- - Knowledge base
Products Updates
Ideas
Events

Home
Community overview
Discussions

Discussions

Join the Pipefy community

713 Topics

Recently active

Most replies Most views Newest first

eric kimNew Participant

posted in Ask the Community

Integrate Pipefy with salesforce servicecloud

Does anyone use salesforce servicecloud with pipefy?

4 years ago

Karla HernandezParticipating Frequently

asked in Ask the Community

Pre-uploaded attachments in Pipefy

What is the possibility of pre-upload files, so they are available under cards as attachments and are downloaded as needed NOTE: Templates contain macros that allow data upload to Client’s ERP

4 years ago

Felipe ScholzPipefy Staff

published in News and Announcements

The New Template Store is here! 🛠News

Hello, doers! I have awesome news to share with you today! The new Template Store is here! Pipefy’s Template Store is the place for you to find plug-and-play process templates to hit the ground running and quickly bring efficiency to your team. In this new version, you will find: Improved and brand new templates based on the best practices of top companies around the world New categories to help you easily find what you’re looking for A refreshed, more intuitive look I would love to hear your thoughts about it

3766

4 years ago

Nigel O'connellPipefy Staff

asked in Ask the Community

How to create a card in Pipefy using the API

Hi community I'm trying to create a card in my pipe, but it only shows the error message ""query not found"":{""mutation"":""{ createCard( input:{ pipe_id:ID phase_id:ID title:'Test' fields_attributes:[ field_id:ID field_value:VALUE ]} ) { card { id title } } }""}Response: { ""errors"": [ { ""message"": ""query not found"" } ] }

4 years ago

Jody PolandNew Participant

asked in Ask the Community

What are the requirements, if any, for using a database connection field in a form that will be used in a portal.

What are the requirements, if any, for using a database connection field in a form that will be used in a portal. Please note that we have no use for general public forms on the web. All our forms will be completed by internal employees.

4 years ago

gonzalo9New Member

asked in Ask the Community

Emojis site to projects?

Hi everyone, Which is the best site to see all emojis that you can use in Pipefy? thanks!

4 years ago

Thiago W.Pipefy Staff

asked in Ask the Community

API problems

I'm trying to send a long string over the API. However, I cannot find out how to properly format/encode the string in order for Pipefy to simply add the text to the database record. Here's how I'm building the query: return `mutation { createTableRecord(input: { table_id: "**", fields_attributes: [ {field_id: "what", field_value: "${data.firstName}"}, {field_id: "nom", field_value: "${data.lastName}"}, {field_id: "email", field_value: "${data.Email}"}, {field_id: "cellulaire", field_value: "${data.Phone}"}, {field_id: "site_web", field_value: "${data.formRef}"}, {field_id: "message_soumis", field_value: "${data.Message}"},Here, data.Message has a long text in which there are newlines. This breaks it all:400 - {"errors":[{"locations":[{"column":51,"line":10}],"message":"token recognition error at: '\"Monsieur,\n'"} There are tens of such lines. How should I format/encode the text so it is added and properly formatted in the Pipefy DB record?

4 years ago

jaco6Participating Frequently

asked in Ask the Community

API call to list all fields in a pipe & which phase each is in

Hi, I would like to do an API call to return all the fields in a pipe and and the phase where each of them are. I have the call that just lists all the fields, but not which phase they are in

4 years ago

login7New Member

asked in Ask the Community

Pipefy Logs

Good Afternoon everyone. Does anyone know if it is possible to get api logs?

4 years ago

Karla HernandezParticipating Frequently

asked in Ask the Community

Create Pipefy cards by email

Hi team, we are working with a project which the cards will be created by email, we were planning to redirect all emails from the generic mailbox to pipefy email address, but now they are saying that the forwarding rules are not allowed as per their global security policies. Do you know of a different process on how to create cards from Generic mailboxes?

4 years ago

Thiago W.Pipefy Staff

asked in Ask the Community

Hello! I'm trying to register a webhook, but I can’t do it. And I’m not finding anything about permissions and webhooks.

4 years ago

Paulo RibasPipefy Staff

asked in Ask the Community

Use webhooks to notified me

Hello! I would like to send a kind of request when a card is moved, for example. How can I do this integration? It's like zapier does, it can detect that a card is moved and a external routine is executed. Thanks.

