Create recurring tasks with Pipefy and Zapier!
We’ve been thoroughly over the concept of process once (or twice) before but one thing is pretty clear: sometimes processes come with recurring tasks that repeat themselves every day at the same time, every week or even the same day of every month.
As on your personal life you have a few activities you repeat every day, like getting up at the same time, showering and having breakfast before going to work, the same can happen with your work routine: maybe you have a report you have to generate every Monday morning, a meeting that happens the same time everyday, etc.
Why would I create recurring tasks on my Pipes?
Let’s suppose you use a simple to-do list or a team task management pipe to manage your or your team’s activities. You can set up a zap to create a card for the team meeting that happens every Friday at 5PM, to remind yourself of the report you have to generate every Monday morning or even to pay a bill that expires every month on the 7th.
What is Zapier?
Each zap (integration) on Zapier consists on a trigger (the activity/situation that sets your zap in motion) and an action (what happens once the trigger is, well, triggered).
How do I integrate Pipefy with Zapier?
Using Zapier to integrate Pipefy with over 500 apps is a lot easier than you think, here’s what you must do:
- The first step is, of course, creating your account on Zapier;
- Then, when creating a new integration you’ll need to connect your Pipefy account on Zapier account (for details on how to connect your Pipefy account to Zapier, click here to check out our knowledge base content).
You can choose to follow our step by step instructions on how to create the integration or easily choose one of the pre-designed integrations we’ve made available on our Zapier zapbook:
How do I create recurring tasks?
The app we’ll integrate Pipefy with in order to create recurring tasks is Schedule by Zapier. This app is a native Zapier app designed to allow users to create recurring activities.
Schedule allows you to trigger an action (for this example, we’ll trigger the creation of a new card) every day of the month, every day of the week or every single day. It even allows you to select the hour of the day.
We’ll assume for example purposes you’ve already created your account on both Pipefy and Zapier.
2- Next step, choose Schedule by Zapier as your trigger app.
The next thing you’ll do is select Pipefy as your Action App.
If there were other fields, you’d have to fill all the mandatory ones. Also, by clicking on the box marked by the blue circle on the right side of the screen you’ll see a list of dynamic information you can include on the card – see how I chose the date from step 1 of this zap?
Zapier finalizes the integration by creating a test card on the selected Pipe, here’s what my test card looks like:
After we’re done setting it up, all that’s left to do is name the zap and set it live. A new card for your weekly team meetings with the specified date, will be created on this pipe every Tuesday 10AM.
*Zapier is free if you have up to 5 active zaps at a time or 100 integrations a month.