Discussions

looks like a dumb question, but I am lost here….where do I edit my email templates already created and working? I cannot find how I replace a dynamic field, for example, or edit the body text in the template.

302

3 years ago

vanessa-palomoPipefy Staff

published in News and Announcements

🔊 Add value to your audience and earn commissions with Pipefy

Hi, everyone!I would like to share with you the new partnership model that we launched: Pipefy´s Referral ProgramFor whom is Pipefy’s Affiliate Program suitable?Consulting firms, independent consultants, small and medium-sized companies, agencies, customers, influencers, integrators, and associations.Companies that know Pipefy’s platform and want to recommend it, but don't have a dedicated sales team. And also to people who produce qualified content for different channels, about: process management platforms, process modeling and optimization; technology and management, low code/no code.The Referral Partner will only indicate the lead and our sales team will be responsible for the complete sales process. Just it! For those interested in becoming a referral partner simply régister on our website. Or if you know someone interested and who has this profile, please advise them to go to our page: ENG: https://www.pipefy.com/partners/referral/ PT: https://www.pipefy.com/pt-br/parceiros/afili

2001

3 years ago

gabrielamattosNew Member

asked in Ask the Community

Tracking Support Tickets with Pipefy Channel

Hello! Is there any way to receive information about open requests through the pipefy support channel that were directed to the technical support team?Every time I need an update about the ticket I have to contact chat and open a new request.This lack of feedback on requests that goes to the support team is very bad.Gabriela Chammas

601

3 years ago

Fernandino TavaresNew Participant

asked in Ask the Community

Python library

Hi Everyone, I'm creating a python library to help create cards, update data, upload attachments, delete cards and everything that you can do at GraphQL. I want to know if someone want to try this lib and/or help to develop ir? Depending on the response, I will create a github project so you can use it and help me.

2252

3 years ago

Diogo MatheusPipefy Staff

published in News and Announcements

📱 News | Mobile Apps Notifications Area

Hello! I am here to tell you we are releasing the notifications area on our mobile apps, both Android and iOS. Now, you will be able to visualize and interact with the notifications and keep up with the most recent changes of the cards and other pipe actions. We know this was a very important feature gap for many mobile users and now we have this properly working also on mobile. We will keep improving our mobile apps so they support all of Pipefy’s capabilities and empower you. Please reach us in case you have doubts, questions, suggestions or if you just want to talk. And keep using our mobile apps to do your thing. You can see more about it on this article.

1974

3 years ago

Sarah LaneInspiring

asked in Ask the Community

Searching done cards in pipe connection

In one of our pipes we use a pipe connection field to allow users to connect their new form with one that was previously submitted. Often the one they’ve previously submitted will be in a “done” phase. When submitting the form via the public form, users cannot search cards that are in the “done” phase.Search in the public form HOWEVER, when creating a card from the pipe, admins do have the option to also search done records. Search in the pipe ‘create new card’ option; has the button to ‘also show done records’ Is this truly different? And, if so, why? Or am I missing something on the public form? Can users search done records on the public form?

1082

3 years ago

Sarah LaneInspiring

asked in Ask the Community

Edit label for connection field

Hi there, I’m using a connection field in one of our pipes to allow users to connect their information to an existing card. To open the dropdown list of existing cards, users have to click on “Create new card”. Is it possible to change this label? I think it’s confusing because they’re clicking on that option to search through cards and connect to an old one, not to create a new card. I can’t see anywhere to change the label on that button. The connection field in our pipe

1082

3 years ago

lucas-fernandes4Regular Participant

asked in Ask the Community

Fields in other languages

Hello everyone,I’m suffering a lot to be able to offer my form in different languages exe: EN/PT/SP. I already did it but with a lot of effort, basically duplicating the fields in the different languages and creating also different conditionals rules, but that makes it a lot harder to manage the pipe and keep it organized when a new update is necessary.Is Pipefy working on something to make that easier? I just wanted a way for the system to give me an option to put the context of the fields in different languages without the needing of duplicating it and creating several conditionals for that.

3544

3 years ago

andre481New Participant

asked in Ask the Community

In person virtual support

Hey there everyone,I am getting stuck on certain issues and this is really slowing me down. Is there anyone willing to offer virtual in person support. I would like to give a brief of my issues and see if they can be solved. I am happy to pay for such a service. (I searched on ‘fiver’ but there are no listings for Pipefy.

