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Connect with other Pipefy users and community experts to get help building great workflows and processes.

  • 462 Topics
  • 1,405 Replies

462 Topics

Lucas Democh
Lucas DemochPipefy Legend
posted in Ask the Community

ChatGPT and Pipefy

Here I share some ideas for using ChatGPT that can help when building queries and mutations. Mutation for updating cards: Here I think it's cool that it responds to an API limitation and brings a suggestion.I did a test giving the name of the fields and it already brings the custom code.  Query to search for cards: In addition to bringing the code suggestion, it brings clear explanations of which fields need to be changed.  Even with the limitations of updating ChatGPT, I believe it is a good tool to be used on a daily basis by those who work with Pipefy. It can also be used when creating interactions with Make/Integromat, among others. How have you been using ChatGPT together with Pipefy? 

3
marcosmelo
1 month ago
Pipefied
PipefiedRegular Participant
asked in Ask the Community

How to get account unlocked?

Apologies in advance if this is not the right place to ask this. I’ve sent several messages via the messaging bot but have not made any progress yet - so I’m not sure how else to elevate this.My free account was recently locked due to making too many pipes. Of the messages I have sent via bot, one was replied to where I was told that my account was unlocked. But I am still unable to access any of my pipes.As I understand it, I have less than 24 hours now to delete the extra pipes. But I can’t access them to make the necessary fixes or export my data.Is there something else I should do?

8
Ezequiel Souza
3 days ago
skip
skipNew Participant
asked in Ask the Community

offering tasks to a group of workers

Hi all,I have a group of workers and a stream of tasks arriving by email.  Assume workers are happy responding to emails and that they can only work on one task at a time.  I want the workflow to give each worker the Subject of the email and the ability to take the task, ignore it or reject it. But I also want to prevent more than one worker working on a task at the same time. Are there any examples around that implement anything similar in pipefy?James

6
Ezequiel Souza
5 days ago
Paulo Ribas
Pipefy Staff
Paulo RibasPipefy Staff
asked in Ask the Community

Backups

How can we get a backup of whole documents we upload to the platform time to time as an offline backup? In the same way, about the info, can we get a backup of that?

4
marcosmelo
5 days ago
ly1
ly1Regular Participant
asked in Ask the Community

API creates card with wrong title

I am trying to create a new card through the API, but it creates a new card with a wrong title. Example request I sent through postman. As you can see, the created card has the title “Value 2”, which is one of the field attributes and not the desired title “New cardee” 

4
genietim
8 days ago
lucas-nogueira-virtoseng
lucas-nogueira-virtosengParticipating Frequently
asked in Ask the Community

Create record in databases UNAVAILABLE (!)

Hi, everyone.The option to “Create record” in “databases” is UNAVAILABLE (!)I need to create lot of record inside the databases today… Help!

14
lucas-nogueira-virtoseng
18 days ago
beatriz-silva-biome-hub
beatriz-silva-biome-hubParticipating Frequently
asked in Ask the Community

Adicionar etiqueta via API sem apagar etiquetas antigas

Oi! Eu preciso add uma etiqueta via API, porém quando faço isso ela substitui as etiquetas existentes por essa nova.Já fiz o teste desmarcando no campo de etiqueta a opção “Sincronizar campos do card com este campo fixo”. Quando fiz isso, as etiquetas não foram substituídas, no entanto, a nova etiqueta não aparece lá em cima no card fechado… Ou seja, também não resolveu meu problema.Existe alguma forma de fazer isso?

2
beatriz-silva-biome-hub
18 days ago
guilherme-sindcomercioto
guilherme-sindcomerciotoNew Participant
asked in Ask the Community

Gmail by cardbox similar solution

Hi there, anyone knows about a solution on pipefy that works like Gmail by Cardbox on Trello? Explaining: On gmail by Cardbox you can connect your gmail account and attach a email or several ones on a card. By then that email gets sincronized.

4
Ezequiel Souza
29 days ago
yairmakhivskyi
yairmakhivskyiRegular Participant
asked in Ask the Community

Pipefy Platform technology basis

Good day, Pipefy community members! I'm wondering, what tech stack is the Pipefy platform based on? Does it have something related to Java or Angular?

