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584 Topics

natan-bueno
natan-buenoRegular Participant
asked in Ask the Community

Inivite members to Pipefy

Hey guys, I am starting with GraphiQL and trying to create a query for inviteMembers for an organization, however, I am not being able to identify what is wrong here. Could you please clarify?I used this topic here, but didn’t work:  mutation { inviteMembers(input: { emails:[ {email:"teste@teste.com" role_name:"member"}, {email:"teste1@teste.com", role_name:"member"}, {email:"teste@teste.com", role_name:"member"} ] organization_id: 12345 message: "please join my organization - Postman"}) { clientMutationId errors {index, message} }} 

4
Lais Laudari
Community Manager
7 months ago
Saulo Oliveira
Saulo OliveiraRegular Participant
asked in Ask the Community

Get cards (more than one) by CARDs IDs at once?

Hi all!I wish to get more than one card by id at once.Something like to passa meny CARD IDs and get all informations about this cards…Thank you!Saulo

5
Lucas Democh
7 months ago
Lais Laudari
Community Manager
Lais LaudariCommunity Manager
published in News and Announcements

🤓 New Hacks & Tricks courseNews

Hi Community!Are you ready to learn more advanced uses of Pipefy?Our Customer Education team proudly presents our Hacks & Tricks course!The course tackles our Ticket Deflection metrics, focusing on showing leads and customers how to use features like a pro and solve complex problems before they even need to reach our Support team.👉🏼Some things we go over on this new course:Advanced automation tricks Bulk actions (such as deleting a lot of cards at once) Email template hacks Step-by-step Importer guidance 💡 Already available: https://pipefyacademy.teachable.com/p/hacks-and-tricksHope you enjoy it!

1390
Lais Laudari
Community Manager
7 months ago
genietim
genietimPipefy Legend
posted in Ask the Community

I like the slight rebranding this community went through...

It seems that somewhen in the last week or so, the logo and startpage and icons were adjusted a bit. I like it!How about you?#meta

3
genietim
7 months ago
Lais Laudari
Community Manager
Lais LaudariCommunity Manager
published in News and Announcements

🏆 Pipefy Celebrates Win as Best Procure-to-Pay Software in the 7th Annual FinTech Breakthrough Awards

Hi Community! We are very happy to announce that Pipefy has been recognized at the 2023 FinTech Breakthrough Awards for “Best Procure-to-Pay Software”! The FinTech Breakthrough Awards, presented by the independent market intelligence organization FinTech Breakthrough, recognize the most innovative and disruptive companies and products in the global financial services and technology industry today.Pipefy's victory consolidates its position as a leader in procure-to-pay solutions. Our goal is not only to create and launch innovative features that centralize and streamline the so-called P2P cycle, but also to help Procurement teams adapt their processes as market circumstances change.Over the last year, Pipefy has incorporated advanced automation features, expanded the scope of integrations accessible to users and focused on improving the software's performance - and making its usability even better. 🤩👉🏼Check it out here!

1042
rafael.jefte
7 months ago
iwan-pauwels
iwan-pauwelsRegular Participant
asked in Ask the Community

How to activate a webhook on a pipe

I see a lot of information about webhooks in faq and support but i don’t seem to understand one vital part…I want to activate webhooks on my pipes, there is no place in my admin interface to do this correct? No place in the admin interface where i can just activate a webhook and put in a webhook url to send the info to? All this needs to somehow be created via the API and commands ?Is this correct?Thanks,Iwan

3
Lucas Democh
7 months ago
Kaamini
KaaminiNew Participant
asked in Ask the Community

Some data is being dropped (earlier captured) in pipefy tickets

Dear Pipefy Team,We have observed that some fields of few tickets have not been captured - updated. Although it came as a surprise to us and wondered if the user has not filled in or selected through a database, it was mentioned in the ‘Activities’. About few days back, we were not sure and so updated many tickets manually (actually it was a re-work; double the efforts), but now we have seen that ‘somehow’ or for ‘some-reasons’ such data capturing is missed in the tickets. On that Friday, 24th March 2023, we had actually re-filled / updated such 200+ tickets.Rather than such general statement, we will like to bring those instances before you, so that you / your team can help us identify issues and handle it, avoiding duplication of work and unnecessary time-cost. Kindly check for the following tickets in the “3 CHC” pipe of our companyTicket number 590813515, created on 19th October 2022 10:25:37 (Indian Standard Time IST). In here, an engineer was assigned in the ‘Engineer Assigned’ p

1
Lais Laudari
Community Manager
8 months ago
alexandre-cominoti
alexandre-cominotiRegular Participant
asked in Ask the Community

Using Pipefy Webhooks

I need to send a request to Pipefy via webhook whenever a certain condition is met in Zendesk. This request should change the phase of the card. I was able to create a token and use the following query from this example (https://developers.pipefy.com/reference/graphql-endpoint) to accomplish this:mutation { moveCardToPhase( input: { card_id: 629233113 destination_phase_id: 310440395}) {card {id current_phase { name } } } } However, to send a request to a webhook (from Zendesk) to Pipefy, I need the request format to be JSON and sent it to an endpoint address. What endpoint address should I use to communicate with Pipefy, and how would I translate this query into JSON format?

