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Pipefy

When you try to connect Pipefy to Trelica you will be asked for the Pipefy Access Token and Organization ID. This article shows you how to find this information.

Creating an Access Token

You must log in to Pipefy with an administrator user account.
Log in to Pipefy and click on the profile menu icon at the top-right and then choose Account preferences.
Next click on the Personal access tokens tab and click Generate new token.
Enter a description for the token (e.g. "Trelica") and click Save:
Now copy your personal access token to the clipboard (with Ctrl + C ) and paste it into Trelica.

Finding your Organization ID

The Organization ID is shown in your web browser address bar. It is the numeric value after /organizations
Last modified 8mo ago