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It is important to release more options to include in the card's PDF template.For example, fields such as checkbox and card ID are essential for assembling the document.

Hi, I would love to send data from Pipefy to PowerBi and have interactive dashboards to keep track of my processes SLAs. Does any one here ever done that? 

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

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.

I have a form that is 100% anonymous, and I’ve been using the public link for people to fill it out. Until now, it worked even for those who were logged in, and the card would be created under Pipebot.However, today I noticed that the public link's background was not the one I set—it displayed the new portals instead. Additionally, when I opened a card, it was no longer anonymous.This is likely a bug, and I have reported it, but I still wanted to mention it here….

I know this has been asked before but I’m just wondering if it has been implemented and added to the API. Is there a way to get the activity center, where comments, audit trail, etc are on a card, are they available via the API? i.e. can this info be pushed into another system? 

Hi guys, how do you add 2 buttons ‘Approve’ & ‘Reject’ to the email Template.  Please can you also add a screenshot of the coding with your illustration.  Thanks

We have a Pipe “Customers” which contains all our customers (synchronised automatically from our CRM).We have a Pipe “Customer Enquiry” which customers use (via public Form) to submit a new enquiry.To save time for repeat customers when placing an enquiry, we want to allow them to pick their details from the “Customers” pipe *and* have the data from the “Customers” pipe prefill certain fields in the “Customer Enquiry” pipe (Name, Business Address etc).When we include a “Customers” Pipe Connection in the “Customer Enquiry” Pipe, it seems we can only configure prefill to work from Customer Enquiry into Customers rather than the other way around?Am I missing something here? Can anyone suggest a solution?

Hi guys / @claudia-bar , @thassia, @marcosmelo , @amanda-dianni are we able to change phases via the email alone?  For instance the CEOs of the company will not have time to go in the app & would like to either approve or reject request on the email (email will have the relevant information to make informed decision), which will move the card to the next phase.

Could AI Search in connected pipe?You are working with two connected pipes, X and Y, where pipe Y contains the information you need. For example, if you want to search for the course “Cosmetic Nanotechnology” and return the results in a specific field called “Similar Courses,” the AI should assess the similarity of possible cards in pipe Y and return the results in the following format:'[Course Name - Course Status - Course Coordinator - % Similarity]'Prompt to use:Search in the connected pipe '[Y] - Reservation Bank' and analyze the cards in this pipe to check for courses similar to the requested course: [Course Name]. Additionally, take into account the tags associated with the course: [Tags].Return the results in the following format: '[Course Name - Course Status - Coordinator - % Similarity]'.If there are multiple similar courses, list each one on a new line in the same format.Example: If the requested course is 'CSI' and there are matches in the reservation bank, the return shoul

At times some of our current customers will fill out our web form.  In doing so it creates a duplicate in our “contacts database” and my question is is there anyway to combine contacts so we do not have multiple copies of the same information? Thank you.

Hi everyone!I run a small tattoo studio, and I'm looking for tips on optimizing workflow automation in Pipefy for managing client appointments and artwork-related task reminders. Has anyone here set up automations that help keep client schedules and custom artwork prep on track? I’d love to hear how you’re using Pipefy to streamline similar processes, especially if you’ve found creative ways to send timely reminders or organize tasks. Thanks in advance for sharing your insights!

Has anyone managed to get Pipefy Emails working on an SMTP relay through Google Workspace?We simply cannot get Pipefy to login.we have disabled MFA at the Google End on the relay account we have tried enabling and disabling TLS at the Google end we have enabled ‘login using less secure apps’ for the Org Unit hosting the relay account at the google end we have configured the Pipefy IP address list as permissible IP addresses for SMTP relay at the google endWe have now run out of road!Help!!

