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Customs Apps & Integrations

Customs Apps & Integrations

How to build custom apps and connect with each other.

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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

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

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!

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!

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!

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

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!

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.

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!

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

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..

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

Diego Anselmo SaiottiNew Member

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_

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

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

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?

Juliana SpinardiPipefy Staff

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

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.

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:"MY_EMAIL@MY_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

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.

dcastelhanoNew Member

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

gabrielcm940New Member

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.

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

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

belsalemmePipefy Staff

posted in Customs Apps & Integrations

Docker for Beginners 01 - SHELL vs EXEC

Hey everyone, today I'd like to share another great article produced by one of our developers, @tania.zuniga , about Docker! Here's a small excerpt:I’d like to start with a disclaimer: I’m a newbie in the Docker universe and the goal of this article is to help those at the same level that may have the same difficulty I had understanding these two concepts, which at first may look the same. Once we dig a little deeper, though, we understand the difference between one form and the other, making it easier for us to choose the best one to improve our containerized app.To make it easier to explain the differences and similarities, I’ll use a simple use case to compare both and at the end we’ll be more informed about the advantages each one offers. Want to learn all about it? Click here to access the article and feel free to let us know if you'd love to know more about it!

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