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790 Topics
Filipe Rodrigues
Filipe RodriguesNew Participant
asked in Ask the Community
App crash (Android or iOS)

We noticed that when the user creates a card via the application (Android or iOS), in the my requests area of ​​the application and also in the web tool, it does not appear for monitoring.Now the cards opened by the web tool are listed normally.

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epz0rz
epz0rzNew Member
asked in Ask the Community
query to generate/grab the public url for private card

Hey there! I am looking to build an automation to enable a public URL for a card when it enters a phase so I can auto-send this to a manager over slack. The expected URL is the same one that comes in when the built-in email template runs and sends the link to a manager who’s been added for approval. For additional context, I currently am using Okta Workflows to run automations when it receives an HTTP response from Pipefy with the card details, which I am then able to run GraphQL queries/mutations as needed. At the moment, we have it set where when a new ticket is created by an end user where it requires their manager approval, it will move the card into the Pending Approval phase, which is where I want to then grab that URL and share to a manager over slack. I tried digging into the docs but haven’t been successful. If anyone’s done something similar, I’d be curious to how you may have resolved/handled this. Thanks, Eddie

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xayalNew Member
asked in Ask the Community
Seeking Opinions on Disposable Vape Quality and Longevity

Hey everyone, I’m considering trying a new disposable vape and wanted to get some feedback on overall quality and longevity. Check out Elfbar —how do these hold up in terms of flavor consistency and battery life? I’ve seen mixed reviews some say they last as advertised, while others mention issues like burnt taste or weak hits after a short time. Are there any particular models or flavors that stand out? Also, how do they compare to other disposables in terms of value for money? Looking forward to hearing your experiences!

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contato-warehouseusados
contato-warehouseusadosNew Member
posted in Ask the Community
O que acontece com a Comunidade?

Oi, Pessoal, passei um tempo fora da comunidade por troca de empresa, mas na volta notei que a comundade está muito parada. Antigamente tinha bastante membros que davam repostas e muitas dicas de como utilizar o pipefy além do que a plataforma ja fornece. O que acontceu? 😂 😂 😂 😂​@Lais Laudari, cade voce? 😃

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contato-warehouseusados
mark-theotcentre
mark-theotcentreNew Participant
asked in Ask the Community
Synchronize card's field with this fixed field

Can someone help me understand the purpose of the “Synchronize card's field with this fixed field” capability on fields like Assignee, Label, Due Date? Perhaps someone can suggest some real-world use cases which would help me see how/why. Also, what direction is sync? eg; if an assignee field is set, does this update the Assignee field on the Card if the Assignee field on the card is set, does this update Assignee fields on Phases? THanks for any help

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daniel-batista-unyleya
daniel-batista-unyleyaNew Member
asked in Ask the Community
AI Search in other pipe

Could AI Search in connected pipe? You are working with two connected pipes, X and Y, where pipe Y contains the information you need. For example, if you want to search for the course “Cosmetic Nanotechnology” and return the results in a specific field called “Similar Courses,” the AI should assess the similarity of possible cards in pipe Y and return the results in the following format: '[Course Name - Course Status - Course Coordinator - % Similarity]' Prompt to use: Search in the connected pipe '[Y] - Reservation Bank' and analyze the cards in this pipe to check for courses similar to the requested course: [Course Name]. Additionally, take into account the tags associated with the course: [Tags]. Return the results in the following format: '[Course Name - Course Status - Coordinator - % Similarity]'. If there are multiple similar courses, list each one on a new line in the same format. Example: If the requested course is 'CSI' and there are matches in the reservation bank, the retur

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ManuSanches
ManuSanchesNew Member
asked in Ask the Community
AI Assistant - Document Limitation

Hey guys, I have been playing with the AI assistants and doing some tests and noticed a few things I couldn´t find online. Was hoping someone could help me. I noticed that the excel file I uploaded as a skill failed, where can I see what documents are accepted? Also, how can I connect it to a database instead of only to a pipe?

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vitoriatc
vitoriatcNew Member
asked in Ask the Community
Pipe card automation

Hello, I would like some help finding a solution to a problem. In a purchasing process, the requester opens a ticket with the products they need to be subsequently requested for purchase. I would like to find a way to unify the items from my tickets into a single card to proceed to the purchase phase later. For example: João requested 3 pens and 5 notebooks. Maria requested 6 notebooks, 3 pens, and 2 pencils. From these requests, 2 cards were generated in my pipe. To proceed with the purchasing process, I need a single card containing the total of the open tickets, that is, with 6 pens, 11 notebooks, and 2 pencils. How do I do this in Pipefy?

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xayalNew Member
asked in Ask the Community
Best Productivity Apps for Staying Organized?

Hey everyone, I’m looking for a solid app to help me stay organized and manage my daily tasks more efficiently. Ideally, something with good task management, reminders, and maybe even collaboration features. I’ve tried a few options like Todoist and Notion, but I’m curious to hear what others are using. A great productivity app can really make a difference in workflow and efficiency. Do you have any favorites that have significantly improved your productivity? Also, I’d love to know if there are any lesser-known apps that are worth checking out. Looking forward to your recommendations—thanks in advance!

