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

  • 621 Topics
  • 2,106 Replies
621 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?

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Lais Laudari
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Henry4uNew Member
asked in Ask the Community
Best Practices for Automating Multi-Step Approval Processes in Pipefy?

Hi everyone, I’m working on setting up a complex approval process in Pipefy that involves multiple departments and sequential approvals. Has anyone here implemented a similar workflow? What are some best practices or tips for automating and streamlining these kinds of multi-step approval processes in Pipefy? I’m particularly interested in how to manage dependencies between approvals and ensure nothing slips through the cracks. Looking forward to your insights!

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Jacob4uNew Member
asked in Ask the Community
Automation Rule Not Triggering Consistently in Pipefy

Hi everyone, I’ve been experiencing an issue with an automation rule in Pipefy. It’s supposed to trigger when a card moves to a specific phase, but it only works intermittently. I’ve double-checked the setup, and everything seems fine, yet the rule doesn’t always activate. If anyone has faced similar issues or has suggestions on how to fix this, I’d really appreciate your help. Also, if this comment could be approved for posting, I would be very grateful, as I’m hoping to resolve this issue soon. Thanks in advance!

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martin-enklajuridik
martin-enklajuridikNew Member
asked in Ask the Community
Technical issue with pipefy app and web browser in smartphone

Hi I have iOS version 15.8.3 installed on my smartphone, but can’t get the Pipefy app to work. I can download the app but can’t get past the “introduction” page, there is no reaction to pressing the screen or anything. Have tried deleting the app and reinstall it but doesn’t work. I have also tried the web browser version on my smartphone (different web browsers). I can login on my account but when I try to enter a pipe the page turns completely white, except a small “AI” icon in the bottom right corner. What kind of technical issue is this? Thanks in advance for your help!

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xayalNew Member
asked in Ask the Community
Best OS and Use Cases for Libre Computer Board AML-S905X-CC (Le Potato)?

Hello everyone. I'm considering picking up a single-board computer and wanted to hear from others who have experience with it. How does the Libre Computer Board AML-S905X-CC (Le Potato) compare to a Raspberry Pi for projects like media centers, retro gaming, or home automation? What’s the best OS for general use, and are there any quirks or limitations I should be aware of? Also, what’s the best way to optimize performance and ensure good software compatibility? Any insights or recommendations would be greatly appreciated!

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xayalNew Member
asked in Ask the Community
Phone Speaker Not Working – Need Help!

Hey everyone, I’m having an issue with my phone’s speaker. It suddenly stopped working, and I can’t hear anything from it—no music, calls, or notifications. The earpiece and headphones work fine, so I know the audio is still functional. I’ve tried restarting the phone, checking the volume settings, and even cleaning the speaker, but nothing has helped. Are there any ways to fix speaker issues like this? Could it be a software problem, or is my speaker completely dead? Any troubleshooting tips or fixes before I consider getting it repaired? Appreciate any advice! Thanks in advance.

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jarethdf
jarethdfNew Member
asked in Ask the Community
The Best Ways to Automate Pipefy Workflow Approvals

Hello everyone, I am working on setting up a new workflow in Pipefy & I want advice on the best practices for automating approval processes. I need to ensure that our approval system is both efficient and scalable as our team grows. What is the best way to structure approval steps for multiple stakeholders? Should I use conditional logic to streamline the process?? How can I configure notifications to ensure timely responses from approvers without causing notification fatigue? Are there effective strategies for managing delays or rejections? How can I automate escalations to ensure critical approvals do not fall through the cracks?? As well, I found these resources when doing research on this; https://community.pipefy.com/ask-the-community-43/best-practices-for-automating-multi-step-approval- msbi-vs-power-bi processes-in-pipefy-4074 if anyone have any resources, tutorials or personal experiences please share with me, It would be greatly appreciated!! Thank you...😊

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rvitoriano
rvitorianoNew Member
asked in Ask the Community
Requisição HTTP Pipefy - Criar Table Record

Boa tarde, pessoal. Espero que estejam bem. Eu tenho a seguinte query que só funciona no https://app.pipefy.com/graphiql: mutation {createTableRecord(input: { table_id: "302642284" fields_attributes:[ {field_id: "nome_do_contato", field_value: "Nome Teste 06-Mar"} {field_id:"cargo", field_value:"Cargo Teste 06-Mar"} {field_id:"email_do_contato", field_value:"teste@teste.com.br"} {field_id:"telefone_do_contato", field_value:"+55 41 3333-4444"} ]}) { clientMutationId} Porém, ela não funciona quando faço requisição HTTP no próprio Pipefy, método POST. Por que? E qual seria a query correta lá para Requisição HTTP pelo Pipefy no https://api.pipefy.com/graphql? Obrigado.

