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Lais Laudari
Community Manager
Lais LaudariCommunity Manager
published in News and Announcements

🎙 Meet a Superuser - Marcos MeloInterview

Today we are launching a new series of posts interviewing our Superusers, which will happen once a month. We will have a chance to get to know more about the members who are engaged and an inspiration to us, learn more about what they do and like, and how Pipefy helps them in their routine.In this first interview granted by Marcos Melo, Data and Process Manager, and a Community Super User, we got to know a little more about his relationship and experience with Pipefy. > Tell us a little about yourself. Where are you from? What are your interests and hobbies? What is your job, and where are you employed?“My name is Marcos Melo, I'm from São Paulo-SP. I have a degree in Computer Networks and a master’s degree in IT Governance. I am always looking for new knowledge and innovation.My subjects of interest are technology, innovation, wellness and health, and travel. My hobbies are reading, running, video editing, and music.I work in Data and Process Management at Cia Tradicional de Comérc

413
Lais Laudari
Community Manager
2 days ago
ViniBevilacqua
ViniBevilacquaRegular Participant
posted in Ask the Community

Remove Pipefy branding in Email and embeded forms

Today I can’t use Pipefy e-mails in my company because of the branding on the footer of each email. Also, the embeded forms are becoming an increasing problem, because Pipefy keeps on adding more and more of their branding and CTAs. embeded form propaganda after submit It's understandable if you want to use your branding on FREE accounts, but seriously, my company pays the enterprise plan and we can’t opt out of these annoying things. Me, personaly, I stopped recommending Pipefy to other companies.  It’s becoming a very expensive tool, since we can’t use all it’s resources. 

1
marcosmelo
2 days ago
Lais Laudari
Community Manager
Lais LaudariCommunity Manager
published in News and Announcements

📩 Filter Email List by Phase on Shared InboxNews

As a user of the Shared Inbox, it is crucial for the user to track the emails exchanged throughout the process. It would be convenient to have a functionality that allows the user to easily view and monitor email cards that are specifically associated with a particular phase.👉🏼Feature Description: In order to enhance the email tracking experience for a particular phase or stage of the process, we have introduced a new feature - a user-friendly filter by phase. This feature allows users to easily filter the email list to view only those emails associated with cards that are currently in a specific phase.🤔What was changed? In the Shared Inbox view, a new update has been made. Users will now find the filter by phase option conveniently located at the top of the email list. This improvement enables easier access and utilization of the phase-based filtering feature.👥For what kind of customers? Available to all users in the logged area using the Shared Inbox view.Any feedbacks, let us kn

100
Lais Laudari
Community Manager
3 days ago
E
Pipefy Staff
Emily JamesonPipefy Staff
asked in Ask the Community

Can I integrate Pipefy and PowerBi?

Hi, I would love to send data from Pipefy to PowerBi and have interactive dashboards to keep track of my processes SLAs. Does any one here ever done that? 

22
paola-cuellar
11 days ago
cridazab
cridazabNew Participant
asked in Ask the Community

Hay alguna comunidad en español de Pipefy?

Buen día a todos, cordial saludo. Quisiera preguntarles si saben si hay alguna comunidad en español sobre Pipefy en la que pueda ver tutoriales y compartir conocimiento en general.  Muchas gracias.

1
Lais Laudari
Community Manager
12 days ago
Lucas Democh
Lucas DemochPipefy Legend
asked in Ask the Community

API consumption count

Does anyone know how Pipefy's API consumption is counted? They're wanting to sell me an additional consumption package, but the team that wants to sell me doesn't know where I'm consuming. From my counts, I'm making around 2-3K API calls per month. According to the Pipefy team report, we are doing 15 K. They can't explain.

9
marcosmelo
16 days ago
Lais Laudari
Community Manager
Lais LaudariCommunity Manager
published in News and Announcements

​​​​​​​⭐ Super Users Program

Hi Community!We are focused on the growth of the Pipefy Community and we count on you to help us on this journey. 🤔Do you know the Superusers Program?It’s an extra motivation so that this journey becomes even more exciting for all of us and members, who can reach the extra mile with Pipefy.Become a Superuser and guarantee:💬Private group access🎁The top 3 earn a gift card (monthly)💡Possibility to early access to Beta features (Beta tester)💯Exchange points for giftsAnd much more…👉🏽Check now the attached document to understand better the program and how to be part of it!We are very proud to see the community we are building together!Thank you!  

