Ask the Community

Hi, I'm trying to configure an email template where I would like to add an attachment to the body of the email. Is this possible? I'm asking that because I would like to email external requesters quotes we upload on cards.   

Is it possible to pass aditional information when creating a webhook to get more information about the cards without the need of making aditional requests? Is the "headers" argument supposed to enable doing that? 

Hi The Pipefy can’t upload pdf file into attachment field? Thanks.

 Hello. I want to know what sort of skills are required in the key users - who creates the workflows.

Id like to know more about how Pipefy team assist the client during the implementation!

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

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

Hi,I have been using the old templates sistem and setup but the new changes somehow got me lost. I do not really manage to make them look good (eg. spaces problem) and, in addition, the new hyperlink option it is not working for me. Did you find the solution for it? 

Hello. I want to know more about what Pipedy does to ensure that data in the database isn't visible to people outside our organisation?

 How do you avoid workflows going to dead-ends, with no user attached to a task, and to handle escalations / SLAs?

Hi,I have a use-case to copy field condition from one pipe to another. This is because clone pipe doesn't copy field conditions, I guess. Thanks!mutation {createFieldCondition (input:{name: "condition1-CheckDeletedMessage",condition:{expressions:[{operation: "number_greater_than",value: 50,id: "check-message-count",field_address: "test"}]},actions:[{actionId: "show",whenEvaluator: true,phaseId: 7682176,id:15723877,phaseFieldId: "number_of_deleted_messages"},{actionId: "hide",whenEvaluator: false,phaseId: 7682176,id:15723877,phaseFieldId: "number_of_deleted_messages"}]}){clientMutationIdfieldCondition{idname}}}Response:{"errors": [{"fields": ["mutation","createFieldCondition","input"],"locations": [{"column": 10,"line": 1}],"message": "Argument 'input' on Field 'createFieldCondition' has an invalid value. Expected type 'createFieldConditionInput!'."},{"fields": ["mutation","createFieldCondition","input","condition"],"locations": [{"column": 37,"line": 1}],"message": "Argument 'condition

Is there a way through reports or the API to retrieve the ID of the cards connected to a certain card? 

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

In case there is a feature needed, can it be customized?

Hello,I’m trying to check my token in the console page: https://developers.pipefy.com/reference#graphql-endpoint.After filling all the fields and click “Try it” I get this message: “Your OAuth2 token is incorrect or has expired”.However the token was generated few minutes ago and I just copied and pasted it. Could anyone help?

Hi,This API for createFieldCondition says "Deprecation. Mutation will be removed in the nextupdate.https://api-docs.pipefy.com/reference/mutations/createFieldCondition/Are you adding replacement for this feature? or is there any other way to create fieldCondition?

I am deploying Pipefy in a company that has two branches (with the expectation of opening three more) and I would like all branches to share the same Pipes (to reduce the number of automations and create a global view of the process).My solution was to create a branch table, where I listed those responsible for each area. With the automations, I linked the responsible person to each card based on the informed branch.To facilitate the filter by branch, I created another branch field with the label type.What I couldn't solve:1) I wish that the users could not see the cards of the other branches (without them needing filters).2) The restricted view does not solve, as the user needs to see the branch cards, even if he is not marked as responsible.I would like to know how you have been doing in these cases.Greetings from Brazil.

Hello - is there a task / resource forecast that pipefy provides? - Looking to get a dashboard similar to https://www.forecast.app/integrations/harvest

I am interested in seeing examples (screenshots) of how best to enter instructional lists into Pipefy.  In situations where you need a PDF, checklists can’t be used .  The alternative is to use vertical radio buttons with one instruction per button. I would like to see examples of what users put in the field name versus what text is input in the option box.

What is the availability of the support team? It will depend on the plan that I have?

Dear Pipefy Team, I really love Pipefy - it lets us do amazing things that would be very difficult to do otherwise, and the features that you guys have put together are incredible.However, it seems like there is some kind of issue with availability/speed/reliability on a near-weekly basis. This makes it really hard for us to fully rely on it for real business purposes. The features are great, but reliability is critical. For example, the recent email changes caused lots of problems. Today, the system is down and randomly not accepting entries or timing out. So, please, Pipefy management - if you are listening - prioritize stability and reliability of the platform! Thanks in advance!  

Hello, everyone.Pipefy is the best option to organize your process and manage the papers of company.I am very happy to share my experience and to be part of a global team around the world.Do you need to plan your agenda? Use Pipefy.Do you want to improve your process of sales? Use Pipefy.This is my opinion. I am very proud to be an user of Pipefy. Have a nice week.

Hi,I am trying to make an API call to createCard referring to this link.The documentation here seems to be a bit tricky. What are the fields passed inside the "fields_attributes"? How do I get the IDs of the fields in my instance?

How long is gonna take the modeling & training process to initiate after we start up the service?