Actions17
- Attachment Actions
- Card Actions
- Webhook Actions
- Pipe Actions
- User Actions
Overview
This node operation moves a card within Pipefy from its current phase to a specified target phase. It is useful for automating workflow transitions in Pipefy, such as moving a task or item to the next stage in a process pipeline. For example, when a card representing a customer request is ready for review, this node can automatically move it to the 'Review' phase.
Use Case Examples
- Automate moving a support ticket card to the 'In Progress' phase when a new comment is added.
- Move a project task card to the 'Completed' phase once all subtasks are done.
Properties
| Name | Meaning |
|---|---|
| Authentication | Selects the authentication method to use for connecting to Pipefy API, either via a service account or a personal access token. |
| Card ID | The unique identifier of the card to be moved. This ID can be found in the card's URL in Pipefy. |
| Phase Name or ID | The target phase's ID or name where the card should be moved. The list of phases is dynamically loaded based on the card's current pipe. |
Output
JSON
id- The ID of the card that was moved.phaseId- The ID of the phase to which the card was moved.status- The status of the move operation, indicating success or failure.
Dependencies
- Requires Pipefy API access via either a service account API key or a personal access token.
Troubleshooting
- Ensure the Card ID is correct and accessible by the authenticated user; otherwise, the move operation will fail.
- Verify that the Phase ID is valid and belongs to the same pipe as the card; moving to an invalid or unrelated phase will cause errors.
- Authentication errors may occur if the API key or token is invalid or expired; re-authenticate or update credentials as needed.
Links
- Pipefy GraphQL API Documentation - Official documentation for Pipefy's API, useful for understanding card and phase operations.
- n8n Expressions Documentation - Guide on using expressions in n8n, helpful for dynamically setting the Phase ID.