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Hi,I want to create an automation based on a Date field. The automation should trigger 3 days before the given date. However, I only get the following options:Can anybody help?

I have a phase which my sales team access trough a link they receive by email (for card’s current phase). In this phase, there are 2 possible outcomes: They either attach a new file and write down some comments - and an automation moves the card to final phase and process is finished - or they can request a new updated (creating a new record - it is a field connected with a database), and in this case an automation will move the card back one phase. That works fine at first, but then I have a problem. When there are previous records on that connection field (updates requested in the past), even if I don’t change them or create a new one - the automation will always run as if that field was updated, just because there where information from the past. Example: Salesperson A had previously requested 3 updates (there are 3 record there created on the connected database). Those were all completed. Now we just need her to Attach a file and write her comments so that t

Is it possible to add start_form fields via the api?

Hello Team, How can I do a cascading dropdown with Pipefy?For e.g. I have a dropdown called Employee . When I select any Employee from that, I should be able to automatically populate few text box below it with related attributes.Database: EmployeeFields: Employee First Name, Employee Last Name, Employee Date of Birth, Employee Location, Employee Status Pipe Start Form has a dropdown Employee and when I select any employee from list, I would have few text boxes below it which will populate related info for that employee which would be editable. So when I make any changes and submit it, it will move to next phase and at the end it after approvals, those changes will be saved back to employee record. So the question is, how do I populated related attributes from database to editable text boxes? (Or even non-editable if editable is not possible) Regards,Avni Bhatt

Hi, we are using Pipefy as a CRM. I am in need to send out a quarterly NewsLetter to some of our contacts.Can I use Pipefy to create an email template and send the Newsletter to some of our contacts? This is a communication email that is not necessarily triggered by an action in Pipefy. It is just a communication email. It it is not possible, my other alternative is to use the contact information to send the email using Outlook. Our contacts are in a database that has no relation to the accounts cards, so I have no way to determine which contact name belongs to which account.  Would love some help or ideas on how to accomplish this.  

Hello Team, I am facing one issue where the PDF attached in attachment section can be opened successfully from the pipe card itself. But same attachment, when we try to open from a request tracker form, it errors out saying “Something went wrong” Regards,Avni Bhatt

Hello Team, Can we add watermark text to a multiline text box field? Regards,Avni Bhatt

Hello Team, How can I get the link to Request Tracker form in subsequent Phase?Use Case: We have 9 phases in pipe. Request tracker gets sent to the user in the very first initial form phase. In phase 7, we have a dependency on external system to complete one operation and send data back to pipefy to progress further. At this stage, we want to notify original requester that details are sent to external system and along with this notification, we want to send the link of original request submitted by them (Public link which they received when they submitted). So they dont have to keep on searching email to get the access tracker link to see the status of request. Thanks in advance!Regards,Avni Bhatt

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.

Is it possibile to set SLA for a card in an specific step of the flow based on a custom priority field? Here is my scenario:I have a custom “select from list” field labeld “priority” which accepts values from 1 to 5 (such that 1 indicates the highest priority and 5 the lowest). I would like to set a shorter SLA when priority is higher.I could create 5 different columns, one for each priority level, but that would make the pipe confusing.

Hi community !Does anybody knows a solution to have better images appearance in pdf generator, because mine is very very ugly I’ve tried with large size, .png, .jpeg format without success.Thanks for helping​

Hello!I’m trying to update these fields using API, but I don’t know what mutation I have to use 

Very new to Pipefy so only stupid question is one not asked, my question here is have you guys built in a Ticket Status Notification updater.. So once a ticket is updated or closed the original sender can receive an update..   

When I send the attribute headers, I’m getting error 500mutation { createWebhook(input:{ actions: ["card.done"], name: "SAP", url: "http://x.x.x.x:8080/v1/public/sap-integrator/invoice", headers: {Authorization:"Basic xxx"}, pipe_id: 302174055 }){ webhook {actions, headers, id, name, url} }} 

Hi community !Is there a “online version ” for emails templates ?If yes, where may i find the link of this version (i would like to add it in the header email template ;))Thanks a lot

Hi! I need to remove the card connection from a connector field using a graphql querry.Any ideia of how to do it?

Hi People, We need to clear 2000 register of a database?, how i can do fast? thanks

Hello Team, Can we add a custom HTML code or a jQuery code on the public form in Pipefy? Regards,Avni Bhatt

Hi community !At the end of a first pipe i ask to users (students) to upload their homework, i ask it by email.For that i have created a separated form on an other pipe with several upload fields.Problem is that i don’t know how to identify who is uploading files.For that i ask users to add their own email, before upload their files… => is there a better way to do that, for example by pre-filling email field on the second form (extracted from the first pipe) ?Also, is there a way to “send” uploads coming from the second pipe/form, in each user card in the first pipe ?Thanks fos helping and best regard

When we use automations to fill fields, the automation always overwrite the existing data. The sugestion I got is to allow us to just append the new data via automation.

Do someone know a workaround to update label of a card based on the phase of a connected card.I tried many things but in “Automate”, you cannot update a field based on a connected card status/phase/field value.Any idea ?

How do I have a public form with fields different from the initial "internal" form? For example:I have a public form with a field “NAME OF THE REQUESTER” and a field “CONTACT”, besides other 3 fields regarding the process.However, not every time a card needs to be created by a public form, sometimes the pipefy users will create it themselves, when that happens, the fields “NAME OF THE REQUESTER” and “CONTACT” are not necessary, as the users are employees of the same company. Only the 3 other fields are necessary to be fulfilled.

Hi Team, Is there a way to setup an automation to forward an email received in Pipefy shared email box?There are triggers available that can detect when new email is received and there is an action to Send an email. But what we are looking for is can the received email be forwarded to a pre-designated email automatically?  

Hi there.  I’m working on a process for our SDLC.  I would like to set up a flow where the user can indicate that they did or did not have a meeting in our process.  If they did, I want to set a field that documents the outcome of the meeting to required.  If they did not, I want to set a field that asks them to explain why they skipped the meeting to required. This pseudo code captures what I’m trying to do.  I could see tons of uses for this type of functionality. IF <had meeting = YES> THEN   <who was in meeting -- REQUIRED>   <why no meeting -- OPTIONAL>ELSE   <who was in meeting -- OPTIONAL>   <why no meeting -- REQUIRED>END IF