Integrating Pipefy with Josys enables the IT Admin to view and manage accounts.

Key benefits  

When you integrate Josys with Pipefy, you can:

• View: List of user accounts, including their status, roles, two-factor authentication, and timestamp of the last login.
• Perform actions: Add and Delete user accounts and send an email to another user.
  
  

Note: Josys supports multiple Pipefy integrations.

Prerequisites

Before you begin with the integration, make sure that you have:

• A Pipefy admin account
• The Personal Access Token and Organization ID
• A Starter, Business, Enterprise, or Unlimited plan.

Locating the Personal Access Token

Step 1: Log in to Pipefy using an admin account. Navigate to the User Profile and select Account preferences.

Step 2: In the Personal access tokens tab, click Generate new token.

Step 3: Give a name to your personal access token for identification and click Save.

Step 4: Copy the token for later use in the integration steps and click Save.

Steps to Integrate

Step 1: Select Pipefy from the App Catalog in the Apps section.

Step 2: Provide a suitable Label for identification. 

Step 3: Enter the Personal access token copied in the previous section in the respective field.

Step 4: Enter the Organization ID in the respective field. 

For example, if your Pipefy URL is https://app.pipefy.com/organizations/123456789 then 123456789 is the Organization ID. 

Step 5: Click Next to proceed.

Step 6: After the integration is complete, allow some time for data synchronization. You can now view and perform required actions from the Managed Apps in the Apps section.