Pipefy, recognized as one of the Market Shapers by Gartner®
Have a question? Bring it here and get help from other users and the Pipefy team.
Recently active
Hi all,I’m learning Pipefy and it seems that the following yellow (date) field was mandatory for automation running...My automation is working fine but If that field is removed, automation doesn’t works anymore, so i’m asking about “usefulness” of that field because it is never updated whereas due date is welle updated…I don’t understand…Any ideas ?Thanks
My team have a meeting every 14 days and after this meeting I'd like that every card at phase "Done" move to "Archived". I did an automation to do this every half hour so I don't need to move manually all cards, but I don't want to worry about turning the automation on and off every time. Do you know how can I make a recurring activity to run every 14 days?
Hi allI get an issue when try to open a form added to a portal, with a message related to an embedded page. When clicking on the bottom link i’m landing on a 404 page… What could be wrong ?Thanks for helping
Hi allSurely my question is related to a basic use but :I’ve created 2 fields on a card and when i move the card to an other phase fields aren’t displaying…What could be wrong ?Thanks a lot
Hi all !I’m searching a way to start a trigger (for example send an email) X days before a start date setteled on a card…Is it possible or not ?Thanks a lot
Hello Team,I want to customize the message “Do you want to submit another response?” to something else on a public form. How can I do this please?
Hello everyone! I have a question: does the "total time in phase", which is exported in pipe reports (for example), also count only working days?I’d like to know for the case when the flag "Count weekdays only" is activated in pipe configuration. My ideia is using this for SLA analysys (besides the alert already in phases). Thank you!
Hello all, I need to download all cards from a Pipe. I have over 1,000 cards. My current Python process for downloading all cards uses pagination. The first 50 cards are queried/downloaded quickly (i.e., json objects are saved practically immediately). But every subsequent card takes nearly 1 second. This takes a long time. Is there a Python process that downloads many cards more quickly? Here’s my current process: # packagesimport jsonimport requests# tokenpipefy_token = "token goes here"# pipefy class for later usePipefy = pipefy.Pipefy(pipefy_token)# graphqlurl = "https://api.pipefy.com/graphql"# headersheaders = { "Accept": "application/json", "Content-Type": "application/json", "Authorization": "Bearer %s" % pipefy_token}# pipe IDpipe_id = “#########”# first 50 cards queryjson_query = {"query": "{ allCards(pipeId: %(pipeId)s, first: 50) { edges { node { id title assignees { id } comments { text } comments_count current_phase { name } done due_date fields { name value } la
Hello!In my pipes I have problems to see the initial form that my colleagues have filled in. What can I do?
Hello all - I have a pipe that utilizes a start form to create a new card in a connected pipe. The advanced options for the Connection are set to True:All connected cards must be done before moving this card to the next phase All connected cards must be finished before the parent card can be doneOnce the card is created via the start form in both the parent and child pipes, I am able to move the Parent card to the next phase. My understanding was that given the advanced options I set to true, the Parent card should not be able to move till the Child card is completed. Any suggestions?
Hi,I have a few pipes with automation between them (automation: when a card enters a phase "DONE" in pipe A, create a new connected card in pipe B").Is it possible to have preview of all the cards to know on which phase in which pipe the card are?
Is it possible to make multiple selections using the radio field within a card/form? If this is not possible, what is the easiest way to have multiple selections within a field?Thanks!
Hi, I have a database table with some records and now i want to generate a dashboard and a report for that. But, I am unable to find a way to do that. Please suggest or refer to any related article for this. Thanks
Hey. I’m new here and need some help please. I want to set up a process to send a link to new potential customers.A form to gather basic info about the new customer - this will be used throughout the process to apply for our service Customer must then upload KYC docs or integrate a KYC platform directly to do verification Integrate with Docusign to sign the agreementCan someone please help me with this? Where do I start?
Hello everyone!How do I update card labels using an API call? I looked for something similar here in the community and I couldn't find it.
Hi everyone! I currently use Pipefy for production quality control and I need your help trying to find a workaround for a big issue I have...I have a pipe for product assemblies and another pipe for all the individual parts (that need to be assembled). In the start form of the assembly pipe, there are connection fields where I connect the cards of the individual parts from the other pipe. My need is that every time a part card is connected to an assembly card, the part card moves to the next phase.I know Pipefy does not have a native way of creating automations from connections, but I would like to know if you have any ideas of workarounds I could apply to this situation. Today I need to manually move all the part cards when they are assembled and that is a nightmare :(Thank you!
Hi Pipefy Dev team Is there in the roadmap the implementation of logs about Pipe structures, fields, automations, conditionals, emails templates and etc. Thanks.Ezequiel Souza
Is there a way to restrict the visibility of certain cards to be only visible to certain users? I could imagine a “People on this pipe can only view the cards they are assigned to” or similar. Scenarios:A pipe where invoices to be paid are entered. Certain finance users should not see the invoices that go to salary, or similarly delicate invoices A pipe where users enter e.g. problems with other co-workers, HR has to handle them. If a HR worker is the problem, it should not be visible to him
Hello, I'm using a PipefyAPI - GraphQL to create a card, but I can't connect the card with other cards from another pipe. I tried to use updateFieldsValues, but I always get the error message "Value You are not allowed to connect these cards / table records.".OBS: I would like to connect the cards that way
Dear colleagues, Could you inform if it is possible to create any timesheet format (to mark hours worked per day), in Pipefy?Thank you Bruno Machado
Hi, doers! I would love to hear whats is your most successful use cases for Finance you have ever deployed in your company! Sinc one of the main goals of the Pipefy community is to inspire other members on how to use Pipefy better and uncover product improvement opportunities, I invite you to share with us the use case you`re most proud of. Please post your process information following the framework below: Process Name What problems were you facing before using Pipefy? What are the main benefits of using Pipefy? Solution (just be careful while sharing a screenshot because it might contain sensitive information) Testimonial I am looking forward to seeing some remarkable use cases from community members!
Hello, community. First of all, happy 2022 to all of you. Thank you so much for being part of our community and our product. Let's start 2022 with new releases (and keep them coming)! We have released the ability to add phases in the Flow. Previously, there was only the ability to delete phases and move them around. Now, you can also add phases to your process using the Flow. It is super simple. Just move the mouse around between the phases you wish to add your new phase and a circle with a "+" sign will appear. You just need to then write down a name to your phase and it's done! We are still working on more improvements to the feature, so stay tuned. 🚀Also, tell us what are the features or shortcuts you would like to have on the Flow. We are always listening 🤝 Thank you again!
Hi, I’ve seen that it’s possible to export changelog if you have Power BI. But if you don’t use Power BI, is there any other way to export/download all historical events on a card? Thankful for tips! Best regards Hana
Hello, is anyone else having trouble with Field Conditionals? It was working just the other day but today Pipefy is giving me the following message: “Upgrade your plan: Upgrade to the business plan or higher to use field conditionals.”
Hello I have a pipe with an automation that creates new cards when a card from another pipe arrives at a certain phase. This pipe also has an weebhook for card creation action, that comunicates with an internal service. I was expecting that when a card were created by automation that the webhook would’ve triggered, but I’ve tested and it havent. Is that the normal behavior of pipefy’s weebhooks or did I do something wrong?
Already have an account? Login
No account yet? Create an account
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.