414
Lucas Democh
16 days ago
DaveSalas
DaveSalasNew Participant
asked in Ask the Community

Deleted Card by mistake

Hi everybody,I deleted, by mistake, a Pipefy Card that hited the final stage. Is ther any way to restore it? Thanks,David

1
Ezequiel Souza
19 days ago
Priscila Rodrigues
Pipefy Staff
Priscila RodriguesProduct Manager
published in News and Announcements

📢 Improvement on Task Area: Tasks organized into tabs according to the status (open and done)

Hello, Community! I hope you are all doing well. We've received some feedback about it not being clear the difference between open and done tasks in the task area. To improve the experience when solving tasks, we've just released an improvement in the tasks area, which allows organizing tasks into tabs (pending and done tasks).So, from now on, all open tasks will be exhibited in the pending tab, and all completed tasks will be present in the done one. See the image below:  Read more about it here.It will be a pleasure to receive your feedback. Please feel free to reach us! Thank you,Priscila Rodrigues

250
Priscila Rodrigues
Pipefy Staff
20 days ago
Keto-Faster
Keto-FasterKnown Participant
asked in Ask the Community

Creating Card Checklist via the API

I’ve been reviewing the API to see how to work with Card Checklists. Based on documentation there, I’m not sure where they are available.Two questions on this: Are Card Fields the way to list card checklists on a card: https://api-docs.pipefy.com/reference/objects/CardField/ Can we add card checklists via the Update Card Field: https://api-docs.pipefy.com/reference/mutations/updateCardField/ Appreciate any thoughts or experience on doing this. Thanks.

5
Keto-Faster
21 days ago
Lais Laudari
Community Manager
Lais LaudariCommunity Manager
published in News and Announcements

🗣 Quick Survey about Automation

Hi Community!Our Product team is conducting a study about a new automation action and we would like to hear from you what would be the appropriate nomenclature for this.Could we count on you to give your opinion on it?👉🏼 So just click here to answer!Thank you in advance for your participation, and we look forward to hearing your opinions!😃

273
Lais Laudari
Community Manager
24 days ago
ramongb
ramongbRegular Participant
asked in Ask the Community

Search any field in Databases

Hi there!I would like to share my experience with the search functionality in Pipefy. Recently, I have been facing difficulty in searching for text in any field of my databases. It seems that the search feature has been limited to only searching within the title field.As someone who relies heavily on the search function to quickly locate specific information in my databases, this has caused a lot of inconvenience for me. I have tried various methods to work around this issue, but none of them have been successful.I believe that it should be possible to search for text in all fields of the databases, and I would appreciate it if Pipefy could provide a solution to this problem. It would greatly improve my experience with the platform and save me a lot of time and effort.I am reaching out to the Pipefy community to see if anyone else has faced a similar issue with the search functionality. If you have any suggestions or workarounds that you have found to be helpful, please do share them w

2
genietim
25 days ago
israel18
israel18Regular Participant
asked in Ask the Community

Vincular pessoa à um card para que ela possa acompanhar o status do mesmo

Pessoal,  É possível eu criar um card no meu pipe e vincular uma(s) pessoa(s) para que ela(s) possa(m) acompanhar o status (fase atual, etc) dele?

5
israel18
1 month ago
DaveSalas
DaveSalasNew Participant
asked in Ask the Community

My Automation to Move Card To Next Phase no funciona

Hello everyoneI have the phase “Evaluación del area de Costos” and I created an automation for it to move to the NEXT PHASE if the following conditions are met:1- If Approve field equals YES1- If Value put in the text box is greater than 01-If Anexo field is “Completed”When I run a new form and I approve the Card meeting the three conditions above the card doesn’t move. Thanks a lot for the HELP you can provide!!!!

3
genietim
1 month ago
natan-bueno
natan-buenoRegular Participant
asked in Ask the Community

Inivite members to Pipefy

Hey guys, I am starting with GraphiQL and trying to create a query for inviteMembers for an organization, however, I am not being able to identify what is wrong here. Could you please clarify?I used this topic here, but didn’t work:  mutation { inviteMembers(input: { emails:[ {email:"[email protected]" role_name:"member"}, {email:"test[email protected]", role_name:"member"}, {email:"[email protected]", role_name:"member"} ] organization_id: 12345 message: "please join my organization - Postman"}) { clientMutationId errors {index, message} }} 

4
Lais Laudari
Community Manager
1 month ago
Lais Laudari
Community Manager
Lais LaudariCommunity Manager
published in News and Announcements

🔎 Share your purchasing and payment needs!

Hello Community!We're conducting a quantitative survey to understand the needs of professionals working with purchasing and payment processes in companies.We would like to invite you to participate in our survey by filling out the form at this link https://forms.gle/n5shS1gND3vNcCVs8. The deadline to respond is Friday, April 14th.Thank you in advance for your participation, and we look forward to hearing your opinions!😃The Research team at Pipefy 

332
Lais Laudari
Community Manager
1 month ago
genietim
genietimPipefy Legend
asked in Ask the Community

How can I change the default Phone prefix/number/flag?

How can I change this flag:to have another default?

