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Documentation, tips, and real examples to integrate and automate Pipefy through our API.
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Is there any way to change the Move Card Settings using the API?
How can I set a parent relation to a specific card?
Hi everyone,I’m currently working on a Python script to automate report exports from Pipefy. I’m using the exportPipeReport and pipeReportExport GraphQL queries to export reports, retrieve download URLs, and save the files locally. However, I’ve encountered an issue where the download URLs sometimes work and sometimes don’t. Specifically, when they don’t work, I receive a 404 error. The odd part is that if I take the same URL and try it in a browser, it sometimes works but often fails.Here’s the code I’m currently using:import requestsimport osimport time# Data for the reportsreports = { "MASIVOS VH": {"pipe_id": 303931430, "report_id": 300754311, "name": "ventas_vh_reporte.xlsx"}, "RENOVACIONES": {"pipe_id": 304179178, "report_id": 300757125, "name": "renovacion_es_reporte.xlsx"}, "CANAL INDIRECTO": {"pipe_id": 304130823, "report_id": 300756746, "name": "canal_indirecto_reporte.xlsx"}}# Folder where files will be savedSAVE_FOLDER = r"C:\Users\MateoEcheverría\OneDrive - ChevyS
Hi team,I’m trying to create a script in python with a rather heavy request… I need to get all the history for the cards that are in 2 specific phases and export all that info to an excel file, I’m not exactly proficient in what coding is, but I’ve been trying to code using chatgpt and with trial and error I got to produce the following code:import requestsimport pandas as pdfrom datetime import datetimepipe_id = "MyPipeId"API_TOKEN = "MyAPIToken"HEADERS = { "Authorization": f"Bearer {API_TOKEN}", "Content-Type": "application/json"}# Define the phase IDs for the phases of interestphase_ids = ["This_is_ID_1", "This_is_ID_2"] def fetch_cards_for_phase(phase_id): all_cards = [] has_next_page = True after_cursor = None while has_next_page: # Construct the query with pagination support query = f""" {{ phase(id: "{phase_id}") {{ cards(first: 30, after: "{after_cursor}") {{ edges {{ node {{
We’re having some trouble trying to attach multiple files to a field in Pipefy using the API. The first file uploads just fine, but when we try to add a second one, we get an "Invalid data" error. It seems like the field isn’t set up to handle more than one file, or maybe the format we’re sending is wrong. Also, instead of accepting multiple files, the field ends up replacing the previous one.We are seeking guidance on how to properly configure a field in Pipefy to accept multiple files via API. If the field is supposed to accept multiple attachments, it would be helpful to clarify the correct data format for submission. Additionally, we would like to know if there are any limitations or restrictions on attachment fields in Pipefy that could be causing these errors.
Hello, Pipefy Community, We have great news: now, you can integrate Pipefy with your reports tool, such as PowerBI or DataStudio, through API! Here’s how: With Reports, you can filter data from your processes in real time, organize them into columns and export them as a spreadsheet to analyze the information you want. If your team needs to export reports frequently and within a certain period of time, you can automate that process! Configure an API Scheduler routine to automate report extraction using a mutation. The report will be exported in the time period you set in your scheduler. To extract the report, two calls are needed, the first is a mutation that will obtain an ID in the response to be used in the extraction, and the second is a query, which will use the response obtained in the first to obtain the download URL of the report. The initial call, as follows, must inform the ID of the Pipe where the report is saved and the ID of the report already formatted with all the columns
When I retrieve a query from a specific card, it doesn’t return this field: and I can’t seem to find where it is stored and connected to the card.How would I get this value?
I look for a way to list the connections between a Pipe and a table.It is easy to query for card/record connections but I find no way to have this information from the pipe/table.For instance, I have this pipe “pipe 1” with a start form with a field “Customer Name” connected to the table “Customer”.query{ pipe(id:304611228){ start_form_fields{ id type connectedRepo{ __typename } } }}In this response I know it is a connector field connected with a PublicTable and I look for a way to know the tableName and Table Field name.the response is as follow.{ "data": { "pipe": { "start_form_fields": [ { "id": "customer_name", "type": "connector", "connectedRepo": { "__typename": "PublicTable" } } ] } }}
I’m looking for a way to query all the cards and their comments (with created date and authors) of a pipe. If possible, in Python.Is there any way to do it?
DROPDOWN FIELD MUTATION OPTIONS UPDATE Hello! I need to update the options of dropdown field using Graphql, but so far I was not able to create a mutation to do so. Anyone can help?
Hello,Could you please assist me understanding why I am getting a 400 Bad Request response when trying to use createCard using graphql?Ex: $client = new \GuzzleHttp\Client();$response = $client->request('POST', 'https://api.pipefy.com/graphql', [ 'body' => '{"query":"mutation { createCard( input: { pipe_id: '.$pipe_id.', phase_id: '.$phase_id.', title: "LOREM IPSUM", fields_attributes: [ { field_id: "title", field_value: "LOREM IPSUM1" }, { field_id: "email", field_value: "my-email@email.com" } ] }) { clientMutationId card { id title } } } ', 'headers' => $headers,]);Thanks!
