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

eric.godoi
eric.godoiParticipating Frequently
asked in Ask the Community

How to edit a Public Form automated e-mail response?

Helo! I need a help. I want to know if it's posible to personalize an automated e-mail respose, which is sent by Pipefy, after a public form was answered succesfuly.  I couldn't find where, or how to edit this automated response. 

3
F
Pipefy Staff
3 years ago
eric kim
eric kimNew Participant
posted in Ask the Community

Integrate Pipefy with salesforce servicecloud

Does anyone use salesforce servicecloud with pipefy?

2
F
Pipefy Staff
3 years ago
Karla Hernandez
Karla HernandezParticipating Frequently
asked in Ask the Community

Pre-uploaded attachments in Pipefy

What is the possibility of pre-upload files, so they are available under cards as attachments and are downloaded as needed NOTE: Templates contain macros that allow data upload to Client’s ERP

3
Karla Hernandez
3 years ago
Nigel O'connell
Pipefy Staff
Nigel O'connellPipefy Staff
asked in Ask the Community

How to create a card in Pipefy using the API

Hi community   I'm trying to create a card in my pipe, but it only shows the error message ""query not found"":{""mutation"":""{ createCard( input:{ pipe_id:ID phase_id:ID title:'Test' fields_attributes:[ field_id:ID field_value:VALUE ]} ) { card { id title } } }""}Response: { ""errors"": [ { ""message"": ""query not found"" } ] } 

2
Ricardo Palhares
3 years ago
Jody Poland
Jody PolandInspiring
asked in Ask the Community

What are the requirements, if any, for using a database connection field in a form that will be used in a portal.

What are the requirements, if any, for using a database connection field in a form that will be used in a portal.  Please note that we have no use for general public forms on the web.  All our forms will be completed by internal employees.

2
anne.winter
Pipefy Staff
3 years ago
gonzalo9
gonzalo9Known Participant
asked in Ask the Community

Emojis site to projects?

Hi everyone, Which is the best site to see all emojis that you can use in Pipefy? thanks!

3
Moacir Souza
3 years ago
T
Pipefy Staff
Thiago W.Pipefy Staff
asked in Ask the Community

API problems

I'm trying to send a long string over the API. However, I cannot find out how to properly format/encode the string in order for Pipefy to simply add the text to the database record. Here's how I'm building the query: return `mutation { createTableRecord(input: { table_id: "**", fields_attributes: [ {field_id: "what", field_value: "${data.firstName}"}, {field_id: "nom", field_value: "${data.lastName}"}, {field_id: "email", field_value: "${data.Email}"}, {field_id: "cellulaire", field_value: "${data.Phone}"}, {field_id: "site_web", field_value: "${data.formRef}"}, {field_id: "message_soumis", field_value: "${data.Message}"},Here, data.Message has a long text in which there are newlines. This breaks it all:400 - {"errors":[{"locations":[{"column":51,"line":10}],"message":"token recognition error at: '\"Monsieur,\n'"}   There are tens of such lines. How should I format/encode the text so it is added and properly formatted in the Pipefy DB record?

1
Marcos Carvalho
Pipefy Staff
3 years ago
jaco6
jaco6Participating Frequently
asked in Ask the Community

API call to list all fields in a pipe & which phase each is in

Hi, I would like to do an API call to return all the fields in a pipe and and the phase where each of them are. I have the call that just lists all the fields, but not which phase they are in

1
lais_lot
Pipefy Staff
3 years ago
login7
login7New Participant
asked in Ask the Community

Pipefy Logs

Good Afternoon everyone.   Does anyone know if it is possible to get api logs?

1
Nicole Chiroli
Product Manager
3 years ago
Karla Hernandez
Karla HernandezParticipating Frequently
asked in Ask the Community

Create Pipefy cards by email

Hi team, we are working with a project which the cards will be created by email, we were planning to redirect all emails from the generic mailbox to pipefy email address, but now they are saying that the forwarding rules are not allowed as per their global security policies. Do you know of a different process on how to create cards from Generic mailboxes?

1
belsalemme
Pipefy Staff
3 years ago
T
Pipefy Staff
Thiago W.Pipefy Staff
asked in Ask the Community

Register webhooks

Hello!  I'm trying to register a webhook, but I can’t do it. And I’m not finding anything about permissions and webhooks. 

