Ask the Community

I am having some problem when I starting the 'Curso de Pipefy Integration Platform - iPaaS' training. When I click on it in the Academy, it shows up with no content. Are you guys experiencing the same issue?

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 up" these ghost references from the card using GraphiQL?Thank you. 

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 reschedule, update information, or miss some required steps before their appointment.Managing all these updates manually is getting harder because it becomes difficult to track which requests are pending, confirmed, waiting for action, or already completed.I was thinking about creating a Pipefy workflow with different stages for each step and adding automatic reminders for follow-ups.Has anyone created a similar appointment workflow in Pipefy?What setup or automations worked well for you to reduce missed appointments and keep the process organized?

Gostaria de entender se mais gente tá tendo a mesma dificuldade que tô tendo com essa nova desorganização de condicionais sem ter as fases como referência. Tô achando um verdadeiro pesadelo trabalhar assim!Para pipes novos ter que ficar nomeando a fase em cada uma das condicionais pra conseguir localizar elas, depois ter que ir subindo uma a uma pra hierarquizar. Para pipes antigos virou uma grande lista enorme de condicionais, que por mais organizadas e bem noemadas que estejam, ter que ficar abrindo uma a uma pra TALVEZ entender em que fase aquilo acontece. Isso considerando pipes funcionais que foram feitos por mim, né… quero nem ver ter que dar manutenção em pipes enormes, feitos por outras pessoas que a gente não faz ideia de como funciona. Achei essa mudança horrivel e não entendi ainda o que o time pipefy pensou pra fazer isso. Gostaria de entender se tem mais gente sofrendo assim como eu!

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

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 possible to insert a command to generate a line break? There are other data information to show, like a product A + price A [line1] ; product B… [line2]  

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 automation rules that depend on each other, and it's becoming difficult to remember why certain actions are triggered. Making even a small change feels a bit risky because I'm worried it could affect another part of the process.For those of you managing more complex pipes:Do you have a naming convention or documentation strategy for automations? Have you ever reorganized a pipe because it became too complicated? Is it better to keep everything in one pipe, or split larger workflows into multiple connected pipes?I'd love to hear how more experienced users keep their Pipefy setup organized as it grows.

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! Because I do not know if this can be done. All the resources I have read on the subject only discuss creating new cards - and I do not want to do that! [Example “wish to create cards” and “creates multiple cards” ...]https://help.pipefy.com/en/articles/2446394-how-to-import-data-from-spreadsheetshttps://help.pipefy.com/en/articles/2446675-preparing-spreadsheets-for-the-importer-apphttps://help.pipefy.com/en/articles/6904523-how-to-import-data-into-a-pipehttps://developers.pipefy.com/reference/importer 

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 anyone can help, I'd appreciate it.

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 after it’s added to a Pipefy card.I’m wondering:Are there any workarounds for integrating tools without APIs? Can this be achieved using webhooks, browser automation, or third-party tools like Zapier/Make? Has anyone tried integrating a text transformation tool in a similar way?For context, I’m working on a “letras diferentes” style tool for generating formatted text, and I’d love to connect it with Pipefy workflows.

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? 

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 related to the same card arrive in the mailbox separately, instead of appearing in the same thread. This makes it more difficult for us to follow up with our clients.I’d like to know if there is any way to make all emails related to the same card arrive in a single thread in the mailbox, so the previous messages remain visible and the conversation history is clear.

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? 

Could someone please help me?How do I copy the content of one field to another as soon as the other is filled?

Issue: When clicking a PDF file in a Pipefy card using Chrome Beta 143 on Android 15, the browser forces a download/open dialogue instead of displaying the file directly in the tab (inline viewing). Diagnosis: Chrome's native PDF viewer is confirmed working (external PDFs open correctly). The Pipefy server is likely sending the HTTP header Content-Disposition: attachment, overriding the browser's native viewer. Request: Please remove the Content-Disposition: attachment header for PDF files to allow inline viewing on modern mobile browsers.

Hello Pipefy Community,I'm exploring ways to optimize our organization's front desk operations and am curious about leveraging automation to improve efficiency. Specifically, I'm interested in how reception services can be streamlined using Pipefy's features.For instance, can we automate visitor check-ins, manage room bookings, or handle guest inquiries through Pipefy? Are there any templates or workflows within the community that have been effective in automating these tasks?Additionally, how can we integrate Pipefy with existing tools like calendars or email systems to create a seamless experience for both guests and staff?Looking forward to your insights and experiences!

I need to capture the name of the user who moves a card to "Finished" into a custom field for reporting purposes. Right now, this is only tracked in the activity history, but I need it in a standalone field to create better filters and metrics. Any recommendations on how I can achieve that?

WE NEED TO GET DETAILS ABOUT SMB PLAN PACKAGE

The Pipefy Database fields, we have multiple of a client and each has a product per record. Now there are multiple records that do not show when we type in the title of the record. Is there a limit, is there a way to extend the amount of records Also, what is the order that they display? I am not seeing any consistency

Hi there,Do you know how to download files like licenses and other outside documents in Pipefy so we can access them when we need to send them? The idea is to have all documents and files in one place like a depository --- Thank you.

Hi Pipefy team, We’ve faced a problem regarding “Submit another response” with new portal:In our form setting, we turn on “Submit another response” property.Howerver, after submitting a new card on the new portal, it doesn’t show the action for users to create another response.This only happens to the new portal. We did not have it with the old portal feature. Please help to check. We look forward to hearing from you soon!

Hi everyone!I'm experiencing an issue with emails sent via Pipefy automations.Two people outside our organization (with @outlook.com and @hotmail.com addresses) are consistently receiving these emails in their spam/junk folders, while all other recipients (both internal and external) receive them normally in their inboxes.We've already marked the domain @mail.pipefy.com as safe in their email settings to prevent sender blocking, but the problem still persists.Has anyone faced a similar issue? Is there any other recommendation or configuration that could help?Thanks in advance!

Suggestion to enable label field editing in a database.

Estou desenvolvendo uma integração  no Workato, que realiza a exportação de um relatório do Pipefy via API e, em seguida, faz o upload do arquivo gerado para o Google Drive.No entanto, estou enfrentando um problema de permissão ao tentar acessar o arquivo usando a ação "Get file from URL".  O que devo fazer para conseguir acessar esse documento pelo Workato?

I’m confused by the description, is the lateness_time returned by this query the SLA by each phase?query MyQuery {  allCards(pipeId: "") {    edges {      node {        phases_history {          phase {            id            lateness_time            name          }        }      }    }  }}