Ask the Community

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

  • 356 Topics
  • 1,024 Replies

356 Topics

Ezequiel Souza
Ezequiel SouzaPipefy Legend
asked in Ask the Community

Como enviar email referente a vários cards numa mesma fase?

Olá Estou desenvolvendo um processo em que preciso notificar as pessoas sobre todos cards que estão numa fase.  Essa notificação precisa ter alguns dados dos cards que estão na fase. Ex.: Existem 3 cards numa fase, preciso enviar uma notificação (e-mail) com alguns detalhes destes 3 cards.Caso tenha 2 cards, preciso enviar uma notificação (e-mail) com alguns detalhes destes 2 cards.Caso tenha 6 cards, preciso enviar uma notificação (e-mail) com alguns detalhes destes 6 cards. E assim por diante.. Alguém sabe de alguma forma de fazer isso? Obrigado.Ezec

1
Lucas Democh
1 year ago
albergamin
albergaminRegular Participant
asked in Ask the Community

Como vincular registro de uma tabela com outra nos pipes?

Bom dia.Estou criando um pipe de suporte. Tenho uma tabela de cliente, uma de produto e uma que vincula o cliente e os produtos que utiliza.Eu quero montar no meu card uma opção onde eu seleciono o cliente e lista automaticamente os produtos vinculados a ele. É possível fazer isso?André

4
Rodrigo Subirá
Community Manager
1 year ago
Jody Poland
Jody PolandInspiring
asked in Ask the Community

How to Pipefy Process Instructions

I am interested in seeing examples (screenshots) of how best to enter instructional lists into Pipefy.  In situations where you need a PDF, checklists can’t be used .  The alternative is to use vertical radio buttons with one instruction per button. I would like to see examples of what users put in the field name versus what text is input in the option box.

1
pamella-guarinello
Pipefy Staff
2 years ago
Sérgio Moreira
Sérgio MoreiraNew Participant
asked in Ask the Community

Create Field Condition API deprecation

Hi,This API for createFieldCondition says "Deprecation. Mutation will be removed in the nextupdate.https://api-docs.pipefy.com/reference/mutations/createFieldCondition/Are you adding replacement for this feature? or is there any other way to create fieldCondition?

1
Roberto Chavarria
Pipefy Staff
2 years ago
Graciliano Filho
Graciliano FilhoRegular Participant
asked in Ask the Community

Token expired

Hello,I’m trying to check my token in the console page: https://developers.pipefy.com/reference#graphql-endpoint.After filling all the fields and click “Try it” I get this message: “Your OAuth2 token is incorrect or has expired”.However the token was generated few minutes ago and I just copied and pasted it. Could anyone help?

1
Roberto Chavarria
Pipefy Staff
2 years ago
Lucas Democh
Lucas DemochPipefy Legend
asked in Ask the Community

Connect Pipefy with Google Cloud Plattaform

I need to extract the data from the pipefy and write it to a DW in the GCP. Has anyone done this process? Any leads? I saw that one of the ways is through Google Cloud Run, but I can't get it to work.I'm thinking about this pipeline to be able to connect Pipefy to Power BI Online since the connector only works on Power BI Desktop.

3
genietim
1 year ago
P
Peter AlexanderNew Participant
asked in Ask the Community

How to add a table to an email template

Hi, I would love to build a table on my email template with specific content from my vendor to be  displayed on the body of the email. Is it possible? 

1
F
2 years ago
Yaseen KAMALA
Yaseen KAMALARegular Participant
asked in Ask the Community

Calling a field value from the Form

Hello,I was wandering to know how to create a filed value from the form to the different phases?For example within the form this what I have: What I want do is to call the input value of “Employee’s name” from the form without re-entering it  manually again.is it possible?

3
lais-laudari
Pipefy Staff
1 year ago
Lucas Democh
Lucas DemochPipefy Legend
posted in Ask the Community

Best practices for working with branches in Pipefy.

I am deploying Pipefy in a company that has two branches (with the expectation of opening three more) and I would like all branches to share the same Pipes (to reduce the number of automations and create a global view of the process).My solution was to create a branch table, where I listed those responsible for each area. With the automations, I linked the responsible person to each card based on the informed branch.To facilitate the filter by branch, I created another branch field with the label type.What I couldn't solve:1) I wish that the users could not see the cards of the other branches (without them needing filters).2) The restricted view does not solve, as the user needs to see the branch cards, even if he is not marked as responsible.I would like to know how you have been doing in these cases.Greetings from Brazil.

1
Morgana da Rocha
Pipefy Staff
2 years ago
Sarah Lane
Sarah LaneBrainy
asked in Ask the Community

Searching done cards in pipe connection

In one of our pipes we use a pipe connection field to allow users to connect their new form with one that was previously submitted. Often the one they’ve previously submitted will be in a “done” phase. When submitting the form via the public form, users cannot search cards that are in the “done” phase.Search in the public form HOWEVER, when creating a card from the pipe, admins do have the option to also search done records. Search in the pipe ‘create new card’ option; has the button to ‘also show done records’​​​​ Is this truly different? And, if so, why? Or am I missing something on the public form? Can users search done records on the public form?

2
Sarah Lane
1 year ago
amadord
amadordNew Participant
asked in Ask the Community

Phone Number Validation

 When we write a phone number that starts with 55, we have no problems. But when we write a phone with other numbers at the beginning, it is not possible to save it.  

