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

  • 611 Topics
  • 2,079 Replies
611 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? 

3477
S
27 days ago
rvitoriano
rvitorianoNew Member
asked in Ask the Community
Query que traga os campos vazios

Olá, pessoal, boa tarde.Espero que estejam bem. Preciso de uma ajuda: eu uso uma query para trazer os campos de um card, bem como uso o Make (integromat) para uma ou duas ações.Porém, em todos os casos eu percebi uma coisa: as informações só vem se os campos estão preenchidos. Num dos fluxos que estou montando, preciso que apareçam os campos vazios, também.Isso é possível? Se sim, como?Exemplo de query que uso para consultar campos de um card, por exemplo: query {card(id: "ID DO CARD") {idtitlefields {            field {             label                      }                      value                     }            }}

20
rvitoriano
3 hours ago
daniel-batista-unyleya
daniel-batista-unyleyaNew Member
asked in Ask the Community
AI Search in other pipe

Could AI Search in connected pipe?You are working with two connected pipes, X and Y, where pipe Y contains the information you need. For example, if you want to search for the course “Cosmetic Nanotechnology” and return the results in a specific field called “Similar Courses,” the AI should assess the similarity of possible cards in pipe Y and return the results in the following format:'[Course Name - Course Status - Course Coordinator - % Similarity]'Prompt to use:Search in the connected pipe '[Y] - Reservation Bank' and analyze the cards in this pipe to check for courses similar to the requested course: [Course Name]. Additionally, take into account the tags associated with the course: [Tags].Return the results in the following format: '[Course Name - Course Status - Coordinator - % Similarity]'.If there are multiple similar courses, list each one on a new line in the same format.Example: If the requested course is 'CSI' and there are matches in the reservation bank, the return shoul

453
X
5 hours ago
X
xayalNew Member
asked in Ask the Community
How Effective is Realtor Flow for Generating Real Estate Leads?

Hi everyone,I’ve been working in real estate for a while now and I’m curious about how to effectively generate more leads. I’ve tried a few different strategies, but I’m wondering if anyone has experience with Realtor Flow. Is it a good tool for lead generation, and does it actually help convert those leads into clients? I'm especially interested in hearing about realtors who’ve used it in both competitive markets and areas with less demand. Any tips or experiences would be greatly appreciated!Looking forward to your feedback!Thanks in advance!

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X
4 days ago
Denis Mesquita
Denis MesquitaNew Member
asked in Ask the Community
Limite de envio de emails por automação no plano free

Toda vez que mudo um card e a automação está configurada recebo um email de limite de envio de emails excedido.Qual seria o limite para plano free?

50
Denis Mesquita
5 days ago
jnihorimbere
jnihorimbereNew Member
asked in Ask the Community
Card activities via API

I know this has been asked before but I’m just wondering if it has been implemented and added to the API. Is there a way to get the activity center, where comments, audit trail, etc are on a card, are they available via the API? i.e. can this info be pushed into another system? 

1014
genietim
11 days ago
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TMZNew Member
asked in Ask the Community
Add 2 buttons to email template

Hi guys, how do you add 2 buttons ‘Approve’ & ‘Reject’ to the email Template.  Please can you also add a screenshot of the coding with your illustration.  Thanks

882
genietim
11 days ago
mark-theotcentre
mark-theotcentreNew Participant
asked in Ask the Community
Synchronize card's field with this fixed field

Can someone help me understand the purpose of the “Synchronize card's field with this fixed field” capability on fields like Assignee, Label, Due Date?Perhaps someone can suggest some real-world use cases which would help me see how/why.Also, what direction is sync? eg;if an assignee field is set, does this update the Assignee field on the Card if the Assignee field on the card is set, does this update Assignee fields on Phases?THanks for any help

1387
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15 days ago
henrythomas3311
henrythomas3311New Member
asked in Ask the Community
Integrating software in whatsapp

Hi, i recently came to know about pipefy. Im social media marketer and i mostly use Whatsapp for that. Groups are main source for my content share for cheetah links tiktok whatsapp groups. How do i automate groups by using some type of software or any other thing

1477
cecilia
16 days ago
mark-theotcentre
mark-theotcentreNew Participant
asked in Ask the Community
Pipe Connection: prefill direction

We have a Pipe “Customers” which contains all our customers (synchronised automatically from our CRM).We have a Pipe “Customer Enquiry” which customers use (via public Form) to submit a new enquiry.To save time for repeat customers when placing an enquiry, we want to allow them to pick their details from the “Customers” pipe *and* have the data from the “Customers” pipe prefill certain fields in the “Customer Enquiry” pipe (Name, Business Address etc).When we include a “Customers” Pipe Connection in the “Customer Enquiry” Pipe, it seems we can only configure prefill to work from Customer Enquiry into Customers rather than the other way around?Am I missing something here? Can anyone suggest a solution?

