Pipefy

MiuraYuto Updated by MiuraYuto

・An account with administrator privileges is required for collaboration.

Advance preparation

How to log in

On the Pipefy login page , enter your email address and password to log in.

How to check your organization ID

After logging in to Pipefy, check the URL . The organization ID is after organizations/.

https://app.pipefy.com/organizations/ (organization ID)

How to obtain an access key

Click your profile icon and then click My profile .

Click Personal access tokens > Generate new token .

Enter a Token description and click Save .

Copy the access key that is displayed.

Setting up the integration

Search for Pipefy on the Money Forward Admin integration screen.

Enter the organization ID and access key obtained in the previous step, and click Connect .

If the connection is successful, the registered user information will be displayed in the account list.

If it doesn't complete successfully, edit it from the Status tab on the Integration screen and try integrating again.

If the problem is not resolved, please contact us via chat.

How did we do?

Pipedrive

Postman

Contact