Discussions

Join the Pipefy community

582 Topics

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

🌟 Community Top Contributors - Super Users | September 2023

Hi Community!🏆Our top contributors from September are:Brazil@marcosmelo@Ezequiel Souza@Lucas DemochGlobal@genietim 🎁 All of you will receive a gift card through DM soon!Congrats!!! 👏🏼 

222
Ezequiel Souza
1 month ago
A
AndrewRodeNew Participant
asked in Ask the Community

Selection of a Date from a calendar does not close the field

Hello: I’d like to ask about using the “Date” Field Type.In two locations on my pipe, the User is requested to provide a Date by selecting (clicking on) a date in a displayed calendar.My question is: Can it be configured so that when a date has been selected, the calendar will clear from the current view?At the moment, in both of the Date fields on my Pipe, the User needs to click somewhere other than the calendar to clear the calendar from the current view, and continue on with the form.In the example attached, today’s date (03OCT2023) has been selected, but the October calendar is still dormant. Thanks! Andrew

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

🎙 Meet a Superuser - Ivan AbduchInterview

This month, get to know Community Superuser Ivan Abduch, Co-founder and CTO at Newfy, a Grupo Novofoco company, and learn about his experiences using 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 Ivan Abduch, co-founder of Newfy and father of Samirzinho. I love drawing and preparing Asian food. These hobbies balance my professional objective of empowering managers to develop more competitive companies. > How do you use Pipefy in your work routine?  My first contact with Pipefy was in mid-2017. We were looking for a tool to make our consultancy on management systems, especially ISO 9001, more tangible and less bureaucratic. We wanted to offer our clients something that went beyond a paper certificate, something that really added value and remained in the management of their companies. During the external audit, we received praise from the certifying body for the innovati

524
Lais Laudari
Community Manager
1 month ago
andrey-aires-voiicr
andrey-aires-voiicrRegular Participant
asked in Ask the Community

How can I create and share Templates to clients?

I'd like to know how to create and share with my clients full proccess pipes and databases, so they can jump start their business with little effort.

4
Ezequiel Souza
1 month ago
Pipefied
PipefiedRegular Participant
asked in Ask the Community

How to get account unlocked?

Apologies in advance if this is not the right place to ask this. I’ve sent several messages via the messaging bot but have not made any progress yet - so I’m not sure how else to elevate this.My free account was recently locked due to making too many pipes. Of the messages I have sent via bot, one was replied to where I was told that my account was unlocked. But I am still unable to access any of my pipes.As I understand it, I have less than 24 hours now to delete the extra pipes. But I can’t access them to make the necessary fixes or export my data.Is there something else I should do?

8
Ezequiel Souza
2 months ago
ly1
ly1Regular Participant
asked in Ask the Community

API creates card with wrong title

I am trying to create a new card through the API, but it creates a new card with a wrong title. Example request I sent through postman. As you can see, the created card has the title “Value 2”, which is one of the field attributes and not the desired title “New cardee” 

4
genietim
2 months ago
Lais Laudari
Community Manager
Lais LaudariCommunity Manager
published in News and Announcements

Dasa diving deep into AI 🤖

Last Thursday, we had a fantastic time at Dasa diving deep into how AI is reshaping business operations.Sobhan Daliry, our CPO, teamed up with Hommenig Scrivani, Director of Data and Analytics at Dasa, and Felipe Campos Kitamura, Medical Innovation Director at Dasa, to deliver a presentation on AI's impact in healthcare.We also explored Pipefy Use Cases at Dasa and how our platform can streamline processes across multiple departments.We are thrilled to have the opportunity to collaborate with innovative companies like Dasa and to explore the ever-evolving landscape of technology and innovation.A big thank you to the Dasa team!👏🏼  

272
Ezequiel Souza
2 months ago
beatriz-silva-biome-hub
beatriz-silva-biome-hubParticipating Frequently
asked in Ask the Community

Adicionar etiqueta via API sem apagar etiquetas antigas

Oi! Eu preciso add uma etiqueta via API, porém quando faço isso ela substitui as etiquetas existentes por essa nova.Já fiz o teste desmarcando no campo de etiqueta a opção “Sincronizar campos do card com este campo fixo”. Quando fiz isso, as etiquetas não foram substituídas, no entanto, a nova etiqueta não aparece lá em cima no card fechado… Ou seja, também não resolveu meu problema.Existe alguma forma de fazer isso?

