Discussions

Move a card automatically when a date arrives

Hi there,I’m working on an Onboarding Process and would like cards to move to a “Done” phase after the date of their onboarding has passed. There is a field in our start form where card creators indicate what the Start Date is for the new person that’s being onboarded.Ideally, I’d like to set up an automation that would move the cards to “Done” automatically once the Start Date from the start form is reached.I found this post here in the community that seems similar to what I’m asking, but it relies on using the SLA settings on a phase. If I use the “When an alert is triggered” automation, it seems that only refers to SLA alerts. I don’t think using the SLA setting will work as a trigger for this automation I have in mind. Is there another type of alert I could configure or something else I could try?Perhaps using the “Recurring activity” automation could work? I could set it to run once a day and to move the card when the scenario is: Start Date is Today?Please let me know if you thin

42510

4 years ago

Juliana SpinardiPipefy Staff

published in News and Announcements

August Contest - Winners Announcement 🏆News

August was a special month because we got to know the pets from our community members. To see so many cute pictures of cats and dogs made our day much better! It wasn’t easy, but we had to choose the three most voted pictures. Although all the pets are super cute, here are the winners who will receive a stylish Pipefy Infusion Water Bottle! The third cutest pet was… The lovely Nina! Congratulations, @Vinicius Castro The second cutest pet was … Mylo Ren, the adorable german shepherd. Congratulations, @KeelyW And the first place goes to Edu’s little and beloved boy. Congratulations (again), @Eduardo Kano Thanks to everyone who participated in the second Pipefy Community Contest! We loved to see your pets! Stay tuned for our next contest. FYI:

2136

4 years ago

Paulo RibasPipefy Staff

asked in Ask the Community

Python Query

Hi, could you show me what is wrong? import requestsurl = "https://api.pipefy.com/graphql"payload = """{ "query": "{ pipe (id: 549212) {name}}"}"""headers = {'authorization': "Bearer xxxxxx",'content-type': "application/json"}response = requests.request("POST", url, data=payload, headers=headers)print(response.text)When I executed this, give me the error:{"errors":[{"message":"no \"data\" or \"errors\" in response from origin"}]}Thank you

5681

4 years ago

Nigel O'connellPipefy Staff

asked in Ask the Community

Implementation

About the implementation hours, those hours are one shot, or yearly ? What is the cost for additional professional hows for modeling?

471

4 years ago

Nigel O'connellPipefy Staff

asked in Ask the Community

Authentication

Hello., I have a question. For the two factor authentication what do you use? or how implement this ?

881

4 years ago

Paulo RibasPipefy Staff

asked in Ask the Community

Query Member ID Users

Is it possible - through the API - to query member IDs all at once?If so, how can I do it, I searched the documentation and didn't find it. thanks in advance

2051

4 years ago

Sérgio MoreiraNew Participant

asked in Ask the Community

webhooks

Good morning. How many times pipefy reports an event. For example, if there is an error in the community does pipefy warn you again? Thanks

2321

4 years ago

Nigel O'connellPipefy Staff

asked in Ask the Community

Trying to get all pipes using Python

Hi, Can't figure what is wrong with my code in Python, I'm trying to get all the pipes from a company, my code is the following and the response I getting is 404, I already tried different things like make the "query" in a single row using "\" to escape the caracteres: import requests url = "https://api.pipefy.com/graphql" headers = { 'authorization': "Bearer company_token", 'content-type': "application/json" } query = """ { "query": "{organization(id: 16094){pipes{id}}}" } """ response = requests.get(url, data=query, headers=headers) print(response.text)

7251

4 years ago

kpinedoNew Member

asked in Ask the Community

Custom Form Backgrounds

Hello! Is Pipefy planning on integrating the ability to use our own form backgrounds?Currently, we have to go through Unsplash and they have their own set of requirements just to upload an image. I think this would really bring the forms to life and allow the companies to showcase their brandings and designs with their own backgrounds. Thank you for your time!

