Ask the Community

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

  • 515 Topics
  • 1,672 Replies

515 Topics

yairmakhivskyi
yairmakhivskyiRegular Participant
asked in Ask the Community

Pipefy Platform technology basis

Good day, Pipefy community members! I'm wondering, what tech stack is the Pipefy platform based on? Does it have something related to Java or Angular?

3
yairmakhivskyi
7 months ago
T
Taylor WilsonNew Participant
asked in Ask the Community

Data security and risk assessment

Hi I am filling out a security check for my company and was wondering if i could be put in contact with someone to fill in some questions for me. thank you

3
rafael.jefte
1 year ago
Keto-Faster
Keto-FasterNew Member
asked in Ask the Community

Pipe "Dashboard" permissions for Restricted View Users

BACKGROUND:We have a pipe with ‘restricted view users’ so they only work on their items. However, we’d like them to see the dashboard charts.ISSUE:We’ve set the permissions to read only for them in the dashboard permissions. They are seeing no data in the charts (they see empty charts)Screenshotsthese are role permissions set for dashboard This is what the user’s see - the charts/ but no data in them (whereas I can see the data fine)  

3
anggela-leiva
Pipefy Staff
1 year ago
alexandre-cominoti
alexandre-cominotiRegular Participant
asked in Ask the Community

Using Pipefy Webhooks

I need to send a request to Pipefy via webhook whenever a certain condition is met in Zendesk. This request should change the phase of the card. I was able to create a token and use the following query from this example (https://developers.pipefy.com/reference/graphql-endpoint) to accomplish this:mutation { moveCardToPhase( input: { card_id: 629233113 destination_phase_id: 310440395}) {card {id current_phase { name } } } } However, to send a request to a webhook (from Zendesk) to Pipefy, I need the request format to be JSON and sent it to an endpoint address. What endpoint address should I use to communicate with Pipefy, and how would I translate this query into JSON format?

3
genietim
1 year ago
fernanda000
fernanda000Regular Participant
asked in Ask the Community

Problem connecting pipefy to zapier

I’m trying to connect pipefy to zapier so i can make integrations but it always returns this error when I enter my credentials in the zapier platform:Client authentication failed due to unknown client, no client authentication included, or unsupported authentication method.What could be the reason this is happening? I can log in and out from the pipefy platform normally with the same credentials and connecting with other apps in zapier also works normally.I already tried cleaning cookies in the browser but it’s still not working.

3
denise-hipolito
Pipefy Staff
1 year ago
Keto-Faster
Keto-FasterNew Member
asked in Ask the Community

How to Automate Assignment of Multiple Assignees

Background:I have an automation that gets Assignees from an Assignee field and add them to a different Assignee FieldProblem: When there is more than one assignee in the first field, it seems to break and does nothing It doesn’t seem to be able to handle the Assignee array / only single assigneesExample Use Case:Using assignee fields like this with automations can help to centralize permissions in one place by team or other grouping (e.g. the “TEAM Members” database) You can then allocate those assignments to cards in any other pipe.

3
julia-pinheiro
Pipefy Staff
1 year ago
iwan-pauwels
iwan-pauwelsNew Member
asked in Ask the Community

How to activate a webhook on a pipe

I see a lot of information about webhooks in faq and support but i don’t seem to understand one vital part…I want to activate webhooks on my pipes, there is no place in my admin interface to do this correct? No place in the admin interface where i can just activate a webhook and put in a webhook url to send the info to? All this needs to somehow be created via the API and commands ?Is this correct?Thanks,Iwan

3
Lucas Democh
1 year ago
ramongb
ramongbRegular Participant
asked in Ask the Community

Is it possible to change font size in PDF generator?

Hey there! So, I've just started to use PDF generation. But, I've hit a bit of a roadblock. 🤔I'm trying to figure out how to tweak the font size and change colors in my PDFs. Any advice? I'd appreciate any tips. Thanks a million! 🙌

3
Lais Laudari
Community Manager
6 months ago
genietim
genietimPipefy Legend
posted in Ask the Community

I like the slight rebranding this community went through...