7
Lais Laudari
Community Manager
1 month ago
Saulo Oliveira
Saulo OliveiraRegular Participant
asked in Ask the Community

Get cards (more than one) by CARDs IDs at once?

Hi all!I wish to get more than one card by id at once.Something like to passa meny CARD IDs and get all informations about this cards…Thank you!Saulo

5
Lucas Democh
1 month ago
Ezequiel Souza
Ezequiel SouzaPipefy Legend
asked in Ask the Community

New feature to Turn-off Required field of form to do changes in the Automation

Hi Design product team Is possible to create a new feature that permit Turn-off the Required all fields in the form to do a maintenance in the automation??  This way we can do changes in the Automation without unmark all required fields and after that mark all again. Thanks.

10
guillermo-siller
1 month ago
genietim
genietimPipefy Legend
posted in Ask the Community

I like the slight rebranding this community went through...

It seems that somewhen in the last week or so, the logo and startpage and icons were adjusted a bit. I like it!How about you?#meta

3
genietim
2 months ago
Lais Laudari
Community Manager
Lais LaudariCommunity Manager
published in News and Announcements

🤓 New Hacks & Tricks courseNews

Hi Community!Are you ready to learn more advanced uses of Pipefy?Our Customer Education team proudly presents our Hacks & Tricks course!The course tackles our Ticket Deflection metrics, focusing on showing leads and customers how to use features like a pro and solve complex problems before they even need to reach our Support team.👉🏼Some things we go over on this new course:Advanced automation tricks Bulk actions (such as deleting a lot of cards at once) Email template hacks Step-by-step Importer guidance 💡 Already available: https://pipefyacademy.teachable.com/p/hacks-and-tricksHope you enjoy it!

970
Lais Laudari
Community Manager
2 months ago
Lais Laudari
Community Manager
Lais LaudariCommunity Manager
published in News and Announcements

🏆 Pipefy Celebrates Win as Best Procure-to-Pay Software in the 7th Annual FinTech Breakthrough Awards

Hi Community! We are very happy to announce that Pipefy has been recognized at the 2023 FinTech Breakthrough Awards for “Best Procure-to-Pay Software”! The FinTech Breakthrough Awards, presented by the independent market intelligence organization FinTech Breakthrough, recognize the most innovative and disruptive companies and products in the global financial services and technology industry today.Pipefy's victory consolidates its position as a leader in procure-to-pay solutions. Our goal is not only to create and launch innovative features that centralize and streamline the so-called P2P cycle, but also to help Procurement teams adapt their processes as market circumstances change.Over the last year, Pipefy has incorporated advanced automation features, expanded the scope of integrations accessible to users and focused on improving the software's performance - and making its usability even better. 🤩👉🏼Check it out here!

312
rafael.jefte
2 months ago
bojan-ketosource
bojan-ketosourceNew Participant
asked in Ask the Community

Downloading info for ALL cards in a Pipe

Hello, I am using Make.com (ex Integromat) to download info for all cards in a Pipe. This info includes card ID, parent relations and all card fields. I have tested different modules that List Cards and Execute GraphQL queries. However, in all cases, I only get 50 results (bundles). And the issue is there are over 3k cards in a pipe. Could you please recommend a way to get around this limitation and get the full info for all cards in a pipe at once? Thanks! Total number of bundles: 50 

2
Lucas Democh
2 months ago
iwan-pauwels
iwan-pauwelsRegular Participant
asked in Ask the Community

How to activate a webhook on a pipe

I see a lot of information about webhooks in faq and support but i don’t seem to understand one vital part…I want to activate webhooks on my pipes, there is no place in my admin interface to do this correct? No place in the admin interface where i can just activate a webhook and put in a webhook url to send the info to? All this needs to somehow be created via the API and commands ?Is this correct?Thanks,Iwan

3
Lucas Democh
2 months ago
Kaamini
KaaminiNew Participant
asked in Ask the Community

Some data is being dropped (earlier captured) in pipefy tickets

Dear Pipefy Team,We have observed that some fields of few tickets have not been captured - updated. Although it came as a surprise to us and wondered if the user has not filled in or selected through a database, it was mentioned in the ‘Activities’. About few days back, we were not sure and so updated many tickets manually (actually it was a re-work; double the efforts), but now we have seen that ‘somehow’ or for ‘some-reasons’ such data capturing is missed in the tickets. On that Friday, 24th March 2023, we had actually re-filled / updated such 200+ tickets.Rather than such general statement, we will like to bring those instances before you, so that you / your team can help us identify issues and handle it, avoiding duplication of work and unnecessary time-cost. Kindly check for the following tickets in the “3 CHC” pipe of our companyTicket number 590813515, created on 19th October 2022 10:25:37 (Indian Standard Time IST). In here, an engineer was assigned in the ‘Engineer Assigned’ p

1
Lais Laudari
Community Manager
2 months ago

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