AI results in days, not months

How to automatically assign owners to cards

👤 For users with a process in production who distribute work across team members🔐 Available on all plans (round robin distribution is a paid plan feature)🎯 For anyone who wants every card to enter a phase already owned, without relying on someone

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8 days ago

vinicius.pereiraCommunity Manager

Integrations and API

GraphQL API, HTTP action or automation: where to solve it

👤 For technical users and developers integrating external systems with Pipefy🔐 Available on plans with API access🎯 For anyone deciding whether a write operation belongs inside the pipe, inside the flow or outside, in the API The account is past it

70

9 days ago

vinicius.pereiraCommunity Manager

Pipefy AI

FAQ: AI models and credits for AI Agents

👤 For customers with Pipefy AI Agents configured🔐 Available on all plans with AI Agents🎯 To understand what changes with the new AI Models and how it affects credit consumption Starting July 13, 2026, Pipefy AI Agents offer three AI Models, Lite, Sta

100

9 days ago

carlos-btcExplorer

A connected field has been deleted. How do I "clear" references to a deleted connected field?

I had a connected field that was accidentally deleted, and because of this, all references to this deleted field in the connected cards are still appearing.I can't delete these references to the deleted connected field.Does anyone know how to "clean

402

vinicius.pereiraCommunity Manager

How to generate and export PDFs of your cards

👤 For pipe members and administrators who need to share card information with external people🔐 Available on all plans🎯 For those who already have the PDF Generator configured and want to know how to generate, download and troubleshoot the document

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vinicius.pereiraCommunity Manager

Best practices for operating processes in Pipefy without losing traceability

👤 For managers and analysts in post-activation accounts, with processes maturing🔐 Available on all plans🎯 For those who want to ensure nothing is lost when a card changes phase and that anyone can understand what happened in a demand without needi

120

vinicius.pereiraCommunity Manager

How to use comments and activities inside cards

👤 For analysts and managers who operate collaborative processes🔐 Available on all plans🎯 For those who want to centralize the process record in the card and stop losing context in WhatsApp and email When a decision about a process happens on Whats

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vinicius.pereiraCommunity Manager

How to use filters and views to track your process

👤 For managers and analysts operating pipes with multiple users🔐 Available on all plans🎯 For those who want to stop scrolling to find a card and start seeing only what matters now When a pipe has dozens of cards in progress, the kanban view stops

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carlos-btcExplorer

A connected field has been deleted. How do I "clear" references to a deleted connected field?

I had a connected field that was accidentally deleted, and because of this, all references to this deleted field in the connected cards are still appearing.I can't delete these references to the deleted connected field.Does anyone know how to "clean

402

JohnReyNew Member

Looking for a better way to handle appointment scheduling and follow-ups in Pipefy

Hi everyone,I am exploring ways to improve an appointment management process and wanted to get some ideas from the community.Currently, I deal with NBI appointment requests where people select their preferred schedule, but sometimes they need to resc

421

rlima-stefaniniNew Member

Interface: Apply Conditional field

Hello everyone!!! A good question to you masters of Pipefy:Is it possible to create conditionals similar Phase Fields or StartForm Fields on Interfaces? Thx

240

22 days ago

carlos-galvaoNew Member

Dynamic fields - line breaks + data information

I created a shopping cart function by inserting a pipe within another, allowing me to create a CARD with multiple items from a database. However, when I retrieve the item information from a dynamic field, they all appear on the same line. Is it possi

501

29 days ago

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Tahir Mehmood KhokharNew Member

How do you keep Pipefy automations manageable as your process grows?

Hi everyone,I've been using Pipefy for a few months, and as we've added more phases, fields, and automations, I'm starting to feel like our workflow is getting harder to maintain.At first everything was pretty straightforward, but now we have several

602

1 month ago

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BlueWindSupplyChainExplorer

Import Data into Cards Already Created

Hello, I am attempting to use the Importer App to add data into Cards that are already Created. I have two columns - A - the Card ID of the Card made and - B - the numbers I wish to be added into a field that exists in the Pipefy phases. Please HELP

jorge-saitoExplorer

Filter cards using these conditions:

We're having a problem:Some fields available on the cards aren't appearing as filter options.How can we make this field appear so we can filter?orWhy isn't the field displayed? Is there a rule or condition required to display it as a filter item?If a

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Letras DiferentesNew Member

Is it possible to integrate a non-API text tool with Pipefy?

Hi everyone,I’m trying to understand if it’s possible to integrate Pipefy with an external text styling tool that doesn’t currently have a public API.The goal is to transform or format text (for example, making it more visually styled) before or afte

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Emily JamesonPipefy Staff

How can I get a upgrade to use Pipefy

Hi, I'm currently using Pipefy in the professional plan and I would love to move to the business or enterprise plan. How can I upgrade my plan?

4595

Victor AdriellExplorer

Hello everyone!I’m having an issue with email follow-ups with my clients.In my process, when a card moves to another phase, some emails are sent to the client informing them of the current status of the request, like a follow-up. However, the emails

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