Customs Apps & Integrations

How to build custom apps and connect with each other.

64 Topics
163 Replies

published in Customs Apps & Integrations

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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3 years ago

andrey-aires-voiicrNew Member

asked in Customs Apps & Integrations

Missing Fields at Make.com

Hello!About Make.com integration.There are some special fields like CNPJ (BR Tax Number) and Phone Number that are not loaded in Make.com.How can I fill in these fields without changing the field type?

21 days ago

mark-theotcentreNew Participant

asked in Customs Apps & Integrations

Google Analytics (GA4) Integration

Like every business, we need to be able to track conversions from our Website.For instance, we have a Pipefy Customer Enquiry Form embedded on a page on our Google Sites website and we want to track these conversions.We have extensive experience building integrations using make.com and have built extensive integrations between Pipefy and our systems using make.com and the Pipefy APIs.However, we haven’t built any integrations involving Analytics and Pipefy.Has anyone achieved this?Just need help understanding how to put this integration together, principles and concepts.Thanks for any help.

2 months ago

arthur-dimelnetNew Member

asked in Customs Apps & Integrations

Calendar Para Usuário com Visão Restrita

Boa tarde!Tudo bem?Atualmente o calendário só funciona para quem é membro ou adm do pipe, porém para facilitar a vida do usuário que possui visão restrita, seria de extrema valia, pois conseguirá organizar seu dia a dia, ligações, follow-up que precisa realizar. Já existe isso em pauta essa função para correção?

3 months ago

antoniodesasaadNew Member

asked in Customs Apps & Integrations

Erro - Conexao Zapier com Pipefy - New Data Base Record

Ola tudo bem? Estou com o seguinte erro ao tentar testar a conexão com um database que criei! obs: a minha conta esta logada e a conexão entre o zapier <> pipefy esta com êxito: Test successful! Your auth is working correctly. obs2: eu realizei a conexão através do campo "conexões"localizado no pipe onde aparece a opção: Integrações low/no-code Execute automações suportadas pelo Zapier. nao realizei nenhuma configuracao manual da API

4 months ago

augusto.santosNew Member

asked in Customs Apps & Integrations

Erro - Conexão Zapier com Pipefy

Boa tarde, Estou tentando conectar o Pipefy com o Zapier, usando o gatilho do Zapier de identificar quando um novo registro for identificado numa database (New Database Record in Pipefy). Porém, estou tendo um erro ao testar o gatilho (último passo de configuração desse bloco) em que o Zapier não reconhece a tabela e tenho a seguinte mensagem:Error code: Error while retrieving: Fragment RecordAttributes on TableRecord can't be spread inside TableRecordWithCount Alguém sabe qual pode ser o motivo?

4 months ago

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!

3932

4 months ago

Rodrigo ZabottoNew Member

asked in Customs Apps & Integrations

Integração workato com sistema Auvo

utilizo um sistema chamado AUVO de ordens de serviços de campo. Sistema WEB com API. porém, o Auvo possui uma método de conexão e uso da api um pouco diferente. Para utilizar um método rest para criar uma OS no auvo, antes é preciso consumir um método de LOGIN na API com a chave API e TOKEN de nossa conta. Esse método retorna um TOKEN TEMPORÁRIO válido por 30 minutos. Com esse token temporário, então conseguimos fazer uma chamada rest nos métodos para criar ou consultar ordens de serviços no AUVO. Fui criar um conector no WORKATO para logar o Auvo e não consegui descobrir como fazer essa integração. Alguma ideia?

4 months ago

GeorgeNew Participant

asked in Customs Apps & Integrations

request url sem caracter espcial

Olá, espero encontrá-los bem!Eu estou utilizando o Workato para fazer uma consulta através de uma API, o request pega o campo CNPJ e preenche na URL. O problema é que o campo está em formato especial (contendo . - e /) aí a API não aceita dessa forma, apenas numérico. A fórmula está conforma a imagem abaixoEu tentei usar o .gsub('./-','') e .gsub(/[^\d]/, '') junto com a URL, retorna URL invalida.O mesmo com a fórmula .replace. Eu também tentei utilizar na fase 3 depois do step2, sem sucesso.Alguém tem alguma dica?(exceto criar um campo de texto simples) Desde já eu agradeço a sua interação!

6 months ago

anderson-sanchez-builditNew Member

asked in Customs Apps & Integrations

Access to Microphone using Client App SDK

I have built a Client App and I`m trying to access the microphone but I`m receiving an access denied error, as far as I can understand the error is about an iframe the app is put inside by pipefy.Is there any way we could change the behavior of how pipefy renders an app?

8 months ago

olivier_attestisNew Participant

asked in Customs Apps & Integrations

Issue with Make integration

Hello ! since yesterday an issue appears in our scenarios plugged with make integration. Apparently, you did something to your GraphQL response that returns null values when not set.Please investigate and provide a fix ASAP because all our operationnal workflows are down...

9 months ago

Lais Laudari

published in Customs Apps & Integrations

💫 Pipefy + SAP Integration

💡 Did you know it is possible to integrate your processes between SAP and Pipefy? 👉🏼Do you want to know more about it? Contact you CSM or request it here:

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9 months ago

paulo253New Participant

asked in Customs Apps & Integrations

Webhook cannot rotate at all.