It seems that somewhen in the last week or so, the logo and startpage and icons were adjusted a bit. I like it!How about you?#meta

3
genietim
1 year ago
zach-ketosource
zach-ketosourceInspiring
asked in Ask the Community

The 'Autofill Fields' menu does not load properly when updating it

After filling in the ‘Autofill Fields’ option for a card, the menu does not load properly when I go back to update it via the gear icon. Is this a bug or do I need to enter the menu a different way?  

3
zach-ketosource
1 year ago
zach-ketosource
zach-ketosourceInspiring
asked in Ask the Community

Is it possible to remove editing permissions for connected fields?

I see the option ‘This field is editable on other phases‘ in the phase settings for certain fields. But I do not see that option for connected fields. Is there a way to ensure that a connected field is not edited after it is added to a card?

3
julia-pinheiro
Pipefy Staff
1 year ago
marina-vital
marina-vitalRegular Participant
asked in Ask the Community

Export list all Pipes

Hi guys!I have superadmin permission and when I make the API call I get back only the IDs of the Pipes I am part of. The others in the organization are not listed.Does anyone know what this could be?  We have tried with another superadmin account and it is inside a Pipe, the return of the ID is also only from this pipe it is part of.Currently we have more than 200. 

3
genietim
9 months ago
Paulo Rodrigues
Paulo RodriguesRegular Participant
asked in Ask the Community

When I reply an e-mail using the Shared Inbox a new card is created

Hello all !I have a problem with the shared Inbox feature that I want to share with you.When one of my agents answer a client a new card is create. For example:client 1 → pipe email 1 received  → card A is createdagent answer pipe email 1 → card B is created The expected was:agent answer pipe email 1 → the answer keeps below card A And the reason I think this happens as you can see in the below image is when I answer an email the pipe e-mail address is on copy and triggers the creation of a new card.  Any help there? For me, it doesn´t make any sense to put the destination e-mail (pipe's email) in copy on a reply. Thank you!

3
marcosmelo
9 months ago
jorden-monroe
jorden-monroeNew Participant
asked in Ask the Community

Pipefy Outages

Hi Pipefy,Does Pipefy notify users of outages, or keep track of outages in general. Do you log them somewhere for users to see? Just curious

3
jorden-monroe
2 months ago
DaveSalas
DaveSalasNew Participant
asked in Ask the Community

My Automation to Move Card To Next Phase no funciona

Hello everyoneI have the phase “Evaluación del area de Costos” and I created an automation for it to move to the NEXT PHASE if the following conditions are met:1- If Approve field equals YES1- If Value put in the text box is greater than 01-If Anexo field is “Completed”When I run a new form and I approve the Card meeting the three conditions above the card doesn’t move. Thanks a lot for the HELP you can provide!!!!

3
genietim
11 months ago
Diego Anselmo Saiotti
Diego Anselmo SaiottiNew Member
asked in Ask the Community

New PipeFunction: Chatbot | Official release date

Hi Pipefriends! Recent on my org, we have noticed new features about chatbot, powered by Pipefy, but many functions appear tagged as “coming soon” and others didn’t function as well.  We liked it, but we need to know, there is a official release date for this feature?It’s a great notice and innovation from Pipefy! Thanks in advance! 

3
Diego Anselmo Saiotti
5 months ago
james-cunningham
james-cunninghamNew Member
asked in Ask the Community

Email Duplication Question

Hello - I have connected a Microsoft email address to Pipefy and have noticed some behavior that I do not understand.For context, I used the “Add With Microsoft” option when adding a custom email address: I selected the option to allow incoming emails to the email account create a card in the connected Pipe.  So, I can send an email to this address and observe that a card is created in my pipe.  The strange behavior manifests when I *reply* using the Pipefy tool.  I open the card, open the email, hit reply (defaulting to send as my newly added email address) and send a test message back to the original sender.  That reply is immediately added to the email thread in Pipefy as expected, so my email tab shows two (2) emails now.  Just a few seconds later, a third email will populate in Pipefy in the card, but it is a duplicate of the sent email I just sent within the tool.  *** EDIT ***Forgot to add a detail that I think matters, but unsure of why it matters.  I also have my own work addr