2291

4 years ago

Juliana SpinardiPipefy Staff

published in News and Announcements

Healthy Habits Picture ContestNews

This month's contest wants to celebrate the Brazilian initiative Yellow September! 🟡Creating a healthy routine is essential for our bodies and also for our minds. Because of that, we want to know what are your health habits your company incentivizes! What do you do at work time that makes your routine healthier? Share with the Pipefy Community at least one habit that contributes to calm you down and help you be more productive. Do not forget to add a nice picture and explain why this practice is vital for you! For example, yoga sessions with colleagues, running before work, to-do lists, journaling, and smalls pause to relax. 🧘‍♀️🏃‍♂️📝 The three most voted healthy tips will win a special swag to help you to keep your healthy lifestyle. You can post your picture until September 29th! The results will be announced on September 30th. Let’s build a healthy work-life balance together! 🟡Yellow September is a Brazilian campaign to raise awareness about the problem of suicide in the c

51316

4 years ago

Nigel O'connellPipefy Staff

asked in Ask the Community

Error Doing Advavnced Search

I am having an issue in which whenever I try to run and advanced search on allCards, I get an execution error. here is the query I am trying to run (pipeId and value have been changed) {allCards(pipeId: 1111111,filter:{field: "taskid",operator: equal,value: "1111"}){edges{node{id}}}} and the error I am receiving: {"data": {"allCards": null},"errors": [{"code": 30000,"locations": [{"column": 2,"line": 1}],"message": "Something went wrong","path": ["allCards"],"type": "ExecutionError"}]} no matter which field or value i put in the advanced search filter, I get the same error. Does anyone know what I am doing wrong or of this is a known issue with the api?

2241

4 years ago

rando305Regular Participant

asked in Ask the Community

Customer lookup during onboarding

When a new opportunity becomes available (a customer calls), I’d like to check to see if that person is already a customer. How could I do that?

2253

4 years ago

Nigel O'connellPipefy Staff

asked in Ask the Community

Is it possible to retrieve all fields (card) in a column?

I'd like to retrieve all fields that correspond to a new card from a specific column in my pipe. It's possible?

4772

4 years ago

chrislee100New Participant

asked in Ask the Community

Change color of calendar item based on a field?

On my cards, the user selects one of two options on a radio button, and enters a due date. On the calendar, the items display based on due date, but I’d like to see the items displayed differently (different color?) based on the radio button selected. Possible?

1221

4 years ago

bobissictRegular Participant

asked in Ask the Community

GraphQL type error (python)

import requestsimport jsonurl = "https://api.pipefy.com/graphql"# Static query works#query = """mutation{createCard( input: { pipe_id: 301421136 fields_attributes:[ {field_id: \"company_name\", field_value: \"Static Test Company\"} ] } ){ card { id title } } }"""# Variable query to testvariables = { "company_name": "My Test Company"}query = """mutation($company_name: String){ createCard( input: { pipe_id: 301421136 fields_attributes: [{field_id: \"company_name\", field_value: $company_name} ] } ) { card { id title } } }"""headers = { "content-type": "application/json", "authorization": "Bearer token here"}# Static query work#response = requests.request("POST", url, json={"query": query}, headers=headers)response = requests.request("POST", url, json={"query": query, "variables": variables}, headers=headers)print(response.text)I’m using the above code to try and create a card using a variable (company_name). The variable is a string (although in the api its listed as short_text)

5852

4 years ago

Sarah LaneInspiring

asked in Ask the Community

Rename "Draft" Card Titles

The field that I’ve chosen for the Card Title on one of my pipes is sometimes not filled out when the start form is completed. When this field is not completed, the card title is “Draft”. Is it possible to change that word? I’d prefer it say “Unknown” instead of Draft, but I can’t find a spot to change that text.In other words: is it possible to customize what title is shown when the card title field is not filled in? Thanks!Sarah

4523

4 years ago

dev63Regular Participant

posted in Ask the Community

createTableRecord GraphQL API issue

Hi,I have been trying to create a record in the table and it seems there is a bug. The “title” field in the createTableRecord API does not pick up the value from the request body. The mapping seems to be wrong in the backend. The updateTableRecord works fine and the updating of the “title” could be done using this API. But this definitely is a double work.

2591

4 years ago

Amanda L.Pipefy Staff

asked in Ask the Community

How may i do two mutations on cards, using just one "play"?

If i run code below, just the card 999 is updated. How may i update two or more cards.mutation {updateCardField(input: {card_id: 888, field_id: ""user_id_ad"", new_value: ""2""},input: {card_id: 999, field_id: ""user_id_ad"", new_value: ""2""}){card {id}}}

1681

4 years ago

Sarah LaneInspiring

asked in Ask the Community

Keeping a field at the end of the start form

Is there a way to ensure that a field on the start form is always the last item on the form? I have a pipe with a substantial number of fields and conditionals (over 100). There are a couple fields/questions that I need to appear after all the other fields regardless of which conditionals are activated. Initially, I have configured my pipe so that those fields are the last ones in the list on the start form, but we will likely need to add additional fields in the future and I’d like to avoid having to reorder the fields every time I add a new one.Any ideas would be much appreciated!

