Pipefy, one of OpenView's fastest-growing tech companies, is hiring! Recognized in Gartner's 2020 Market Guide for Intelligent Business Process Management, Pipefy optimizes business processes one workflow at a time. We empower every "doer" to organize and control their work in a single place, streamline and automate any process, and integrate with legacy tools without a single line of code.

Authenticating

Pipefy uses API Key based auth, a developer-friendly delegated access protocol. Quolum has already connected the necessary wires with Pipefy. Using a sequence of click-throughs, your organization's administrator allows Quolum to make API calls to Pipefy without getting access to passwords.

Step 1: Initiate a connection to Pipefy

Click the Connect button from the Connections card. If you are not an admin, you can invite your organization's Pipefy admin to make a connection to your Pipefy organization account. When you click on the Connect button, the web browser will navigate to the Pipefy login page.

Step 2: Log in to Pipefy

Log in to Pipefy using your organization's credentials. The exact login mechanism may depend on your Pipefy plan, and the sign-in mechanism used. You may have corporate SSO such as Azure AD, GSuite, or Okta along with multi-factor authentication. Once you have successfully logged-in you can find the API Key and API Secret as mentioned below in Step 3.

Step 3: Back to Quolum

Once you have granted access to Quolum, Pipefy is going to send you back to Quolum's page in Step 1, where you started. The Connect button on the Connections card would now say Reconnect. Reconnect is used to reauthenticate under circumstances where the access has expired.

Under the hood

Using the OAuth protocol, Quolum now has delegated access to your Pipefy Workspace. The Quolum server, running on Amazon AWS VPC, will be able to make API calls and retrieve feature-level utilization of projects, stories, and tasks. Later, this data is crunched and available for visualization on the Quolum dashboard.