Ask the Community

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

  • 479 Topics
  • 1,505 Replies

479 Topics

Juliana Spinardi
Community Manager
Juliana SpinardiCommunity Manager
published in Ask the Community

🧐 Survey | Your experience with Pipefy University

Hey, Community Members! How are you?  We believe in constant improvement and for achieving that, Pipefy is always open to hearing our customers' feedback.  We want to know more about your experience with Pipefy University. It only takes a few minutes to answer the survey! It will help a lot :)  Click here to help Pipefy improve even more your experience.  Thanks for your time! Form in Portuguese is available here.

572
tsartori
1 year ago
Nasnl
NasnlRegular Participant
asked in Ask the Community

How to lookup a value and use that in next step automation?

I can’t seem to figure out what probably is simple. Would appreciate a few pointers. I have an incoming message with a label. Based on the label, I want to do a lookup in a table what outgoing message fits that label (and then send that outgoing message to the email address of the incoming message).I can’t figure out how to do a lookup in a table in this context.Thanks for your help!

2
Nasnl
1 year ago
chrgilles
chrgilles
asked in Ask the Community

Lost fields when moving card :/

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

2
chrgilles
1 year ago
jerryeo
jerryeoParticipating Frequently
posted in Ask the Community

Agile management

Hi EveryoneAnyone of you are implementing Agile management philosophy in Pipefy.CheersJerry from Singapore 

0
jerryeo
3 years 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
1 year ago
fabio-ebeobjetivo
fabio-ebeobjetivoRegular Participant
asked in Ask the Community

I tried to organize PORTAL, but the order is not okay!!!!

I tried to organize PORTAL, but the order is not okay. No by alphabetical, no by number, no by sequence of add.  Someone can help me?  

1
Lais Laudari
Community Manager
9 months ago
tatiana-fischer
tatiana-fischerNew Participant
asked in Ask the Community

Contas a Pagar.

Como incluir parcelamentos de forma automatica e nao manual ( todo mes ter que colcoar o valor da parcela)?

1
rafael.jefte
2 years ago
ping-cheng
ping-chengRegular Participant
asked in Ask the Community

Is there anyway to access Creator as a general attribute in Automation?

In automation, I can get “Crated at” in General Attribute,  I wonder if there is any way I can get “Creator” as well? Thanks.-Ping

5
genietim
2 years ago
h-tisaka
h-tisakaRegular Participant
asked in Ask the Community

Ok, we want to retrieve data from another card in another pipe, is that even possible?

We have a “reimbursable expenses portal (REP)” for our contractors We have a “project pipe (PP)” that contains all information (customer, dates, location, etc) of a given project The “project pipe” has an ID# field  In the REP, we want the contractor to input the ID# and then pull all the information, so the user knows that he in inputting data in the correct project 

3
Ezequiel Souza
1 year ago
Kaamini
KaaminiNew Participant
asked in Ask the Community

How to access or know bound-back emails received in a ticket

While we send emails from the ticket, we are not able to access or getting aware of which of our email communication got bounced back?In case of such bounce-back, we need to know which tickets (of lot many tickets) had such bounced emails.How and where can we know in / for pipefy tickets?

1
Lais Laudari
Community Manager
9 months ago
johnnymxp
johnnymxpRegular Participant
asked in Ask the Community

Moving child card

Is there no way to create an automation where the movement of a parent card triggers the movement of a child card? It sems like a such a logical feature to have, but I can´t find it on Pipefy

3
rafael.jefte
3 months ago
A
Pipefy Staff
Amanda L.Pipefy Staff
asked in Ask the Community

Cancellation

In case after a few months of trial, we find it is not meeting our needs, can the subscription be canceled?