2
T
Pipefy Staff
3 years ago
Paulo Ribas
Pipefy Staff
Paulo RibasPipefy Staff
asked in Ask the Community

Use webhooks to notified me

Hello!  I would like to send a kind of request when a card is moved, for example. How can I do this integration? It's like zapier does, it can detect that a card is moved and a external routine is executed. Thanks.

1
Marcos Carvalho
Pipefy Staff
3 years ago
ivensjoris
ivensjorisNew Participant
asked in Ask the Community

How download an image in Pipefy?

Hi, i picked card data with the graphql api, and i have the link for an attachment, and i want to download this image, how i can download this in a code, i need to use the cookie? have another option?

3
Marcos Carvalho
Pipefy Staff
3 years ago
Jody Poland
Jody PolandInspiring
asked in Ask the Community

Capturing 2 data points per field

We have a need in a field to capture both a “category” or “classification” and the description in one field.  In this example, a user would enter the request the classify it as required, desired or optional.  I have seen this done with jotform and other form builders.  How can I accomplish this with Pipefy?    

2
Lucas Ivantes
Pipefy Staff
3 years ago
S
Pipefy Staff
Sundeep H. PatelPipefy Staff
asked in Ask the Community

Pipefy vs. ServiceNow

Hi, I'd love to get your thoughts around the main differences regarding  Pipefy and ServiceNow as I'm currently analyzing both options to implement it at a customer kicking off its shared services org. Can anybody help me? :)

2
J
Pipefy Staff
3 years ago
P
Pipefy Staff
PeterPipefy Staff
asked in Ask the Community

Automation Triggers

what are the most common automation triggers and when they would be useful? Any real life examples? I'm looking to automate my processes and some ideas on how to do it would be nice! 

3
rafael-bertrand
Pipefy Staff
3 years ago
S
Suporte ANLTNew Participant
asked in Ask the Community

Notify me via email on Portal

Hi there, is it possible to remove the "enter your email" on the portal? In the form, I configured that is not required but when I open it via the form it does make it required. Any thoughts?     

1
savicbo
3 years ago
Ana Gomes
Pipefy Staff
Ana GomesPipefy Staff
asked in Ask the Community

Size PDF Template in Pipefy

Hey everyone! Does anyone know what the dimensions of the PDF template are?

1
Juliana Spinardi
Community Manager
3 years ago
Jefferson Dourado
Jefferson DouradoKnown Participant
asked in Ask the Community

SLA feature for public holiday

Hey Guys, does any one knows if it is possible set up the SLA feature not to consider Public Holidays?

3
L
Pipefy Staff
3 years ago
H
HCiconelloRegular Participant
asked in Ask the Community

Registration accont

Hi,    I receive a invitation to my company Pipefy (paid account) and I would like to know if I can accept the invitation and change my e-mail after it.    Thanks

2
H
3 years ago
K
Pipefy Staff
Kevin WilliamsPipefy Staff
asked in Ask the Community

Mandatory Fields

hi, when should I use mandatory fields in my start form and phases? Can you give me some examples? 

3
Ricardo Palhares
3 years ago
steveshaifer
steveshaiferNew Participant
asked in Ask the Community

Phase Customization

I'm setting up a funding tracker.

2
F
Pipefy Staff
3 years ago
J
Pipefy Staff
JohnPipefy Staff
asked in Ask the Community

Bulk import cards

Hi, is it possible to bulk import cards? I would like to upload a .xls file intro Pipefy and mass upload cards. 

1
ivan.novofoco
3 years ago
A
Pipefy Staff
Ana JPipefy Staff
asked in Ask the Community

How many days after payment late is the account blocked in Pipefy?

Hi, I need to update my credit card information on my account, but I just wanted to know how many days it will take to block my account? Will I lose data from my processes? 

1
F
Pipefy Staff
3 years ago
Marina Afonso
Pipefy Staff
Marina AfonsoPipefy Staff
posted in Ask the Community

How to set an integration Zendesk and Pipefy

Hi everyone, I would like to know if you already worked with a integration between Pipefy and Zendesk? Or, if you are a partner if you already sell this. If yes, please tell me your experience!

1
omar-branquinho
3 years ago

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