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

  • 648 Topics
  • 2,147 Replies
648 Topics
Nigel O'connell
Pipefy Staff
Nigel O'connellPipefy Staff
asked in Ask the Community
Card info on webhook

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? 

3701
Roberto Chavarria
Pipefy Staff
Ezequiel Souza
Ezequiel SouzaLegend
asked in Ask the Community
The Pipefy can’t upload pdf file into attachment field?

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

4937
Ricardo Palhares
Nigel O'connell
Pipefy Staff
Nigel O'connellPipefy Staff
asked in Ask the Community
Implemantation

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

701
bernardo-rosa
Pipefy Staff
inaki1
inaki1Explorer
asked in Ask the Community
Is this happening all the time in the Dashboard Beta?

 

1741
Nicole Chiroli
Pipefy Staff
A
Pipefy Staff
Amanda L.Pipefy Staff
asked in Ask the Community
Support and Implementation

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

521
Paola Botelho
Pipefy Staff
jerryeo
jerryeoExplorer
posted in Ask the Community
Agile management

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

560
jerryeo
A
agatha-vulpescodeNew Member
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

552
Luis Salazar
sorina_ardelean
sorina_ardeleanNew Member
asked in Ask the Community
Email Templates / Hyperlink / Spaces

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? 

1652
Nicole Chiroli
Pipefy Staff
A
Pipefy Staff
Amanda L.Pipefy Staff
asked in Ask the Community
Privacity

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?

502
Marco
A
Pipefy Staff
Amanda L.Pipefy Staff
asked in Ask the Community
Avoid workflows

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

451
Paola Botelho
Pipefy Staff
Nigel O'connell
Pipefy Staff
Nigel O'connellPipefy Staff
asked in Ask the Community
Is it possible to create fieldCondition using API?

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

2101
Roberto Chavarria
Pipefy Staff
Nigel O'connell
Pipefy Staff
Nigel O'connellPipefy Staff
asked in Ask the Community
ID of connected Cards

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

1641
Marcos Carvalho
Pipefy Staff
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?

681
bernardo-rosa
Pipefy Staff
Nigel O'connell
Pipefy Staff
Nigel O'connellPipefy Staff
asked in Ask the Community
Features

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

621
bernardo-rosa
Pipefy Staff
Graciliano Filho
Graciliano FilhoNew Member
asked in Ask the Community
Token expired

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?

1101
Roberto Chavarria
Pipefy Staff
Sérgio Moreira
Pipefy Staff
Sérgio MoreiraPipefy Staff
asked in Ask the Community
Create Field Condition API deprecation

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?

1191
Roberto Chavarria
Pipefy Staff
Lucas Democh
Lucas DemochLegend
posted in Ask the Community
Best practices for working with branches in Pipefy.

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.

1001
Morgana da Rocha
Pipefy Staff
shelby3
shelby3New Member
asked in Ask the Community
Forecast dashboard

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

691
Lucas Democh
Jody Poland
Jody PolandInspiring
asked in Ask the Community
How to Pipefy Process Instructions

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.

2571
pamella-guarinello
Pipefy Staff
A
Pipefy Staff
Amanda L.Pipefy Staff
asked in Ask the Community
Support team availability

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

891
Paola Botelho
Pipefy Staff
mgdwyer
mgdwyerInspiring
asked in Ask the Community
Focus on stability / reliability

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!  

1302
mgdwyer
fervitalino
fervitalinoNew Member
posted in Ask the Community
Great tools to organize your job

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.

1211
Juliana Spinardi
Pipefy Staff
dev63
dev63Explorer
asked in Ask the Community
createCard API query

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?

6173
Nicole Chiroli
Pipefy Staff
A
Pipefy Staff
Amanda L.Pipefy Staff
asked in Ask the Community
Modeling and training duration

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

681
Paola Botelho
Pipefy Staff
A
Pipefy Staff
Amanda L.Pipefy Staff
asked in Ask the Community
Payment options availalbe

Instead of yearly subscription from the onset, can we start with month to month or a 3 – 6 month option? 

491
Paola Botelho
Pipefy Staff

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