Customs Apps & Integrations

How to build custom apps and connect with each other.

  • 43 Topics
  • 81 Replies

43 Topics

Juliana Spinardi
Community Manager
Juliana SpinardiCommunity Manager
published in Customs Apps & Integrations

Welcome to the Pipefy Developers!

Welcome to the Pipefy Developers ! Here you can find documentation on how to develop your own Pipefy App and on how to use GraphQL API query language to extend Pipefy capabilities.Pipefy is a process platform designed to standardize and advance business workflow processes. Users can create custom workflows, generate reports to find process bottlenecks, centralize communications, and improve overall productivity by using Pipefy.The Pipefy Developers is an open space where developers can build powerful products on Pipefy’s platform. Create game-changing process advancements for your team or for managers in +15k companies around the world.What you can do on the Pipefy Developers: 

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Juliana Spinardi
Community Manager
2 years ago
mark-theotcentre
mark-theotcentreParticipating Frequently
asked in Customs Apps & Integrations

Managing Asynchronous Communications with products like ZAPIER

We’re building out our first Workflow using Pipefy and alongside this are using Make (an integration tool, akin to ZAPIER) to process data and keep in sync with our other systems.All very straightforward except when it comes to the challenge of ensuring that the integration engine keeps in step with events on Pipefy.I’ve developed a solution for this but I want to know whether anyone has a better approach. My solution is as follows;Whenever a Card is moved, we want the Make integration engine to process data. A webhook is setup accordingly. However, we need to ensure that;if the Make integration fails for whatever reason, then any further processing on Make is halted until the issue is resolved. if the Webhook fails to fire (it happens!), then any processing of subsequent Phase changes on Make is halted a warning message appears on the Pipefy Stage if any of the above conditions have occurredIgnoring the warning message, then this is the solution I’ve come up with;1. the Pipefy Pipe ha

3
genietim
1 month ago
rafael-leite
Pipefy Staff
rafael-leitePipefy Staff
published in Customs Apps & Integrations

📑 Integration Pipefy -> Clicksign (Send a document)

Hi Pipefy Community, This week we will share with you the Pipefy integration with Clicksign. This recipe is to send a document for signature from a Pipefy command. PS: At workato we don't have a Clicksign connector so this recipe was made through HTTP callsRecipe:Trigger - When a card is updated in Pipefy 1. Action - Get information from this card (get card by ID)2. Action - Choose the contract template that will be sent on clicksign3. Action - Create a signer on clicksign4. Action - Assign this signer to the document5. Action - Notify signer6. Action - Register the correspondence between the card ID and the contract ID in a tableMost common use case: Contract Management, Legal Processes, Supplier Management, Onboarding Process or any other process that needs a contractClick here to access the recipe in our library. You can clone it to your organization and follow the step-by-step configuration provided in this video.There are more than 40 recipes shared in English on the Workato Commu

540
rafael-leite
Pipefy Staff
2 months ago
enchantedman
enchantedmanRegular Participant
asked in Customs Apps & Integrations

Pipefy Mobile App Bug?

Is mobile app working? when i clicked on a card’s history, it will give error 

4
Lais Laudari
Community Manager
3 months ago
Juliana Spinardi
Community Manager
Juliana SpinardiCommunity Manager
published in Customs Apps & Integrations

Sample Apps

 👆Emoji AppThis is a sample app that show all capabilities that apps could explore. 👆appear.in AppOfficial Pipefy appear.in app 👆 Google Hangouts AppOfficial Pipefy Google Hangouts app 👆 Sample React App with Pipe ViewsPipe views is a new Apps feature under development mode.

