Customs Apps & Integrations

How to build custom apps and connect with each other.

  • 36 Topics
  • 72 Replies

36 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
1 year 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 

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V
18 days ago
rafael-leite
rafael-leiteRegular Participant
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
1 month ago
rafael-leite
rafael-leiteRegular Participant
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!

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natalia-manffre
Pipefy Staff
1 month ago
rafael-leite
rafael-leiteRegular Participant
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!

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rafael-leite
2 months ago
rafael-leite
rafael-leiteRegular Participant
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!

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rafael.jefte
2 months ago
rafael-leite
rafael-leiteRegular Participant
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

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rafael-leite
3 months ago
rafael-leite
rafael-leiteRegular Participant
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!

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rafael.jefte
3 months ago
rafael-leite
rafael-leiteRegular Participant
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.

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rafael-leite
4 months ago
rafael-leite
rafael-leiteRegular Participant
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

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rafael-leite
4 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..

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alicereis
5 months ago
rafael-leite
rafael-leiteRegular Participant
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

641
rafael.jefte
5 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_

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Marcos Carvalho
Pipefy Staff
5 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

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jerryeo
5 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
7 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.

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felipe.intratec
8 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?

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Juliana Spinardi
Community Manager
9 months 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 

1127
Sarah Lane
9 months ago
juliamsantarosa
juliamsantarosaRegular Participant
asked in Customs Apps & Integrations

Date enters the phase

Hello community!How do I find out the date the card entered the phase?Thanks for the attention.

3
alicereis
11 months ago
davi96
davi96Regular Participant
posted in Customs Apps & Integrations

How to test if webhook is working?

I created a webhook in a pipe in order for it to export data to a Google Cloud Function that will, in turn, send it to a Google Cloud Pub/Sub topic.The Cloud function is all set up and tested, surely working when I do a POST request using curl with the same token.I set up the webhook using https://app.pipefy.com/graphiql with the following piece of code:mutation{ createWebhook(input:{ actions:"card.move" name:"Webhook-Test" url:"https://MY_CLOUD_FUNCTION_URL" email:"[email protected]_COMPANY.com" pipe_id:302214108 headers: "[{\"Authorization\":\"Bearer MY_VERY_LONG_TOKEN\"}]" }) { clientMutationId }}And it actually does create a webhook, as I could verify with the following piece of code:{pipe(id:302214108){id webhooks{id url headers actions}}}However, when I move some cards to test it, I don’t see any invocation in the cloud function dashboard. Is there a way to test and monitor the webhook? Any ideas that could help solve this? I’m totally lost with this, since I

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Lucas Democh
1 year ago
jnihorimbere
jnihorimbereRegular Participant
asked in Customs Apps & Integrations

Pipefy card button, card tab and pipe buttons

Hi everyone, I would like to add a card button on every card and when the button is clicked load some sort of a form to be completed and submitted. I don’t know how to. I’ve browsed through the developer documentation but I’m still unable to implement such functionalities. I need some help on the steps to follow and implement this functionalities. Please help.Thanks guys.

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genietim
1 year ago
dcastelhano
dcastelhanoRegular Participant
asked in Customs Apps & Integrations

Change index_name from a field

Hi guys, how can i change the index_name of a field, when i create a new field in app.pipefy, the "index_name" is "field_1_date", i need to change this to “due_date” instead of “field_1_date”, in order to integrate with my backend via graphql, that’s possible?Thanks

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dcastelhano
1 year ago
gabrielcm940
gabrielcm940New Participant
asked in Customs Apps & Integrations

p.modal features dont work

I have this code butPipefyApp.initCall({"card-buttons": function (p, pipe) {return [{icon: "./assets/sicronize.png",text: "Buscar informações",callback: openModal,},];},}); var openModal = function (p) {p.modal({url: "https://react-expensify-sample-app.herokuapp.com/",height: "70%",width: "70%",});};   My problem is: The modal keep loading forever. When I inspect the network traffic I can see the response code 200 and the ‘hello world’ content inside the iframe, as expected! but the modal keep loading and does not show the iframe content.

0
gabrielcm940
1 year ago
gustavo-nicolau
gustavo-nicolauRegular Participant
asked in Customs Apps & Integrations

Como filtrar cards por data de criação -> API GRAPHQL

Boa tarde, tudo bem?  Estava estudando as APIs e não consegui uma forma de fazer o filtro de criação de card após uma data especifica. Exemplo: Gostaria de todos os cards criados a partir do dia 28/06/2021  

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rafael.jefte
1 year ago
yasmin.valim
Pipefy Staff
yasmin.valimPipefy Staff
published in Customs Apps & Integrations

🤓 Why beginner developers should learn Ruby

This is one more article about one more language and I am one more person trying to convince you that this way is better, right? Not necessarily, but give me time to explain. I am a regular person without a usual background in Computer Sciences. I studied Psychology for years before realizing what I wanted to do for a living was code and I believe that everyone who wants to experiment with this should have at least a chance to try.  Development can be fun and it’s for everyone and that’s why I’m writing this: to all the people who want to start over and don’t know how, to all beginners who don’t have a usual career path, to people on different backgrounds who wants to give a technology a chance and change their lives but don’t know if they really can because they are used to listen “this is not for you” or even for those who already work with technology but want to work with another language and are kind of afraid. This is for you. Technology is for everyone.So, how can Ruby help you w

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tsartori
1 year ago

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