2
beatriz-silva-biome-hub
2 months ago
Lais Laudari
Community Manager
Lais LaudariCommunity Manager
published in News and Announcements

🌟 Community Top Contributors - Super Users | August 2023

Hi Community!🏆Our top 3 contributors from July are:Brazil@marcosmelo@rafael.jefte @Ezequiel Souza Global@genietim🎁 All of you will receive a gift card through DM soon! Thanks to all of you for collaborating!👉🏻What are you waiting for to join the ranking?See you next month!😉

272
marcosmelo
2 months ago
Lais Laudari
Community Manager
Lais LaudariCommunity Manager
published in News and Announcements

🎙 Meet a Superuser - Vicente LemesInterview

This month, get to know Community Superuser Vicente Lemes, Systems Analyst, and part of the strategic management department in CHQ Group's Technology and Innovation division and learn more about his experience using 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? I'm from a little town called Carneirinho, on the edge of the triangle of Minas Gerais, right on the edge of the state.I'm a Systems Analyst in the strategic management department of the CHQ Group, which is the holding company responsible for the Chiquinho Sorvetes brand.Within strategic management, I'm part of the Technology and Innovation division, which is responsible for leading innovative projects and using technology to drive the group's growth.I read and watch a lot of content about bodybuilding, philosophy, science, technology, games, and, of course, automation, which, as well as being part of my job, is a subject I par

503
genietim
2 months ago
lucas-nogueira-virtoseng
lucas-nogueira-virtosengParticipating Frequently
asked in Ask the Community

Create record in databases UNAVAILABLE (!)

Hi, everyone.The option to “Create record” in “databases” is UNAVAILABLE (!)I need to create lot of record inside the databases today… Help!

14
lucas-nogueira-virtoseng
2 months ago
guilherme-sindcomercioto
guilherme-sindcomerciotoNew Participant
asked in Ask the Community

Gmail by cardbox similar solution

Hi there, anyone knows about a solution on pipefy that works like Gmail by Cardbox on Trello? Explaining: On gmail by Cardbox you can connect your gmail account and attach a email or several ones on a card. By then that email gets sincronized.

4
Ezequiel Souza
3 months ago
yairmakhivskyi
yairmakhivskyiRegular Participant
asked in Ask the Community

Pipefy Platform technology basis

Good day, Pipefy community members! I'm wondering, what tech stack is the Pipefy platform based on? Does it have something related to Java or Angular?

3
yairmakhivskyi
3 months ago
Lucas Democh
Lucas DemochPipefy Legend
posted in Ask the Community

ChatGPT and Pipefy

Here I share some ideas for using ChatGPT that can help when building queries and mutations. Mutation for updating cards: Here I think it's cool that it responds to an API limitation and brings a suggestion.I did a test giving the name of the fields and it already brings the custom code.  Query to search for cards: In addition to bringing the code suggestion, it brings clear explanations of which fields need to be changed.  Even with the limitations of updating ChatGPT, I believe it is a good tool to be used on a daily basis by those who work with Pipefy. It can also be used when creating interactions with Make/Integromat, among others. How have you been using ChatGPT together with Pipefy? 

4
Karen_Alves
1 month ago
max-filmefilme
max-filmefilmeNew Participant
asked in Ask the Community

How do I ensure in that the supplier will only be able to edit their data and create an access password?

Governance:How do I ensure in the supplier portal that the supplier will only be able to edit their data and create an access password in Pipefy?

3
Ezequiel Souza
3 months ago
johnnymxp
johnnymxpRegular Participant
asked in Ask the Community

Moving child card

Is there no way to create an automation where the movement of a parent card triggers the movement of a child card? It sems like a such a logical feature to have, but I can´t find it on Pipefy

3
rafael.jefte
3 months ago
james-cunningham
james-cunninghamRegular Participant
asked in Ask the Community

Email Duplication Question

Hello - I have connected a Microsoft email address to Pipefy and have noticed some behavior that I do not understand.For context, I used the “Add With Microsoft” option when adding a custom email address: I selected the option to allow incoming emails to the email account create a card in the connected Pipe.  So, I can send an email to this address and observe that a card is created in my pipe.  The strange behavior manifests when I *reply* using the Pipefy tool.  I open the card, open the email, hit reply (defaulting to send as my newly added email address) and send a test message back to the original sender.  That reply is immediately added to the email thread in Pipefy as expected, so my email tab shows two (2) emails now.  Just a few seconds later, a third email will populate in Pipefy in the card, but it is a duplicate of the sent email I just sent within the tool.  *** EDIT ***Forgot to add a detail that I think matters, but unsure of why it matters.  I also have my own work addr

3
felipealves
Pipefy Staff
3 months ago
Lais Laudari
Community Manager
Lais LaudariCommunity Manager
published in News and Announcements

🌟 Community Top Contributors - Super Users | July 2023

Hi Community!🏆Our top contributors from July are:Brazil@marcosmelo @Ezequiel Souza @diego-miranda Global@genietim  🎁 All of you will receive a gift card through DM soon!Congrats 👏🏼

