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We have great news! 📢 The communication between those creating requests with your public forms and your teams is easier now with the Request Tracker functionality. 💬 Besides being able to track their open cards' status, requesters can also communicate directly with the ones responsible for the execution—even without a Pipefy account. To do so, simply open the card and send a message. This action is performed directly on the Request Tracker page, without the need to access or login to Pipefy. Learn more about Request Tracker! 🤓
Hi I have a Service Catalog with SLAs used to calculate the Due to. But the calculation in calendar days, but I need to calculate in Business day. Is there a way to do this? Thanks
Social Media Content Creation & Post AutomationWho all is using Pipefy for Social Media Content Creation (Specifically Facebook & or Instagram in our case)? I saw the content creation template but it is a bit bare bones. I wondered if anyone would mind sharing their Pipe and how they use it for this? We are starting to have to post more and more for various Facebook pages so it would be nice to better integrate content creation & posting into our Pipefy. I did investigate some potential automations via Zapier etc. that might make it possible to automatically post onto Facebook. It seems like it may become a bit of a pain for us because I would have to setup a different automation in Zapier for each Facebook page but the actions with Pipefy are pretty limited (Card Creation, Cards Moved, etc). Any thoughts appreciated!
Hione of our colleagues is trying to @tag other pipe members into comments on pipes, but when she types @ no one is shown. When I do it there isn't a problem. See attached screenshot for reference. I am using a mac with chrome, colleague is using windows PC with chrome, plus has tried other browsers without success. Anyone else had this issue?
Hey, community! I have great news for you! We just released the brand new Request Tracker! 🔎 Now, your internal and external clients can keep track of the status of their cards by themselves in just a few clicks. With the Request Tracker, you’ll be able to: Let requesters check the status of their cards even if they don’t have a Pipefy account; Free those in charge of processing the requests from the need to update requesters manually; Increase both customer satisfaction and the team’s productivity. Learn more about Request Tracker! 🤓
Hello, community members! We need your help! Listening to you is essential to collect feedback and continuously improve our product. We want to know how you heard about us! Answer the two questions and help us to build a better experience for you! It only takes a minute to participate in the survey! Go to the survey Thanks a million!
Hello, doer! How are you? I hope you are well and safe at home with your family. We are more than thankful for all your participation in the Pipefy Community. We’ve grown and accomplished a lot and we couldn’t do it without all your support. We hope you get to rest, recharge, and recover from everything this year has thrown at us. And wherever your community is, we hope you manage to connect with them in 2021. In the next year, I hope to see you here in the community and at the events. Pipefy Community Team wishes a great new year.
Is there a way to export the history from a card - the section under Activities where it lists what was changed, by whom, and on which date? We’d like to be able to do this to keep backups of our records, but I haven’t found a way to do so.I know you can export the card data via a report, but the reports only have a little bit of the activity information from what I can see (last updated date etc.).This is somewhat related to the question asked here:
Hi, how can I get conditionals and automations with API
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?
We have great news! Our workflow automation platform just got better!The beta trial has now concluded and the new Pipefy 2.0 UI is permanent. This new version helps ‘doers’ around the globe drive digital transformation by optimizing efficiency, improving the stakeholder experience, and empowering Pipefy clients to make data-driven business decisions. Streamlined, automated, and centralized operations - New email templatesEasily Customized, automated, and set-up. Pipefy's new email feature is game-changing! - IntegrationsIntegrate your pipes with other tools in your tech stack to centralize your workflows in a single place.Engage with employees, vendors, and customers on or off the platform Request Tracker Enable requesters to track their cards' status even if they don't have a Pipefy account. Mobile App Track and monitor your operations anywhere, anytimeExpanded measurement capabilities and visibility Dashboards Choose the data you want to pull and how you’d like to chart it, for a c
I am having a great deal of difficulty using the connection mechanism to autofill fields on a card from information in the database (I assume this can be done). I have created the connection and linked the fields and ensured the fields are of the same type in both the database and the card. The cards will track installation jobs from quote through installation and I don’t want to add a recurring customer’s information into the card every time a contractor needs another job. I want to select their record from the database menu and have the fields on the card reflect that customer’s contact information (phone, email, name, etc.).I have created the fields in phase 2 and I make the connection in phase 1, but my test customer’s contact information never populates in the card’s fields.
Hi, I would like to share my impressions about the new interface here What bothers me most is the clarity of the due date: Because it is not so clear and diffuse with the other information on the card… Another thing that bothers me, is the title of the apparent field on the closed card, just the answer (as it always has been) is enough: This makes the card size very extensive A good thing are the labels: At most I really liked the updates and the open card interface, what I still didn't like is the look of the closed card.
Hello everyone! hope you are well! We are very happy to announce that we released our Integrations area inside Pipefy.Right now every ORGANIZATION Admins will be able to see the “integrations” at the left side bar.Our goal is to help our customers to ask for integrations. The next step will be to add our integration builder inside Pipefy.Check our article: https://help.pipefy.com/en/articles/4294894-integrationsThank you ! Any questions, please let me know#staysafe
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 }}}}}}}}}""}"
Hi Doers!Wondering if anyone has suggestions for ways to configure a Pipefy form that requires a signature.We have certain forms that require a signature for legal reasons (our code of conduct acknowledgement form, for example). I don’t see a “signature field” as an option in Pipefy but thought some of you might have come up with ways around this.Open to any ideas you might have!
Looking for some help from the community on how to handle this process in Pipefy:We have an onboarding pipe. Sometimes managers will complete the public start form before they know what the name of the new hire is or their start date i.e. they know they’re hiring a new Technician, but haven’t selected the person yet. We have questions that allow them to submit the start form without providing the name and start date of the new hire. However, we want them to be able to update us with the name and start date once those pieces of information are known. Currently, we just ask the manager to email us when they know that information and we manually update the card with that data.I’m trying to find a way for the managers to be able to submit another form - an update form - that will then connect to the original onboarding card so that the data is combined. I’m assuming I’ll need to use connections and possibly automations too, but I can’t quite figure out how to make this work. Any recommenda
I'm trying to create a new table record using a field which is a connected record from another database. Using the GUI I can create and connect table record with no issues. But, when I run using the Graphiql Explorer I got the following message: Value You don't have permission to connect these cards/table records. Both databases has the Public Permission checked. I tried using the API (new version) and presents the same problem.
Every Doer has a unique story and context behind why they joined the Pipefy Community, but everyone helps us toward a common goal of creating the largest community of change-makers in the world. We are proud of the community we are building together and we want to give special users extra fuel to make it even more exciting for all of us and recognize users that achieve extra miles with Pipefy. To help grow Pipefy Community we are accepting nominations and applications for the first Pipefy Super User Program. This program was built for people interested in helping others and leveling up their Pipefy experience. Why apply to be a Pipefy Super User? Are you enthusiastic about process management? Eager to solve problems? Is Pipefy one of your most-used tools? If you thought “yes” to any of those questions you are the perfect candidate to help other Doers thrive in the community and boost your career by helping you to solve more challenges your organization is currently facing. If you ar
Hi, I want to send out a document to external requesters once the process is over. Ideally, I would like to add information I collected across different stages of my process on a customizable template.