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rvitoriano
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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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fayadneto
fayadnetoNew Member
asked in Ask the Community
Pipefy only sends three automated emails per day on the free plan

Greetings, dear team! I would like to use Pipefy to manage reimbursement requests for the non-governmental organization I am part of. I will be the only administrator, and I will handle a maximum of 200 reimbursement request cards per year. To achieve this, I created a simple process in Pipefy with three email automation rules to notify collaborators whether their reimbursement request was approved, rejected, or has been processed/deposited. However, I noticed that after sending around three of these automated emails in a single day, the free version of Pipefy simply stops functioning. From that point on, none of the collaborators who submitted reimbursement requests receive any email updates regarding their status (approved, rejected, processed), and as the administrator of the reimbursement process, I receive the following email: “You have exceeded the daily free plan quota for sending emails. Upgrade your plan now to keep using pipefy and access all our features". I would be extreme

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rvitoriano
rvitorianoNew Member
asked in Ask the Community
Table Record - Tenho o ID e quero encontrar outro dado através desse ID

Oi, pessoal, boa tarde. Eu tenho a seguinte query (abaixo) que me permite achar um ID dentro de uma table record pelo campo de CNPJ (ou qualquer outro campo preenchido que haja nessa table record). Porém, eu queria fazer o processo contrário. Tendo o ID, eu queria encontrar o valor do CNPJ. Qual seria a query correta para isso? Query que uso para consultar o ID: {"query":"{\n findRecords(\n tableId: \"302642283\"\n search: {\n fieldId: \"cnpj\"\n fieldValue: \"CNPJAQUI\"\n }\n ) {\n edges {\n node {\n id\n }\n }\n }\n}","variables":null} Agradeço desde já.

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rvitoriano
ManuSanches
ManuSanchesNew Member
asked in Ask the Community
AI Assistant - Document Limitation

Hey guys, I have been playing with the AI assistants and doing some tests and noticed a few things I couldn´t find online. Was hoping someone could help me. I noticed that the excel file I uploaded as a skill failed, where can I see what documents are accepted? Also, how can I connect it to a database instead of only to a pipe?

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ManuSanches
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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

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Filipe Rodrigues
Filipe RodriguesNew Participant
asked in Ask the Community
Alerta de responsável

Bom dia. Temos alguns pipe’s onde um mesmo usuário pode ser o responsável por duas fases, mas só recebe o aviso de ser responsável uma vez. Exemplo, a nossa superintendente é supervisora de alguma pessoas que definem ela como responsável pela primeira fase do pipe. Depois o card percorre entre outras fases e na última fase, a superintendente também é responsável por analisar todos os card’s, porém nessa última fase ela não recebe o alerta do pipe.

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Ezequiel Souza
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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caixadecaixa.com
caixadecaixa.comNew Member
asked in Ask the Community
É possível ao finalizar um pedido de compras este ir para contas a pagar?

Fiz um fluxo de compras desde a solicitação até concluído, e na fase final só me opção para digitar algo sobre o pagamento e nada mais. Eu esperava que as informações da compra fossem encaminhadas para CONTAS A PAGAR, mesmo que esta seja paga no mesmo dia. Ou seja, se agora eu tiver que gerar tudo de novo sobre essa compra lá em CONTAS A PAGAR fica algo muito trabalhoso. Alguém sabe me dizer se é possível essa conexão?

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caixadecaixa.com
Filipe Rodrigues
Filipe RodriguesNew Participant
asked in Ask the Community
Responsável pela fase é copiado para as próximas

Boa tarde. Nós temos um processo onde é definido apenas um responsável pela fase, sendo assim então responsáveis por todos os card’s da mesma. Porém quando o card vai pra próxima fase, que não tem um responsável, segue o responsável da fase anterior. Em nenhuma das duas fases tem o campo responsável. Existe alguma configuração para não levar à frente o responsável?

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Filipe Rodrigues
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minhle1803New Member
asked in Ask the Community
New Portal > Submit another response

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!

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mark-theotcentre
mark-theotcentreNew Participant
asked in Ask the Community
Move Card to New Phase - mandated fields

We’re using the Pipefy API to move a card to a “Cancelled” Phase when an external event occurs. The issue we face is that the API bombs out with a runtime error when there are incomplete mandatory fields on the cards current phase. I’m trying to come up with a way to manage this particular situation. One solution, in theory, could be for the API to set the value of a particular field on the Start Form to signal field conditionals (on all phases) to hide all fields. That would work, except there’s an established bug in Pipefy which means that field conditionals are not triggered when a field is updated via the API. They only trigger when a field is updated via the user interface. (A bug I reported more than 12 months ago!). Any suggestions very much appreciated Thanks

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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?

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Filipe Rodrigues
Filipe RodriguesNew Participant
asked in Ask the Community
Card creation date

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.

1226
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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") { id title fields { field { label } value } } }

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rvitoriano
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?

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Denis Mesquita
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

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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

1817
cecilia

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