Just a question, is this your first time using pipefy? Do you want to create a card in a specific phase? Or do you want to create the cards for your pipe flow?
If it's at any specific stage, you can do the following:
You will open the phase you want to create the card and click on: Pipe connection> Select the pipe you want to create the card on> Leave the options "Create record" and "Multiple entries" selected. After that just click on Save. Below are the illustration images:
If it's your first time using the pipe, you can click on: "Create card" And define the information you want on the card, such as customer name and email, contact phone number, etc., the information that are important to you. After that, you can create all your cards, or, import them by "importer"
Do you have any specific questions on these where you could share more detail on (what works, what does not, how do your queries/code look like, what language do you use, ...)?
Do you have any specific questions on these where you could share more detail on (what works, what does not, how do your queries/code look like, what language do you use, ...)?
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