2207
d-drynov
3 months ago
rafael-leite
Pipefy Staff
rafael-leitePipefy Staff
published in Customs Apps & Integrations

📑 Integration Pipefy -> Microsoft Teams (Approving through Teams)

Hi Pipefy Community, This week we will share with you the Pipefy integration with Microsoft Teams.This recipe is to send an approval to be made via Teams message. For the integration to work, we need two recipes: one to send the approval message and another to collect the response to bring to Pipefy. The recipes contain the following steps:1st RecipeTrigger - When a card is updated/moved in Pipefy 1st Action - get card details2nd Action - Search Team user3rd Action - Send message in teams 2nd Recipe:Trigger - When aproving/reproving button is pressed in Teams 1st Action - Analyze whether it is approved/repproved2nd Action - Update answer on Pipefy Most common use case: Processes that need approval: Purchasing, approval of any financial or legal process, etc. Click here to access the first recipe in our library. You can clone it to your organization and follow the step-by-step configuration provided in this video. Click here to access the second recipe. You can clone it to your organiza

870
rafael-leite
Pipefy Staff
3 months ago
rafael-leite
Pipefy Staff
rafael-leitePipefy Staff
published in Customs Apps & Integrations

📆 Integration Pipefy -> Google Calendar

Hi Pipefy Community, This week we will share with you the Pipefy integration with Google Calendar. This recipe aims to create an event on the google calendar through a Pipefy trigger. The purpose of this recipe is to give dynamism between pipefy and google calendar. The recipe contains the following steps: Recipe:Trigger - When a field is updated 1. Action - Get all the card information from Pipefy2. Action - Create the event in Google Calendar Most common use case: Sales process, recruiting, onboarding, and any other process that needs meeting/event creation. Click here to access the recipe in our library. You can clone it to your organization and follow the step-by-step configuration provided in this video.There are more than 40 recipes shared in English on the Workato Community. Every week we will post a new integration here in the community and we will be able to use this space to exchange information regarding this topic. See ya next week!

610
rafael-leite
Pipefy Staff
4 months ago
izazueta
izazueta
asked in Customs Apps & Integrations

Access to beta features

Hi, I asked this on the support chat but don’t receive a straight answer.When / How we can get access to beta features in this roadmap https://roadmap.pipefy.com/tabs/15-in-beta? In particular the Card Field Updated trigger for Zapier will be very helpful in our process. Currently we only see the triggers available here https://zapier.com/apps/pipefy/integrations 

5
V
4 months ago
rafael-leite
Pipefy Staff
rafael-leitePipefy Staff
published in Customs Apps & Integrations

💎 Integrations | Approving through email

Hello Pipefy Community, This week we will share with you the Pipefy integration with Pipefy.This recipe aims to customize pipefy for an approval can be done through the email template. The purpose of this recipe is to speed up the approval process without the approver having to leave the email box to approve/disapprove a request. The recipe contains the following steps: Recipe:Trigger - When the webhook link fires 1. Action - Get all the card information from Pipefy2. Action - Check if the button pressed was approved or rejected3. Action - Return the answer to Pipefy Most common use case: Purchasing process, financial processes in general, vacation request, recruiting and any other process that needs approval.Click here to access the recipe in our library. You can clone it to your organization and follow the step-by-step configuration provided in this video.There are more than 40 recipes shared in English on the Workato Community. Every week we will post a new integration here in the c

860
rafael-leite
Pipefy Staff
5 months ago
rafael-leite
Pipefy Staff
rafael-leitePipefy Staff
posted in Customs Apps & Integrations

Integration Bamboo HR -> Pipefy ( Create/update a employee on Pipefy)

Hi Pipefy Community, This week we will share with you the integration of Bamboo HR with Pipefy. This recipe is to make both systems with the same employee information so that when a new employee is created/updated in Bamboo HR -> create/update in Pipefy as well.The recipe contains the following steps: Trigger - When employee record is created/updated in Bamboo HR 1st Action -Search the employee's record in the data table in Bamboo HR2nd Action - Get all information about this employee3rd Action - Create/update record/card in PipefyMost common use case: Employee recruitment, employee onboarding, employee movement, employee offboardingClick here to access the recipe in our library. You can clone it to your organization and follow the step-by-step configuration provided in this video. There are more than 40 recipes shared in English on the Workato Community. Every week we will post a new integration here in the community and we will be able to use this space to exchange information reg

0
rafael-leite
Pipefy Staff
5 months ago
rafael-leite
Pipefy Staff
rafael-leitePipefy Staff
published in Customs Apps & Integrations

