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@Felipe Rabelo Are you calling a task card or are you referring to the user's task board?

In order for a card to appear on the Pipe task board, the user must be marked as responsible for the card.

Is this being done?

I’m referring to the “tasks & requests” user interface. When we use an e-mail template with the task link and send it to an pipefy organization user, it shows up on that interface, so that he can easily do the task, i think thats an important notification because it shows up on the pipefy mobile app task list too

An option would be to send an e-mail with the “e-mail template” via API with an mutation, but i couldnt find the function, only write an e-mail and send an e-mail, but nothing relationing sending an e-mail template.

There really isn't this possibility via the API, but since you're using Make, you can create a workaround for this situation, or solve it using direct Pipefy automation.

• Create an automation in Pipefy using the "When an event happens, take action" rule.
• As a trigger event, choose one that fits your needs, such as "When a card enters a specific phase" or "When a field is updated".
• As an action, choose "Send email", and then select the email template you created previously.
• Instead of sending the email through Make, you can use it to create the trigger that will trigger the automation in Pipe, such as updating a specific field or placing a TAG on the card.

The solution with the pipe automation i already had, i was trying to not use it so that i could economise on it, but since its not possible, I will use it

@Felipe Rabelo I thought this would be the case.

I also use Make a lot to save automations and use API calls (much cheaper).

@Felipe Rabelo

I thought of something that might work:

- In the email you are sending via Make, you can copy the card that generated this email.
- When a card receives an email, I believe the notification you need is generated.

The card's email property can be found in Make's GET A CARD module.

I tested it on the interface and it worked! It will certainly work via API:

Email sent by Gmail to the card:

Notification:

For that type of notification it works, just like you did, its a great solution, but i was refering to the notification on the “tasks & requests” interface:

The notification that we get there shows up on the pipefy mobile app too, and very organized in a “tasks” interface