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raullemelle
raullemelleNew Member
asked in Ask the Community
Modify Multiple Fields' Settings at Once

Hello everyone, While working on a form, I noticed that it is not possible to select multiple fields to change their settings simultaneously, such as making bulk changes. Even if these fields are different in classification, it would be helpful if only the common settings appeared. Would this be the next feature to be added? Or is there already a way to do this?

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minhle1803New Member
asked in Ask the Community
New Portal > Submit another response

Hi Pipefy team, We’ve faced a problem regarding “Submit another response” with new portal: In our form setting, we turn on “Submit another response” property. Howerver, after submitting a new card on the new portal, it doesn’t show the action for users to create another response. This only happens to the new portal. We did not have it with the old portal feature. Please help to check. We look forward to hearing from you soon!

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Jacob4uNew Member
asked in Ask the Community
Automation Rule Not Triggering Consistently in Pipefy

Hi everyone, I’ve been experiencing an issue with an automation rule in Pipefy. It’s supposed to trigger when a card moves to a specific phase, but it only works intermittently. I’ve double-checked the setup, and everything seems fine, yet the rule doesn’t always activate. If anyone has faced similar issues or has suggestions on how to fix this, I’d really appreciate your help. Also, if this comment could be approved for posting, I would be very grateful, as I’m hoping to resolve this issue soon. Thanks in advance!

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martin-enklajuridik
martin-enklajuridikNew Member
asked in Ask the Community
Technical issue with pipefy app and web browser in smartphone

Hi I have iOS version 15.8.3 installed on my smartphone, but can’t get the Pipefy app to work. I can download the app but can’t get past the “introduction” page, there is no reaction to pressing the screen or anything. Have tried deleting the app and reinstall it but doesn’t work. I have also tried the web browser version on my smartphone (different web browsers). I can login on my account but when I try to enter a pipe the page turns completely white, except a small “AI” icon in the bottom right corner. What kind of technical issue is this? Thanks in advance for your help!

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xayalNew Member
asked in Ask the Community
Best OS and Use Cases for Libre Computer Board AML-S905X-CC (Le Potato)?

Hello everyone. I'm considering picking up a single-board computer and wanted to hear from others who have experience with it. How does the Libre Computer Board AML-S905X-CC (Le Potato) compare to a Raspberry Pi for projects like media centers, retro gaming, or home automation? What’s the best OS for general use, and are there any quirks or limitations I should be aware of? Also, what’s the best way to optimize performance and ensure good software compatibility? Any insights or recommendations would be greatly appreciated!

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xayalNew Member
asked in Ask the Community
Phone Speaker Not Working – Need Help!

Hey everyone, I’m having an issue with my phone’s speaker. It suddenly stopped working, and I can’t hear anything from it—no music, calls, or notifications. The earpiece and headphones work fine, so I know the audio is still functional. I’ve tried restarting the phone, checking the volume settings, and even cleaning the speaker, but nothing has helped. Are there any ways to fix speaker issues like this? Could it be a software problem, or is my speaker completely dead? Any troubleshooting tips or fixes before I consider getting it repaired? Appreciate any advice! Thanks in advance.

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jarethdf
jarethdfNew Member
asked in Ask the Community
The Best Ways to Automate Pipefy Workflow Approvals

Hello everyone, I am working on setting up a new workflow in Pipefy & I want advice on the best practices for automating approval processes. I need to ensure that our approval system is both efficient and scalable as our team grows. What is the best way to structure approval steps for multiple stakeholders? Should I use conditional logic to streamline the process?? How can I configure notifications to ensure timely responses from approvers without causing notification fatigue? Are there effective strategies for managing delays or rejections? How can I automate escalations to ensure critical approvals do not fall through the cracks?? As well, I found these resources when doing research on this; https://community.pipefy.com/ask-the-community-43/best-practices-for-automating-multi-step-approval- msbi-vs-power-bi processes-in-pipefy-4074 if anyone have any resources, tutorials or personal experiences please share with me, It would be greatly appreciated!! Thank you...😊

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rvitoriano
rvitorianoNew Member
asked in Ask the Community
Requisição HTTP Pipefy - Criar Table Record

Boa tarde, pessoal. Espero que estejam bem. Eu tenho a seguinte query que só funciona no https://app.pipefy.com/graphiql: mutation {createTableRecord(input: { table_id: "302642284" fields_attributes:[ {field_id: "nome_do_contato", field_value: "Nome Teste 06-Mar"} {field_id:"cargo", field_value:"Cargo Teste 06-Mar"} {field_id:"email_do_contato", field_value:"teste@teste.com.br"} {field_id:"telefone_do_contato", field_value:"+55 41 3333-4444"} ]}) { clientMutationId} Porém, ela não funciona quando faço requisição HTTP no próprio Pipefy, método POST. Por que? E qual seria a query correta lá para Requisição HTTP pelo Pipefy no https://api.pipefy.com/graphql? Obrigado.

