your database tables as they happen.
Write workflow results directly to PostgreSQL tables automatically.
Start Pipefy processes based on live database conditions.
Keep your database and workflows in sync without CSV files.
Sync New Cards to Database Records Whenever a card is created in a Pipefy pipe, Neotask inserts a corresponding row into a PostgreSQL table. Field values from the card map directly to columns, giving you a structured, queryable log of every process entry.
Update Records on Phase Transitions As cards move through phases, Neotask fires UPDATE queries against your database to reflect the latest status. Sales pipeline stages, support ticket progress, and onboarding steps stay in sync without manual exports.
Query PostgreSQL to Enrich Pipefy Cards When a card is opened or a form is submitted, Neotask can query PostgreSQL for related records and write the results back into card fields. Pull in customer account details, product specs, or pricing data right where your team needs it.
Archive Completed Cards to a Data Warehouse Table When cards reach a final phase or are marked done, Neotask archives the full card payload into a PostgreSQL archive table. Build reports, run analytics, and maintain compliance records without touching Pipefy exports.
what you need
the automation
on autopilot
| Capability | Details |
|---|---|
| Trigger on card creation | Insert rows into any PostgreSQL table |
| Trigger on phase change | Run UPDATE or INSERT queries on status change |
| Query on card open | Fetch related records and populate card fields |
| Archive on completion | Write full card data to a reporting or archive table |
| Custom field mapping | Map any Pipefy field to any PostgreSQL column |
| Error handling | Retry failed queries and alert on insert errors |
across Pipefy and your PostgreSQL schema to simplify mapping and reduce errors.
to your PostgreSQL tables so you can join data back to Pipefy records easily.
before pointing automations at production tables.
for multi-step inserts to avoid partial writes if a field is missing or null.
No. Describe what you want in plain language and Neotask handles the query construction. You can review the generated queries before they run.
Yes. You can create separate automations for each pipe-to-table mapping, each with its own field configuration.
Neotask retries failed operations and can notify you via email or a connected messaging tool so nothing gets silently dropped.
Neotask connects to PostgreSQL over encrypted connections. Credentials are stored securely and never exposed in logs or automation outputs.
Yes. Neotask supports bidirectional data flow, so you can query PostgreSQL and write results back into Pipefy card fields on any trigger.
Stop copying data between your process tool and your database. Let Neotask keep them in sync automatically so your team can focus on the work that matters.
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