Ask the Community

I am having some problem when I starting the 'Curso de Pipefy Integration Platform - iPaaS' training. When I click on it in the Academy, it shows up with no content. Are you guys experiencing the same issue?

Hi everyone,I am exploring ways to improve an appointment management process and wanted to get some ideas from the community.Currently, I deal with NBI appointment requests where people select their preferred schedule, but sometimes they need to reschedule, update information, or miss some required steps before their appointment.Managing all these updates manually is getting harder because it becomes difficult to track which requests are pending, confirmed, waiting for action, or already completed.I was thinking about creating a Pipefy workflow with different stages for each step and adding automatic reminders for follow-ups.Has anyone created a similar appointment workflow in Pipefy?What setup or automations worked well for you to reduce missed appointments and keep the process organized?

Gostaria de entender se mais gente tá tendo a mesma dificuldade que tô tendo com essa nova desorganização de condicionais sem ter as fases como referência. Tô achando um verdadeiro pesadelo trabalhar assim!Para pipes novos ter que ficar nomeando a fase em cada uma das condicionais pra conseguir localizar elas, depois ter que ir subindo uma a uma pra hierarquizar. Para pipes antigos virou uma grande lista enorme de condicionais, que por mais organizadas e bem noemadas que estejam, ter que ficar abrindo uma a uma pra TALVEZ entender em que fase aquilo acontece. Isso considerando pipes funcionais que foram feitos por mim, né… quero nem ver ter que dar manutenção em pipes enormes, feitos por outras pessoas que a gente não faz ideia de como funciona. Achei essa mudança horrivel e não entendi ainda o que o time pipefy pensou pra fazer isso. Gostaria de entender se tem mais gente sofrendo assim como eu!

Hello everyone!!! A good question to you masters of Pipefy:Is it possible to create conditionals similar Phase Fields or StartForm Fields on Interfaces? Thx

I had a connected field that was accidentally deleted, and because of this, all references to this deleted field in the connected cards are still appearing.I can't delete these references to the deleted connected field.Does anyone know how to "clean up" these ghost references from the card using GraphiQL?Thank you. 

I created a shopping cart function by inserting a pipe within another, allowing me to create a CARD with multiple items from a database. However, when I retrieve the item information from a dynamic field, they all appear on the same line. Is it possible to insert a command to generate a line break? There are other data information to show, like a product A + price A [line1] ; product B… [line2]  

Hi everyone,I've been using Pipefy for a few months, and as we've added more phases, fields, and automations, I'm starting to feel like our workflow is getting harder to maintain.At first everything was pretty straightforward, but now we have several automation rules that depend on each other, and it's becoming difficult to remember why certain actions are triggered. Making even a small change feels a bit risky because I'm worried it could affect another part of the process.For those of you managing more complex pipes:Do you have a naming convention or documentation strategy for automations? Have you ever reorganized a pipe because it became too complicated? Is it better to keep everything in one pipe, or split larger workflows into multiple connected pipes?I'd love to hear how more experienced users keep their Pipefy setup organized as it grows.

Hello everyone!I’m having an issue with email follow-ups with my clients.In my process, when a card moves to another phase, some emails are sent to the client informing them of the current status of the request, like a follow-up. However, the emails related to the same card arrive in the mailbox separately, instead of appearing in the same thread. This makes it more difficult for us to follow up with our clients.I’d like to know if there is any way to make all emails related to the same card arrive in a single thread in the mailbox, so the previous messages remain visible and the conversation history is clear.

Hi everyone,I’m trying to understand if it’s possible to integrate Pipefy with an external text styling tool that doesn’t currently have a public API.The goal is to transform or format text (for example, making it more visually styled) before or after it’s added to a Pipefy card.I’m wondering:Are there any workarounds for integrating tools without APIs? Can this be achieved using webhooks, browser automation, or third-party tools like Zapier/Make? Has anyone tried integrating a text transformation tool in a similar way?For context, I’m working on a “letras diferentes” style tool for generating formatted text, and I’d love to connect it with Pipefy workflows.

Could someone please help me?How do I copy the content of one field to another as soon as the other is filled?

We're having a problem:Some fields available on the cards aren't appearing as filter options.How can we make this field appear so we can filter?orWhy isn't the field displayed? Is there a rule or condition required to display it as a filter item?If anyone can help, I'd appreciate it.

Suggestion to enable label field editing in a database.

Hi there,Do you know how to download files like licenses and other outside documents in Pipefy so we can access them when we need to send them? The idea is to have all documents and files in one place like a depository --- Thank you.