3
yairmakhivskyi
30 days ago
max-filmefilme
max-filmefilmeNew Participant
asked in Ask the Community

How do I ensure in that the supplier will only be able to edit their data and create an access password?

Governance:How do I ensure in the supplier portal that the supplier will only be able to edit their data and create an access password in Pipefy?

3
Ezequiel Souza
1 month ago
johnnymxp
johnnymxpRegular Participant
asked in Ask the Community

Moving child card

Is there no way to create an automation where the movement of a parent card triggers the movement of a child card? It sems like a such a logical feature to have, but I can´t find it on Pipefy

3
rafael.jefte
1 month ago
yairmakhivskyi
yairmakhivskyiRegular Participant
asked in Ask the Community

Integration with Camunda platform/technologies

Nice to meet you, Pipefy community members! I'm looking for a no-code/low-code solution in order to properly develop corporate processes in my company. As I know from the recommendations of our colleagues, the Pipefy platform could be a wise choice for that purpose. My main question: is there any way to pair/integrate the Pipefy tool with other enterprise platforms, namely Camunda? Current use case: we need to integrate Camunda technology in a low-code solution for easier business process building.  Looking forward to your response

6
rafael.jefte
1 month ago
james-cunningham
james-cunninghamRegular Participant
asked in Ask the Community

Email Duplication Question

Hello - I have connected a Microsoft email address to Pipefy and have noticed some behavior that I do not understand.For context, I used the “Add With Microsoft” option when adding a custom email address: I selected the option to allow incoming emails to the email account create a card in the connected Pipe.  So, I can send an email to this address and observe that a card is created in my pipe.  The strange behavior manifests when I *reply* using the Pipefy tool.  I open the card, open the email, hit reply (defaulting to send as my newly added email address) and send a test message back to the original sender.  That reply is immediately added to the email thread in Pipefy as expected, so my email tab shows two (2) emails now.  Just a few seconds later, a third email will populate in Pipefy in the card, but it is a duplicate of the sent email I just sent within the tool.  *** EDIT ***Forgot to add a detail that I think matters, but unsure of why it matters.  I also have my own work addr

3
felipealves
Pipefy Staff
1 month ago
genietim
genietimPipefy Legend
asked in Ask the Community

Why does the Ideas pipeline not list some Ideas?

On top of the Ideas-page , there is the “Ideas pipeline”, where the status of a few ideas is listed. My question is, why this pipeline does not list all ideas (i.e.: the pipeline currently shows 25 submitted, 4 under consideration, 9 released, of a total of 123 ideas)?Is it just because it would not look as good if there were 108 submitted ideas vs. 9 released and 4 under consideration (and 2 new)?

7
B
1 month ago
E
Pipefy Staff
Emily JamesonPipefy Staff
asked in Ask the Community

Can I integrate Pipefy and PowerBi?

Hi, I would love to send data from Pipefy to PowerBi and have interactive dashboards to keep track of my processes SLAs. Does any one here ever done that? 

25
jorden-monroe
1 month ago
jorden-monroe
jorden-monroeParticipating Frequently
asked in Ask the Community

New card automation w/information transfer without parent/child relationship

I need a way to transfer information from one card in “pipe A” to a new card in “pipe B” using an automation without the parent/child relationship. Can someone help me with this please?

4
Ezequiel Souza
2 months ago
Felipe Chao
Felipe ChaoRegular Participant
asked in Ask the Community

Create a Card Text not changing inside pipe connection

Hello,I’m wondering if I’m missing some setting or if it’s actually not working, but I’m having trouble changing the text of my Create a Card button for pipe/database connections. When I open the form individually, the text is correct, but when I’m using a parent form that has a connection to it, the text is back to the default value.The button to create the pipe connection on the parent formPipe connection when expanded, the blue button has the default text.Form when acessed directly 

4
leonardo-lucena-pipefy
Pipefy Staff
2 months ago
will66
will66New Participant
asked in Ask the Community

Unique form links with pre-filled fields

Hello all, I would love to know if there is a way to give a unique link to a form that pre-fills some fields?Use case - we have a list of customers that submit invoices for checking and approval for payment. I would like to give each customer a link that, gives them access to a new start form that already populates the name of the company and our internal ID for them, so they cannot edit it? Is this possible? 

