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Pipefy Cards export to Word Doc


owen-kosnen

Is it possible to export Pipefy Cards to Word Doc ?

Perhaps some kind of integration or automation that enables automatic transfer of information from Pipefy cards to a word document each card.

Best answer by marcosmelo

Hi, @owen-kosnen 

In Pipefy, there is no possibility to export to doc, only create pdf..

https://help.pipefy.com/en/articles/2414868-how-to-generate-and-download-a-pdf

 

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4 replies

marcosmelo
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  • Pipefy Legend
  • 1465 replies
  • March 28, 2024

Hi, @owen-kosnen 

Yes, it is possible with the use of integrative systems like Make.

follow link

https://www.make.com/en

 


owen-kosnen
  • Author
  • New Member
  • 1 reply
  • April 2, 2024
marcosmelo wrote:

Hi, @owen-kosnen 

Yes, it is possible with the use of integrative systems like Make.

follow link

https://www.make.com/en

 

 

Thank you @marcosmelo for your suggestion..

Is there any built-in functionality within Pipefy that enable word doc automation?

I would prefer not to use different systems/platform if possible.. 


marcosmelo
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  • Pipefy Legend
  • 1465 replies
  • Answer
  • April 2, 2024

Hi, @owen-kosnen 

In Pipefy, there is no possibility to export to doc, only create pdf..

https://help.pipefy.com/en/articles/2414868-how-to-generate-and-download-a-pdf

 


Lais Laudari

Hi @owen-kosnen!

Leave your suggestion here, so that the product team can see your need and evaluate the development of the feature in the future!😉


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