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Customs Apps & Integrations

How to build custom apps and connect with each other.

  • 77 Topics
  • 197 Replies
77 Topics
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!

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rafael.jefte
rafael-leite
Pipefy Staff
rafael-leitePipefy Staff
published in Customs Apps & Integrations
✒️ Integration Pipefy -> Docusign
✒️ 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.

4150
jhogaboom
rafael-leite
Pipefy Staff
rafael-leitePipefy Staff
published in Customs Apps & Integrations
🔩 Integration Pipefy -> Google Drive (EN)
🔩 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

5194
rafael-leite
Pipefy Staff
rogerpitigliani
rogerpitiglianiExplorer
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
rafael-leite
Pipefy Staff
rafael-leitePipefy Staff
published in Customs Apps & Integrations
📚 Access The Pipefy Integrations Library, ready to be customized on Workato
📚 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

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rafael.jefte
Diego Anselmo Saiotti
Diego Anselmo SaiottiExplorer
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_

4751
Marcos Carvalho
Pipefy Staff
jpneumann
jpneumannExplorer
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

6313
jerryeo
mauriciobl
mauricioblNew Member
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

9613
mauriciobl
gabrielritchie
gabrielritchieExplorer
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?

1581
Juliana Spinardi
Pipefy Staff
Juliana Spinardi
Pipefy Staff
Juliana SpinardiPipefy Staff
published in Customs Apps & Integrations
Style
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 

2637
Sarah Lane
juliamsantarosa
juliamsantarosaExplorer
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.

1593
alicereis
davi96
davi96Explorer
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

3263
Lucas Democh
jnihorimbere
jnihorimbereExplorer
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
dcastelhano
dcastelhanoExplorer
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

3733
dcastelhano
gabrielcm940
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.

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gabrielcm940
gustavo-nicolau
gustavo-nicolauExplorer
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
yasmin.valim
Pipefy Staff
yasmin.valimPipefy Staff
published in Customs Apps & Integrations
🤓 Why beginner developers should learn Ruby
🤓 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

1991
tsartori
belsalemme
Pipefy Staff
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!

871
tania.zuniga
Pipefy Staff
tsartori
tsartoriSuperuser
asked in Customs Apps & Integrations
Zapier Conection

Hello, I used to use Zapier to conect pipefy and other services that we use here, but since yesterday i cant reconect my pipefy acc through Zapier, keeps showing me the error unauthorized message. Anyone else with this kind of problem??

1949
tsartori
tsartori
tsartoriSuperuser
asked in Customs Apps & Integrations
Error with Zappier

Hello, I use Zappier to integrate Pipefy to other CRMs, but often i keep reciving an error about a field in Pipefy which dont expect some kind of data. Do exists a reference of what data each field supports? This is the error that Zapier returns me, but i dont understand why sometimes the connection works and with some cards no. 

1683
tsartori
ivan99
ivan99Explorer
asked in Customs Apps & Integrations
How do I add data in connector type fields through API?

 Hi, I'm starting API development. I'm able to create a card through my environment using GraphQL, but I'm not able to add data to a connector type field. Field information: { "id": "contatos", "type": "connector", "index_name": "field_29_connector", "description": "", "label": "Contatos:", "allChildrenMustBeDoneToFinishParent": false, "canConnectExisting": true, "connectedRepo": {} }, 

6131
genietim
Juliana Spinardi
Pipefy Staff
Juliana SpinardiPipefy Staff
published in Customs Apps & Integrations
Apps Client SDK
Apps Client SDK

IntroductionUse the Client SDK to interact with the our Apps framework directly from your iframe. The SDK provides a PipefyApp  global object that allows cross-frame communication between your app and the host Pipefy product.  🔎 Getting the SDKImport the Pipefy Client SDK from  https://platform.staticpipefy.com/pipefy-app.js  Example: 🔎 Using Client SDKOn your Initial page defined by init_url 🔎 On your iframes inside dropdowns, modals, tabs and  sidebars ☝️ CUSTOM APP DATA  p.set(scope, visibility, key, value) - Store data on Pipefy relative to a card, pipe or organization. Apps can only access their own stored data. 🔎 Scope  🔎 Visibility  🔎 p.get(scope, visibility, key) - Get data that the App stored, based on scope, visibility and key passed by parameters. 🔎 p.attach({url, name}) - Attach a link to card sending URL and name. Apps can claim these attachments later and render properly.🔎 p.detach(id) - Detach a link from the current card. Apps can only detach attachments that t

6786
genietim
genietim
genietimLegend
asked in Customs Apps & Integrations
What are the GraphQL API Limits?

I can imagine that there are certain limits to the GraphQL API. For example: - number of subsequent queries allowed per time unit - number of webhooks allowed - size of inputs/outputs - size of attachment files What are the numerical values of these (and possibly more) limits?

17572
Marcos Carvalho
Pipefy Staff
Juliana Spinardi
Pipefy Staff
Juliana SpinardiPipefy Staff
published in Customs Apps & Integrations
Publishing you App
Publishing you App

 Publishing you AppWe will detail more about our review process, right now you can send a request using the following link:http://app.pipefy.com/public_form/272394

1070
Juliana Spinardi
Pipefy Staff
Juliana Spinardi
Pipefy Staff
Juliana SpinardiPipefy Staff
published in Customs Apps & Integrations
Features
Features

Using our powerful Apps framework and sample projects, easily build new Apps. CARD-BADGES - icons or symbols that represent actions on your cards Add badges to closed card, you can use the Live version when you need to get other card data, make external requests or need to have a refresh interval. You can use the Fixed version if you don't need that.   Receivep: Pipefy Client context: Object with Pipe and Card ReturnExpect to return an Array of card badges Livelive: Expect to return Promise that resolves a Card badge object, same options from Fixed example refreshInterval: Number of seconds to refresh and call live function. Minimum of 20 seconds Fixedtext: Text to be displayed inside badge icon: SVG relative path or full URL, svg fill color must be equal to #9AAABE color: Background colors, available options are  red ,  yellow ,  green  and  blue . title: HTML Title that will be displayed when user hover the badge CARD-BUTTONS - Activate a feature on a card with a clickable button.Add

2180
Juliana Spinardi
Pipefy Staff

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