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707 Topics

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Amanda L.Pipefy Staff

asked in Ask the Community

Get Phase ID

How can I get a phase ID using API? The 'Show Pipe' request returns the name of the phases, but not the IDs, I understand I can get it from the URL of the phase but I'm trying to retrieve it from the API.Thanks

3 years ago

genietimPipefy Legend

asked in Ask the Community

Is there a way to change my account login type?

Currently, I set up my Pipefy Account to log in with GitHub. Is there any way to change this to use another login type, such as Google or normal Username/Password combo?Best regards,

3 years ago

gabrielritchieRegular Participant

asked in Ask the Community

checklist due date

When a card is in a specific phase, can you add a due date to a checklist?Orcan you add a due date to a specific phase rather than the whole card?

3 years ago

Ezequiel SouzaPipefy Legend

asked in Ask the Community

Pipefy form is very narrow

Hi I don’t know the reasons, but the Pipefy form is very narrow. Is possible to enlarge the form? Thanks

3 years ago

igor-alves4New Participant

asked in Ask the Community

Problema ao tentar entrar

Não consigo fazer o login no pipefy.Quando clico em “Entrar” a seguinte pagina é aberta:

3 years ago

genietimPipefy Legend

asked in Ask the Community

What is the difference between a portal and a public form?

For example in this idea: it is apparent, that there is a difference. What is it though? Slightly different features (custom URL, prefill), but the same results, no?

3 years ago

ruben_zamudioRegular Participant

asked in Ask the Community

Migração de Processos

Olá Pessoal, Tudo bem? Gostaria de saber se todo o trabalho feito (pipes, bases de dados, planilhas, dados, etc) com uma conta e-mail poderia ser transferido para outra conta de e-mail? Sds //Rubén

3 years ago

inaki1Regular Participant

asked in Ask the Community

Is this happening all the time in the Dashboard Beta?

3 years ago

Amanda L.Pipefy Staff

asked in Ask the Community

Support and Implementation

Id like to know more about how Pipefy team assist the client during the implementation!

3 years ago

Eduardo KanoPipefy Legend

asked in Ask the Community

Using initial values with email templates

Hi everyone! Not a long time ago I used initial values to conect two different public forms with email templates.On public form A we collected a sort of data from a stakeholder X that we used to fill a public form B to another stakeholder (Y). At the time I used email template to send the link from public form B with the initial values from public form A. I used the following logic: [url_from_public-form_B]%field-id_b¹={{dynamic-field_a¹}}&field-id_b²={{dynamic-field_a²}} … Does anyone know where am I failling on this?

3 years ago

Nigel O'connellPipefy Staff

asked in Ask the Community

Implemantation

Hello. I want to know what sort of skills are required in the key users - who creates the workflows.

3 years ago

mitujNew Participant

asked in Ask the Community

Delete cards in bulk selection

HI Team, In Our pipe: 1004580 , A card is getting created multiple time with title:[66.0, 76.0, 67.0, 75.0, 49.0, 48.0, 54.0, 48.0, 54.0, 55.0] Can you please tell me how I can delete those duplicate cards.

3 years ago

genietimPipefy Legend

asked in Ask the Community

How can I automatically Process Incoming E-Mails?

I distinctly remember that at some point, it was possible to process content of incoming E-Mails in Pipefy. I would think something like “when E-Mail is received, set this attachment’s field value to the attachment of the E-Mail”, or “...set the E-Mail field to the sender’s E-Mail”, or “...set this short text field to the E-Mail subject”.Is/was this true? Is there still a possibility to do that? I know that there is an automation upon incoming E-Mails, but I could not find any option to access the E-Mail’s content, subject, attachment etc.

3 years ago

Nigel O'connellPipefy Staff

asked in Ask the Community

technical trainning

What kind of ongoing technical support is required or does the local IT team get trained to handle Pipefy?

3 years ago

inaki1Regular Participant

asked in Ask the Community

Why the new screen is so full of information?

3 years ago

mbhatiaNew Participant

posted in Ask the Community

URL for "How Pipefy Works" needs to be corrected

3 years ago

Nigel O'connellPipefy Staff

asked in Ask the Community

Remove assignee

Hello, is it possible remove an assignee via API? I'm trying to use updateCard https://api-docs.pipefy.com/reference/mutations/updateCard/ without success

3 years ago

amadordNew Participant

asked in Ask the Community

Phone Number Validation

When we write a phone number that starts with 55, we have no problems. But when we write a phone with other numbers at the beginning, it is not possible to save it.

3 years ago

Nigel O'connellPipefy Staff

asked in Ask the Community

Pipefy and Security

How do you ensure data security and also authorisation/role management to ensure people can only see what they need to as part of a workflow?

3 years ago

Amanda L.Pipefy Staff

asked in Ask the Community

card.delete on webhook

Is it possible to get the id of a deleted card via webhook using something like a action "card.delete"? It would be very useful to keep a database based on cards up to date.

3 years ago

Nigel O'connellPipefy Staff

asked in Ask the Community

browser and tech req

What browser and version are supported by Pipefy and if there any other technical requirements ?

3 years ago

Nigel O'connellPipefy Staff

asked in Ask the Community

Get connected TableRecords from Card

I'm trying to use the property ""connectedRepoItems"" in ""fields"", but even my card has one or more public table records associated, I got null values.{card(id: ""XXX"") {fields { connectedRepoItems &#125;}}answer:{""data"": {""card"": {""fields"": [{""connectedRepoItems"": null},{""connectedRepoItems"": null},{""connectedRepoItems"": null"

3 years ago

Nigel O'connellPipefy Staff

asked in Ask the Community

Help database

I'm trying to see all the data related with my database (table) for all my organizations.I'm using this query bellow:Can anyone support me with this? Because I can't see the record {""query"": ""{ organizations { id tables{edges{node{id table_fields{id label {id name} } table_records{ edges {node {id title parent_relations {id repo }}}}}}}}}""}"

3 years ago

Amanda L.Pipefy Staff

asked in Ask the Community

Pipefy API - how use it?

Hi, how can I get conditionals and automations with API

3 years ago

thiagogabrieldeholandaNew Participant

asked in Ask the Community

API closed

hello, I heard rumors that the rest API for card queries with GraphQL will be closed for all organizations in the future. Can you confirm it?

3 years ago

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