Ask the Community

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 req

Happy Holidays from Pipefy Team! 🎄✨As we reflect on this past year, we are filled with gratitude for our incredible community of partners, clients, and team members. This season of celebration is the perfect time to express our appreciation for your continued trust and collaboration.At Pipefy, we’re especially thankful for the opportunity to innovate alongside you. This year, we launched new AI-driven features that are helping you automate processes, optimize workflows, and unlock new levels of productivity. Your feedback and support have been essential in driving these improvements, and we’re excited to continue evolving together in the coming year.The holidays are a time to celebrate progress, strengthen connections, and look forward to new opportunities. Whether you're managing projects, streamlining operations, or coordinating remote teams, we remain committed to empowering your success and making your work easier

Estava precisando de inserir uma imagem “Dinâmica” em um card, testei alternativas por HTML mas não funcionou, exemplo: <img src="{{Image Link}}">Saberiam alguma solução para essa necessidade?

Hello! Currently we are experiencing a problem using Pipefy platform, the system says that we have 4 / 2 interfaces used in the Starter plan, but we didn’t use Interfaces at all. When opening the Interface panel, it is empty. (see picture below) Later we discovered that we dont have a SuperAdmin role assigned to anyone, can that be the reason we cannot see these 4 interfaces that were allegedly created? Please help, the AI chat bot you provided obviously doesnt have the answers needed.  Thanks in advance. Max

Boa tarde.Temos um pipe que durante o seu desenvolvimento foi definido que só algumas pessoas poderiam acessar o formulário inicial, assim nas configurações foi definida a opção para não ficar aberto para toda a empresa e foram definidas as pessoas com acesso ao formulário inicial.Porém agora foi definido que será aberto esse formulário para todos, mas agora ao clicar no link público ele não está ativo e não aparece aquele botão para ativar ou desativar o formulário público como existia antigamente conforme me lembro.

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!

Another Pipefy system instability impacting our ability to do business with our customers.We’ve discovered this morning that Field Validations on public forms are no longer working correctly. Typing any character or characters into a validated field on a public form immediately throws a validation error.For example, when attempting to type an email address into an email field, Pipefy throws the message “invalid email format” immediately after every single character is entered.This is happening for fields which have Custom Validations.Please could community users test this on their own forms and report the issue to Pipefy Support, hopefully to expedite a fix.

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!!

Estou enfrentando um erro para enviar o formulário inicial quando esse é utilizado de autocomplete que é sugerido. Ao clicar no botão de enviar o formulário não é enviado e indica os campos que foram autocompletados como incorretos/ não preenchidos. Mas mesmo quando realizamos a correção do campo, o botão de envio não reabilita para enviar. Isso tem causado um grande impacto negativo em nosso processo!  Mais alguém enfrentando o mesmo problema?

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. 

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

Bom dia, pessoal.Eu tenho a seguinte query que funciona bem:{   "query":"mutation {\n  updateFieldsValues(input: {\n    nodeId: PARENT_ID, \n    values: [\n      {fieldId: \"INFO_FROM_CHILD\", value: \"VALUE_FROM_CHILD\"}\n    ]\n  }) {\n    success\n  }\n}",   "variables":null}Porém, ela só muda um campo. Qual a query correta para modificar múltiplos campos em apenas uma requisição HTTP?Obrigado.

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

Bom dia.Estamos a um tempo percebendo que não estão aparecendo na aba tarefas e solicitações, os card’s abertos pelo usuário.Por exemplo, fiz um teste a pouco abrindo um card em um pipe que temos e não aparece no meu usuário essa solicitação. 

Olá, pessoal, me ajudem com uma dúvida, por gentileza: Eu tenho dois Pipes, um principal (vou chamar de Pipe1) e um que uso para auxiliar com listas de produtos com preços (vou chamar de Pipe2).Ambos estão conectados nas duas vias.Então, preciso trazer uma informação do Pipe2 para o Pipe1 via automação. Quando vou criar, escolho um campo de texto longo do Pipe1 e quero uma informação dinâmica que está no Pipe2. Porém, quando vou escolher qual informação quero do Pipe2 no Pipe1, não aparecem os campos atuais e só aparecem campos antigos que já deletei.Já refiz as conexões e segue igual.Sabem me dizer o por quê e como solucionar? PS: esse problema existe quando vou na função “Atualizar Campos”. Na função de IA, aparecem os campos já deletados e os novos, porém, não queria usar IA para esse caso.

Preciso criar um card para cada evento de um determinado produtor. Esse produtor é recorrente, e os eventos seguem um padrão específico de proposta. Por isso, gostaria de automatizar a cópia dos dados do formulário correspondente a essa fase da proposta, já que são muitos campos repetitivos e o conteúdo se mantém o mesmo. Alguma sugestão para tornar esse processo mais ágil e eficiente?

Happy Thanksgiving from the Pipefy Family to Yours! 🦃🍁As we gather to celebrate Thanksgiving, we want to express our deepest gratitude for our incredible community of partners, clients, and team members. It’s a time to reflect on the year that’s passed and to acknowledge the collaborative spirit and hard work that has driven us forward.At Pipefy, we are thankful for the trust and dedication of our users, who continue to leverage our platform to streamline their workflows, enhance productivity, and foster innovation. Your continued engagement and support inspire us to strive for excellence every day.Thanksgiving is a time to appreciate the bonds we've built and the milestones we've achieved together. Whether you're using Pipefy to manage projects, automate processes, or coordinate remote teams, we're committed to empowering your efforts and simplifying your tasks.Here’s to the warmth of friends and family, the jo

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'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:  

Bom dia pessoal!Tenho hoje um processo de admissão onde o novo colaborador preenche uma ficha cadastral em Word.Conseguimos automatizar esse formulário para ser online, mas incluindo nele um termo texto com “Termo de Responsabilidade sobre as informações prestadas” e posterior impressão?

Mobile App not allowing me to login - Keeps saying ‘Unable to login, please try again’