🔩 Integration Pipefy -> Netsuite ( Create PO)

Hi Pipefy Community, This week we will share with you the Pipefy integration with Netsuite. This recipe aims to create Purchase Orders in Netsuite through commands in Pipefy.The recipe contains the following steps:Recipe: Trigger - When a card is moved/updated in Pipefy1st Action - Get all information on this card2nd Action - Create purchase order in NetsuiteMost common use case: Purchasing process, Financial requests.Click here to access the recipe in our library. You can clone it to your organization and follow the step-by-step configuration provided in this video.There are more than 40 recipes shared in English on the Workato Community. Every week we will post a new integration here in the community and we will be able to use this space to exchange information regarding this topic. See ya next week!

683
natalia-manffre
Pipefy Staff
6 months ago
rafael-leite
Pipefy Staff
rafael-leitePipefy Staff
published in Customs Apps & Integrations

💎How to create cards on Pipefy through Slack comands

Hello Pipefy Community, This week we will share with you the Pipefy integration with Slack. This recipe aims to create cards in Pipefy through Slack commands.The recipe contains the following steps: Recipe: Trigger - When a command is triggered in SlackAction - Create card in PipefyMost common use case: HR requests, purchase process, financial requests Click here to access the recipe in our library. You can clone it to your organization and follow the step-by-step configuration provided in this video.There are more than 40 recipes shared in English on the Workato Community. Every week we will post a new integration here in the community and we will be able to use this space to exchange information regarding this topic. See ya next week!

640
rafael-leite
Pipefy Staff
6 months ago
rafael-leite
Pipefy Staff
rafael-leitePipefy Staff
published in Customs Apps & Integrations

🧮 Integration Pipefy -> Pipefy ( Math operations)

Hello Pipefy Community, This week we will share with you the integration of Pipefy with Pipefy. This recipe aims to customize pipefy with mathematical operations. For this example we use the calculation of a commission but we can do any other mathematical operation that you want. The recipe contains the following steps: Recipe:Trigger - When a field is updated in Pipefy 1. Action - Get all information from this card2. Action - Do the math calculationMost common use case: Sales process, purchase process or financial processes in general Click here to access the recipe in our library. You can clone it to your organization and follow the step-by-step configuration provided in this video.There are more than 40 recipes shared in English on the Workato Community. Every week we will post a new integration here in the community and we will be able to use this space to exchange information regarding this topic. See ya next week!

1381
rafael.jefte
7 months ago
rafael-leite
Pipefy Staff
rafael-leitePipefy Staff
published in Customs Apps & Integrations

Integration Pipefy -> Zendesk

Hello Pipefy Community, This week we will share with you the Pipefy integration with Zendesk. This recipe has the purpose of back and forwarding information between the two softwares. For example: when a Ticket is created in Zendesk, it creates a card in Pipefy and also when the process is finished in Pipefy, it is finished in zendesk.The recipes contain the following steps: One-way recipe:Trigger - When a ticket is created in Zendesk 1st Action - Create a card in Pipefy2nd Action - Link the ticket ID with the Pipefy ID in a table in the workato to be used in the back recipeReturn recipe:Trigger - When the card is finalized in Pipefy1st Action - Take all information from this card2nd Action - Search in the table for the Zendesk Ticket that is correlated with this Pipefy ID3rd Action - Update the Zendesk ticketMost common use case: Customer support Click here to access the first recipe in our library. You can clone it to your organization and follow the step-by-step configuration provid

480
rafael-leite
Pipefy Staff
7 months ago
rafael-leite
Pipefy Staff
rafael-leitePipefy Staff
posted in Customs Apps & Integrations

Integration Pipedrive -> Pipefy

Hello Pipefy Community,This week we will share with you the Pipedrive integration with Pipefy. This recipe is to create a customer in the Pipefy onboarding process from an opportunity won on Pipedrive. The recipe contains the following steps:Recipe:Trigger - When an opportunity is won on PipedriveAction - Create a card in Pipefy Most common use case: Sales Process in Pipedrive starting the Customer Onboarding process in PipefyClick here to access the recipe in our library. You can clone it to your organization and follow the step-by-step configuration provided in this video.There are more than 40 recipes shared in English on the Workato Community. Every week we will post a new integration here in the community and we will be able to use this space to exchange information regarding this topic. See ya next week!

