e-clicks Pipefy

Create task when new lead enters workflow

When a contact enters a specific campaign workflow in e-clicks, automatically generate an onboarding task in Pipefy for team assignment.

Try:

See all e-clicks + Pipefy integrations or talk to a human

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How Knit builds this workflow

The Agent researches both APIs and wires the trigger on one side to the action on the other — no pre-built connector required. Here is the vocabulary it has to work with.

e-clicks Explore e-clicks →

Triggers
New lead captured

Fires when a new lead or contact is captured in e-clicks.

Contact enters a workflow

Fires when a contact enters an automation in e-clicks.

Contact updated

Fires when a field on a contact changes in e-clicks.

Contact unsubscribed

Fires when a contact unsubscribes in e-clicks.

Actions
Create or update a contact

Creates or updates a contact in e-clicks.

Add a contact to a campaign

Adds a contact to a workflow or campaign in e-clicks.

Send a message

Sends an email or message to a contact via e-clicks.

Apply or remove a tag

Changes a contact's tags in e-clicks.

Pipefy Explore Pipefy →

Triggers
New task created

Fires when a new task, job or item is created in Pipefy.

Task completed

Fires when a task in Pipefy is marked complete.

Due date approaching

Fires when a task's due date in Pipefy is coming up.

Status changed

Fires when a task, job or project changes status in Pipefy.

Actions
Create task

Creates a new task, job or item in Pipefy.

Update task

Updates a task's status or assignee in Pipefy.

Add comment

Posts a comment on a task in Pipefy.

Assign task

Assigns a task in Pipefy to a team member.

Tag marketing contact upon task completion Whenever an onboarding task is completed in Pipefy, automatically apply a verified status tag to the corresponding contact in e-clicks. See details
Add project comment when client unsubscribes If a contact unsubscribes from marketing communications in e-clicks, automatically append a comment to their active account task in Pipefy. See details

See all e-clicks + Pipefy integrations →  ·  Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Create task when new lead enters workflow” between e-clicks and Pipefy?

Yes — describe it in the box above and Knit's Integrations Agent researches e-clicks and Pipefy's public API docs (or your own uploaded docs) and builds a working workflow, whether or not either app already has a pre-built connector.

How long does it take to build?

Minutes to a first working version, not weeks — you test it against real data before it goes anywhere near production.

How does connecting marketing automation to project management help teams?

It eliminates manual handoffs by automatically creating operational tasks in Pipefy whenever contacts reach key stages in e-clicks marketing campaigns.

Can completed project tasks influence marketing automation sequences?

Yes, when project tasks are completed in Pipefy, you can automatically tag contacts or enter them into targeted follow-up workflows in e-clicks.

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