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Hello, community! Hope you are all doing well and safe.Have you ever gotten annoyed while creating new automations and having to select the pipe every time? I know I have. In order to keep improving the experience and make it o make the experience easier and smoother, we have just now released the behavior to pre-fill the pipe in automations events so you’ll just have to worry about filling in the specifics and the conditions to your automation. Feedback and suggestions are highly appreciated. Thank you!
Say hello to the Pipefy AI 👋The next frontier in no-code process management and automation!Step into the future of process management and unlock a new level of efficiency, data-driven decision-making, and remarkable results for your team.Imagine any process, and watch the magic happen as Pipefy AI builds it for you.✨Get valuable insights from your current processes as Pipefy AI digs deep through them to surface the data you need. 🚀 Be among the first to experience the power of Pipefy AI.👉🏼 Sign up now for early access and be the first to experience the future of process management.
Hello everyone! 👋 I am here to invite you to our beta/testing program for a two new features we are developing in Pipefy: Guest Permission and Request Area. If you need to invite external guests to your company and want them to have a proper and safe way to sign in on Pipefy - this is for you! We now have a new user permission, called "External guest". Invite as many people as you want with this new role level. Guests will access your company's Pipefy account and create requests only on select forms that will appear in the Portals tab.In other words, as an Admin, you can decide which forms your guests will have access to! Amazing, right? 🤩Additionally, they will be able to follow their requests in a new Request Area - all of this within your company's account, guaranteeing privacy and security. Currently, we are opening up a few slots for early adopters who want to test this and provide us with feedback. If you are interested in that, please fill out THIS FORM! 🚀 Learn more.
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 1Step 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
Hey folks!I am pleased to announce that we have just released the new Dynamic Content field type, improving collaboration between your team and external guests by providing context and informing submitters of what’s expected to be filled in the form.How does it work?We improved the existing Statement field, and users can now mix both rich text and dynamic fields from other phases in their pipe, writing custom messages and instructions pulling information dynamically from the card’s start form fields and previous phases. For example: If an external guest receives a form that contains an approval request, this fields can be used to describe what they are supposed to approve, who is requesting that approval, how much it will cost, and so on.This information is usually shared in the body of the email template and is now much better placed to ensure the quality of the received data.Check out the articles below to learn more about the new Dynamic content field type:EN How to use dynamic cont
Hello, Pipefy community ✨ We would love to know more about the way you use Pipefy to handle requests from other teams, customers, or vendors, so I invite you to post below with the following info: Company name Process name What problems were you facing before using Pipefy? What solution did you use before Pipefy? What was wrong with that solution that made you look for something else? What are the main benefits of using Pipefy? How do you use our platform?* Testimonial *If you want to share screenshots, please be careful with sensitive data. I can’t wait to read more about your use case! 🤩
Nice to meet you, Pipefy community members! I'm looking for a no-code/low-code solution in order to properly develop corporate processes in my company. As I know from the recommendations of our colleagues, the Pipefy platform could be a wise choice for that purpose. My main question: is there any way to pair/integrate the Pipefy tool with other enterprise platforms, namely Camunda? Current use case: we need to integrate Camunda technology in a low-code solution for easier business process building. Looking forward to your response
Hi Community!We are focused on the growth of the Pipefy Community and we count on you to help us on this journey. 🤔Do you know the Superusers Program?It’s an extra motivation so that this journey becomes even more exciting for all of us and members, who can reach the extra mile with Pipefy.Become a Superuser and guarantee:💬Private group access🎁The top 3 earn a gift card (monthly)💡Possibility to early access to Beta features (Beta tester)💯Exchange points for giftsAnd much more…👉🏽Check now the attached document to understand better the program and how to be part of it!We are very proud to see the community we are building together!Thank you!