1
rafael.jefte
7 months ago
rafael-leite
Pipefy Staff
rafael-leitePipefy Staff
published in Customs Apps & Integrations

✒️ Integration Pipefy -> Docusign

Hello Pipefy Community, This week we will share with you the integration of Pipefy with Docusign. This recipe has the purpose of sending a contract that is attached in Pipefy to be signed through Docusign. There is also a recipe for when the contract is signed in docusign, upload it to Pipefy. The recipes contain the following steps: One-way recipe:Trigger - When a card is updated in Pipefy 1st Action - Search the card's content2nd Action - Send the contract through Docusign3rd Action - Store the Pipefy card ID and contract ID in a workato table Return recipe:Trigger - When the contract is finalized in Docusign 1st Action - List the document in Docusign2nd Action - Download the document3rd Action - Allocate the file space inside Pipefy4th Action - Upload the file to the Pipefy server5th Action - Upload the file in the desired field in Pipefy Most common use case: Contracts in the sales process, Contract management, Legal department Requests, purchasing process (Supplier Contract), etc.

1200
rafael-leite
Pipefy Staff
8 months ago
rafael-leite
Pipefy Staff
rafael-leitePipefy Staff
published in Customs Apps & Integrations

⚙️ Integration Pipefy -> Notification on Whatsapp (Twilio)

Hello Pipefy Community, This week we will share with you the integration of Pipefy with Twilio (Whatsapp). This recipe aims to bring information from Pipefy to notify someone on whatsapp when a phase move happens in Pipefy.The recipe contains the following steps: Trigger - When a card is phased in Pipefy 1st Action - Search the card's content2nd Action - Send the whatsapp Template through Twilio Most common use case: Notification in sales process, purchasing process, onboarding, customer service, etc. Click here to access the recipe in our library. You can clone it to your organization and follow the step-by-step configuration provided in this video. There are more than 40 recipes shared in English on the Workato Community. Every week we will post a new integration here in the community and we will be able to use this space to exchange information regarding this topic. See ya next week!

1321
Juliana Spinardi
Community Manager
8 months ago
rafael-leite
Pipefy Staff
rafael-leitePipefy Staff
published in Customs Apps & Integrations

🔩 Integration Pipefy -> Google Drive (EN)

Hello Pipefy Community, This week we will share with you the Pipefy integration with Google Drive. This recipe aims to automate the process of uploading files that are in Pipefy in a standardized way to Google Drive. The recipe contains the following steps: Trigger - When a card is moved in Pipefy (to a specific phase)1st Action - Get all the content from the card2nd Action - Select the file and download it3rd Action - Create a folder in Google Drive (if you don't need a structure in which a new folder is always created, you can skip this step)4th Action - Upload the selected file in the created folderMost common use cases:  contract management separated by customer folder; organization of financial documents by month/year or clients;   Organization of documents from the employee onboarding process. Click here to access the recipe in our library. You can clone it to your organization and follow the step-by-step configuration provided in this video There are more than 30 shared recipes

1244
rafael-leite
Pipefy Staff
8 months ago
rogerpitigliani
rogerpitiglianiRegular Participant
asked in Customs Apps & Integrations

Click2Call Integration

Hello.. I would like to add a custom Button (or link) in cards to call a external URL (PBX IP Cloud).Is it possible to add a button that executes the request POST/GET in background, sending data like (card_id, phone, .. )? Ex:https://url.my.pbx/originateCall/{pipefy.user_id}/{card.id}/{phone} ** The relationship between pipefy user and extension to generate call will be on PBX. Thanks..

