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Felipe ChaoRegular Participant

Create a Card Text not changing inside pipe connection

Hello,I’m wondering if I’m missing some setting or if it’s actually not working, but I’m having trouble changing the text of my Create a Card button for pipe/database connections. When I open the form individually, the text is correct, but when I’m using a parent form that has a connection to it, the text is back to the default value.The button to create the pipe connection on the parent formPipe connection when expanded, the blue button has the default text.Form when acessed directly

9 months ago

will66New Participant

asked in Ask the Community

Unique form links with pre-filled fields

Hello all, I would love to know if there is a way to give a unique link to a form that pre-fills some fields?Use case - we have a list of customers that submit invoices for checking and approval for payment. I would like to give each customer a link that, gives them access to a new start form that already populates the name of the company and our internal ID for them, so they cannot edit it? Is this possible?

9 months ago

Ace3838New Member

asked in Ask the Community

Creating Invoices

Hello, I’m using the software as a business process. I want to be able to create and print invoices per card. Our invoicing is simple. We have about 7-10 different prices per units.My questions are:Is there a way to have a simple math function? Such as so many units times a preset price? Is there a way to create a PDF that has said math function? Is there a way to create a document instead of PDF, so that it can be manually edited? Is there a way to have an end of process email a PDF invoice? When card enters a certain phase?

9 months ago

Paulo RodriguesRegular Participant

asked in Ask the Community

When I reply an e-mail using the Shared Inbox a new card is created

Hello all !I have a problem with the shared Inbox feature that I want to share with you.When one of my agents answer a client a new card is create. For example:client 1 → pipe email 1 received → card A is createdagent answer pipe email 1 → card B is created The expected was:agent answer pipe email 1 → the answer keeps below card A And the reason I think this happens as you can see in the below image is when I answer an email the pipe e-mail address is on copy and triggers the creation of a new card. Any help there? For me, it doesn´t make any sense to put the destination e-mail (pipe's email) in copy on a reply. Thank you!

9 months ago

leospechtRegular Participant

asked in Ask the Community

Pipe or Organization ID

I am trying to acces pipefy data through the API, however, I am not able no find my organization ID or my pipe ID anywhere, I am just missing those to finish everything. Thanks,Leo

9 months ago

marina-vitalRegular Participant

asked in Ask the Community

Export list all Pipes

Hi guys!I have superadmin permission and when I make the API call I get back only the IDs of the Pipes I am part of. The others in the organization are not listed.Does anyone know what this could be? We have tried with another superadmin account and it is inside a Pipe, the return of the ID is also only from this pipe it is part of.Currently we have more than 200.

9 months ago

paola-simanNew Participant

posted in Ask the Community

Conflict checking process

Good afternoon, Community. All good?Does anyone have any process model for checking conflicts between clients?That is, the requester answers some questions on the form, such as the customer's name, parts, etc., and the system returns informing if there is any conflict.between that customer. The customer base can be queried, send alerts to other people.It would be something like that.

9 months ago

pvfontes1000New Participant

asked in Ask the Community

Error in Importer with Phone numbers

In the importer feature, there is an error that always happens when i’m trying to import phone numbers. This is an example of phone numbers I haveThis is the importer error log with what it made of the info I had.This error is making me use the text field for phone numbers, and I don’t want that.Does anybody knows what might be happening??

9 months ago

Keto-FasterNew Member

asked in Ask the Community

Dynamic Content - No Longer Gives Access to Layers of Connected Fields

Background: We have some pipes that contain connected fields to other Pipes.It can look like this:PIPE 1 - the Pipe user’s useConnected Field to Pipe 2 Connected Field to Pipe 3 (in the start form for pipe 2) Problem: A few months ago access to the connected field in pipe 3 disappeared. This broke our pipes using dynamic content to show Pipe 3 data.Clarification: I’ve been told several times it’s a bug that is being worked on. But several months down the line I’m just wondering if the feature has been discontinued - it’s unusual for a bug to last so long. Would appreciate any input on this - it was a very cool feature/ that allowed us to really make the most of pipefy’s connected fields (probably the most valuable and differentiated feature). This downgrade in functionality has unfortunately has limited its use for us.

9 months ago

Bryce-MNAGRegular Participant

asked in Ask the Community

App - contacts database query

Hi I am new to pipefy so please bear with me...We have started a pipe to manage job cards for our small service business. The start form is completed for every new job with customer and job details. A lot of our customers are repeat customers so we have added a contact database connection to the start form which is successfully allowing us to add an existing or new customer to each form.My problem is once a card has been created, and the card is opened in the app from within any phase, only the customer name displays and the contact card does not open from within the app.This is a problem for our field workers who need to be able to contact customers when completing a job. Is there a way to allow access to the contacts database from within the app? Am I missing something?Thanks in advance.

9 months ago

kd-singhNew Participant

posted in Ask the Community

Need Customization Support

Hi i need to customize my pipefy according to my internal process. Need a support from either pipefy or a feeelancer. Ready to pay.

