Customs Apps & Integrations

How to build custom apps and connect with each other.

  • 56 Topics
  • 137 Replies

56 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: 

2000
Juliana Spinardi
Community Manager
2 years ago
anderson-sanchez-buildit
anderson-sanchez-builditRegular Participant
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?

0
anderson-sanchez-buildit
3 hours ago
Lais Laudari
Community Manager
Lais LaudariCommunity Manager
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: 

82
marcosmelo
8 days ago
paulo253
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

3
Lais Laudari
Community Manager
15 days ago
jorden-monroe
jorden-monroeKnown 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?

8
jorden-monroe
19 days ago
molpe
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...

8
I
Pipefy Staff
1 month ago
Juliana Spinardi
Community Manager
Juliana SpinardiCommunity Manager
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

2814
Lais Laudari
Community Manager
2 months ago
pedro-dias8
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?

5
genietim
2 months ago
H
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.

1
Lais Laudari
Community Manager
2 months ago
asociacionantal
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.

2
Lais Laudari
Community Manager
3 months ago
V
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.

5
V
3 months ago
vinicius-bernardes1
vinicius-bernardes1Regular 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

4
Jean Silva
Pipefy Staff
3 months ago
GranButler
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? 

5
GranButler
4 months ago
diretoria101
diretoria101Regular Participant
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
Lucas Democh
5 months ago
mark-theotcentre
mark-theotcentreInspiring
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

4
mark-theotcentre
5 months 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

1390
rafael-leite
Pipefy Staff
8 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
9 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.

2897
d-drynov
9 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

1670
rafael-leite
Pipefy Staff
10 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!

1570
rafael-leite
Pipefy Staff
10 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
10 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

1470
rafael-leite
Pipefy Staff
11 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
11 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!

1203
natalia-manffre
Pipefy Staff
1 year 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!

1120
rafael-leite
Pipefy Staff
1 year ago

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