Customs Apps & Integrations

How to build custom apps and connect with each other.

  • 60 Topics
  • 150 Replies

60 Topics

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??

9
tsartori
2 years 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
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
F
Pipefy Staff
Felipe ScholzPipefy Staff
published in Customs Apps & Integrations

Integrate Pipefy with other tools using Custom Integrations! ⚙️News

Hello Doers!  We have some exciting news to share with you! Later this year we’ll officially launch a new way to integrate Pipefy with other tools. This will empower our users to ensure the transmission of information between different parties is automatic and error-proof and be confident that the entire operation is visible and controlled in a single place.  I’m talking about things like: Updating employee personal information, posting job openings to job boards and collecting signatures Optimizing reconciliation, synchronizing purchase information, controlling cash flow and updating balance sheets Managing NPS, churn requests, updating directories, customer documents and support tickets’ statuses Sending automatic SMS texts to requesters and stakeholders  The sky is the limit. And the great news is: new customers will only get access to Custom Integrations depending on their contract. But we are making this add-on available to all of our current customer base as a way to thank

19747
dgodfrey
3 years ago
Juliana Spinardi
Pipefy Staff
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 

2157
Sarah Lane
2 years ago
Juliana Spinardi
Pipefy Staff
Juliana SpinardiPipefy Staff
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.

3207
d-drynov
1 year 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
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
1 year 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
Juliana Spinardi
Pipefy Staff
Juliana SpinardiPipefy Staff
published in Customs Apps & Integrations

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

5315
genietim
3 years 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
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
1 month ago
Juliana Spinardi
Pipefy Staff
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

3224
Lais Laudari
Community Manager
6 months ago
rafael-leite
Pipefy Staff
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

2604
rafael-leite
Pipefy Staff
1 year 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
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
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
mauriciobl
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

3
mauriciobl
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!

1523
natalia-manffre
Pipefy Staff
1 year ago
dcastelhano
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

3
dcastelhano
2 years ago
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. 

3
tsartori
2 years ago
davi96
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

3
Lucas Democh
2 years ago
jpneumann
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

3
jerryeo
1 year 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
juliamsantarosa
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.

3
alicereis
2 years ago

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