[NOVO] Curso Pipefy AI
Connect with other Pipefy users and community experts to get help building great workflows and processes.
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My pipes simply disappeared, I no longer have any forms and I can't speak to support.
Can someone help me understand the purpose of the “Synchronize card's field with this fixed field” capability on fields like Assignee, Label, Due Date?Perhaps someone can suggest some real-world use cases which would help me see how/why.Also, what direction is sync? eg;if an assignee field is set, does this update the Assignee field on the Card if the Assignee field on the card is set, does this update Assignee fields on Phases?THanks for any help
Good day,Dear Team,When I send one email with our Quotation, we put in copy the email of the pipefy Card creation. I would like to add some information of my email sent in the automatic card creation.The information is nome of Company, Name of Ship, department, Amount total Quoted.The information will be described in a table in the body of the email, is it possible for the pipefy to automatically detect them and add in a specific box in the card created? Bom dia,Querida equipe,Quando envio um e-mail com nossa Cotação, colocamos em cópia do e-mail de criação do Card pipefy.Gostaria de adicionar algumas informações do meu e-mail enviado na criação automática do card.As informações são nome da Empresa, Nome do Navio, departamento, Valor total cotado.As informações estarão descritas em uma tabela no corpo do email, é possível que o pipefy as detecte automaticamente e adicione em campos especificos no card?
How to create 2 fields, the one field where I will be able to search User & once I select User the 2nd field will automatically populate with the Users email on the card from the same database
I'm in need of a Pipefy Superuser who can assist with some complex workflows integrated with Workato. Specifically, I'm looking to enhance PDF generation, automations, and third-party integrations. If anyone is willing to lend a hand, please get in touch!zparker@inwayrisk.com
Hello, I currently have a connection set up between Zapier and Pipefy to transfer data from Excel and create new cards in a pipe. However, I'm wondering if there are any limits on the number of cards I can create within a pipe?"
Please assist - How to display 2 results from 2 different columns from the database on a card
is there any way we can create a running number for all the ticket submitted? I find it very hard for me to go search the card one by one. too time consuming
Hello, every 15 days I use the importer app to upload a XLS file to my pipe in order to work on pending orders collection of customers. I have a database on Pipefy that has all the customer types/categories (let’s say “Customer A”, “Customer B”, etc.) Whenever I try to upload that file into Pipefy, I get an error message that the importer cannont overwrite the Database. The input from my excel file customer type column is exactly the same than the one in the database (i.e. “Customer A” in excel file = “Customer A” in DB registry)I would appreciate any guidance on this. Thanks,Chris
Could someone help clarify terminology on “Advanced Options” for a Connection Field on a Pipe Phase Am I correct in thinking that the Pipe Phase Card is the “parent card” and any cards associated with it in this pipe or any other pipe are “connected card”? Thanks
Is it possible to export Pipefy Cards to Word Doc ?Perhaps some kind of integration or automation that enables automatic transfer of information from Pipefy cards to a word document each card.
RequirementIn the absence of Parallel Flows in PipefyApproval Processes can hold up an entire process when some phases in a process could continue whilst an Approval is sought.For example, imagine Phases A,B and C need approval before Phase F can be undertaken but Phases D and E could be undertaken whilst approvals are sought on A,B&C.SolutionPhases A,B and C have an Approval Assignee field. When Fred, the user assigned for Approval opens Phase A, a field condition detects that ‘current user’ = Phase A Approval Assignee and shows a (previously hidden) Approval Date fieldWith this approach, a Card needn’t move to a dedicated Approval Phase. Approval is possible in the Phase in which it was requested
RequirementThere are many circumstances where a Card needs to flow into several Phases at the same time so that the card can be worked on by multiple people at the same time for different purposes. There are also circumstances where parallel flows need to operate dynamically based on field conditions (see my separate post here ProblemCurrently Pipefy Flows are linear so a card must exit one Phase before it can be worked on in another. Business Flows/Processes don’t operate like this in reality, linear processes cause delays, sometimes huge delays!SolutionAllow Parallel Flow creation
Hi Everyone!I was wondering if it’s possible to attach a document uploaded on one of my cards in my pipe as an email template?I know that you can use the Dynamic Field to get the link to the document, but what I really need is the document attached to the email, not the link to the file.I don’t know much about integrations, so maybe there’s something in that area that could help me. Thank you all!
Hi, Is there a way to give Member only able to create new pipe and database, can view and access all public pipes but cant see other pipes or either Company guest buy can access pipes but cant see other pipes
Hi team,As I know so far, Pipefy does not support section field in a form. Because our form is quite long, right now, I’m using dynamic fields to break the form and make it more clear & friendly.However, when the form is submitted and a card is created, the dynamic field no longer exists, which leads to our data long and hard to follow. Is there any way you can suggest me to address this problem? Thank you!
Hello everyone! I have a problem that I need to solve. How do I use the "Justify text" formatting in a PDF. THANK YOU!
I have an automation that moves the parent card to DONE whenever the child card (in another pipe) is moved to DONE. This is the automation (as simple as it gets) But for some reason and somehow, whenever the child card is moved to DONE, the parent card is moved TWICE do DONE (how is that even possible? no idea) It’s not a big deal, but I have another automation that sends a Slack notification when the parent card is moved to done, and this makes this automation send the message twice - which is quite annoying What could be causing this? I don’t know what I am doing wrong!
Boa tarde, Como faço para agendar a entrega do pedido 4900013210 - Cientificalab?
Hello -I have a question if it is possible to add an image to a dynamic field on my phase form? I have reviewed a help article that suggests that I can copy/paste my image file into the dynamic field, but that process does not seem to work. When copying the image, I get an icon that says “PNG File” and does not actually display the image. It is the same if I use other image type files.For context, my pipe is exposing the inbox phase form to a customer, and I have 9 fields that are pre-populated with data unique to the customer who has just received my phase form link. We would very much like to include our company logo on the web page when the customer clicks the link (Just like how you can add a logo and background to your start form). Hoping this is possible, and if not, I am open to suggestions or hearing how others might have addressed such an issue.Thanks!James
Prezados, tudo bem? Gostaria de alterar meu e-mail de acesso á comunidade, como faço isso?
Hi Pipefy Communtiy,Can someone please explain what the “synchronize card's field with this fixed field” setting does. I’m confused about what this means. I have a phase field that is being automatically updated and I can’t figure out why, none of the automations are changing that field. Could this setting be why?
Hi Pipefy,Does Pipefy notify users of outages, or keep track of outages in general. Do you log them somewhere for users to see? Just curious
Hi, I'm currently using Pipefy in the professional plan and I would love to move to the business or enterprise plan. How can I upgrade my plan?
