Ask the Community

Connect with other Pipefy users and community experts to get help building great workflows and processes.

  • 480 Topics
  • 1,505 Replies

480 Topics

M
maciekszNew Participant
asked in Ask the Community

Custom survey link sending by automated email

I have two stages customer survey.In first stage, i share the public link to start form to get basic contact data. This step create card in first phase. Second step is to get more data from customer.  I made automated task, sending email to every customer from stage 1.I dont know how to put link to new survey in automatic way. It is no problem to make it „by hand”- clicking card settings and share button.Thank you for any help.

2
rafael.jefte
1 year ago
robert73
robert73New Participant
asked in Ask the Community

Email attachments

How do I delete attachments from incoming emails to tickets?

1
Ezequiel Souza
1 year ago
wesbalbino
wesbalbinoRegular Participant
asked in Ask the Community

Mutation - Bad Request - .NET Core

Hi everyone! How is it going?I’m wondering if anyone could help with a problem that I have been facing.I’m trying to create a card on one of my pipes using .NET but I keep getting BadRequest every time. But the strange thing is that I’m using the same query on a REST client and it works every time. Could someone please help me with this?  var jsonString = "{ \"query\": \"mutation{createCard(input:{pipe_id:302295485 title:\"title\" fields_attributes:[{field_id:\"texto_form\", field_value:\"valor_form\"}]}){ card{id title}}}}";   

13
wesbalbino
1 year ago
Nasnl
NasnlRegular Participant
asked in Ask the Community

How to lookup a value and use that in next step automation?

I can’t seem to figure out what probably is simple. Would appreciate a few pointers. I have an incoming message with a label. Based on the label, I want to do a lookup in a table what outgoing message fits that label (and then send that outgoing message to the email address of the incoming message).I can’t figure out how to do a lookup in a table in this context.Thanks for your help!

2
Nasnl
1 year ago
P
PaulaNew Participant
asked in Ask the Community

How to change currency field in Pipefy

How to change the currency field to Euro or other currencies? 

9
Wehan
1 year ago
B
BraintreeNew Participant
asked in Ask the Community

Invalid JSON payload in GraphQLAuth POST request

I am getting Error Json payload request error.https://api.reportresults.gia.edu this is my request Json payload'{"query":"{\n  getReport(report_number: \"'6425815757'\") {\n      report_date\n          report_number\n            report_type\n        results {        \n        ... on LabGrownDiamondGradingReportResults {\n               identification\n            shape_and_cutting_style\n            measurements\n            carat_weight\n                color_grade\n              color_origin\n            color_distribution\n            color_distribution_code\n          clarity_characteristics\n              clarity_grade\n            cut_grade\n             polish\n               symmetry\n              fluorescence\n            key_to_symbols {\n      order            \n          characteristic            \n            image        \n            location\n        }\n         inscriptions\n             proportions{\n              depth_pct\n                 table_pct\n              

2
Lais Laudari
Community Manager
1 year ago
A
aaron-smithRegular Participant
asked in Ask the Community

How to move a card to a new pipe?

I want to create an automation that moves a card from one pipe to the next.  I’m able to do this as a workaround with an automation that creates a new child card in the desired destination pipe, but I would rather move the card itself than create a new child card.  Are there options for this?

3
Lais Laudari
Community Manager
1 year ago
kristi8
kristi8New Participant
asked in Ask the Community

Database column order

Is there a way to change the order of the columns in a database?

1
Lais Laudari
Community Manager
1 year ago
jpatel1
jpatel1Regular Participant
asked in Ask the Community

Item list doesn't expand

I have a situation where we are attaching an item in Card A using a connected pipe from Card B.  While I can click on Card A and see the item being listed as Card B, but I can’t expand (Pop-up or Open) Card B.  Has anyone seen similar issues? Help appreciated

5
Lais Laudari
Community Manager
1 year ago
rajashree-gohil
rajashree-gohilNew Participant
asked in Ask the Community

pipefy account blocked due to invalid credentials ? how to reopen it?

unblock account

2
jpatel1
1 year ago
h-tisaka
h-tisakaRegular Participant
asked in Ask the Community

Ok, we want to retrieve data from another card in another pipe, is that even possible?

We have a “reimbursable expenses portal (REP)” for our contractors We have a “project pipe (PP)” that contains all information (customer, dates, location, etc) of a given project The “project pipe” has an ID# field  In the REP, we want the contractor to input the ID# and then pull all the information, so the user knows that he in inputting data in the correct project 

3
Ezequiel Souza
1 year ago
joao-noeme
joao-noemeNew Participant
asked in Ask the Community

Integration of Pipefy with maps (GPS) features

In my company (dedicated to services in Precision Agriculture Area) I have a couple of teams always in the field, doing maintenance/ instalation of our products (sensors, stations, etc.) or doing field work services (flying drones, take soil samples, etc.). Sometimes we see an issue in the field (damaged tube in the irrigation pipe, fallen tree, pest or disease in a plant, etc.) that we would like to open a ticket (a card!) in a pipe, in order to solve the problem. This ticket should have a photo and a GPS location of the issue. In Pipefy, I can do all of this except the GPS location (and the possibility of checking all the issues in a map view). Is there any way of creatiing / adding points in a specific map in google maps (in my account), in order to have the points of the issues (cards) I create in Pipefy in a map view? Or at least to save a GPS point in a new card created? Since Pipefy does not do it itself (it should, a button called GPS point!!!), is there any form of integration

2
Lucas Democh
1 year ago
Juliana Spinardi
Community Manager
Juliana SpinardiCommunity Manager
published in Ask the Community

Quick Survey | We want to know your opinion about Pipefy's Help Center

Hi, there!We are looking forward to knowing your opinion about Pipefy's Help Center.Would you please answer a quick survey?We appreciate your participation. 😀 Go to the survey Portuguese version here.  👈

291
rafael.jefte
1 year ago
abhatt
abhattInspiring
posted in Ask the Community

Access Tracker Form

Currently, on access tracker, only fields from Initial forms are shown. How can I show fields from other phases too on the access tracker?

