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I'd like to know how to create and share with my clients full proccess pipes and databases, so they can jump start their business with little effort.
Apologies in advance if this is not the right place to ask this. I’ve sent several messages via the messaging bot but have not made any progress yet - so I’m not sure how else to elevate this.My free account was recently locked due to making too many pipes. Of the messages I have sent via bot, one was replied to where I was told that my account was unlocked. But I am still unable to access any of my pipes.As I understand it, I have less than 24 hours now to delete the extra pipes. But I can’t access them to make the necessary fixes or export my data.Is there something else I should do?
Hi all,I have a group of workers and a stream of tasks arriving by email. Assume workers are happy responding to emails and that they can only work on one task at a time. I want the workflow to give each worker the Subject of the email and the ability to take the task, ignore it or reject it. But I also want to prevent more than one worker working on a task at the same time. Are there any examples around that implement anything similar in pipefy?James
I am trying to create a new card through the API, but it creates a new card with a wrong title. Example request I sent through postman. As you can see, the created card has the title “Value 2”, which is one of the field attributes and not the desired title “New cardee”
I missed making the last invoice payment due to some issues with my card, and my account has been blocked since Wednesday. We promptly made the payment using an alternative card when we realized the account was blocked. However, my account remains inactive as of today. Could you kindly inform me about the typical resolution time for such issues?
Hi, everyone.The option to “Create record” in “databases” is UNAVAILABLE (!)I need to create lot of record inside the databases today… Help!
Hi there, anyone knows about a solution on pipefy that works like Gmail by Cardbox on Trello? Explaining: On gmail by Cardbox you can connect your gmail account and attach a email or several ones on a card. By then that email gets sincronized.
Good day, Pipefy community members! I'm wondering, what tech stack is the Pipefy platform based on? Does it have something related to Java or Angular?
Governance:How do I ensure in the supplier portal that the supplier will only be able to edit their data and create an access password in Pipefy?
Nice to meet you, Pipefy community members! I'm looking for a no-code/low-code solution in order to properly develop corporate processes in my company. As I know from the recommendations of our colleagues, the Pipefy platform could be a wise choice for that purpose. My main question: is there any way to pair/integrate the Pipefy tool with other enterprise platforms, namely Camunda? Current use case: we need to integrate Camunda technology in a low-code solution for easier business process building. Looking forward to your response
Hello! My name’s Karina, and I’m a part of Pipefy’s content team. I’m currently researching how procurement and finance teams use Pipefy, specifically for invoice processing. If you use Pipefy to process invoices and complete the 3-way matching process, I’d love to hear from you and learn more about your experience. Comment below or send me a message with your use case example - all feedback and examples are appreciated!
Hello - I have connected a Microsoft email address to Pipefy and have noticed some behavior that I do not understand.For context, I used the “Add With Microsoft” option when adding a custom email address: I selected the option to allow incoming emails to the email account create a card in the connected Pipe. So, I can send an email to this address and observe that a card is created in my pipe. The strange behavior manifests when I *reply* using the Pipefy tool. I open the card, open the email, hit reply (defaulting to send as my newly added email address) and send a test message back to the original sender. That reply is immediately added to the email thread in Pipefy as expected, so my email tab shows two (2) emails now. Just a few seconds later, a third email will populate in Pipefy in the card, but it is a duplicate of the sent email I just sent within the tool. *** EDIT ***Forgot to add a detail that I think matters, but unsure of why it matters. I also have my own work addr
On top of the Ideas-page , there is the “Ideas pipeline”, where the status of a few ideas is listed. My question is, why this pipeline does not list all ideas (i.e.: the pipeline currently shows 25 submitted, 4 under consideration, 9 released, of a total of 123 ideas)?Is it just because it would not look as good if there were 108 submitted ideas vs. 9 released and 4 under consideration (and 2 new)?
I need a way to transfer information from one card in “pipe A” to a new card in “pipe B” using an automation without the parent/child relationship. Can someone help me with this please?
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
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?
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!
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
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.
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.
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??
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.
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.
Hi i need to customize my pipefy according to my internal process. Need a support from either pipefy or a feeelancer. Ready to pay.
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.
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