4
leonardo-lucena-pipefy
Pipefy Staff
2 months ago
Ace3838
Ace3838New Participant
asked in Ask the Community

Creating Invoices

Hello,          I’m using the software as a business process.  I want to be able to create and print invoices per card.  Our invoicing is simple.  We have about 7-10 different prices per units.My questions are:Is there a way to have a simple math function?  Such as so many units times a preset price? Is there a way to create a PDF that has said math function? Is there a way to create a document instead of PDF, so that it can be manually edited? Is there a way to have an end of process email a PDF invoice?  When card enters a certain phase?  

1
marcosmelo
2 months ago
james-cunningham
james-cunninghamRegular Participant
asked in Ask the Community

Phase Form - Dynamic Content Image

Hello -I have a question if it is possible to add an image to a dynamic field on my phase form?  I have reviewed a help article that suggests that I can copy/paste my image file into the dynamic field, but that process does not seem to work.  When copying the image, I get an icon that says “PNG File” and does not actually display the image.  It is the same if I use other image type files.For context, my pipe is exposing the inbox phase form to a customer, and I have 9 fields that are pre-populated with data unique to the customer who has just received my phase form link.  We would very much like to include our company logo on the web page when the customer clicks the link (Just like how you can add a logo and background to your start form).  Hoping this is possible, and if not, I am open to suggestions or hearing how others might have addressed such an issue.Thanks!James

4
V
2 months ago
Paulo Rodrigues
Paulo RodriguesRegular Participant
asked in Ask the Community

When I reply an e-mail using the Shared Inbox a new card is created

Hello all !I have a problem with the shared Inbox feature that I want to share with you.When one of my agents answer a client a new card is create. For example:client 1 → pipe email 1 received  → card A is createdagent answer pipe email 1 → card B is created The expected was:agent answer pipe email 1 → the answer keeps below card A And the reason I think this happens as you can see in the below image is when I answer an email the pipe e-mail address is on copy and triggers the creation of a new card.  Any help there? For me, it doesn´t make any sense to put the destination e-mail (pipe's email) in copy on a reply. Thank you!

3
marcosmelo
2 months ago
leospecht
leospechtRegular Participant
asked in Ask the Community

Pipe or Organization ID

I am trying to acces pipefy data through the API, however, I am not able no find my organization ID or my pipe ID anywhere, I am just missing those to finish everything. Thanks,Leo

4
Nicole Chiroli
Product Manager
2 months ago
marina-vital
marina-vitalRegular Participant
asked in Ask the Community

Export list all Pipes

Hi guys!I have superadmin permission and when I make the API call I get back only the IDs of the Pipes I am part of. The others in the organization are not listed.Does anyone know what this could be?  We have tried with another superadmin account and it is inside a Pipe, the return of the ID is also only from this pipe it is part of.Currently we have more than 200. 

3
genietim
2 months ago
P
paola-simanNew Participant
posted in Ask the Community

Conflict checking process

Good afternoon, Community. All good?Does anyone have any process model for checking conflicts between clients?That is, the requester answers some questions on the form, such as the customer's name, parts, etc., and the system returns informing if there is any conflict.between that customer. The customer base can be queried, send alerts to other people.It would be something like that.

2
Desirée Hoppe
Pipefy Staff
2 months ago
pvfontes1000
pvfontes1000New Participant
asked in Ask the Community

Error in Importer with Phone numbers

In the importer feature, there is an error that always happens when i’m trying to import phone numbers.  This is an example of phone numbers I haveThis is the importer error log with what it made of the info I had.This error is making me use the text field for phone numbers, and I don’t want that.Does anybody knows what might be happening??

2
Lais Laudari
Community Manager
2 months ago

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