414
Lais Laudari
Community Manager
3 months ago
Lais Laudari
Community Manager
Lais LaudariCommunity Manager
published in News and Announcements

🎙 Meet a Superuser - Tim BernhardInterview

This month, get to know Community Superuser Tim Bernhard, owner of Bernhard Webstudio, to learn more about his experience using 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? I am Tim Bernhard from Zürich, Switzerland. I am interested in everything computers (but also chemistry), and I like to read, swim, hike, and go indoor climbing. I am a full-time student (computational chemistry) and a part-time entrepreneur with my company Bernhard Webstudio. I offer software consulting services. > How do you use Pipefy in your work routine? My main experience with Pipefy has been setting it up for clients. Their use of Pipefy is quite diverse; everything from financial, HR, and CRM processes to projects or workflows. As I could implement anything they asked for, most of my time with Pipefy is spent writing code that interacts with the Pipefy GraphQL API. That is how I can implement the more c

742
marcosmelo
3 months ago
yairmakhivskyi
yairmakhivskyiRegular Participant
asked in Ask the Community

Integration with Camunda platform/technologies

Nice to meet you, Pipefy community members! I'm looking for a no-code/low-code solution in order to properly develop corporate processes in my company. As I know from the recommendations of our colleagues, the Pipefy platform could be a wise choice for that purpose. My main question: is there any way to pair/integrate the Pipefy tool with other enterprise platforms, namely Camunda? Current use case: we need to integrate Camunda technology in a low-code solution for easier business process building.  Looking forward to your response

6
rafael.jefte
3 months ago
jorden-monroe
jorden-monroeKnown Participant
asked in Ask the Community

New card automation w/information transfer without parent/child relationship

I need a way to transfer information from one card in “pipe A” to a new card in “pipe B” using an automation without the parent/child relationship. Can someone help me with this please?

4
Ezequiel Souza
4 months ago
Ace3838
Ace3838New Participant
asked in Ask the Community

Creating Invoices

Hello,          I’m using the software as a business process.  I want to be able to create and print invoices per card.  Our invoicing is simple.  We have about 7-10 different prices per units.My questions are:Is there a way to have a simple math function?  Such as so many units times a preset price? Is there a way to create a PDF that has said math function? Is there a way to create a document instead of PDF, so that it can be manually edited? Is there a way to have an end of process email a PDF invoice?  When card enters a certain phase?  

1
marcosmelo
4 months ago
Felipe Chao
Felipe ChaoRegular Participant
asked in Ask the Community

Create a Card Text not changing inside pipe connection

Hello,I’m wondering if I’m missing some setting or if it’s actually not working, but I’m having trouble changing the text of my Create a Card button for pipe/database connections. When I open the form individually, the text is correct, but when I’m using a parent form that has a connection to it, the text is back to the default value.The button to create the pipe connection on the parent formPipe connection when expanded, the blue button has the default text.Form when acessed directly 

4
leonardo-lucena-pipefy
Pipefy Staff
4 months ago
james-cunningham
james-cunninghamRegular Participant
asked in Ask the Community

Phase Form - Dynamic Content Image

Hello -I have a question if it is possible to add an image to a dynamic field on my phase form?  I have reviewed a help article that suggests that I can copy/paste my image file into the dynamic field, but that process does not seem to work.  When copying the image, I get an icon that says “PNG File” and does not actually display the image.  It is the same if I use other image type files.For context, my pipe is exposing the inbox phase form to a customer, and I have 9 fields that are pre-populated with data unique to the customer who has just received my phase form link.  We would very much like to include our company logo on the web page when the customer clicks the link (Just like how you can add a logo and background to your start form).  Hoping this is possible, and if not, I am open to suggestions or hearing how others might have addressed such an issue.Thanks!James

4
V
4 months ago
Paulo Rodrigues
Paulo RodriguesRegular Participant
asked in Ask the Community

When I reply an e-mail using the Shared Inbox a new card is created

Hello all !I have a problem with the shared Inbox feature that I want to share with you.When one of my agents answer a client a new card is create. For example:client 1 → pipe email 1 received  → card A is createdagent answer pipe email 1 → card B is created The expected was:agent answer pipe email 1 → the answer keeps below card A And the reason I think this happens as you can see in the below image is when I answer an email the pipe e-mail address is on copy and triggers the creation of a new card.  Any help there? For me, it doesn´t make any sense to put the destination e-mail (pipe's email) in copy on a reply. Thank you!

3
marcosmelo
4 months ago

Community Experts Leaderboard

Terms & ConditionsCookie settings