1
Nicole Chiroli
Pipefy Staff
2 years ago
genietim
genietimPipefy Legend
asked in Ask the Community

How do you cope with the spaces-problem in eMail templates?

When editing E-Mail templates, Pipefy tends to add spaces around fields’ values where I do not want them. I try different ways, e.g. removing in HTML, removing in WYSIWYG editor, but they always come back after re-opening the E-Mail template. It is very annoying and time consuming. Did anyone find a solution or workaround for this problem?I understand that there is no documentation for the E-Mail templates API, right? So I can not build something separate e.g. with GraphQL API or fix the issue programmatically either. Any ideas?The beta version is not better in this regard either, unfortunately, as the problem persists there too.

2
genietim
1 year ago
Matt Rist
Matt RistKnown Participant
asked in Ask the Community

Social Media Content Creation and Automated Posts

Social Media Content Creation & Post AutomationWho all is using Pipefy for Social Media Content Creation (Specifically Facebook & or Instagram in our case)? I saw the content creation template but it is a bit bare bones. I wondered if anyone would mind sharing their Pipe and how they use it for this? We are starting to have to post more and more for various Facebook pages so it would be nice to better integrate content creation & posting into our Pipefy.  I did investigate some potential automations via Zapier etc. that might make it possible to automatically post onto Facebook. It seems like it may become a bit of a pain for us because I would have to setup a different automation in Zapier for each Facebook page but the actions with Pipefy are pretty limited (Card Creation, Cards Moved, etc). Any thoughts appreciated! 

2
Matt Rist
1 year ago
Joao Veglione
Joao VeglioneNew Participant
asked in Ask the Community

401: Unauthorized when downloading card attachments

Hello,I really need to download a lot of cards attachments to create an offline backup.I have tried creating a report of the cards and using it with wget to download the files. But after downloading a couple of files (something between 4-7) i get an 401 error.So i tried using GraphQL API to get the attachments links but i get the same error after downloading some files.Is there a way to mass download the cards attachments? Or download everything that i have in a Pipe?Thanks!!  

1
Karine Cristina
Pipefy Staff
3 months ago
chrgilles
chrgilles
asked in Ask the Community

Form image size

Hi all, I’m searching for what are the right sizes for the Logo Form image, because when i’m downloading mine, image is completely crushed.I’ve tried many sizes without success.Thanks for helping

15
Juliana Spinardi
Community Manager
8 months ago
P
Peter AlexanderNew Participant
asked in Ask the Community

How can I manage company and pipes permissions in Pipefy

Hi, is it possible for users to be Pipe admins but not company admins? I want to set different permissions to different users based on their responsibilities and processes. 

1
Ana Gomes
Pipefy Staff
2 years ago
R
Rosana AlmeidaRegular Participant
asked in Ask the Community

Apps error triggers

Hello, I was wondering how I can trigger a notification through the app (Pipefy SDK) when there is an error on the current page. Alternatively is there away to include the SDK into a lambda function?

1
Roberto Chavarria
Pipefy Staff
2 years ago
A
Amanda L.Regular Participant
asked in Ask the Community

Plan Upgrade

Is it easy to move to the next level or upgrade your account if we hit any limitation? 

3
Juliana Spinardi
Community Manager
1 year ago
moacyr-baptista
moacyr-baptistaRegular Participant
posted in Ask the Community

cards query does not return endCursor

Hi everyone. cards query does not return endCursor or the startCursor. Because that I cant paginate my search. payload{ cards(pipe_id: xxx, search: { label_ids: xxxx }) { edges { node { id title } } pageInfo { endCursor startCursor hasNextPage } } }' return:'pageInfo': {'endCursor': 'MA', 'startCursor': 'MA', 'hasNextPage': True} 

3
moacyr-baptista
11 months ago
A
Amanda L.Regular Participant
asked in Ask the Community

Pipefy API - how use it?

Hi, how can I get conditionals and automations with API

1
Roberto Chavarria
Pipefy Staff
1 year ago
tecnologia-jera
tecnologia-jeraRegular Participant
asked in Ask the Community

PDF Modelo - tabela dinamica

Olá Comunidade.  Temos um modelo de arquivo que gostariamos de criar via atributos do formulario aqui no Pipefy. A maioria dos campos já foram contemplados porém cheguei numa tabela (excel) que pode conter poucas ou muitas linhas. Por exemplo:  Atributos das Colunas “Ativo” “Emissor” “Quantidade” …. como posso parametrizar “N” linhas para os usuarios irem adicionando conforme expansão ou não?  GRato pela usual contribuição. att.Gilberto    

2
tecnologia-jera
1 year ago
Eduardo Kano
Eduardo KanoPipefy Legend
asked in Ask the Community

Phase forms customization

Hi everyone! Is it possible to customize the phase form as we do with public forms? Is the message for sending information, for example, not customizable as in public forms? 

1
Nicole Chiroli
Pipefy Staff
1 year ago
E
Emily JamesonNew Participant
asked in Ask the Community

How can I get a upgrade to use Pipefy

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? 

1
F
2 years ago
H
HCiconelloRegular Participant
asked in Ask the Community

Registration accont

Hi,    I receive a invitation to my company Pipefy (paid account) and I would like to know if I can accept the invitation and change my e-mail after it.    Thanks

2
H
2 years ago
lucas-stern
lucas-sternNew Participant
asked in Ask the Community

Delete Members using API

Hi,its possible to delete a member, or at least remove a member from a team using the API?I dind’t find a mutation for that

1
Nicole Chiroli
Pipefy Staff
2 years ago

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