702
P
21 days ago
ManuSanches
ManuSanchesNew Member
asked in Ask the Community
Issue with Anonymous Form Submission and Public Link

I have a form that is 100% anonymous, and I’ve been using the public link for people to fill it out. Until now, it worked even for those who were logged in, and the card would be created under Pipebot.However, today I noticed that the public link's background was not the one I set—it displayed the new portals instead. Additionally, when I opened a card, it was no longer anonymous.This is likely a bug, and I have reported it, but I still wanted to mention it here….

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P
24 days ago
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TMZNew Member
asked in Ask the Community
Change Phases via Email only

Hi guys / @claudia-bar , @thassia, @marcosmelo , @amanda-dianni are we able to change phases via the email alone?  For instance the CEOs of the company will not have time to go in the app & would like to either approve or reject request on the email (email will have the relevant information to make informed decision), which will move the card to the next phase.

24129
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28 days ago
fernanda.cunha
Community Manager
fernanda.cunhaEducation Team
published in Ask the Community
Happy Holidays

Happy Holidays from Pipefy Team! 🎄✨As we reflect on this past year, we are filled with gratitude for our incredible community of partners, clients, and team members. This season of celebration is the perfect time to express our appreciation for your continued trust and collaboration.At Pipefy, we’re especially thankful for the opportunity to innovate alongside you. This year, we launched new AI-driven features that are helping you automate processes, optimize workflows, and unlock new levels of productivity. Your feedback and support have been essential in driving these improvements, and we’re excited to continue evolving together in the coming year.The holidays are a time to celebrate progress, strengthen connections, and look forward to new opportunities. Whether you're managing projects, streamlining operations, or coordinating remote teams, we remain committed to empowering your success and making your work easier and more efficient.Here’s to a joyful holiday season filled with pe

161
Ezequiel Souza
1 month ago
Patrick Botolli Santos
Patrick Botolli SantosNew Member
asked in Ask the Community
Imagem no Conteúdo Dinâmico

Estava precisando de inserir uma imagem “Dinâmica” em um card, testei alternativas por HTML mas não funcionou, exemplo: <img src="{{Image Link}}">Saberiam alguma solução para essa necessidade?

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Patrick Botolli Santos
1 month ago
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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? 

309026
CEscobar
1 month ago
marjan-loop
marjan-loopNew Member
asked in Ask the Community
Problems with interfaces and roles

Hello! Currently we are experiencing a problem using Pipefy platform, the system says that we have 4 / 2 interfaces used in the Starter plan, but we didn’t use Interfaces at all. When opening the Interface panel, it is empty. (see picture below) Later we discovered that we dont have a SuperAdmin role assigned to anyone, can that be the reason we cannot see these 4 interfaces that were allegedly created? Please help, the AI chat bot you provided obviously doesnt have the answers needed.  Thanks in advance. Max

634
P
1 month ago
Filipe Rodrigues
Filipe RodriguesNew Participant
posted in Ask the Community
Reativar formulário público

Boa tarde.Temos um pipe que durante o seu desenvolvimento foi definido que só algumas pessoas poderiam acessar o formulário inicial, assim nas configurações foi definida a opção para não ficar aberto para toda a empresa e foram definidas as pessoas com acesso ao formulário inicial.Porém agora foi definido que será aberto esse formulário para todos, mas agora ao clicar no link público ele não está ativo e não aparece aquele botão para ativar ou desativar o formulário público como existia antigamente conforme me lembro.

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Filipe Rodrigues
1 month ago
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jimbrown1New Member
asked in Ask the Community
Tips for Automating Client Appointments & Task Reminders in a Tattoo Studio Workflow?

Hi everyone!I run a small tattoo studio, and I'm looking for tips on optimizing workflow automation in Pipefy for managing client appointments and artwork-related task reminders. Has anyone here set up automations that help keep client schedules and custom artwork prep on track? I’d love to hear how you’re using Pipefy to streamline similar processes, especially if you’ve found creative ways to send timely reminders or organize tasks. Thanks in advance for sharing your insights!

826
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1 month ago
mark-theotcentre
mark-theotcentreNew Participant
posted in Ask the Community
Public Form Field Validations no longer working correctly

Another Pipefy system instability impacting our ability to do business with our customers.We’ve discovered this morning that Field Validations on public forms are no longer working correctly. Typing any character or characters into a validated field on a public form immediately throws a validation error.For example, when attempting to type an email address into an email field, Pipefy throws the message “invalid email format” immediately after every single character is entered.This is happening for fields which have Custom Validations.Please could community users test this on their own forms and report the issue to Pipefy Support, hopefully to expedite a fix.

