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  • 515 Topics
  • 1,669 Replies

515 Topics

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
Yext-Pipefy
Yext-PipefyRegular Participant
asked in Ask the Community

Can we apply Filters on Pipefy Database

How can we filter the Pipefy Database when connected to a field on start form?

3
Keto-Faster
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
2 years ago
radams
radamsNew Member
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
2 years 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
2 years 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
2 years 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
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
2 years 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
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
Pipefy Staff
2 years ago
bhrzk1
bhrzk1Regular Participant
asked in Ask the Community

Get Public URL of Card via Python

Hi all, I’m trying to do an automation integration with python and Pipefy. So far I create a card and get its information. Right now I’m trying to get its public url. I have looked the whole documentation but couldn’t find anything. Do you have any idea how I can get it? Thanks.

4
Lucas Democh
2 years ago
Crash
CrashRegular Participant
asked in Ask the Community

Ticket Status Notifications,

Very new to Pipefy so only stupid question is one not asked, my question here is have you guys built in a Ticket Status Notification updater.. So once a ticket is updated or closed the original sender can receive an update..   

3
rafael.jefte
2 years ago
Douglas Perez
Douglas PerezNew Participant
asked in Ask the Community

How to update phase field into a card with Pipefy api?

Hello!I’m trying to update these fields using API, but I don’t know what mutation I have to use 

2
Lucas Democh
2 years ago
Juliana Spinardi
Pipefy Staff
Juliana SpinardiPipefy Staff
published in Ask the Community

⏲️ Quick Poll | Help us to find the best time for you!

Our team of experts daily hosts a Q&A session for our current customers. But we want to hear from you: what is the best time for you to attend our Open Office in English?Please vote in the time that best suits you! If you have other time suggestions, feel free to comment here.

391
rafael.jefte
2 years ago
chrgilles
chrgilles
asked in Ask the Community

How to add a online version for emails templates

Hi community !Is there a “online version ” for emails templates ?If yes, where may i find the link of this version (i would like to add it in the header email template ;))Thanks a lot

4
Nicole Chiroli
Pipefy Staff
2 years ago
tiago260
tiago260New Member
asked in Ask the Community

Error sending headers webhook

When I send the attribute headers, I’m getting error 500mutation { createWebhook(input:{ actions: ["card.done"], name: "SAP", url: "http://x.x.x.x:8080/v1/public/sap-integrator/invoice", headers: {Authorization:"Basic xxx"}, pipe_id: 302174055 }){ webhook {actions, headers, id, name, url} }} 

2
tiago260
2 years ago
chrgilles
chrgilles
asked in Ask the Community

Images in pdf generator

Hi community !Does anybody knows a solution to have better images appearance in pdf generator, because mine is very very ugly I’ve tried with large size, .png, .jpeg format without success.Thanks for helping​

8
genietim
2 years 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
Jerry
JerryRegular Participant
asked in Ask the Community

Looking for a way to change labels of card based on status of connected card

Do someone know a workaround to update label of a card based on the phase of a connected card.I tried many things but in “Automate”, you cannot update a field based on a connected card status/phase/field value.Any idea ?

4
rafael.jefte
2 years ago
Leonardo Trancozo
Leonardo TrancozoNew Member
asked in Ask the Community

How do I have a public form with fields different from the initial "internal" form?

How do I have a public form with fields different from the initial "internal" form? For example:I have a public form with a field “NAME OF THE REQUESTER” and a field “CONTACT”, besides other 3 fields regarding the process.However, not every time a card needs to be created by a public form, sometimes the pipefy users will create it themselves, when that happens, the fields “NAME OF THE REQUESTER” and “CONTACT” are not necessary, as the users are employees of the same company. Only the 3 other fields are necessary to be fulfilled.

3
alicereis
2 years ago
abhatt
abhattInspiring
asked in Ask the Community

Automation to forward shared email

Hi Team, Is there a way to setup an automation to forward an email received in Pipefy shared email box?There are triggers available that can detect when new email is received and there is an action to Send an email. But what we are looking for is can the received email be forwarded to a pre-designated email automatically?  

1
Lucas Democh
2 years ago
Juliana Spinardi
Pipefy Staff
Juliana SpinardiPipefy Staff
published in Ask the Community

🧐 Survey | Your experience with Pipefy University

Hey, Community Members! How are you?  We believe in constant improvement and for achieving that, Pipefy is always open to hearing our customers' feedback.  We want to know more about your experience with Pipefy University. It only takes a few minutes to answer the survey! It will help a lot :)  Click here to help Pipefy improve even more your experience.  Thanks for your time! Form in Portuguese is available here.

782
tsartori
2 years ago
chrgilles
chrgilles
asked in Ask the Community

No entries in database...

Hi all ! I’m using Zapier connector to create cards in a pipe.But when doing this, fields are filled by the connector and not throught the database start form, so no data are send in the database :/So i’m asking me how it was possible to avoid that and create database entries using data added by the connector.Thanks a lot

3
chrgilles
2 years ago
chrgilles
chrgilles
asked in Ask the Community

Working on two separate pipes

Hi community !At the end of a first pipe i ask to users (students) to upload their homework, i ask it by email.For that i have created a separated form on an other pipe with several upload fields.Problem is that i don’t know how to identify who is uploading files.For that i ask users to add their own email, before upload their files… => is there a better way to do that, for example by pre-filling email field on the second form (extracted from the first pipe) ?Also, is there a way to “send” uploads coming from the second pipe/form, in each user card in the first pipe ?Thanks fos helping and best regard

3
Juliana Spinardi
Pipefy Staff
2 years ago
abhatt
abhattInspiring
asked in Ask the Community

Sort Dropdown connected to a database table

Hello Team,How can we sort a dropdown alphabetically which is connected to a database? 

3
abhatt
2 years ago

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