3
genietim
8 months ago
Kaamini
KaaminiNew Participant
asked in Ask the Community

How to connect a pipe to a database?

We wish to get few fields of pipe, into its connected database. How can this be done?For example, we wish to have each ticket’s email address (of AR pipe) into AR company database. How to do this? Regards. 

1
leandro-almeida
Pipefy Staff
8 months ago
Juliana Spinardi
Community Manager
Juliana SpinardiCommunity Manager
published in News and Announcements

🌳Help us grow! | Leave us a review on g2.com

Hi community friends!  We are always striving to make Pipefy better, but we need your help. One easy way to help us grow is by leaving a review for us on g2.com.  Reviews only take a few moments. But why do it?   Help your peers. Your review helps other teams decide if Pipefy is right for them. 🤔 Earn recognition. Reviews can help you stand out as an expert. 📚 Share feedback. Is there something about Pipefy that you 😍? Got an idea to make Pipefy even better? Make your voice heard!  Leaving a review is quick and easy: just click this link, login with your LinkedIn, Google, or email, and answer a few questions about your experience with Pipefy.  If you have any questions, comment below.  Thank you! 😍 

690
Juliana Spinardi
Community Manager
8 months ago
marcosmelo
marcosmeloPipefy Legend
asked in Ask the Community

ID de um Campo

Olá. Qual a maneira mais facil de saber um ID de um campo do formulário?

4
V
9 months ago
ricardo-fornari
ricardo-fornariParticipating Frequently
asked in Ask the Community

Default value in Radio Button

I have created an initial form that has a radio button property with options yes and no. I want that property to have the yes option as default. how do I do that?

5
leandro-almeida
Pipefy Staff
9 months ago
SJL
SJLNew Participant
asked in Ask the Community

Moving Cards

Hey Everyone. I’m trying to set an automation that automatically moves cards to an ‘Achieve Phase’, 7 days after it enters a ‘Completed Phase’. This should move these cards regardless of the cards being overdue or not.

1
Ezequiel Souza
9 months ago
fabio-ebeobjetivo
fabio-ebeobjetivoRegular Participant
asked in Ask the Community

I tried to organize PORTAL, but the order is not okay!!!!

I tried to organize PORTAL, but the order is not okay. No by alphabetical, no by number, no by sequence of add.  Someone can help me?  

1
Lais Laudari
Community Manager
9 months ago
bojan-ketosource
bojan-ketosourceNew Participant
asked in Ask the Community

Downloading info for ALL cards in a Pipe

Hello, I am using Make.com (ex Integromat) to download info for all cards in a Pipe. This info includes card ID, parent relations and all card fields. I have tested different modules that List Cards and Execute GraphQL queries. However, in all cases, I only get 50 results (bundles). And the issue is there are over 3k cards in a pipe. Could you please recommend a way to get around this limitation and get the full info for all cards in a pipe at once? Thanks! Total number of bundles: 50 

2
Lucas Democh
7 months ago
vrushil-gajra
vrushil-gajraRegular Participant
asked in Ask the Community

Questions about Pipefy Automate and PDF Generation feature

Hello everyone,I hope you are doing well. I have a few questions regarding the functionality of Pipefy:Can we use the Automate feature to download a PDF generated by the PDF generator tool and upload it to a card field? For instance, if a card enters a specific phase, can we automatically download the PDF generated from a fixed field and upload it to a phase field for further processing? While creating a PDF template using the tool, I noticed that the Dynamic field tab does not show checkbox field data. Is this not supported or am I missing something? For example, some card fields use checkbox fields for user input. When I tried to reflect this input in the PDF, the dynamic values were not showing up. I temporarily used radio buttons, but it would be great if checkboxes could be used instead. With regard to the PDF generator tool, I encountered difficulty changing the text color. It seems the button for the text color does not work for me. Lastly, I am curious if there is a multiple se

4
vrushil-gajra
9 months ago
Theoder Williams
Theoder WilliamsNew Participant
asked in Ask the Community

Pipe to Create Cards - Email configuration

Why my pipe is not seen in the Pipe to Create Cards in the email integration page. 

