Workflow Sync Overview

Workflow sync connects Planning Center workflows to MinistryFlow pipelines, keeping workflow cards and pipeline opportunities in sync bidirectionally.

How it works

A Planning Center workflow is a series of steps that a person moves through (e.g., “New Member Follow-Up” with steps like “Welcome Email Sent,” “Assigned to Group,” “Completed”). A MinistryFlow pipeline is a series of stages that an opportunity moves through.

When you map a workflow to a pipeline:

• Planning Center to MinistryFlow — When a card is added, moved, or removed in a Planning Center workflow, the corresponding opportunity in the MinistryFlow pipeline is created, moved, or deleted.
• MinistryFlow to Planning Center — When an opportunity is created, moved to a different stage, or deleted in MinistryFlow, the corresponding workflow card in Planning Center is created, moved, or removed.

Key concepts

Planning Center	MinistryFlow	Description
Workflow	Pipeline	The overall process
Workflow step	Pipeline stage	A position within the process
Workflow card	Opportunity	A person moving through the process

Bidirectional sync

Changes flow in both directions automatically:

• Add a card in Planning Center → an opportunity appears in MinistryFlow
• Move an opportunity in MinistryFlow → the card moves in Planning Center
• Remove a card in Planning Center → the opportunity is deleted in MinistryFlow
• Delete an opportunity in MinistryFlow → the card is removed in Planning Center

Loop prevention ensures that a change originating in one system does not bounce back and trigger an infinite loop. Each synced pair is tracked with a direction and timestamp — if a change arrives within 30 seconds of one going the other direction, it is skipped.

Getting started

1. Make sure both Planning Center and MinistryFlow are connected.
2. Map a workflow to a pipeline.
3. Optionally customize the step-to-stage mapping.