I would like to create an email template that includes a hyperlink to get to the phase form. I know how to do this without creating an automated email template, but it would be nice to do this with automated email templates. Right now, I’m only able to show the lengthy task links in the email template. My suppliers and users would feel more comfortable if they received an email with a hyperlink instead (i.e. “click this link” to submit details) Long story, short I’m suggesting that there be a way to make phase-form links (aka task links) into hyperlinks on email templates. Any help, suggestions, or ideas for this?
Pipefy will no longer support Internet Explorer (IE11 and previous versions) starting on 02/10 due to security and stability reasons. But don't worry, you will continue to access Pipefy normally through more other and modern browsers, such as Google Chrome, Mozilla Firefox, Safari and Microsoft Edge. Internet Explorer (IE11) is a browser that has become obsolete over the years, with few updates to run more complex websites quickly and safely, such as Pipefy. Because it does not offer the same compatibility features as other browsers, it is more complicated to support the platform. As Pipefy has become more powerful with each update, Internet Explorer (IE11) is no longer an option to access it, since you cannot take advantage of the platform's full potential and features. 🔔 Keep in mind: whichever browser you choose (Google Chrome, Firefox, Safari or Microsoft Edge), always update it to the latest version or at least the lastest two. If you continue to access Pipefy with Internet Explo
In one of my company’s pipes, we have technical items in the checklists of some phase fields. We recently noticed that when we type a word with asterisks on either side of it like *this*, it automatically italicizes the word. Is there a way to undo that italics? In some cases where we’re using asterisks, it’s for a script or command that requires asterisks in it. We need to be able to see the asterisks with the rest of the text.For example, we have this command listed in one of our checklists and need to know that there are asterisks around the last three words.Because of the automatic formatting, it displays like this: Thanks in advance for any insight you may have!
Hello everyone! My name is Nicole and I’m an Associate Product Manager here at Pipefy. We would like to invite you to test a prototype of a feature that is currently being developed by us. 🚀 It is very quick and it would be super helpful if you could provide us your honest feedback on it. You can check it here.Thank you so much. 😄
I need to know if it's possible to use a Public Form to obtain and fill information in the middle of a pipe. The pipe is the "Sales Funnel" and the information is to fill a card information to be used on PDF generator (dynamic fields). This PDF will be used as a "business contract document" to send to the client in other to have it signed. It occurs after the client accepted the proposal, and we had finished negotiation, which is in the middle of the "Sales Funnel" pipe. This need happens because I don't ask all information needed to fill a formal business contract when we are making a lead prospecting, which is the pipe starter phase. I didn't find this information on help center (videos or text). If it's not possible to send public form in the middle of a pipe phase, which alternative could be used?
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
Has anyone tried out the new beta design of Pipefy yet? I have to admit to not being impressed with parts of it. Some of what makes pipefy clean and easy to follow and work on has gone. By losing all the lines, borders and differences in background, its made it seem more messy to me.I love that they are trying to update the design, but for now it feels a little too ‘white’ and to me needs a few borders/dividers, subtle background colour changes etc
Hello, doers! 💙 I'm Isa! I'm part of the Customer Education team here at Pipefy and we are super proud to announce one more course at Pipefy University! If you are one of these people that loves to avoid double-work (especially when it comes to manual tasks, such as creating, updating, copying and pasting), the Basic API and Integrations Certification course is for you! Through this course, you will be able to run basic queries and mutations to perform basic actions in GraphiQL. The course is 100% free Total course duration: approx. 30 minutes At the end of the lectures, you can take a quick quiz to earn an exclusive certificate! 💻 To enroll, click here. When finishing, don't forget to spread the word about your new skills, ok?
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! :)
Hello Pipefy CommunityGood day to allI would like to create a topic about this one. I have a problem sending file or attachment to my boss.When I try to attached a file like excel file and send to him, my boss cannot download my attachment file and it say’s 400 Bad Request Error. Can anyone please suggest how to fix this error ? Even photo or whatever file I attached, still he cannot preview or download my attachment file. Please help me what is the solution for this. Thank you so much. Hoping for your quick response.
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