Business Use Case ScenarioWe have an integration which pushes validated customer records into a Pipefy Pipe “Customers”.We use this “Customers” Pipe to enable customers who bring repeat business to ‘pick’ their record from this Pipe when filling in Pipefy Forms with us. It avoids repeat customers having to repeatedly provide their information (Name, email, phone, business, address etc etc).Not all of the fields in the “Customer” pipe are mandated because each connected process will determine what data is essential to that particular process.ChallengeAutofill on Connections is from “Child” to “Parent” but we need this to work the other way around.Since this isn’t possible, can anyone suggest possible solutions/approaches to consider? ThanksMark

Hello:I’m seeking advice on displaying linked data.I have an Onboarding “form” (Pipe) and within the form is a link to a “Position Matrix” database.  Users of the Onboarding form can select a defined job role from the “Position Matrix”. Within the “Position Matrix” database, a list of equipment and software for each role are tabled.The “pop-out” feature is handy in that it allows the Onboarding form User to view all of the attributes of the selected Position.There are 3 issues:A Pipefy User Login is required, as it opens the “Position Matrix” database in a new tab A Read-only overlay or a link back to Onboarding form is desired (not opening the database to edit) Pop-out windows are not anchored in the frameIs it possible to display (only, without a login required) the requested data, anchored within the existing Pipefy Onboarding form?Thanks!Andrew

Using GraphiQL, I want to retrieve the structure of all automations created in a pipe, including the automation name, condition type, and the action it performs.

Hi everyone,I’ve been using Pipefy for managing workflows, and while it’s a fantastic tool, I’m facing an issue with notification management. Sometimes, the notifications either get overwhelming or don’t reach the right team members at the right time.Is there a way to customize notifications more effectively or integrate a third-party tool to make this process smoother? I’d love to hear how others handle this and ensure their teams stay updated without being overwhelmed.

I've created an automation to move the card to another phase when the value is present. In the kanban visualization, the card goes to the correct phase, but I can't access it's form. On the upper part of the card we see that it's still in the previous phase, even though the card is in the correct phase column Here we see the card in the first phase. When the field ‘Valor do serviço’ has a value, the automation sends it to the next phase.  Here we see that the card in the kanban has moved to the correct phase. But when we open the card, it's still in the previous phase and there's even a button to move it to the ‘Triagem’ phase. If I move the card manually back to the first phase and then to the ‘Triagem’ phase, the form looks correct.Can anyone please help me with this matter? Thanks!

I'm having some trouble using updatePhaseField in a start form.I want to update the options of a field using an APIAny ideas of what to do?Many thanks!I found this conversation:  

Hi guys! I’m trying to create a pipe for Purchase Order management. Our sales team would create a request and the administration team would prepare the Purchase Order for the suppliers.We have a database for the equipment for each supplier, but I’m having quite some trouble when I need to purchase more than 1 of the same item. Example:Item 1 - Supplier X - 1 unitItem 2 - Supplier X - 3 units Edit: Just to clarify, some of our POs can have 50+ items and many of them with more than 1 unit How could I handle quantity for a database connection item?Pipefy will let me pick from the equipment database, but not choose how many. Is there any common work around?

One of my Pipes is about Credit Card Receipt Control. When I register future receipts, Pipefy no longer allows me to paste (ctrl v) into the add date field. I have to keep typing manually and I waste time doing that. And, because of this, since this update, Pipefy has been multiplying its launches. Ex: I register 12 future releases and Pipefy keeps multiplying some of these releases, meaning I have to manually delete them every time. I would like them to resolve this issue and allow us to paste dates into the add date field again.

HiI have iOS version 15.8.3 installed on my smartphone, but can’t get the Pipefy app to work. I can download the app but can’t get past the “introduction” page, there is no reaction to pressing the screen or anything. Have tried deleting the app and reinstall it but doesn’t work.  I have also tried the web browser version on my smartphone (different web browsers). I can login on my account but when I try to enter a pipe the page turns completely white, except a small “AI” icon in the bottom right corner.  What kind of technical issue is this?  Thanks in advance for your help! 

Does Pipefy offer a mobile application, or is it exclusively a web-based platform?

Hi all!Actualy, I use the create cards from email but just works for fields: subject, body (message), to, from, etc.How do I populate custom fields that I already have in my pipe and exist in the initial form?