1
alicereis
9 months ago
rafael-leite
Pipefy Staff
rafael-leitePipefy Staff
published in Customs Apps & Integrations

📚 Access The Pipefy Integrations Library, ready to be customized on Workato

Hello, Pipefy Community, We bring great news: now, you can access a library of pre-built integration recipes ready to be customized in Workato. Workato is an IPasS (Integration Platform as a Service) solution that allows the development of integrations between multiple softwares with Pipefy. If you would like to check out the most used recipes (name given for the integration structure) by our customers or create your own recipes, this library is the ideal place for you to access our best practices. One of Pipefy's objectives is to empower doers, for you to be able to create more sophisticated solutions that solve your problems. With that in mind, we shared our knowledge, leaving our main recipes available in the library. In addition to that, all of them were customized with comments and a video explaining how the configuration should be done. The video is available on the first step, which is below the trigger in Workato, of all the recipes in the library.To access the library you need

881
rafael.jefte
9 months ago
Diego Anselmo Saiotti
Diego Anselmo SaiottiRegular Participant
asked in Customs Apps & Integrations

API call | exportPipeReport | Problems with download from Pipefy URL

Hi Pipe Friends! I’m building this code to make an external backup of specific pipes report. But i can’t download the report in the end. I receive this error message: "https://url_returned_by_pipefy"Ocorreu um erro: (<class 'urllib.error.URLError'>, URLError('unknown url type: "https'), <traceback object at 0x000001C6002DD680>)I think that I wasn’t using the right method to parse into string the url_relatorio variable. I’m using Python 3import requestsimport jsonimport urllibimport sysfrom urllib.request import urlopenurl = "https://api.pipefy.com/graphql"payload_id_relatorio = {"query": "mutation {exportPipeReport(input: { pipeId:\"XXXX\", pipeReportId: \"XXXX\"}) {pipeReportExport {id}}}"}headers = { "Authorization": "Bearer XXXX", "Content-Type": "application/json"}response = requests.request("POST", url, json=payload_id_relatorio, headers=headers)data = json.loads(response.text)Id_relatorio = data['data']['exportPipeReport']['pipeReportExport']['id']payload_obter_

1
Marcos Carvalho
Pipefy Staff
9 months ago
jpneumann
jpneumannRegular Participant
posted in Customs Apps & Integrations

Pipefy and Qlik Sense Integration

Here at our company NTech, we have developed Analytics projects for customers using Pipefy and Qlik Sense. Qlik Sense is a complete data analysis platform that has established a benchmark for a new generation of analytics widely used by organizations worldwide. I didn't find any reading on the topic, so I decided to talk here a little about the use of Qlik Sense to build analytical panels with Pipefy data through GraphQL based APIs. Qlik Sense has the ability to access data from a wide list of data sources, whether structured or unstructured. To access Pipefy data via the GraphQL API, we use a REST connector, native to the tool. I even wrote an article some time ago called "GraphQL: How to use the Evolution of Web APIs in Qlik Sense" (written in Portuguese). In this article we will cover the basic concepts, since in Pipefy we have a series of objects such as Pipes, Cards, Phases, Phases History, Labels, Tables, Records, Cards Fields, among others, as well as issues such as data paginat

3
jerryeo
10 months ago
mauriciobl
mauricioblRegular Participant
asked in Customs Apps & Integrations

Export in CSV or XML

[EN]Hi, we’d like to know if there is a way to export data from cards, on a specific phase of a process, in formats other than XLS. More specifically in CSV or XML.Thank you in advance. [PTBR]Olá, gostaríamos de saber se existe uma maneiro de exportar dados de cards, em uma fase específica de um processo, em outros formatos além de XLS. Mais especificamente em CSV ou XML?Desde já, Obrigado

3
mauriciobl
11 months ago
gabrielritchie
gabrielritchieRegular Participant
asked in Customs Apps & Integrations

adding google maps to portals

We currently have an enquiry portal but want to integrate google maps with zipcode so customers can show us their house roof. Is there a way to integrate google maps into a portal so the dats feeds into a pipe card?

1
Juliana Spinardi
Community Manager
1 year ago
Juliana Spinardi
Community Manager
Juliana SpinardiCommunity Manager
published in Customs Apps & Integrations

Style

☝️ Style -  We provide to you a CSS with style guide from Pipefy.Include the following CSS to your IFrames  Click here for details and usage 

1457
Sarah Lane
1 year ago

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