Pipelines

A Pipeline is a Kanban board with columns and cards. Use it to track items — leads, deals, support tickets, or anything that progresses through defined stages — in a visual board interface.

Pipeline ≠ Workflow. A Pipeline is the Kanban board at /pipelines. A Workflow is the nodes-and-edges automation graph you build in My Workflows. The two are distinct features that work together: a Workflow can create, move, and update Pipeline cards automatically using Pipeline card nodes.

Structure

Every Pipeline has:

• Board — one named board is one Pipeline. See Boards.
• Columns — the ordered stages within a board (e.g. "New Lead", "Contacted", "Closed"). Each column can optionally be marked as final or restricted from accepting new cards directly.
• Cards — individual items that sit inside a column and move between them as progress is made. See Cards.

Connecting Pipelines and Workflows

Workflows drive Pipeline changes through four automation nodes:

• CREATE_CARD — adds a new card to a column when a trigger fires
• MOVE_CARD — moves an existing card to another column
• UPDATE_CARD — patches fields on an existing card
• DELETE_CARD — permanently removes a card

For a full guide to using these nodes inside a Workflow, see Pipeline card nodes.

Related

• Boards — creating and configuring boards and columns
• Cards — card fields and moving cards through stages
• Pipeline card nodes — automating card actions from a Workflow
• Workflows — the automation graph that drives card actions