I would like to suggest a way to add the date the card was created in the email templates and/or even in the card subtitle. This is interesting information to appear in email notifications and to control pipe participants.
Page 1 / 1
Hi,
You can create a field to capture Card creation data via automation. then use this field that captured the date the card was created through the dynamic fields available in mail templates.
Automation
Card
Template
Thanks for the info.The ideal would be a way to not consume automation, but remain calm.
I agree with you! If you can, make a suggestion in the Pipefy ideas section and their team will analyze and prioritize it and other people will be able to vote on your idea
https://community.pipefy.com/ideas
Hi team, to add a little more spice to the answer. To keep track of card creations, you can generate a report with this information using the pipe reports.
Reply
Join us in the Pipefy Community! 🚀
No account yet? Create an account
Login with your Pipefy credentials
or
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.