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rvitoriano
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xayalNew Member
asked in Ask the Community
How Effective is Realtor Flow for Generating Real Estate Leads?

Hi everyone, I’ve been working in real estate for a while now and I’m curious about how to effectively generate more leads. I’ve tried a few different strategies, but I’m wondering if anyone has experience with Realtor Flow . Is it a good tool for lead generation, and does it actually help convert those leads into clients? I'm especially interested in hearing about realtors who’ve used it in both competitive markets and areas with less demand. Any tips or experiences would be greatly appreciated! Looking forward to your feedback! Thanks in advance!

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fayadneto
fayadnetoNew Member
asked in Ask the Community
Pipefy only sends three automated emails per day on the free plan

Greetings, dear team! I would like to use Pipefy to manage reimbursement requests for the non-governmental organization I am part of. I will be the only administrator, and I will handle a maximum of 200 reimbursement request cards per year. To achieve this, I created a simple process in Pipefy with three email automation rules to notify collaborators whether their reimbursement request was approved, rejected, or has been processed/deposited. However, I noticed that after sending around three of these automated emails in a single day, the free version of Pipefy simply stops functioning. From that point on, none of the collaborators who submitted reimbursement requests receive any email updates regarding their status (approved, rejected, processed), and as the administrator of the reimbursement process, I receive the following email: “You have exceeded the daily free plan quota for sending emails. Upgrade your plan now to keep using pipefy and access all our features". I would be extreme

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rvitoriano
rvitorianoNew Member
asked in Ask the Community
Table Record - Tenho o ID e quero encontrar outro dado através desse ID

Oi, pessoal, boa tarde. Eu tenho a seguinte query (abaixo) que me permite achar um ID dentro de uma table record pelo campo de CNPJ (ou qualquer outro campo preenchido que haja nessa table record). Porém, eu queria fazer o processo contrário. Tendo o ID, eu queria encontrar o valor do CNPJ. Qual seria a query correta para isso? Query que uso para consultar o ID: {"query":"{\n findRecords(\n tableId: \"302642283\"\n search: {\n fieldId: \"cnpj\"\n fieldValue: \"CNPJAQUI\"\n }\n ) {\n edges {\n node {\n id\n }\n }\n }\n}","variables":null} Agradeço desde já.

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rvitoriano
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TMZNew Member
asked in Ask the Community
Add 2 buttons to email template

Hi guys, how do you add 2 buttons ‘Approve’ & ‘Reject’ to the email Template. Please can you also add a screenshot of the coding with your illustration. Thanks

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Filipe Rodrigues
Filipe RodriguesNew Participant
asked in Ask the Community
Alerta de responsável

Bom dia. Temos alguns pipe’s onde um mesmo usuário pode ser o responsável por duas fases, mas só recebe o aviso de ser responsável uma vez. Exemplo, a nossa superintendente é supervisora de alguma pessoas que definem ela como responsável pela primeira fase do pipe. Depois o card percorre entre outras fases e na última fase, a superintendente também é responsável por analisar todos os card’s, porém nessa última fase ela não recebe o alerta do pipe.

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Ezequiel Souza
ManuSanches
ManuSanchesNew Member
asked in Ask the Community
Issue with Anonymous Form Submission and Public Link

I have a form that is 100% anonymous, and I’ve been using the public link for people to fill it out. Until now, it worked even for those who were logged in, and the card would be created under Pipebot. However, today I noticed that the public link's background was not the one I set—it displayed the new portals instead. Additionally, when I opened a card, it was no longer anonymous. This is likely a bug, and I have reported it, but I still wanted to mention it here….

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caixadecaixa.com
caixadecaixa.comNew Member
asked in Ask the Community
É possível ao finalizar um pedido de compras este ir para contas a pagar?

Fiz um fluxo de compras desde a solicitação até concluído, e na fase final só me opção para digitar algo sobre o pagamento e nada mais. Eu esperava que as informações da compra fossem encaminhadas para CONTAS A PAGAR, mesmo que esta seja paga no mesmo dia. Ou seja, se agora eu tiver que gerar tudo de novo sobre essa compra lá em CONTAS A PAGAR fica algo muito trabalhoso. Alguém sabe me dizer se é possível essa conexão?

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caixadecaixa.com
Filipe Rodrigues
Filipe RodriguesNew Participant
asked in Ask the Community
Responsável pela fase é copiado para as próximas

Boa tarde. Nós temos um processo onde é definido apenas um responsável pela fase, sendo assim então responsáveis por todos os card’s da mesma. Porém quando o card vai pra próxima fase, que não tem um responsável, segue o responsável da fase anterior. Em nenhuma das duas fases tem o campo responsável. Existe alguma configuração para não levar à frente o responsável?

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Filipe Rodrigues

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