1556
P
1 month ago
mark-theotcentre
mark-theotcentreNew Participant
asked in Ask the Community
Pipefy Email with Google Workspace

Has anyone managed to get Pipefy Emails working on an SMTP relay through Google Workspace?We simply cannot get Pipefy to login.we have disabled MFA at the Google End on the relay account we have tried enabling and disabling TLS at the Google end we have enabled ‘login using less secure apps’ for the Org Unit hosting the relay account at the google end we have configured the Pipefy IP address list as permissible IP addresses for SMTP relay at the google endWe have now run out of road!Help!!

812
P
1 month ago
paola-alves
paola-alvesNew Member
asked in Ask the Community
Enfrentando erro com autopreenchimento do navegador para preenchimento do formulário inicial?

Estou enfrentando um erro para enviar o formulário inicial quando esse é utilizado de autocomplete que é sugerido. Ao clicar no botão de enviar o formulário não é enviado e indica os campos que foram autocompletados como incorretos/ não preenchidos. Mas mesmo quando realizamos a correção do campo, o botão de envio não reabilita para enviar. Isso tem causado um grande impacto negativo em nosso processo!  Mais alguém enfrentando o mesmo problema?

622
Leonardo Lucena
Pipefy Staff
1 month ago
Matheus Soares
Matheus SoaresNew Member
asked in Ask the Community
Moving cards through automation does not update card phase

I've created an automation to move the card to another phase when the value is present. In the kanban visualization, the card goes to the correct phase, but I can't access it's form. On the upper part of the card we see that it's still in the previous phase, even though the card is in the correct phase column Here we see the card in the first phase. When the field ‘Valor do serviço’ has a value, the automation sends it to the next phase.  Here we see that the card in the kanban has moved to the correct phase. But when we open the card, it's still in the previous phase and there's even a button to move it to the ‘Triagem’ phase. If I move the card manually back to the first phase and then to the ‘Triagem’ phase, the form looks correct.Can anyone please help me with this matter? Thanks!

12411
P
1 month ago
mark-theotcentre
mark-theotcentreNew Participant
asked in Ask the Community
Solution for a use case scenario

Business Use Case ScenarioWe have an integration which pushes validated customer records into a Pipefy Pipe “Customers”.We use this “Customers” Pipe to enable customers who bring repeat business to ‘pick’ their record from this Pipe when filling in Pipefy Forms with us. It avoids repeat customers having to repeatedly provide their information (Name, email, phone, business, address etc etc).Not all of the fields in the “Customer” pipe are mandated because each connected process will determine what data is essential to that particular process.ChallengeAutofill on Connections is from “Child” to “Parent” but we need this to work the other way around.Since this isn’t possible, can anyone suggest possible solutions/approaches to consider? ThanksMark

300
mark-theotcentre
1 month ago
rvitoriano
rvitorianoNew Member
asked in Ask the Community
Update de Campos com Requisição HTTP - Campos Multiplos

Bom dia, pessoal.Eu tenho a seguinte query que funciona bem:{   "query":"mutation {\n  updateFieldsValues(input: {\n    nodeId: PARENT_ID, \n    values: [\n      {fieldId: \"INFO_FROM_CHILD\", value: \"VALUE_FROM_CHILD\"}\n    ]\n  }) {\n    success\n  }\n}",   "variables":null}Porém, ela só muda um campo. Qual a query correta para modificar múltiplos campos em apenas uma requisição HTTP?Obrigado.

502
rvitoriano
1 month ago
A
AndrewRodeNew Member
asked in Ask the Community
Display properties of linked data?

Hello:I’m seeking advice on displaying linked data.I have an Onboarding “form” (Pipe) and within the form is a link to a “Position Matrix” database.  Users of the Onboarding form can select a defined job role from the “Position Matrix”. Within the “Position Matrix” database, a list of equipment and software for each role are tabled.The “pop-out” feature is handy in that it allows the Onboarding form User to view all of the attributes of the selected Position.There are 3 issues:A Pipefy User Login is required, as it opens the “Position Matrix” database in a new tab A Read-only overlay or a link back to Onboarding form is desired (not opening the database to edit) Pop-out windows are not anchored in the frameIs it possible to display (only, without a login required) the requested data, anchored within the existing Pipefy Onboarding form?Thanks!Andrew

412
A
1 month ago

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