Ask the Community

Buen día a todos, cordial saludo. Quisiera preguntarles si saben si hay alguna comunidad en español sobre Pipefy en la que pueda ver tutoriales y compartir conocimiento en general.  Muchas gracias.

Does anyone know how Pipefy's API consumption is counted? They're wanting to sell me an additional consumption package, but the team that wants to sell me doesn't know where I'm consuming. From my counts, I'm making around 2-3K API calls per month. According to the Pipefy team report, we are doing 15 K. They can't explain.

I’d like to start using Pipefy with the “Starter” plan. But there are a few details I want to clarify before creating anything. The "Starter" plan shows "Up to 50/month" for cards. Is this referring to the total number of cards I can have or to the number of new cards I can create each month? How can I track my card limit for the month?

Hi everybody,I deleted, by mistake, a Pipefy Card that hited the final stage. Is ther any way to restore it? Thanks,David

I’ve been reviewing the API to see how to work with Card Checklists. Based on documentation there, I’m not sure where they are available.Two questions on this: Are Card Fields the way to list card checklists on a card: https://api-docs.pipefy.com/reference/objects/CardField/ Can we add card checklists via the Update Card Field: https://api-docs.pipefy.com/reference/mutations/updateCardField/ Appreciate any thoughts or experience on doing this. Thanks.

Hello everyoneI have the phase “Evaluación del area de Costos” and I created an automation for it to move to the NEXT PHASE if the following conditions are met:1- If Approve field equals YES1- If Value put in the text box is greater than 01-If Anexo field is “Completed”When I run a new form and I approve the Card meeting the three conditions above the card doesn’t move. Thanks a lot for the HELP you can provide!!!!

Hey guys, I am starting with GraphiQL and trying to create a query for inviteMembers for an organization, however, I am not being able to identify what is wrong here. Could you please clarify?I used this topic here, but didn’t work:  mutation { inviteMembers(input: { emails:[ {email:"teste@teste.com" role_name:"member"}, {email:"teste1@teste.com", role_name:"member"}, {email:"teste@teste.com", role_name:"member"} ] organization_id: 12345 message: "please join my organization - Postman"}) { clientMutationId errors {index, message} }} 

Hi all!I wish to get more than one card by id at once.Something like to passa meny CARD IDs and get all informations about this cards…Thank you!Saulo

Hi Design product team Is possible to create a new feature that permit Turn-off the Required all fields in the form to do a maintenance in the automation??  This way we can do changes in the Automation without unmark all required fields and after that mark all again. Thanks.

It seems that somewhen in the last week or so, the logo and startpage and icons were adjusted a bit. I like it!How about you?#meta

Hello, I am using Make.com (ex Integromat) to download info for all cards in a Pipe. This info includes card ID, parent relations and all card fields. I have tested different modules that List Cards and Execute GraphQL queries. However, in all cases, I only get 50 results (bundles). And the issue is there are over 3k cards in a pipe. Could you please recommend a way to get around this limitation and get the full info for all cards in a pipe at once? Thanks! Total number of bundles: 50 

I see a lot of information about webhooks in faq and support but i don’t seem to understand one vital part…I want to activate webhooks on my pipes, there is no place in my admin interface to do this correct? No place in the admin interface where i can just activate a webhook and put in a webhook url to send the info to? All this needs to somehow be created via the API and commands ?Is this correct?Thanks,Iwan

Dear Pipefy Team,We have observed that some fields of few tickets have not been captured - updated. Although it came as a surprise to us and wondered if the user has not filled in or selected through a database, it was mentioned in the ‘Activities’. About few days back, we were not sure and so updated many tickets manually (actually it was a re-work; double the efforts), but now we have seen that ‘somehow’ or for ‘some-reasons’ such data capturing is missed in the tickets. On that Friday, 24th March 2023, we had actually re-filled / updated such 200+ tickets.Rather than such general statement, we will like to bring those instances before you, so that you / your team can help us identify issues and handle it, avoiding duplication of work and unnecessary time-cost. Kindly check for the following tickets in the “3 CHC” pipe of our companyTicket number 590813515, created on 19th October 2022 10:25:37 (Indian Standard Time IST). In here, an engineer was assigned in the ‘Engineer Assigned’ p

I need to send a request to Pipefy via webhook whenever a certain condition is met in Zendesk. This request should change the phase of the card. I was able to create a token and use the following query from this example (https://developers.pipefy.com/reference/graphql-endpoint) to accomplish this:mutation { moveCardToPhase( input: { card_id: 629233113 destination_phase_id: 310440395}) {card {id current_phase { name } } } } However, to send a request to a webhook (from Zendesk) to Pipefy, I need the request format to be JSON and sent it to an endpoint address. What endpoint address should I use to communicate with Pipefy, and how would I translate this query into JSON format?

We wish to get few fields of pipe, into its connected database. How can this be done?For example, we wish to have each ticket’s email address (of AR pipe) into AR company database. How to do this? Regards. 

I have created an initial form that has a radio button property with options yes and no. I want that property to have the yes option as default. how do I do that?

I tried to organize PORTAL, but the order is not okay. No by alphabetical, no by number, no by sequence of add.  Someone can help me?  

Hey Everyone. I’m trying to set an automation that automatically moves cards to an ‘Achieve Phase’, 7 days after it enters a ‘Completed Phase’. This should move these cards regardless of the cards being overdue or not.

Hello everyone,I hope you are doing well. I have a few questions regarding the functionality of Pipefy:Can we use the Automate feature to download a PDF generated by the PDF generator tool and upload it to a card field? For instance, if a card enters a specific phase, can we automatically download the PDF generated from a fixed field and upload it to a phase field for further processing? While creating a PDF template using the tool, I noticed that the Dynamic field tab does not show checkbox field data. Is this not supported or am I missing something? For example, some card fields use checkbox fields for user input. When I tried to reflect this input in the PDF, the dynamic values were not showing up. I temporarily used radio buttons, but it would be great if checkboxes could be used instead. With regard to the PDF generator tool, I encountered difficulty changing the text color. It seems the button for the text color does not work for me. Lastly, I am curious if there is a multiple se

Why my pipe is not seen in the Pipe to Create Cards in the email integration page. 

While we send emails from the ticket, we are not able to access or getting aware of which of our email communication got bounced back?In case of such bounce-back, we need to know which tickets (of lot many tickets) had such bounced emails.How and where can we know in / for pipefy tickets?

I found the following in the code of the calendar app:  There seems to be a functionpipefy.getAuthToken()on the pipefyApp object as also used for registering any pipe badges etc.Unfortunately, when I use this function, it only returns false. Why is this? What can I do to get the authentication token in the custom app?

I’m using pipefy to automate my company’s purchase orders life cycle . The issue i’m experiencing is that the service my company provides usually has multiple orders of the same service, causing a card to move back and forth between different phases and the main phase of the purchase life cycle has a form that sends automatically once a card enters the phase. However, when the card reenters that phase, the phase form that sends to the customer is already pre-filled from their prior response to the form the first time it entered the phase.  Is there a way to have a phase form send the same form while allowing a new response in the fields?   

Have been running into this issue with the long text field when trying to store text that has some SQL syntax included:Quick fix: Is there a way to escape this so I can enter some code?  Long term fix: Should the data in long text fields in pipefy backend be stored in a way to avoid these errors?