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    Mertago
    Pipefy
    CRM & ERP systems

    Mertago and Pipefy integration

    Build smart, no-code workflows with Mertago and Pipefy using triggers, actions, and AI logic—automate any process in minutes.

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    Efficient transaction management = lower costs

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    Move your historical data in just a few clicks

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    Talk to support that actually helps—fast

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    Super easy platform for automations. It's very easy to use. UX and UI is clean and not confusing as other similar apps.

    David K.

    Triggers and actions for Pipefy and Mertago integration

    In Mertago and Pipefy integration triggers start workflows when something happens, while actions make changes in response.

    Triggers 10

    Mertago integration

    Create order

    Triggers

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    Mertago integration

    Create proposal to supplier

    Triggers

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    Pipefy integration

    Card created

    Triggers

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    Pipefy integration

    Done card

    Triggers

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    Actions 18

    Mertago integration

    Create order

    Actions

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    Mertago integration

    Update company (supplier)

    Actions

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    Pipefy integration

    Create card

    Actions

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    Pipefy integration

    Create record

    Actions

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    Great Zapier Alternative. Albato has great potential and offers an incredibly generous deal right now.

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    A good alternative to zapier, make and IFTT. I like the prices they are really cheap compared to the other companies. The support team and the documentation is on point. The UI and the automations possible are what I love most about Albato.

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    Super easy platform for automations. It's very easy to use. UX and UI is clean and not confusing as other similar apps.

    David K.
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    A tool which is best fit for Automation newbie! The integration of Slack and Calendly has been a game-changer for our team, allowing us to efficiently close more deals.

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    How to Connect Mertago to Pipefy

    Create powerful Mertago integration with Pipefy in just a few simple steps.

    STEP 1

    Connect Mertago to Pipefy

    Log in to Albato, select Mertago and Pipefy, and follow the quick setup steps—no coding required. Integrate Mertago with Pipefy with just a few clicks!

    ShopifyFacebookMertago integrationMertago integrationSlackClickup
    STEP 2

    Build a workflow for your Mertago and Pipefy integration

    Define what should happen in one app when something changes in the other. Create a seamless workflow that runs on autopilot.

    Mertago integrationArrow

    Trigger

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    Pipefy integrationCheck

    Actions

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    STEP 3

    Map your data

    Pick the fields you want to transfer between Mertago and Pipefy. Customize the data flow to match your process.

    Check

    Synс data

    Check

    Synс data

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    Synс data

    Launch your integration!

    Start your FREE 7-day trial to activate the Mertago + Pipefy integration and access all premium features.

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    How does the integration with Mertago and Pipefy works in Albato?

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    Pipefy integration with Mertago

    Mertago integrations

    Mertago

    Categories

    • CRM & ERP systems

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    Pipefy

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    • Project & Task Management

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    Learn how to connect Pipefy to Mertago

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    Frequently asked questions about Mertago and Pipefy Integration

    Why is Albato the best alternative to Zapier for integrating Mertago and Pipefy?

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    Albato is the best alternative to Zapier because it’s about 30% cheaper, making it perfect for small businesses, startups, and entrepreneurs who want to save money on automation tools. Unlike other automation platforms, Albato has preserved its original no-code approach, so you don’t need any technical skills to set up automations between Mertago and Pipefy. It’s super easy to use, and you can create powerful workflows without the hassle.

    What really sets Albato apart is its excellent customer support — you get real people helping you, no matter which plan you’re on. So if you're looking for a more affordable, user-friendly solution for integrating Mertago and Pipefy, Albato is the way to go!

    Does Mertago integrate with Pipefy on the free plan?

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    Yes, you can integrate Mertago with Pipefy using Albato's free plan. Upon registration, you receive a 7-day trial with full access to all features, allowing you to set up and test your Pipefy and Mertago integration without limitations. After the trial, the free plan provides 100 transactions and up to 5 active automations, enabling you to maintain your Mertago Pipefy integration at no cost.

    How to connect Pipefy to Mertago for scheduled syncs?

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    To sync Pipefy with Mertago on a scheduled basis, Albato offers flexible scheduling options for your integrations. Whether you need data synchronization or workflow triggers at specific times, days of the week, or custom intervals, you can achieve this easily using API triggers. Simply configure the “Set Schedule” option to define the desired frequency—hourly, on specific weekdays, on selected days of the month, or through a fully customized schedule. Additionally, Albato provides the Scheduled Trigger, which allows you to activate your scenario according to your personalized timetable. This makes Mertago integration with Pipefy seamless and tailored to your specific needs.

    Does Mertago integrate with Pipefy in real time?

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    Yes, Mertago integrates with Pipefy in real time using Albato's flexible trigger system. This system supports two types of triggers: Webhook Triggers and API Triggers.
    Webhook Triggers: These triggers activate your Mertago integration with Pipefy instantly when a specified event occurs in the source application. They enable immediate data transfer and real-time synchronization between your applications.
    API Triggers: These triggers poll your system for new events at regular intervals—every 15 minutes, 10 minutes, or as frequently as every minute, depending on your subscription plan. While not instantaneous, they provide near real-time Mertago and Pipefy integration.
    You can identify the type of trigger by specific icons during the automation setup process in Albato. This allows you to choose the most suitable method for your Pipefy integration with Mertago, ensuring your workflows operate according to your requirements.

    How to connect Mertago to Pipefy?

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    Setting up an integration between Mertago and Pipefy on Albato is simple and requires no technical skills. Just follow these steps:
    1. Log in to your Albato account. If you don’t have one yet, sign up — it's quick and easy.
    2. Go to the Integrations section and select Mertago and Pipefy from the list of available apps.
    3. Choose triggers and actions. You’ll need to define an event in Mertago (the trigger) that will cause an action in Pipefy, such as sending data or creating an entry.
    4. Map the fields. Use Albato’s data mapping tool to match specific fields between Mertago and Pipefy, ensuring accurate data transfer.
    Once the integration is live, data will flow seamlessly between Mertago and Pipefy, automating your workflows and saving you time.

    How to connect Mertago to Pipefy to sync historical data?

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    To sync Mertago with Pipefy and transfer historical data, Albato provides a dedicated Migration Mode. This feature allows you to retrieve and send data from past periods, unlike real-time synchronization, which triggers automation only for new events occurring after setup.
    With Migration Mode, you can configure the transfer of data from any desired timeframe—whether for all historical records or through periodic migrations. To check if Migration Mode is available for your Pipefy integration with Mertago, log in to your Albato account, select the trigger event for your app, and look for the Migration Mode icon. If it's not visible or you need further clarification, feel free to contact our customer support team for assistance.

    How to connect Pipefy to Mertago for two-way synchronization?

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    To integrate Pipefy with Mertago for two-way synchronization, Albato uses a system of triggers and actions. You can link Mertago to Pipefy by setting up two separate automations. The first automation sent data from Mertago to Pipefy. For instance, when a record is created or updated in Mertago, the automation ensures the changes are reflected in Pipefy. The second automation works in reverse, updating Mertago when changes occur in Pipefy.
    To avoid infinite loops or duplicate updates, apply filters—such as updating only when specific data changes—and use unique record identifiers. This approach ensures seamless Pipefy Mertago integration and keeps your data consistent across both platforms.

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