Custom Apps & Integrations

IntroductionUse the Client SDK to interact with the our Apps framework directly from your iframe. The SDK provides a PipefyApp  global object that allows cross-frame communication between your app and the host Pipefy product.  🔎 Getting the SDKImport the Pipefy Client SDK from  https://platform.staticpipefy.com/pipefy-app.js  Example: 🔎 Using Client SDKOn your Initial page defined by init_url 🔎 On your iframes inside dropdowns, modals, tabs and  sidebars ☝️ CUSTOM APP DATA  p.set(scope, visibility, key, value) - Store data on Pipefy relative to a card, pipe or organization. Apps can only access their own stored data. 🔎 Scope  🔎 Visibility  🔎 p.get(scope, visibility, key) - Get data that the App stored, based on scope, visibility and key passed by parameters. 🔎 p.attach({url, name}) - Attach a link to card sending URL and name. Apps can claim these attachments later and render properly.🔎 p.detach(id) - Detach a link from the current card. Apps can only detach attachments that t

 Publishing you AppWe will detail more about our review process, right now you can send a request using the following link:http://app.pipefy.com/public_form/272394

Using our powerful Apps framework and sample projects, easily build new Apps. CARD-BADGES - icons or symbols that represent actions on your cards Add badges to closed card, you can use the Live version when you need to get other card data, make external requests or need to have a refresh interval. You can use the Fixed version if you don't need that.   Receivep: Pipefy Client context: Object with Pipe and Card ReturnExpect to return an Array of card badges Livelive: Expect to return Promise that resolves a Card badge object, same options from Fixed example refreshInterval: Number of seconds to refresh and call live function. Minimum of 20 seconds Fixedtext: Text to be displayed inside badge icon: SVG relative path or full URL, svg fill color must be equal to #9AAABE color: Background colors, available options are  red ,  yellow ,  green  and  blue . title: HTML Title that will be displayed when user hover the badge CARD-BUTTONS - Activate a feature on a card with a clickable button.Add

More details about attributes inside manifest.json  Sample:  Properties   

Hello Doers!  We have some exciting news to share with you! Later this year we’ll officially launch a new way to integrate Pipefy with other tools. This will empower our users to ensure the transmission of information between different parties is automatic and error-proof and be confident that the entire operation is visible and controlled in a single place.  I’m talking about things like: Updating employee personal information, posting job openings to job boards and collecting signatures Optimizing reconciliation, synchronizing purchase information, controlling cash flow and updating balance sheets Managing NPS, churn requests, updating directories, customer documents and support tickets’ statuses Sending automatic SMS texts to requesters and stakeholders  The sky is the limit. And the great news is: new customers will only get access to Custom Integrations depending on their contract. But we are making this add-on available to all of our current customer base as a way to thank

Hello, everyone! My name is Lucas Pimenta and I want to share with you a component created by us here in Capgemini to fully integrate the Pipefy platform together with UiPath (RPA Platform). With this connector, you can enchant your RPA projects to be able to create, move, update and delete cards and more, automatically through the RPA Robot. Link here: https://connect.uipath.com/marketplace/components/pipefy-x-uipath-custom-activities/review   I hope you enjoy! And I really appreciate any kind of feedback!   Regards,