Ask the Community

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

  • 462 Topics
  • 1,405 Replies

462 Topics

beatriz-silva-biome-hub
beatriz-silva-biome-hubParticipating Frequently
asked in Ask the Community

Adicionar etiqueta via API sem apagar etiquetas antigas

Oi! Eu preciso add uma etiqueta via API, porém quando faço isso ela substitui as etiquetas existentes por essa nova.Já fiz o teste desmarcando no campo de etiqueta a opção “Sincronizar campos do card com este campo fixo”. Quando fiz isso, as etiquetas não foram substituídas, no entanto, a nova etiqueta não aparece lá em cima no card fechado… Ou seja, também não resolveu meu problema.Existe alguma forma de fazer isso?

2
beatriz-silva-biome-hub
18 days ago
support164
support164Regular Participant
asked in Ask the Community

Cards Aren't Moving Automatically on Specific Date

Hello!  I’m trying to set up automations within my pipe which will send various email templates when it enters each phase, but it needs to send the email on a specific date. We deliver training so the delegates need to be emailed different pieces of information on different dates leading up to the course, as well as during the course.  I’ve tried so many different scenarios and conditions but I just can’t seem to get it to send the info or move the card on the date I specify.  I’m hoping someone can offer some advice?  (Hopefully I’ve explained it clearly enough)  Thanks

2
support164
9 months ago
ViniBevilacqua
ViniBevilacquaRegular Participant
posted in Ask the Community

Remove Pipefy branding in Email and embeded forms

Today I can’t use Pipefy e-mails in my company because of the branding on the footer of each email. Also, the embeded forms are becoming an increasing problem, because Pipefy keeps on adding more and more of their branding and CTAs. embeded form propaganda after submit It's understandable if you want to use your branding on FREE accounts, but seriously, my company pays the enterprise plan and we can’t opt out of these annoying things. Me, personaly, I stopped recommending Pipefy to other companies.  It’s becoming a very expensive tool, since we can’t use all it’s resources. 

2
ViniBevilacqua
3 months ago
Keto-Faster
Keto-FasterKnown Participant
asked in Ask the Community

Error on Importing Connected Fields to Pipe

Error: “Error on field "Old company link": Value You don't have permission to connect these cards/table records.”Whenever I import an exported pipe or database into a pipe the connected fields throw an error like the above.Background: Is there something I’m doing wrong? I am admin - so have all of the permissions on both tabels/ pipes.

2
julia-pinheiro
Pipefy Staff
1 year ago
P
paola-simanNew Participant
posted in Ask the Community

Conflict checking process

Good afternoon, Community. All good?Does anyone have any process model for checking conflicts between clients?That is, the requester answers some questions on the form, such as the customer's name, parts, etc., and the system returns informing if there is any conflict.between that customer. The customer base can be queried, send alerts to other people.It would be something like that.

2
Desirée Hoppe
Pipefy Staff
2 months ago
Diego Anselmo Saiotti
Diego Anselmo SaiottiRegular Participant
asked in Ask the Community

API call | exportPipeReport | I'not retrieving ID from json return

 Hi! I’m trying to recover one specific info from a POST that i’ve done.import requestsimport jsonurl = "https://api.pipefy.com/graphql"payload = {"query": "mutation {exportPipeReport(input: { pipeId:\"XXXXX\", pipeReportId: \"XXXXX\"}) {pipeReportExport {id}}}"}headers = { "Authorization": "Bearer XXXX", "Content-Type": "application/json"}response = requests.request("POST", url, json=payload, headers=headers)data = json.loads(response.text)Id_relatorio = data['data']print(Id_relatorio)I’m using python 3, but i can only recover the entire data: { "data": { "exportPipeReport": { "pipeReportExport": { "id": "302968765" } } }} Do you have any idea how to manipulate the returning JSON, with python, in order to print only the “ID” info? Thanks!

2
Diego Anselmo Saiotti
1 year ago
pvfontes1000
pvfontes1000New Participant
asked in Ask the Community

Error in Importer with Phone numbers

In the importer feature, there is an error that always happens when i’m trying to import phone numbers.  This is an example of phone numbers I haveThis is the importer error log with what it made of the info I had.This error is making me use the text field for phone numbers, and I don’t want that.Does anybody knows what might be happening??

2
Lais Laudari
Community Manager
2 months ago
rcamayo
rcamayoInspiring
asked in Ask the Community

sub process

can you create a connection from an initial card to different phases with different people in charge of those faces and when each person finishes the assigned task it goes to a last phase?

2
julia-pinheiro
Pipefy Staff
1 year ago
tatianabuck
tatianabuckNew Participant
asked in Ask the Community

COMMUNICATION BETWEEN KANBANS

Preciso tirar uma dúvida: dois setores internos, dentro de uma mesma org, mas que precisam se comunicar entre sí. Ao criar o campo “conexão”, o pipefy me da a oportunidade de fazer essa conexão. Perfeito, O problema está em caso essas duas orgs devam tratar do mesmo assunto mais que uma vez. como orquestrar isso? e em termos de sla? pq teremos mais que uma inda e vinda do card entre kanbans. Isso é muito urgente. __________________-I need to ask a question: two internal sectors, within the same org, but that need to communicate with each other. When creating the "connection" field, pipefy give me the opportunity to make this connection. Perfect, The problem is in case these two orgs should deal with the same subject more than once. how to orchestrate this? and in terms of sla? cause we will have more than one in and out of the card between kanbans. This is very urgent.  Tks! 