The Pipefy Database fields, we have multiple of a client and each has a product per record. Now there are multiple records that do not show when we type in the title of the record. Is there a limit, is there a way to extend the amount of records Also, what is the order that they display? I am not seeing any consistency

I’m confused by the description, is the lateness_time returned by this query the SLA by each phase?query MyQuery {  allCards(pipeId: "") {    edges {      node {        phases_history {          phase {            id            lateness_time            name          }        }      }    }  }}

When I logged in today, I encountered a message that wouldn't let me open any of my profiles on the site and asked me to upgrade my plan, but it wouldn't let me review my actions to see what I could change to stay on the standard plan.I'm asking for help because my work depends on the information contained in these pipes, and we're "working in the dark" without the help of the information on the site. Any help or response is welcome.

I need to capture the name of the user who moves a card to "Finished" into a custom field for reporting purposes. Right now, this is only tracked in the activity history, but I need it in a standalone field to create better filters and metrics. Any recommendations on how I can achieve that?

WE NEED TO GET DETAILS ABOUT SMB PLAN PACKAGE

Hello, I am attempting to use the Importer App to add data into Cards that are already Created. I have two columns - A - the Card ID of the Card made and - B - the numbers I wish to be added into a field that exists in the Pipefy phases.  Please HELP! Because I do not know if this can be done. All the resources I have read on the subject only discuss creating new cards - and I do not want to do that! [Example “wish to create cards” and “creates multiple cards” ...]https://help.pipefy.com/en/articles/2446394-how-to-import-data-from-spreadsheetshttps://help.pipefy.com/en/articles/2446675-preparing-spreadsheets-for-the-importer-apphttps://help.pipefy.com/en/articles/6904523-how-to-import-data-into-a-pipehttps://developers.pipefy.com/reference/importer 

Hey everyone,I’ve been experimenting with using a TV App to display live Pipefy dashboards on a big screen in our office — mainly for tracking workflow status, overdue cards, and team performance at a glance. It looks great in theory, but I’m curious how others are handling this setup in practice.Do you use any specific TV apps or display tools for your Pipefy dashboards? How’s the performance and visibility been for your teams — especially when it comes to real-time updates or switching between different pipes?Would love to hear what’s worked (or not worked) for you all. Any setup tips or recommendations would be awesome!

Issue: When clicking a PDF file in a Pipefy card using Chrome Beta 143 on Android 15, the browser forces a download/open dialogue instead of displaying the file directly in the tab (inline viewing). Diagnosis: Chrome's native PDF viewer is confirmed working (external PDFs open correctly). The Pipefy server is likely sending the HTTP header Content-Disposition: attachment, overriding the browser's native viewer. Request: Please remove the Content-Disposition: attachment header for PDF files to allow inline viewing on modern mobile browsers.

I'm setting the first parameter to 500, but the API response contains only 50 records.This the query:query Cards($pipe_id: ID!, $first: Int!, $after: String) {        cards(pipe_id: $pipe_id, first: $first, after: $after) {            edges {                node {                    id                    fields { name value }                    }                }            }            pageInfo {                endCursor                hasNextPage            }        }    }

Hey everyone,I’ve been trying to explore some advanced features on Snapchat, and I came across references to snapchat++ ipa. I understand it’s an unofficial version that supposedly unlocks extra functionality, but I’m a bit confused about how to safely install it on my iOS device.Are there trusted sources or methods to get the snapchat++ ipa without risking malware or account bans? Also, do I need a jailbroken phone, or is there a way to install it using a computer?Any tips, warnings, or step-by-step guidance would be really appreciated!

Hi everyone,I’m exploring the idea of contributing guest posts to various blogs in my niche, but I’m a bit unsure about the best approach. What are the key factors to consider when pitching a guest post?How can I make my submissions more appealing to blog owners while ensuring my content provides real value to their audience? Also, are there common mistakes I should avoid to increase my chances of acceptance?Any tips on finding reputable blogs that accept guest contributions would be greatly appreciated.

Hello everyone.Has anyone explored platforms that specialize in helping small businesses implement sustainable strategies while optimizing growth? I’m particularly interested in tools that combine mentorship, business coaching, and practical resources for scaling operations effectively.Are there programs that provide actionable steps rather than just general advice? How do they balance innovation with financial planning, and are there success stories or case studies available to gauge real-world impact?Additionally, what kind of support exists for entrepreneurs looking to adapt their business models to evolving markets while maintaining sustainable practices?