422

3 years ago

Larissa GaiaPipefy Staff

published in News and Announcements

Pipefy Email | Learn all about the new Shared Inbox from Pipefy

We're proud to announce Pipefy has improved how to work and collaborate through email. We know many processes start with an email, making inboxes central to teams’ information and interactions. Now, when logging into Pipefy, you will see a new tab on the navigation bar called “Emails.” There, you will be able to set up shared inboxes like contact@company.com, sales@company.com, billing@company.com, and centralize all communication shared between team members, suppliers, and anyone you need to interact with. This new view ensures: More productivity through automation and integration capabilities Better collaboration with team members, customers and vendors Less context switching by centralizing information in a single place More visibility so no emails fall through the cracks Send and read emails within Pipefy, see which cards emails are connected to, assign team members to take care of them, and more. Set up your team's inbox on Pipefy by clicking on “Emails” on the pipe header.

2093

3 years ago

Nicole ChiroliProduct Manager

published in News and Announcements

🆕 New feature on the way!

Hello everyone! My name is Nicole and I’m an Associate Product Manager here at Pipefy. We would like to invite you to test a prototype of a feature that is currently being developed by us. 🚀 It is very quick and it would be super helpful if you could provide us your honest feedback on it. You can check it here.Thank you so much. 😄

2075

3 years ago

Lucas DemochPipefy Legend

asked in Ask the Community

Moving Children Card

Can I create an automation that moves CHILDREN CARD when PARENT CARD is moved? The CHILDREN CARD its a existing card.

3604

3 years ago

Sérgio MoreiraNew Participant

asked in Ask the Community

createTableRecord

Hello.Please, I need include Assignee select on database. But at field persist empty.follow code.mutation {createTableRecord(input:{table_id:"pWRuu4qV",fields_attributes:[{field_id:"suplente",field_value:"["aaaaaaaaaaaaa"]"},]}) {clientMutationId}}Tks.

2482

3 years ago

Juliana SpinardiPipefy Staff

published in News and Announcements

🎉 News | Pipefy Receives ISO 27001 Certification

Business Process Management Platform Globally Compliant in Information Security Today we achieved the International Organization for Standardization (ISO) 27001:2013 certification for its Information Security Management System (ISMS) to support global customers using its Business Process Management Platform. “Knowledge workers are at the forefront of deploying no-code tools, like Pipefy, that enable teams to automate and optimize business processes. Now, more than ever, information security is critical to maintaining continuity between IT and Business departments. By achieving our ISO 27001 certification, Pipefy extends our commitment to our customers, for whom security is a top priority. By investing in ISMS, Pipefy not only meets the needs and expectations of our customers, but we’re also empowering Citizen Developers to take on more complex projects with confidence, while remaining a dependable and compliant IT business partner,” said Alessio Alionço, Founder and CEO at Pipefy. Pip

2934

3 years ago

Amanda L.Pipefy Staff

asked in Ask the Community

Plan Upgrade

Is it easy to move to the next level or upgrade your account if we hit any limitation?

773

3 years ago

Sarah LaneInspiring

asked in Ask the Community

How to undo automatic formatting

In one of my company’s pipes, we have technical items in the checklists of some phase fields. We recently noticed that when we type a word with asterisks on either side of it like *this*, it automatically italicizes the word. Is there a way to undo that italics? In some cases where we’re using asterisks, it’s for a script or command that requires asterisks in it. We need to be able to see the asterisks with the rest of the text.For example, we have this command listed in one of our checklists and need to know that there are asterisks around the last three words.Because of the automatic formatting, it displays like this: Thanks in advance for any insight you may have!

2325

3 years ago

bart-batselierNew Member

asked in Ask the Community

Send out email in bulk to a selection made in the reports

I’ll give an example to describe this →I have multiple companies using Salesforce as their CRM.I’ve made a report to filter them, which is going really good !Next thing I want to do is to send out a mail to this selection only, saying that there was an issue in f.ex. the connection with Salesforce and our company. (I’ve foreseen the field email of course :))That way I can easlliy communicate with the filtered cards.