963

4 years ago

gonzalo9New Member

asked in Ask the Community

Phyton Mutation

I have probleme with create record in a table, I use the code bellow, but its not working the payload string….. import requestsurl = 'https://app.pipefy.com/graphiql'payload = "{\"query\":\"{mutation {createTableRecord(input: {table_id: "n1kpekCb", title: "my record", due_date: "2017-12-31T00:00-03:00", fields_attributes: [{field_id: "nombre", field_value: "Tom"}, {field_id: "apellido_paterno", field_value: "tom@trindade.com"}, {field_id: "apellido_materno", field_value: "Trindade"}, {field_id: "n_documento", field_value: "Tom"}, {field_id: "correo_electronico", field_value: "tom@trindade.com"}, {field_id: "telefono_celular", field_value: "tom@trindade.com"}, {field_id: "estado", field_value: "Activo"}, {field_id: "vendedor", field_value: "Sí"}, {field_id: "comprador", field_value: "Sí"}, {field_id: "arrendador", field_value: "Sí"}, {field_id: "arrendatario", field_value: "Sí"}]}) { table_record { id title due_date record_fields { name value } } } }\"}"headers = { 'authorization':

5848

4 years ago

Paulo RibasPipefy Staff

asked in Ask the Community

How I Update value of Radio and Select via API??

"Hello guys, can anybody help me?I am not able to modify values of a radio and a select. Would anyone give me an example of how I change the values via API.

4341

4 years ago

Paulo RibasPipefy Staff

asked in Ask the Community

Trying to get all Cards

Hi.Using Python to make requests, what is wrong with the query bellow?pipeId = '171258'query =""""""{""query"": ""{allCards(pipeId: %s, first: 30, after: 'WyIxLjAiLCI1ODAuMCIsMzI0OTU0NF0'){pageInfo{endCursor hasNextPage}edges{node{id title}}}}""}""""""%(pipeid)The query worked pretty well until I added the ""after"" parameter.I already tried variations like:after: ""WyIxLjAiLCI1ODAuMCIsMzI0OTU0NF0""after: \""WyIxLjAiLCI1ODAuMCIsMzI0OTU0NF0\""after: \n""WyIxLjAiLCI1ODAuMCIsMzI0OTU0NF0\n""but without success, any help here will be immensely handful! Thanks

4211

4 years ago

samjeffressNew Participant

asked in Ask the Community

Deleted field - access activity history through GraphQL

Hello!Someone from our team recently deleted a field that is still in use by other people .Looking at the cards that had this value filled out, you can see the history in the Activities section of the card.Is there any way to access Activities through GraphQL API? We’d like to extract all the data available, parse it by the field name and then we can decide what to do. At the moment we can’t report on the field (understandably), and going through each card one by one will take a long time to determine which cards have that data.Thanks for your help!Sam

3151

4 years ago

keylamacharetNew Participant

asked in Ask the Community

Search cards by a customized field

Hello!I´m new on the community and I want to know if I can search cards via API using my customized field.I added a “Document Number” field, so I need to get the lead information based on the document number the person is going to inform. Is that possible? Thanks, Keyla

4651

4 years ago

Rosana AlmeidaPipefy Staff

asked in Ask the Community

GraphQL API Pagination (allCards)

Hello, all.I'm trying to get all cards from a pipe consuming the GraphQL API with Python.Everything was working until I had to use pagination to get more than 50 cards.Below, the code that is returning errors:url = ""https://api.pipefy.com/graphql""payload = ""{\""query\"": \""{ allCards(pipeId: XXXXXX, first: 50, after: \""WyIwLjYyNSIsIjIyOS4wIiw1MzExMzQ5M10=\"") { edges { node { id title phases_history { phase { name } firstTimeIn lastTimeOut } } cursor } pageInfo { endCursor hasNextPage } } }\""}""headers = {'Content-Type': 'application/json','Authorization': 'Bearer <MY-AUTH-KEY>'}response = requests.request(""POST"", url, data=payload, headers=headers)response_body = response.textprint(response_body)Below, the error that returns:{""errors"":[{""message"":""Error parsing GraphQL request: error decoding JSON. This likely means that the GraphQL request was malformatted.: invalid character 'W' after object key:value pair""}]}If I just remove the, after: \""WyIwLjYyNSIsIjIyOS4wIi

16031

4 years ago

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