Customs Apps & Integrations

How to build custom apps and connect with each other.

  • 59 Topics
  • 148 Replies

59 Topics

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

19697
dgodfrey
3 years ago
genietim
genietimPipefy Legend
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?

2
Marcos Carvalho
Pipefy Staff
3 years 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
gustavo-nicolau
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  

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rafael.jefte
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
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

5225
genietim
2 years ago
ivan99
ivan99New Member
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": {} }, 

1
genietim
2 years 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

3214
Lais Laudari
Community Manager
6 months 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.

3197
d-drynov
1 year ago
Diego Anselmo Saiotti
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_

1
Marcos Carvalho
Pipefy Staff
1 year ago
rafael-leite
Pipefy Staff
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!

2971
Juliana Spinardi
Pipefy Staff
1 year ago
rafael-leite
Pipefy Staff
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.

2620
rafael-leite
Pipefy Staff
1 year 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
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

2584
rafael-leite
Pipefy Staff
1 year ago
rafael-leite
Pipefy Staff
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!

2521
rafael.jefte
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
Juliana Spinardi
Pipefy Staff
Juliana SpinardiPipefy Staff
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: 

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Juliana Spinardi
Pipefy Staff
3 years 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

2310
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!

2290
rafael-leite
Pipefy Staff
1 year 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 

2147
Sarah Lane
2 years 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

2070
rafael-leite
Pipefy Staff
1 year ago
rafael-leite
Pipefy Staff
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

1981
rafael.jefte
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
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

1870
rafael-leite
Pipefy Staff
1 year 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
7 months ago

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