2
rafael.jefte
1 year ago
J
James.liRegular Participant
asked in Ask the Community

How to display more field on card

I’m looking for a way to add more field to the card display on the kanban board. The card currently only display three default field. This is a critical function because the search function on kanban can only search for field that is displayed and not all field in the card. Thanks for help,

3
genietim
1 year ago
aryanda
aryandaNew Participant
asked in Ask the Community

Automation based on Date

Hi,I want to create an automation based on a Date field. The automation should trigger 3 days before the given date. However, I only get the following options:Can anybody help?

4
rafael.jefte
1 year ago
Ramon Nolasco
Ramon NolascoRegular Participant
asked in Ask the Community

Automation Problem

I have a phase which my sales team access trough a link they receive by email (for card’s current phase). In this phase, there are 2 possible outcomes: They either attach a new file and write down some comments - and an automation moves the card to final phase and process is finished - or they can request a new updated (creating a new record - it is a field connected with a database), and in this case an automation will move the card back one phase. That works fine at first, but then I have a problem. When there are previous records on that connection field (updates requested in the past), even if I don’t change them or create a new one - the automation will always run as if that field was updated, just because there where information from the past. Example: Salesperson A had previously requested 3 updates (there are 3 record there created on the connected database). Those were all completed. Now we just need her to Attach a file and write her comments so that the card reaches the fina

1
Lais Laudari
Community Manager
1 year ago
A
Pipefy Staff
Amanda L.Pipefy Staff
asked in Ask the Community

Add new start_form fields via api

Is it possible to add start_form fields via the api?

6
Alex Dowbor
1 year ago
abhatt
abhattInspiring
asked in Ask the Community

Database Additional Fields

Hello Team, How can I do a cascading dropdown with Pipefy?For e.g. I have a dropdown called Employee . When I select any Employee from that, I should be able to automatically populate few text box below it with related attributes.Database: EmployeeFields: Employee First Name, Employee Last Name, Employee Date of Birth, Employee Location, Employee Status Pipe Start Form has a dropdown Employee and when I select any employee from list, I would have few text boxes below it which will populate related info for that employee which would be editable. So when I make any changes and submit it, it will move to next phase and at the end it after approvals, those changes will be saved back to employee record. So the question is, how do I populated related attributes from database to editable text boxes? (Or even non-editable if editable is not possible) Regards,Avni Bhatt

1
Lucas Democh
1 year ago
radams
radamsRegular Participant
asked in Ask the Community

Email template - Send a quarterly notification - Not triggered by an event

Hi, we are using Pipefy as a CRM. I am in need to send out a quarterly NewsLetter to some of our contacts.Can I use Pipefy to create an email template and send the Newsletter to some of our contacts? This is a communication email that is not necessarily triggered by an action in Pipefy. It is just a communication email. It it is not possible, my other alternative is to use the contact information to send the email using Outlook. Our contacts are in a database that has no relation to the accounts cards, so I have no way to determine which contact name belongs to which account.  Would love some help or ideas on how to accomplish this.  

2
radams
1 year ago
abhatt
abhattInspiring
asked in Ask the Community

Request Tracker Attachment Issue

Hello Team, I am facing one issue where the PDF attached in attachment section can be opened successfully from the pipe card itself. But same attachment, when we try to open from a request tracker form, it errors out saying “Something went wrong” Regards,Avni Bhatt

1
abhatt
1 year ago
abhatt
abhattInspiring
asked in Ask the Community

Multiline text box watermark text

Hello Team, Can we add watermark text to a multiline text box field? Regards,Avni Bhatt

1
alicereis
1 year ago
abhatt
abhattInspiring
asked in Ask the Community

Request Tracker Link

Hello Team, How can I get the link to Request Tracker form in subsequent Phase?Use Case: We have 9 phases in pipe. Request tracker gets sent to the user in the very first initial form phase. In phase 7, we have a dependency on external system to complete one operation and send data back to pipefy to progress further. At this stage, we want to notify original requester that details are sent to external system and along with this notification, we want to send the link of original request submitted by them (Public link which they received when they submitted). So they dont have to keep on searching email to get the access tracker link to see the status of request. Thanks in advance!Regards,Avni Bhatt

1
alicereis
1 year ago
J
James.liRegular Participant
posted in Ask the Community

Tracking payment received using pipefy

Our business is based on milestone payments with final amount changing in the process. Is there a way to track payment received and remaining amount using pipefy? Thanks.

3
alicereis
1 year ago
gabriel-oliveira4
gabriel-oliveira4New Participant
asked in Ask the Community

Set SLA based on card priority

Is it possibile to set SLA for a card in an specific step of the flow based on a custom priority field? Here is my scenario:I have a custom “select from list” field labeld “priority” which accepts values from 1 to 5 (such that 1 indicates the highest priority and 5 the lowest). I would like to set a shorter SLA when priority is higher.I could create 5 different columns, one for each priority level, but that would make the pipe confusing.

1
Rodrigo Subirá
Product Manager
1 year ago

Community Experts Leaderboard

Terms & ConditionsCookie settings