2
alicereis
1 year ago
fabiorosa
fabiorosaNew Participant
asked in Ask the Community

make inclusion of labels, without losing an existing label without card

When I say an update on the card just to update the Card, all Label markings are lost. Here's the GraphiQL I'm using: mutation { updateCard( input: { id: 568589818, title: "Update Card", label_ids: ["307521167"], }, ), { clientMutationId card { id title } }} But when I want to include a new label, the previous label is lost, follow the examplemutation { updateCard( input: { id: 568589818, title: "Update Card", label_ids: ["307597207", "307597211"], }, ), { clientMutationId card { id title } }} Note that the label of the first code is not maintained, if I consult the labels of the card, only the last two will be returned ( label_ids: ["307597207", "307597211"] ) . I would just like to add the two labels and keep the old label. So the CARD would have the three labels ( label_ids: ["568589818", "307597207", "307597211"] ) Is there any way to just append labels to the CARD?  

2
julia-pinheiro
Pipefy Staff
1 year ago
Keto-Faster
Keto-FasterKnown Participant
asked in Ask the Community

New Roles - No Pipe Report Access for Any Custom Role

Is anyone else having the same problem as us?Situation: Any Custom Role we create in the Admin Dashboard has no access to Pipe Reports.How We’ve Tried adding new role via:Duplicate an existing role (e.g. Member) Start from ScratchThe Issue: No new role you create can see Reports in any Pipes. It gives an error: “We’re sorry, something went wrong.” So we can’t use them for anyone who needs access to any pipe report.Snapshot: Here is what someone sees when trying to view a report they can see as a member: 

2
Ezequiel Souza
11 months ago
Theoder Williams
Theoder WilliamsNew Participant
asked in Ask the Community

Pipe to Create Cards - Email configuration

Why my pipe is not seen in the Pipe to Create Cards in the email integration page. 

2
Lais Laudari
Community Manager
7 months ago
cheri-stockton
cheri-stocktonRegular Participant
asked in Ask the Community

Card assignment via Zapier?

I’ve been searching around for a couple hours and haven’t found any details about using Zapier to assign cases.  I’m attempting to use Zapier and Google Sheets and it works fine up to the point of setting the card-assignment field.  I’m trying to set the field because there is no action to assign a card, I’ve tested on setting fields but it looks like you can’t set an assignee field type.  Has anyone else run into this?  Have you found a solution?  Or is it just a limitation of Pipefy?

2
cheri-stockton
11 months ago
jace-diamondinvestments
jace-diamondinvestmentsNew Participant
asked in Ask the Community

Looking to hire someone to setup automations

Hello, I am a real estate investor that is looking for a way to automate some of my repetitive processes. Is it possible to hire someone to setup automations for me?

2
genietim
11 months ago
bojan-ketosource
bojan-ketosourceNew Participant
asked in Ask the Community

Downloading info for ALL cards in a Pipe

Hello, I am using Make.com (ex Integromat) to download info for all cards in a Pipe. This info includes card ID, parent relations and all card fields. I have tested different modules that List Cards and Execute GraphQL queries. However, in all cases, I only get 50 results (bundles). And the issue is there are over 3k cards in a pipe. Could you please recommend a way to get around this limitation and get the full info for all cards in a pipe at once? Thanks! Total number of bundles: 50 

2
Lucas Democh
5 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

2
genietim
4 months ago
chrgilles
chrgilles
asked in Ask the Community

How to track a clicked link ?

Hi all, I’m sending email via Pipefy.In that email, i’ve placed a specific linkI would like ot have capability to record (and to be informed) that people has clicked the specific link, is it possible using Pipefy ?Thanks so much and good day :)

2
vitor-oliveira9
Pipefy Staff
10 months ago
M
Pipefy Staff
Mary AnnePipefy Staff
asked in Ask the Community

How can I update my billing information?

Hi, I would like to update my credit card and billing information. Where can I do that? 

1
F
Pipefy Staff
3 years ago
M
Pipefy Staff
Mary AnnePipefy Staff
asked in Ask the Community

I was charged for adding new users to use Pipefy

I just realized that after inviting a couple new team members to Pipefy I was charged in my credit card for adding. Do you know what happened? 

1
F
Pipefy Staff
3 years ago
E
Pipefy Staff
Emily JamesonPipefy Staff
asked in Ask the Community

How can I get a upgrade to use Pipefy

Hi, I'm currently using Pipefy in the professional plan and I would love to move to the business or enterprise plan. How can I upgrade my plan? 

1
F
Pipefy Staff
3 years ago
E
Pipefy Staff
Emily JamesonPipefy Staff
asked in Ask the Community

Filtering options on reports in Pipefy

Is it possible to build and save Reports so I don't need to create new ones every time? 

1
F
Pipefy Staff
3 years ago
P
Pipefy Staff
Peter AlexanderPipefy Staff
asked in Ask the Community

How can I manage company and pipes permissions in Pipefy

Hi, is it possible for users to be Pipe admins but not company admins? I want to set different permissions to different users based on their responsibilities and processes. 

1
Ana Gomes
Pipefy Staff
3 years ago
P
Pipefy Staff
Peter AlexanderPipefy Staff
asked in Ask the Community

How to add a table to an email template

Hi, I would love to build a table on my email template with specific content from my vendor to be  displayed on the body of the email. Is it possible? 

1
F
Pipefy Staff
3 years ago
E
Pipefy Staff
Emily JamesonPipefy Staff
asked in Ask the Community

Add button to email template

How to create a button in an email template? I would like to create a more visible CTA (call to action) on emails I send to external requesters. 

1
ricardo-borges
Pipefy Staff
3 years ago
J
Pipefy Staff
JamesPipefy Staff
asked in Ask the Community

Dynamic content emails

Is it possible use information previously added different phases of my process to compose an email template? (e.g., use the the requester information name on the email) 

1
belsalemme
Pipefy Staff
3 years ago

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