Hey everyone,I'm currently working on a project using Pipefy and I need some guidance on how to retrieve conditional information associated with a field using the Pipefy API. Specifically, I'm looking to understand how to:Retrieve conditional rules or expressions set for a particular field. Determine if a field has any conditions attached to it programmatically. Access details such as when these conditions trigger or how they affect field behavior.I've explored the Pipefy API documentation but couldn’t find a direct method to query this information. If anyone has experience or insights into how this can be achieved, I would greatly appreciate your advice or pointers.Thank you in advance for your help!
I’m creating a CRM Pipe and it is so important to have the lead source. I was thinking to get the information from URL parameters, since all my campaigns URL has parameters.Anyone know how to solve this problem? The HTTP automation can help with that?
I want to know how can I create a sequencial Card ID using the http request, for exameple when I create a card start with 1, the next card start with ID 2 and so go on.
To perform this task via API, this material below will help you! The site you will use to do this is https://app.pipefy.com/graphiql. ⚠Remember that you need to be logged in to your Pipefy account (so that it can be authenticated) and have the permission that allows you to do this (administrator or pipe member).Only 5 steps are required. Watch the step-by-step video here.Attached you will find a spreadsheet that will help you too!You can find more information about the API here.
Hi guys! Can you help me?I’m trying to get all cards from a phase in a pipe using GraphQL API. But, I’m can not.Can someone give a example how to get all cards from a phase?I read other topic in the pipefy community about this question, but, it’s not functional the solution suggested to get all cards from a phase.Tks!
Is there any limitation on returning columns via the API?I didn't find anything about it in the API documentation, but when querying a table with many columns (+100), some columns are not appearing in the query.https://api-docs.pipefy.com/reference/queries/table_records/#table_records
I am looking to search for all emails recently sent to or from a card.The inbox_emails query can be used to display the details of an email, but doesn’t allow me to search for an email.The closest thing I could find was to use the allCards query and filter by the “updated_at” field, but this pertains to the card itself and receiving an email doesn’t update this field. { allCards( pipeId: 111 filter: {field: "updated_at", operator: gte, value: "2024-02-01T00:00:00Z"} ) { edges { node { inbox_emails { id subject } } } }} Is there a query or field that would allow me to find recently sent or received emails?
HI, there!I'm trying to get a complex list of conditions for a pipe via GraphQL, but exploring it in https://developers.pipefy.com/graphql it does not give me the list of actions (hide or show a field).How can I list these actions via API?The interface does not give a good overview of the implemented logic there…Thank you,Raimundo Santos
Hey, everyone! How are you? I have a question for you today: Do you know how to obtain the ID of a parent card from a linked child card? 🤔It's easier than you might think!👉Find the ID of the child card.👉Then, make queries using our API to discover the ID of the parent card. 📚Check out the step-by-step on how to obtain the ID of a parent card from a linked child card
I'm learning graphQL and currently I need to query all the cards in a phase, however, I'm having great difficulty, can anyone instruct me with a query?
Hi guys, what's up?I have a question about API's.I have a Pipefy that has a form where you can fill in various items from a given database. I've developed an API, along with Pipefy's available APIs, which would be as follows:Whenever a card reaches a certain stage, it will create in another Pipefy 1 new card for each database that was registered in the previous Pipe, but in this case I only put the database information on the new card, and in this case I would like to create a connection and go the entire database item and not just a few fields.Can you help me with this?
Using the Graphql API, is it possible to get the information of who was the person that made the most recent card move?
First you will need the ID of the pipe you want to add members. Then just run the following mutation: mutation { n1: inviteMembers(input: {pipe_id: pipe ID, emails: { email: "email@email.com", role_name: "permission level"}}){ clientMutationId n2: inviteMembers(input: {pipe_id: pipe ID, emails: { email: "email@email.com", role_name: "permission level"}}){ clientMutationId n3: inviteMembers(input: {pipe_id: pipe ID, emails: { email: "email@email.com", role_name: "permission level"}}){ clientMutationId }} ⚠For the permission level use:- admin for pipe admin;- member for pipe member;- read_and_comment for restricted view;- my_cards_only for read only and- creator for start form only.
Hello,I've begun some PHP integrations to extract statistics from Pipefy, using this query: $query = <<<GRAPHQL { pipe(id: xxxxxxxxx) { phases { name cards(first: 100) { edges { node { id fields { name value } assignees { name } } } } } } } GRAPHQL; The data is being displayed in a vertical menu format, and it's working wonderfully. However, there's one issue: a specific phase only shows a maximum of 30 records. I understand this is due to an API pagination limitation, but I need a workaround. For instance, if we have 100 cards in one phase, how can I retrieve all of them? How do
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