Ask the Community

Hello everyone.Has anyone explored platforms that specialize in helping small businesses implement sustainable strategies while optimizing growth? I’m particularly interested in tools that combine mentorship, business coaching, and practical resources for scaling operations effectively.Are there programs that provide actionable steps rather than just general advice? How do they balance innovation with financial planning, and are there success stories or case studies available to gauge real-world impact?Additionally, what kind of support exists for entrepreneurs looking to adapt their business models to evolving markets while maintaining sustainable practices?

Hello Pipefy Community,I'm exploring ways to optimize our organization's front desk operations and am curious about leveraging automation to improve efficiency. Specifically, I'm interested in how reception services can be streamlined using Pipefy's features.For instance, can we automate visitor check-ins, manage room bookings, or handle guest inquiries through Pipefy? Are there any templates or workflows within the community that have been effective in automating these tasks?Additionally, how can we integrate Pipefy with existing tools like calendars or email systems to create a seamless experience for both guests and staff?Looking forward to your insights and experiences!

I am new to Pipefy, how to get the right foundation for my use-case?

Hi everyone, I’m currently exploring opportunities to scale my business and I keep hearing about the importance of partnering with the right sponsors. I’ve been searching online, but I’m struggling to find a clear and updated list of sponsor investors that entrepreneurs can actually trust.Most sites seem outdated or incomplete. Does anyone know of a good resource or directory that provides accurate information about potential sponsor investors, their focus areas, and contact details?Any advice, tools, or personal experiences would be really helpful.

Hello friends. I need to understand how to use a template created in PDF Generator for piping. I read an official article that requires a request for authorization via the document generator form. I submitted the request a few days ago, but it hasn't been approved. My question is whether I can use the PDF Generator template for piping or whether I can only use the document generator. I found the documentation on this topic very confusing and outdated. Can you please help me?

Hey folks,I’m trying to figure out if there’s a simple way to use Pipefy with TikTok. For example, can I automatically create a card in Pipefy when I get a new TikTok lead, or maybe track content posting in a workflow?I’m still experimenting and haven’t seen a lot of examples online. If anyone has tried something like this or has tips on how to set it up without messing things up, I’d really appreciate hearing your approach

Estou desenvolvendo uma integração  no Workato, que realiza a exportação de um relatório do Pipefy via API e, em seguida, faz o upload do arquivo gerado para o Google Drive.No entanto, estou enfrentando um problema de permissão ao tentar acessar o arquivo usando a ação "Get file from URL".  O que devo fazer para conseguir acessar esse documento pelo Workato?

What is the best way to automate the periodic deletion of all records in a database that are not connected to a card? (The records are the children the parent cards in the connection)

Hi everyone!I'm experiencing an issue with emails sent via Pipefy automations.Two people outside our organization (with @outlook.com and @hotmail.com addresses) are consistently receiving these emails in their spam/junk folders, while all other recipients (both internal and external) receive them normally in their inboxes.We've already marked the domain @mail.pipefy.com as safe in their email settings to prevent sender blocking, but the problem still persists.Has anyone faced a similar issue? Is there any other recommendation or configuration that could help?Thanks in advance!

I need to delete an interface.It displays the error Name is already in use.

I’m trying to use Pipefy’s automation to make a GET request to this endpoint:https://monroneylabels.com/cars/vin.json?single_access_token=MY_TOKEN&car[vin]=MYVIN17CHARSI set it up in Pipefy like this  Method: GET URL: (full URL with both query params, as above) Authentication: No auth No headers, no request body In Postman and Chrome, this exact URL works and returns 200 OK. But in Pipefy, it always returns 400 Bad Request. How can I get Pipefy to actually send the query params? Is this a bug or is there a workaround?

When will Pipesign be available with its options in Spanish? Thanks.

I want to calculate the total cost of a Card while it's open.So, I tried to use Automations > [When a card is created] > [Apply a formula].The formula I need is: (Hourly Value Field * 8 hours) * (Due Date - Today's Date) but I couldn't insert Today's Date.

Hello and thank you in advance.I have a Pipe already created with sequential Task/Phases, after 2 years we need to enhance process and get activities simultaneously done, the same way Template Human Resources Workflow Processes Pack, is configured, then I ask for support with the following questions:It´s possible to join Phases in only one simultaneous Parent Card for the Pipe I already created? Or Should I have to create a New Pipe? In case is possible to edit original Pipe, is ther any guide to get the step by step, I found some materials in Pipefy Library, however not many materials are available for that. Could Someone kindly explain with some screens?Picture 1. Process AS IS Picture 2. Process TO BEIn the card is show 3 activities were done while waiting “Manage Interview” Appreciate responseRegards,Danna