4 years ago

ivensjorisNew Participant

asked in Ask the Community

How download an image in Pipefy?

Hi, i picked card data with the graphql api, and i have the link for an attachment, and i want to download this image, how i can download this in a code, i need to use the cookie? have another option?

4 years ago

Jody PolandNew Participant

asked in Ask the Community

Capturing 2 data points per field

We have a need in a field to capture both a “category” or “classification” and the description in one field. In this example, a user would enter the request the classify it as required, desired or optional. I have seen this done with jotform and other form builders. How can I accomplish this with Pipefy?

4 years ago

Sundeep H. PatelPipefy Staff

asked in Ask the Community

Pipefy vs. ServiceNow

Hi, I'd love to get your thoughts around the main differences regarding Pipefy and ServiceNow as I'm currently analyzing both options to implement it at a customer kicking off its shared services org. Can anybody help me? :)

4 years ago

PeterPipefy Staff

asked in Ask the Community

Automation Triggers

what are the most common automation triggers and when they would be useful? Any real life examples? I'm looking to automate my processes and some ideas on how to do it would be nice!

4 years ago

Juliana SpinardiPipefy Staff

published in News and Announcements

Office Picture Contest Contest

Hi Doers, working from home can be super nice. But I miss commuting to the office every day, taking a break and meeting my colleagues for a cup of coffee, in-person meetings, having lunch with customers, decorating my workstation and playing with the office pets. Do you feel the same? Yes? If so, I invite you to share with the community a cool picture of what you miss the most about going to the office! The picture with more likes will win a cool swag from Pipefy! You can post your picture until July 24th! The result will be announced on July 31st Let the games begin!

89622

4 years ago

Suporte ANLTNew Participant

asked in Ask the Community

Notify me via email on Portal

Hi there, is it possible to remove the "enter your email" on the portal? In the form, I configured that is not required but when I open it via the form it does make it required. Any thoughts?

4 years ago

Felipe ScholzPipefy Staff

published in News and Announcements

New Pipefy Sharing CenterNews

Hi Doers, I'm happy to announce our brand new Sharing Center! You should be the one defining how and with whom your forms are shared. And choosing the best way to do that just got easier. The Sharing Center is the place for you to find and set up multiple ways to receive information to get your processes started. Choose your way: Making your start form public Embedding the form to web page Sending your form through email without leaving the platform Setting up the form with an email inbox Adding forms to a portal Connecting your form to another pipe Giving specific people access to the form I hope you like it! :)

2995

4 years ago

Ana GomesPipefy Staff

asked in Ask the Community

Size PDF Template in Pipefy

Hey everyone! Does anyone know what the dimensions of the PDF template are?

4 years ago

Jefferson DouradoNew Member

asked in Ask the Community

SLA feature for public holiday

Hey Guys, does any one knows if it is possible set up the SLA feature not to consider Public Holidays?

4 years ago

HCiconelloRegular Participant

asked in Ask the Community

Registration accont

Hi, I receive a invitation to my company Pipefy (paid account) and I would like to know if I can accept the invitation and change my e-mail after it. Thanks

4 years ago

Kevin WilliamsPipefy Staff

asked in Ask the Community

Mandatory Fields

hi, when should I use mandatory fields in my start form and phases? Can you give me some examples?

4 years ago

steveshaiferNew Participant

asked in Ask the Community

Phase Customization

I'm setting up a funding tracker.

4 years ago

JohnPipefy Staff

asked in Ask the Community

Bulk import cards

Hi, is it possible to bulk import cards? I would like to upload a .xls file intro Pipefy and mass upload cards.

4 years ago

Page 28 / 29

Community Experts Leaderboard

Terms & Conditions Cookie settings

Sign Up Now!

Already have an account? Login

Username *

Company's email *

Phone Number

Department *

Are you already a Pipefy user?

(Private)

Only you and moderators can see this information

Yes Not yet

Job Title *

Company *

Company Size *

Country *

Password *

I accept the terms & conditions

loginBox.register.email_repeat

Join us in the Pipefy Community! 🚀

No account yet? Create an account

Username or Email

Password

Remember me

Forgot password?

Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.

Enter your e-mail address

Back to overview

Scanning file for viruses.

Sorry, we're still checking this file's contents to make sure it's safe to download. Please try again in a few minutes.

This file cannot be downloaded

Sorry, our virus scanner detected that this file isn't safe to download.