AI for Pipefy that knows the rest of your business
Pipefy holds projects, tasks and time. Liaison connects to it with access you grant and reads projects, tasks, owners, deadlines and tracked time, and keeps the work moving between the people who own it.
Because it reads Pipefy together with your inbox, your books and your files, an answer about projects, tasks and time comes with the rest of the picture. You keep Pipefy; nothing is replaced or re-entered.
What Liaison does with Pipefy
- Creates and assigns the tasks that come out of calls, emails and meetings.
- Chases owners on overdue work, in your voice.
- Turns tracked time into invoices and flags unbilled hours.
- Writes the weekly status from the work itself, not from a meeting.
Questions it answers across Pipefy and your other tools
- “What is overdue this week, and who owns it?”
- “Which projects are over the hours we estimated?”
- “What did each person finish this week?”
- “Which billable hours have not been invoiced yet?”
What it reads in Pipefy
4 kinds of Pipefy data Liaison can read on its own, every time it answers a question or does a job.
- Get All CardsFetches all cards in a pipe
- Get Current User
- Get Table RecordsFetches all records in a table
- Look up Pipe by ID
What it can do in Pipefy
11 actions Liaison can take in Pipefy. It does the ones you have approved, in your voice; anything that moves money waits for your yes.
- Create CardCreate a new Card in a Pipe
- Create PipeCreates a pipe
- Create Table RecordCreates a new table record
- Delete CardDeletes a card
- Look up Card by ID
- Look Up Phase By Id
- Look Up Table by ID
- Update CardUpdates an existing card
- Update Card Field
- Update TableUpdates a table
- Update Table RecordUpdates a table record
Works alongside Pipefy
The tools Liaison most often reads together with Pipefy.
Liaison in Pipefy, set up with you, for $629 a month.
- Connects to Pipefy with access you grant and reads it with the rest of your business; nothing is replaced or re-entered.
- Does the routine work in your voice, from your own inbox, calendar and number; each kind of work is approved once.
- Answers a question about Pipefy with the rest of the picture: the customer, the invoice, the thread, the calendar.
On Professional we connect your tools, bring your data in and set up the first rules with you. Anything that moves money waits for your yes.
“Cut our month-end close from 4 days to 4 hours.” Marcus C., owner
$629 a month, or $500 a month on a 12-month term. Prefer to start on your own? Starter is $149 a month, self-serve, with a free trial first: 7 days, no card.
Questions
Does Liaison replace Pipefy?
No. You keep Pipefy exactly as it is. Liaison connects to it, reads it together with your inbox, your books and your files, and does the work in it the way a person on your team would.
How does Liaison connect to Pipefy?
With access you grant from your own Pipefy account, and can revoke at any time. Where a tool offers no way in from outside, Liaison works it on its own computer, the way a person would.
Can Liaison act in Pipefy without asking?
It does the routine work you have approved, in your voice. Anything that moves money, such as a payment, a refund or a transfer, always waits for your yes.
What does it cost?
Liaison starts at $149 a month. Professional is $629 a month and Team is $2,950 a month for up to five seats. Every plan works with the tools you connect.
See it on your own business.
Thirty minutes with us, on your own tools. Bring the thing that eats your evenings and watch it get handled from your own inbox, calendar and books.
Professional is $629 a month and we set it up with you. Starter is $149 a month, self-serve, with the free trial first: 7 days, no card. Every plan is on the pricing page.