Ask the Community

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.

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?

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?    

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? :)

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! 

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?     

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

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

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

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

I'm setting up a funding tracker.

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

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? 

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!

My name is Michael Gruber and I work for UNICEF Canada.  I’m here because we have a legacy home brew workflow for requesting translation of documents and content.  This runs on MOSS 3.0 / Sharepoint 2007 and the servers are quite old and need to be upgraded.  The only problem is that the latest operating systems don’t support the old versions of Sharepoint so I’m faced with either upgrading sharepoint or switching.  I found Pipefy through an online search and it looks promising.  I’m not a programmer, but I do understand the logic in the workflow.  If anyone has seen anything similar to what I’m trying to accomplish, I’d really like to hear about it. Thanks!

Is it possible use information previously added different phases of my process to compose an email template? (e.g., use the the requester information name on the email) 

Hi, I would love to know in your opinion what are the main differences between Trello and Pipefy. Which one would you recommend for a mid-market company looking for improving control, SLA management and visibility?   

Hi, I own a construction company and we have been increasing our head count lately. Since we don't have a structured process in place I would love to learn how other customers have been using Pipefy for hiring processes.    Looking forward to hearing from the community experts! 

Hi, I would love to create email templates that are sent automatically whenever cards are moved to different phases. Is is possible to configure something like that? 

Hi, I would love to build a table on my email template with specific content from my vendor to be  displayed on the body of the email. Is it possible? 

Hi, is it possible for users to be Pipe admins but not company admins? I want to set different permissions to different users based on their responsibilities and processes. 

Is it possible to build and save Reports so I don't need to create new ones every time? 

I just realized that after inviting a couple new team members to Pipefy I was charged in my credit card for adding. Do you know what happened? 

Hi, I would like to update my credit card and billing information. Where can I do that?