Customs Apps & Integrations

How to build custom apps and connect with each other.

  • 61 Topics
  • 153 Replies

61 Topics

antoniodesasaad
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  

0
antoniodesasaad
4 hours ago
Rodrigo Zabotto
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?

2
Felipe Alves
Pipefy Staff
7 days ago
A
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
antoniodesasaad
1 hour ago
G
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!

5
G
2 months ago
olivier_attestis
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...  

2
Lais Laudari
Community Manager
4 months ago
anderson-sanchez-buildit
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?

2
Lais Laudari
Community Manager
4 months ago
Lais Laudari
Community Manager
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: 

442
marcosmelo
5 months 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
5 months ago
jorden-monroe
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?

8
jorden-monroe
5 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
7 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
6 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
8 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
8 months ago
vinicius-bernardes1
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

4
Jean Silva
Pipefy Staff
8 months 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
Ingrid Hille
Pipefy Staff
6 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
9 months ago
diretoria101
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
Lucas Democh
10 months ago
mark-theotcentre
mark-theotcentreNew Member
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
10 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

2150
rafael-leite
Pipefy Staff
1 year 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
1 year 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

2410
rafael-leite
Pipefy Staff
1 year 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!

2370
rafael-leite
Pipefy Staff
1 year 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

1940
rafael-leite
Pipefy Staff
1 year 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
1 year 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!

1533
natalia-manffre
Pipefy Staff
1 year ago

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