I have an idea which will be of huge benefit for my customers, provide a customer service which betters the competition and also simplify existing operational complexity.I have designed an elegant solution in Pipefy as a Proof of Concept but limitations on the way Pipefy Start Forms display data from connected pipes appears to make this approach useless.Use CaseI want to provide Customers with a Pipefy Public Start Form to allow them to request services from a pick list of service offerings from my company. Each Service offering will describewho the service is intended for (eg private individual, business etc) what the service is, what the service includes what the service does not include service pricingThis will ensure the customer can make an informed decision and choose the most appropriate service.Great!Proof of ConceptI’ve created a “Service Picklist” Pipe which will essentially serve as a database Picklist of Services (see attached Card screenshot “Example Service.png” as an exa

Hello,My automations are not working. I am trying to do something very simple: move a card to another phase if created, or created and some condition like a field of currency is more than, or if a field of string was filled.But none of them worked properly. And the automations logs always report the same:"A automação foi executada com sucesso, e nenhuma ação foi tomada, pois as condições definidas não foram atendidas."Follow more details:   

We are having problems with filters and card searches for some users in my company. The user searches for the name of the card client, for example, and a list of empty cards appears, but we know that this client exists.  

I’m trying to calculate the average time a card spends in each phase. However, I'm noticing that the results change depending on the configuration.—specifically when I add or remove "Phase Name" or "Current" from the Dimensions. When "Phase Name" is selected & “Current Phase” is added to the filters, the figures are different Could you please clarify: What exactly do "Phase Name" and "Current Phase" mean in this context? What is the correct way to structure this to get an accurate average time per phase?  And do the date filters actually work: 

Hi There, I’ve notice that company’s logo is showed just in Public Initial Form. Is there any workaround to show company’s logo at others phase?tksPaulo Miguel

Pipefy Automations don’t limit me when inputting formulas for the formula automation.That makes me a bit confused, since I cannot imagine how certain things work, and I would be thankful for clear description. Example of where the confusion comes in:Let’s say I have a pipe, Sales, and a connected Database, Products, each with a price and a quantity. Consequently, for a card in Sales with multiple Products, one can argue price and quantity to be vectors. If I do SUM(MULTIPLY(price, quantity)), do I get the toal price of a card in Sales with all the connected Products, or does it work differently and e.g. MULTIPLY does a cross product rather than a component-wise multipication?And what if I say I have two connected databases with different numbers of entries, i.e., I separate Products and Quantity into two databases and the user can select just one Product but multiple quantities – does the product price vector automatically scale to the size of the quantity, or the quantity vector to th

I’ve been testing the interface option for a few weeks now and I understand that there’s no way (so far) to implement conditionals on the fields displayed.To work around that, I’ve been testing a lot of options,but I struck a wall.I’m using it to display approval information, so we have two fields: date of approval and date of refusal.My problem is: if it is approved, it show the approval date, but the refusal date appears as “This field is blank”.Is there a way to include the option “Don’t exhibit blank fields” on the interfaces?We already have the option of not displaying the filed name, so I believe it’s not that difficult to implement this. 

Hey guys, I have been playing with the AI assistants and doing some tests and noticed a few things I couldn´t find online. Was hoping someone could help me.I noticed that the excel file I uploaded as a skill failed, where can I see what documents are accepted?Also, how can I connect it to a database instead of only to a pipe?

Hi Pipefy team, We’ve faced a problem regarding “Submit another response” with new portal:In our form setting, we turn on “Submit another response” property.Howerver, after submitting a new card on the new portal, it doesn’t show the action for users to create another response.This only happens to the new portal. We did not have it with the old portal feature. Please help to check. We look forward to hearing from you soon!

Greetings, dear team! I would like to use Pipefy to manage reimbursement requests for the non-governmental organization I am part of. I will be the only administrator, and I will handle a maximum of 200 reimbursement request cards per year.To achieve this, I created a simple process in Pipefy with three email automation rules to notify collaborators whether their reimbursement request was approved, rejected, or has been processed/deposited.However, I noticed that after sending around three of these automated emails in a single day, the free version of Pipefy simply stops functioning. From that point on, none of the collaborators who submitted reimbursement requests receive any email updates regarding their status (approved, rejected, processed), and as the administrator of the reimbursement process, I receive the following email: “You have exceeded the daily free plan quota for sending emails. Upgrade your plan now to keep using pipefy and access all our features". I would be extremely

I want my organization to be able to see their assignments (tasks, requests, etc.) in one location.  I would like them to be able to use their Pipefy Dashboard to be their one place to see information including their Tasks and Requests.  I cannot find a way of adding a person’s Tasks and Requests to their Dashboard.  This seems like an obvious and foreseeable ask but cannot find information on this?  What am  I missing?  Thank you.