2302

3 years ago

Ezequiel SouzaPipefy Legend

asked in Ask the Community

Email template with unwanted spaces

Hi Pipefy I have some e-mail templates that are appearing unwanted spaces between fixed text and fields like this: In the template looks as is: I don’t know if I’m doing something wrong or if is there some adjust to fix this. Could you help me on this please? Thanks

2924

3 years ago

Valery NRegular Participant

asked in Ask the Community

it is possible to move a crad between 2 different companies?

hello! we have 2 companies in pipefy, and now want to move in a unique pipe for maintain, somebody know if that it’s possible move all the cards to the company 1 to another company for maintain all data and log? i appreciate your comments

2014

3 years ago

tecnologia-jeraRegular Participant

asked in Ask the Community

PDF Modelo - tabela dinamica

Olá Comunidade. Temos um modelo de arquivo que gostariamos de criar via atributos do formulario aqui no Pipefy. A maioria dos campos já foram contemplados porém cheguei numa tabela (excel) que pode conter poucas ou muitas linhas. Por exemplo: Atributos das Colunas “Ativo” “Emissor” “Quantidade” …. como posso parametrizar “N” linhas para os usuarios irem adicionando conforme expansão ou não? GRato pela usual contribuição. att.Gilberto

1542

3 years ago

Larissa GaiaPipefy Staff

published in News and Announcements

Pipefy Mobile App | Learn more about the Improvements and New Features

We are happy to announce that the Pipefy mobile app has a new update available. See what changes: New features Colored Pipes and PhasesPipes and phases are now dynamically colored. When a user sets a color for a pipe or a phase in the Kanban at the web application, the mobile app automatically updates to the same color. Conditionals for the current phaseThe users can now visualize conditionals in the current phase using the mobile app. Search bar for table and pipe connectionsSearch for information from a connection between the table and the pipe is no longer an issue; with the new search bar, the user can find the information by writing what they are looking for. The newest versions of the app are v2.0.2701 (iOS) and v2.3.5 (Android). Update your Pipefy mobile App and access all of these new features by clicking on the links below: iOSAndroid

1492

3 years ago

Ezequiel SouzaPipefy Legend

asked in Ask the Community

Como enviar email referente a vários cards numa mesma fase?

Olá Estou desenvolvendo um processo em que preciso notificar as pessoas sobre todos cards que estão numa fase. Essa notificação precisa ter alguns dados dos cards que estão na fase. Ex.: Existem 3 cards numa fase, preciso enviar uma notificação (e-mail) com alguns detalhes destes 3 cards.Caso tenha 2 cards, preciso enviar uma notificação (e-mail) com alguns detalhes destes 2 cards.Caso tenha 6 cards, preciso enviar uma notificação (e-mail) com alguns detalhes destes 6 cards. E assim por diante.. Alguém sabe de alguma forma de fazer isso? Obrigado.Ezec

1451

3 years ago

varnfieldmaritzRegular Participant

asked in Ask the Community

Archiving or hiding of completed cards

HiWe’re implementing a fast moving process by means of Pipefy, including several phases and collecting a lot of data as a card moves through the process. Cards are also connected to several databases for additional details and legal document attachments. At the end of a the process, we don’t want a pile of card accumulating, but cannot delete them either. We also cannot sufficiently filter the cards in the pipe either.Archiving such cards is a good option but nowhere in the documentation I can find any way to do so.What is the best way to handle this? Your input will be greatly appreciated.Regards

3823

3 years ago

tecnologia-jeraRegular Participant

asked in Ask the Community

Publicação de pipe app via url compartilhada - Link expira

Olá ComunidadeTudo bem!!? Me chamo Gilberto e sou responsável pela adoção do Pipefy aqui na empresa www.jeracapital.com.br.Atualmente utilizamos o TRELLO para a gestão de nossos projetos que por sinal acabou se confundindo com gestão dos nossos processos.Para esta ultima iniciativa, decidimos pelo Pipefy e estamos expandindo diariamente o onboarding de colaboradores e processos, MAS estamos encontrando algumas dificuldades na mensageria e automações.Já percorremos alguns artigos lá na wiki mas confesso que não evoluimos o suficientemente.Atacando dois problemas pontuais já nos ajudariam a dar mais um passo:1) Quando publicamos um pipe app via url compartilhada o guest user ao inserir seu email no rodopé, é solicitado com seu e-mail. O link que vc recebe no email já chega expirado, e não conseguimos mudar. segue o nosso como exemplo: https://app.pipefy.com/public/form/3GpoJMt62) E o entendimento de automação na movimentação dos cards esta confusa. Na movimentação não estou conseguindo a

2422

3 years ago

Juliana SpinardiPipefy Staff

published in News and Announcements

🏆 Help us to win the Workato Automate Challenge! 🏆

Hi Community! We need your help and engagement Pipefy is participating in the Workato Automate Challenge. Workato is challenging all Automate 2021 Conference attendees to build and submit their own value-adding automation using the Workato platform.Pipefy was shortlisted as one of the best 10 integrations. Let's help us win the competition by voting for Pipefy until May 19th VOTE HERE Thank you!! Watch our entry video

17311

3 years ago

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