2
Lais Laudari
Community Manager
9 months ago
Kaamini
KaaminiNew Participant
asked in Ask the Community

How to access or know bound-back emails received in a ticket

While we send emails from the ticket, we are not able to access or getting aware of which of our email communication got bounced back?In case of such bounce-back, we need to know which tickets (of lot many tickets) had such bounced emails.How and where can we know in / for pipefy tickets?

1
Lais Laudari
Community Manager
9 months ago
leticia.moreira
Pipefy Staff
leticia.moreiraPipefy Staff
published in Ask the Community

🗣 Quick Survey: Pipefy for Service Desk & ITSM

Hello, Happy 2023, everyone! ✨ Do you use Pipefy to manage your IT tickets and service desk, and have 2 minutes to help me out? I would love to read your answers to this survey:  In case you can't see it embeded above, you can access it here: https://qclym7tn8lt.typeform.com/to/tAeozokmClick here to read this content in Portuguese. Thank you for your time! 🤩

810
leticia.moreira
Pipefy Staff
10 months ago
zfrankel
zfrankelNew Participant
asked in Ask the Community

Sending a single phase form multiple times to the same recipient allowing them to resubmit the form with a different response

I’m using pipefy to automate my company’s purchase orders life cycle . The issue i’m experiencing is that the service my company provides usually has multiple orders of the same service, causing a card to move back and forth between different phases and the main phase of the purchase life cycle has a form that sends automatically once a card enters the phase. However, when the card reenters that phase, the phase form that sends to the customer is already pre-filled from their prior response to the form the first time it entered the phase.  Is there a way to have a phase form send the same form while allowing a new response in the fields?   

1
rachel-antonini
Pipefy Staff
10 months ago
mgdwyer
mgdwyerParticipating Frequently
asked in Ask the Community

Connections to Done cards no longer possible - breaking change?

Hi all, It seems that there has been a recent change to the Pipefy interface, such that cards in a Done phase can no longer be linked in connections. There are a lot of potential workflows, including a number we use internally, that need this. Is there a reason this was changed and can it be put back? Thanks,Mike

5
Juliana Spinardi
Community Manager
10 months ago
Douglas Costa
Douglas CostaRegular Participant
asked in Ask the Community

Pipe attachments(send for e-mail)

 Hello, I need the attachments that arrive by email in a parent pipe to be transferred to a child pipe, has anyone gone through this and managed to solve it? 

1
Ezequiel Souza
10 months ago
adm-allmarketsolution
adm-allmarketsolutionRegular Participant
asked in Ask the Community

E-mail view on app

Does anybody know why is not possible to track emails from pipey app?app is so limited now

1
anggela-leiva
Pipefy Staff
10 months ago
frederico-machado
frederico-machadoNew Participant
asked in Ask the Community

Getting a Pipefy Report with Make (Integromat)

Hello e Olá pessoas,Im trying to get a Report from Pipefy using Make (Integromat) but i’m having trouble with the API Request.First I’ll explain what i’m doing so you can understand a little better before i tell you my problem.  Step 1 and 2: To get my Report file URL i make two requests with these two queries: Step 1​​​Step 2Step 3: I neeed to make and API Key Auth request to download the file from the URL from the previous query.https://developers.pipefy.com/reference/graphql-endpointStep 4: I download the file from the URL that i got in step 2The error appears in this last step, when i make the requisition and it returns me a error like belowError :( <Error><Code>NoSuchKey</Code><Message>The specified key does not exist.</Message><Key>orgs/1cd3302a-bdda-486f-8fca-2d1b95a157ef/reports/83f60727-407f-4014-893a-de3465d24696/entregas_dos_parceiros___farol_23-12-2022.xlsx</Key><RequestId>M2DKW11JFVAKTFYW</RequestId><HostId>G+y3k9

6
Lais Laudari
Community Manager
10 months ago
Ramon Nolasco
Ramon NolascoRegular Participant
asked in Ask the Community

Pre-filled Public Forms

Hello,Currently there’s now way how a public form can be already pre-filled when people are accessing it trough a public link, even if there are connections between pipes/databases. But wouldn’t it be possible to at least have a template for that form, so that people wouldn’t need to start from scratch? Sometimes it happens that people need to create cards with very similar information - it would really help if there could be a saved pre-filled template for those cases.

4
marcos.pedrosa
Pipefy Staff
11 months ago

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