10 months ago

ViniBevilacquaNew Participant

posted in Ask the Community

Remove Pipefy branding in Email and embeded forms

Today I can’t use Pipefy e-mails in my company because of the branding on the footer of each email. Also, the embeded forms are becoming an increasing problem, because Pipefy keeps on adding more and more of their branding and CTAs. embeded form propaganda after submit It's understandable if you want to use your branding on FREE accounts, but seriously, my company pays the enterprise plan and we can’t opt out of these annoying things. Me, personaly, I stopped recommending Pipefy to other companies. It’s becoming a very expensive tool, since we can’t use all it’s resources.

10 months ago

cridazabNew Participant

asked in Ask the Community

Hay alguna comunidad en español de Pipefy?

Buen día a todos, cordial saludo. Quisiera preguntarles si saben si hay alguna comunidad en español sobre Pipefy en la que pueda ver tutoriales y compartir conocimiento en general. Muchas gracias.

11 months ago

Lucas DemochPipefy Legend

asked in Ask the Community

API consumption count

Does anyone know how Pipefy's API consumption is counted? They're wanting to sell me an additional consumption package, but the team that wants to sell me doesn't know where I'm consuming. From my counts, I'm making around 2-3K API calls per month. According to the Pipefy team report, we are doing 15 K. They can't explain.

11 months ago

PipefiedRegular Participant

asked in Ask the Community

Card Limit for Starter Plan

I’d like to start using Pipefy with the “Starter” plan. But there are a few details I want to clarify before creating anything. The "Starter" plan shows "Up to 50/month" for cards. Is this referring to the total number of cards I can have or to the number of new cards I can create each month? How can I track my card limit for the month?

11 months ago

DaveSalasNew Participant

asked in Ask the Community

Deleted Card by mistake

Hi everybody,I deleted, by mistake, a Pipefy Card that hited the final stage. Is ther any way to restore it? Thanks,David

11 months ago

Keto-FasterNew Member

asked in Ask the Community

Creating Card Checklist via the API

I’ve been reviewing the API to see how to work with Card Checklists. Based on documentation there, I’m not sure where they are available.Two questions on this: Are Card Fields the way to list card checklists on a card: https://api-docs.pipefy.com/reference/objects/CardField/ Can we add card checklists via the Update Card Field: https://api-docs.pipefy.com/reference/mutations/updateCardField/ Appreciate any thoughts or experience on doing this. Thanks.

11 months ago

israel18Regular Participant

asked in Ask the Community

Vincular pessoa à um card para que ela possa acompanhar o status do mesmo

Pessoal, É possível eu criar um card no meu pipe e vincular uma(s) pessoa(s) para que ela(s) possa(m) acompanhar o status (fase atual, etc) dele?

11 months ago

DaveSalasNew Participant

asked in Ask the Community

My Automation to Move Card To Next Phase no funciona

Hello everyoneI have the phase “Evaluación del area de Costos” and I created an automation for it to move to the NEXT PHASE if the following conditions are met:1- If Approve field equals YES1- If Value put in the text box is greater than 01-If Anexo field is “Completed”When I run a new form and I approve the Card meeting the three conditions above the card doesn’t move. Thanks a lot for the HELP you can provide!!!!

11 months ago

natan-buenoRegular Participant

asked in Ask the Community

Inivite members to Pipefy

Hey guys, I am starting with GraphiQL and trying to create a query for inviteMembers for an organization, however, I am not being able to identify what is wrong here. Could you please clarify?I used this topic here, but didn’t work: mutation { inviteMembers(input: { emails:[ {email:"teste@teste.com" role_name:"member"}, {email:"teste1@teste.com", role_name:"member"}, {email:"teste@teste.com", role_name:"member"} ] organization_id: 12345 message: "please join my organization - Postman"}) { clientMutationId errors {index, message} }}

1 year ago

Saulo OliveiraRegular Participant

asked in Ask the Community

Get cards (more than one) by CARDs IDs at once?

Hi all!I wish to get more than one card by id at once.Something like to passa meny CARD IDs and get all informations about this cards…Thank you!Saulo

1 year ago

Ezequiel SouzaPipefy Legend

asked in Ask the Community

New feature to Turn-off Required field of form to do changes in the Automation

Hi Design product team Is possible to create a new feature that permit Turn-off the Required all fields in the form to do a maintenance in the automation?? This way we can do changes in the Automation without unmark all required fields and after that mark all again. Thanks.

1 year ago

genietimPipefy Legend

posted in Ask the Community

Page 4 / 21

514 Topics

Create a Card Text not changing inside pipe connection

Unique form links with pre-filled fields

Creating Invoices

When I reply an e-mail using the Shared Inbox a new card is created

Pipe or Organization ID

Export list all Pipes

Conflict checking process

Error in Importer with Phone numbers

Dynamic Content - No Longer Gives Access to Layers of Connected Fields

App - contacts database query

Need Customization Support

Remove Pipefy branding in Email and embeded forms

Hay alguna comunidad en español de Pipefy?

API consumption count

Card Limit for Starter Plan

Deleted Card by mistake

Creating Card Checklist via the API

Vincular pessoa à um card para que ela possa acompanhar o status do mesmo

My Automation to Move Card To Next Phase no funciona

Inivite members to Pipefy

Get cards (more than one) by CARDs IDs at once?

New feature to Turn-off Required field of form to do changes in the Automation

I like the slight rebranding this community went through...

Downloading info for ALL cards in a Pipe

How to activate a webhook on a pipe

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