3
Felipe Alves
Pipefy Staff
8 months ago
jorden-monroe
jorden-monroeNew Participant
asked in Ask the Community

“Synchronize card's field with this fixed field” setting

 Hi Pipefy Communtiy,Can someone please explain what the “synchronize card's field with this fixed field” setting does. I’m confused about what this means. I have a phase field that is being automatically updated and I can’t figure out why, none of the automations are changing that field. Could this setting be why? 

3
A
2 months ago
ramongb
ramongbRegular Participant
asked in Ask the Community

Search any field in Databases

Hi there!I would like to share my experience with the search functionality in Pipefy. Recently, I have been facing difficulty in searching for text in any field of my databases. It seems that the search feature has been limited to only searching within the title field.As someone who relies heavily on the search function to quickly locate specific information in my databases, this has caused a lot of inconvenience for me. I have tried various methods to work around this issue, but none of them have been successful.I believe that it should be possible to search for text in all fields of the databases, and I would appreciate it if Pipefy could provide a solution to this problem. It would greatly improve my experience with the platform and save me a lot of time and effort.I am reaching out to the Pipefy community to see if anyone else has faced a similar issue with the search functionality. If you have any suggestions or workarounds that you have found to be helpful, please do share them w

3
carl-bulls
4 months ago
max-filmefilme
max-filmefilmeNew Participant
asked in Ask the Community

How do I ensure in that the supplier will only be able to edit their data and create an access password?

Governance:How do I ensure in the supplier portal that the supplier will only be able to edit their data and create an access password in Pipefy?

3
Ezequiel Souza
7 months ago
bart-batselier
bart-batselierNew Member
asked in Ask the Community

HTML vs Markdown vs portal

@Giovanni Basso  Hi,It seems that when we use HTML all is going well, but not in the portal.If I change towards markdown the portal is going well, but the pipeline is not well formatted.Can this be solved ?See movie :https://twikey-download.s3.eu-central-1.amazonaws.com/media/chrome_5SnIi3nJlH.mp4

3
Karine Cristina
Pipefy Staff
1 year ago
sistemas-lehit
sistemas-lehitInspiring
asked in Ask the Community

Another super usar cannot see my work

Hi everyone, here's a question, I have a company with a pipe and a database that I created, in the company we are 2 super users but when I create a pipe the other super user cannot see it if I don't make him a member of the pipe and he also cannot see the records within the database if I do not make him a member. What could be the problem?

3
marcosmelo
5 months ago
Pipefied
PipefiedRegular Participant
asked in Ask the Community

Card Limit for Starter Plan

I’d like to start using Pipefy with the “Starter” plan. But there are a few details I want to clarify before creating anything. The "Starter" plan shows "Up to 50/month" for cards. Is this referring to the total number of cards I can have or to the number of new cards I can create each month? How can I track my card limit for the month?

3
Pipefied
11 months ago
sistemas-lehit
sistemas-lehitInspiring
asked in Ask the Community

Backups

Hi Everyone, how can i make a backups of my pipes and data bases? 

3
Leandro Almeida
Pipefy Staff
4 months ago
danna-yenisei-morales-delgado
danna-yenisei-morales-delgadoRegular Participant
asked in Ask the Community

Changing a Pipe configuration on Phases after implementation

Hello,I create a Pipe and was started to be used a few months ago, however we review mapping process with other company stakeholders leading in the need to change Pipe configuration, is the any support to help to know if aI change the order what happen with the Cards that are in progress or recommendations (ex. complete all cards before new changes)? I tried to start a chat for support but the option failed

3
marcos.pedrosa
Pipefy Staff
1 year ago

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