1
bernardo-rosa
3 years ago
chrgilles
chrgilles
asked in Ask the Community

Specific font in email templates

Hi all !Is there a way to embedd/load a specific font in email templates (Montserrat font) ?cannot see that feature in Pipefy 😑Thanks a lot

1
Juliana Spinardi
Community Manager
1 year ago
J
James.liRegular Participant
posted in Ask the Community

Tracking payment received using pipefy

Our business is based on milestone payments with final amount changing in the process. Is there a way to track payment received and remaining amount using pipefy? Thanks.

3
alicereis
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
4 months ago
eugenio.landesmann
eugenio.landesmannNew Participant
posted in Ask the Community

Show the expiration date of the card in each phase based on the SLA.

It would be very interesting if the cards automatically showed the expiration date based on the SLA established in each phase.

0
eugenio.landesmann
3 years ago
Keto-Faster
Keto-FasterKnown Participant
asked in Ask the Community

"You don't have permission to connect these cards" - Advanced connection

SOLVED - 

1
Juliana Spinardi
Community Manager
1 year ago
tsartori
tsartoriSuperuser
asked in Ask the Community

Double Dashboards

 Why are two dashboard fields which redirect to different pages? 

4
tsartori
2 years ago
Besnik
BesnikNew Participant
asked in Ask the Community

Is there any possibility to model processes in pipefy ?

Hello together, is it possible to create   for example BPMN (business process modeling notation) diagramms and model processes in general. Is there maybe an add-on, app, integrations or does pipefy have an own functions for this ?  I do need this information for my Bachelor thesis. thanks in advance.  best regards

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

Recurring Task Creation in Pipe with Backlog Phase

We have a pipe for managing tasks with these phases:Backlog To Do Working on it Done for Review DoneThis works well for managing tasks, we use the backlog to add things that aren’t completely defined, draft or not high priority yet.People start working on them with due dates when moved to “To Do”.The issue is for recurring tasks that we have weekly and monthly - looking at the recurring automation I’m not sure how to:Create a new task that is then moved from backlog to “to do” phaseIs there a way to use two automations to do this perhaps? However, you’d need to be able to check it’s an automated recurring task before moving it, perhaps with a specific task type field e.g. Manual, Auto.Would love any experience shares around this or thoughts. Thank you.

2
Keto-Faster
1 year 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
kd-singh
kd-singhNew Participant
posted in Ask the Community

Need Customization Support

Hi i need to customize my pipefy according to my internal process. Need a support from either pipefy or a feeelancer. Ready to pay.

1
Lais Laudari
Community Manager
5 months ago
A
agatha-vulpescodeNew Participant
posted in Ask the Community

Spanish documentation

Hi Community, how are you today?I want to know if there’s some spanish speaker members to share ideas for a Pipefy documentation in spanish. At search engine, there was no results in that language. Also, I want to know if there’s some expectations from the company to expand operations in that market, because it could be meaningful to have spanish blog entries or tutorials if Pipefy wants to widen in any spanish speaking countries.I like Pipefy and it could be great that some spanish speakers who doesn’t have a sufficent level of fluency in english to understand the documentation can enhance all the potential who Pipefy offer to their users and companies. I’m spanish native speaker and I understand the challenges to learn another language.Is there some expectation to have any spanish translation in the near future?Thank you,Agatha Benítez

2
Luis Salazar
3 years ago
jorden-monroe
jorden-monroeKnown Participant
asked in Ask the Community

New card automation w/information transfer without parent/child relationship

I need a way to transfer information from one card in “pipe A” to a new card in “pipe B” using an automation without the parent/child relationship. Can someone help me with this please?

4
Ezequiel Souza
4 months ago
Keto-Faster
Keto-FasterKnown Participant
asked in Ask the Community

Cards disappear/ Filters disappear on refresh

Is there a way to make the pipefy filters stick?Each time I refresh the filter disappears, and you have to click refresh to show the new cards just created. This wastes a lot of time.Solutions:Could we have cards not disappear when you move them to a new phase? and them appear live when you create them? This would avoid having to refresh and losing the filters

1
diogo.pessoa
Pipefy Staff
1 year ago

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