Hello! I use make to work with the data, but I've tried everything and the data is not sent via automation. I saw that it is in beta phase. It's working?Thanks

9 months ago

jorden-monroeNew Participant

asked in Customs Apps & Integrations

Python application in the developer platform

Hi Pipefy community, I was hoping to get some direction on how to build an application with Python on the developer platform. I have flows running through the api on my own machine, as well as webhooks that call cloud functions because the graphQL and webhook documentation was more than sufficient. But, the developer platform documentation is lacking, and I found it to be no help. Any advice on where to start? Are there any tutorials, topics to learn, or forums that you would recommend that can provide me with some scope on the matter?

9 months ago

molpeRegular Participant

asked in Customs Apps & Integrations

Problem creating card from make.com

Has anyone be able to create a card using make.com?I’m getting an error:RuntimeErrorError Argument 'field_id' on InputObject 'FieldValueInput' is required. Expected type ID!OriginPipefyAutomatic error handlerIf you want to handle this error automatically, choose one of the following options. This will create a new error-handler route in your scenario. You can then expand the route in any way you like. Has anyone be able to create a card using make.com? I think there is something wrong in make since the options I get for “card fields” are the same as in “start form field”. I don't know if you are somehow responsible for make’s integration or...

10 months ago

Juliana SpinardiPipefy Staff

published in Customs Apps & Integrations

Introduction | Learn more about our Apps framework

Developing your own Pipefy app is simple. We built the framework in a way that allows you use intuitive Javascript APIs to build powerful products or integrations on Pipefy’s platform. Display or update external data, add feature buttons to your Pipe, create new tabs on cards, attach data to cards, and open modals or sidebars to display customized views.The Apps run in iframes in the product, so you can build Apps with any technology you like, including server-side technologies. The framework also gives your Apps access to various product resources by using consistent APIs. Getting StartedHere we will describe how to get started on building Apps. Our framework is intuitive and easy to learn so you’ll be able to quickly pick our sample projects, remix on Glitch, and activate Apps inside your organization.You will need to be an admin for the Pipefy team where you want to add your App. It doesn't matter whether the team is free or paid. We'll need your App Name and an HTTPS based manifes

3654

11 months ago

pedro-dias8New Participant

asked in Customs Apps & Integrations

Integration of attachment fields between Pipes

I would like to update an attachment field in one Pipe based on the attachment field in another Pipe, but I'm having difficulties with this integration. I've tried using Pipefy's automations and also attempted to use Zapier, but neither of them is working. My latest attempt via Zapier generated the following error: There is a way to do this update?

11 months ago

Henrique JustoNew Participant

posted in Customs Apps & Integrations

Integração Analytics/ActiveCampaign

Procuramos uma empresa ou profissional que trabalhe com a integração de produtos ActiveCampaign>Pipefy>Google Analytics ou semelhante.

11 months ago

asociacionantalRegular Participant

asked in Customs Apps & Integrations

link to the Pipefy product error page in real time

Hello, can you please send us the link to the Pipefy product error page in real time? Thank you.

1 year ago

vicente-lemes

asked in Customs Apps & Integrations

Update via GraphQL em Python

Hi.I started studying python a few days ago and I’m trying to update a card with it.I’m trying the following code:variables = { "cardId": xxxxx, "fieldId": "descri_o", "newValue": "teste" }update_card_mutation = """mutation UpdateCard ($cardId: ID!, $fieldId: ID!, $newValue: String!){ updateCardField(input: { card_id: $cardId, field_id: $fieldId, new_value: $newValue }) { success }}"""But it returns an error:{'errors': [{'message': 'Type mismatch on variable $newValue and argument new_value (String! / [UndefinedInput])', 'locations': [{'line': 6, 'column': 5}], 'path': ['mutation UpdateCard', 'updateCardField', 'input', 'new_value'], 'extensions': {'code': 'variableMismatch', 'variableName': 'newValue', 'typeName': 'String!', 'argumentName': 'new_value', 'errorMessage': 'Type mismatch'}}]}I ask your help to find what I’m missing here.

1 year ago

vinicius-bernardes1New Participant

asked in Customs Apps & Integrations

Workato - Pipefy Atualizar campo de DB

Olá pessoal, Estou criando uma automação no workato onde o solicitante tem a opção de “Já tem ID de cadastro, sim ou não”Se sim, ele pede o ID do registro dele no database, e no workato, ele buscaria se existe registro criado, se sim, ele atualiza o campo de DB com o registro dele já existente Estou usando o campo de “id de registro” porem, ele da o seguinte erro na hora de gravar: Parse error on "\\" (error) at [4, 110]. at line: 1395 called from: 206E colocando direto o ID do registro também não vai :( Field with id "cadastro_encontrado" is not found. Field with id "informa_es_de_contato" is not found. Field with id "cadastro_encontrado_1" is not found. at line: 1398 called from: 206

1 year ago

GranButlerRegular Participant

asked in Customs Apps & Integrations

Showing "no data"on Zapier Connection

Hello, I'm trying to do a connection with Zapier, but when doing it it's saying that there is no data on my Database. Could you help me with it?

1 year ago

diretoria101New Member

asked in Customs Apps & Integrations

UPDATE DATE FIELD TO BLANK - MAKE

Hi Everyone!How can I manage to update a date field to blank, using Make platform?I´ve already tried using NULL, EMPTYSTRING, ERASE, etc, but no success… I always get Invalid InputThanks a lot for the help!

1 year ago

mark-theotcentreNew Participant

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

1 year ago

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

2700

1 year ago

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