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Is there no way to create an automation where the movement of a parent card triggers the movement of a child card? It sems like a such a logical feature to have, but I can´t find it on Pipefy
Hello everyone, a few days ago I upgraded my iPhone 7 now I’ve iPhone 13. But I’m facing to login emails on my iPhone 13, When I put password it give incorrect error. Can anyone help me how to resolve this issue?
Hello, every 15 days I use the importer app to upload a XLS file to my pipe in order to work on pending orders collection of customers. I have a database on Pipefy that has all the customer types/categories (let’s say “Customer A”, “Customer B”, etc.) Whenever I try to upload that file into Pipefy, I get an error message that the importer cannont overwrite the Database. The input from my excel file customer type column is exactly the same than the one in the database (i.e. “Customer A” in excel file = “Customer A” in DB registry)I would appreciate any guidance on this. Thanks,Chris
As we enter the new year, we’d love your help inviting new members to join the Pipefy Community!Referring others is a great way to help grow and engage the Community. The more active members we have, the more opportunities there are for networking, sharing insights, and peer learning. We've created the referral program to encourage you to invite colleagues, friends, or peers who might be interested in joining the conversation here. 🎁You'll receive 100 extra points for each newly registered member you refer. When you’ve referred 3 new registered (all of whom are IT professionals) you'll receive an exclusive Pipefy Community gift, in addition to the points! It's a win-win!😎 📅This promotion will run until the end of March 2024.⚠Remember to DM @Lais Laudari when your nominee registers, including the nominee's email address in the message. We count on you to share the Pipefy Community with others who might benefit from and contribute to the discussions here. Let’s continue expanding thi
Hi all. I’ve noticed that when using email templates to people outside my organization, it has the Pipefy logo on the top of the email, fairly large display. Is there any way to remove this or make it smaller and it put below the content?
Hi everyone, i have a question, how can i delete or change the name of a tag in a pipe?
Hi everyone, i have a Question, how can i create a card in a specfil phase in another pipe using an automatization?
I am trying to update all my email templates with the US ET zone. I have tried a few different options and am currently using (GMT-5:OO) EST but the time is showing 5 hours ahead of my time in Michigan, USA. Any ideas?
A new year brings opportunities for new beginnings! This is an occasion to focus on where we want to go, rather than where we've been. It's a occasion to renew our sense of purpose and envision the future we want to build. 2023 was a great year for our Community. We accomplished so much together and saw the community continue to grow and thrive. Here are some of the key highlights from the past year:✨Super User Program Updates✨New Pipefy Community Visual Design✨Celebrating 3 Years of the Pipefy Community!✨Meet a Superuser@marcosmelo, @Lucas Democh, @genietim, @vicente-lemes, @ivan.novofoco e @diego-miranda Thank you to all our members for making the community so awesome!🏆Pipefy Awards 2023:-Pipefy as a representative vendor in the Gartner Market Guide for BPA-Pipefy Announces AWS Marketplace Availability-Pipefy Receives ISO 27001, 27018 and 27701 certifications-Pipefy Celebrates Win as Best Procure-to-Pay Software in the 7th Annual FinTech Breakthrough Awards🔮Looking Ahead to 2024 Re
Our Community is made up of talented, thoughtful individuals who dedicate time and effort to help one another. We've seen members support each other through difficulties, share expertise, and build meaningful relationships. This Community provides an incredible space to learn, question, connect, and broaden perspectives. The discussions, articles, and interactions that happen here deliver value far beyond a typical online forum. As we reflect on the year, let's explore the key lessons, insights, and growth we've each experienced. These learnings become part of who we are and positively impact how we move forward.📚Popular Articles in 2023:❓Popular Questions in 2023:👉🏼Beyond this, we had more than:> 27.9539 all page views > 167 questions answered by our Superusers> 123 questions answered by Pipefy Staff> 97,01% Questions answered As we reflect on the past year, it's clear that the Pipefy Community has continued to grow and learn together. Through insightful discussions, s
Hello friends.I'm developing a reverse quoting solution and will describe my challenge for help.I have a main pipe called Purchase Order, where the customer fills in a list of products and the quantity he needs.Each ordered product generates a list of items in another flow called Order Items.After approval steps, the backoffice selects suppliers to fulfill the order in the main flow and based on this selection, a quotation item is generated for each supplier in the Quotation flow.My challenge is to generate an individual quote for each item for each supplier automatically, from the creation of the quote request in the Quote flow.The supplier will respond to each item with information on price, date, etc.I have tried different ways and have not been successful. Help me think of a solution please.
Is there a way to apply a permanent filter for all database members? I have some fields that we would rarely need to see in the database, and some fields that are just static images/separators. I would love to be able to permanently filter those to not show.
\Our subscription plan is Business , but now the PIPEFy informs that we have exceed starter plan. Any solution please?
Hi there!I would like to share my experience with the search functionality in Pipefy. Recently, I have been facing difficulty in searching for text in any field of my databases. It seems that the search feature has been limited to only searching within the title field.As someone who relies heavily on the search function to quickly locate specific information in my databases, this has caused a lot of inconvenience for me. I have tried various methods to work around this issue, but none of them have been successful.I believe that it should be possible to search for text in all fields of the databases, and I would appreciate it if Pipefy could provide a solution to this problem. It would greatly improve my experience with the platform and save me a lot of time and effort.I am reaching out to the Pipefy community to see if anyone else has faced a similar issue with the search functionality. If you have any suggestions or workarounds that you have found to be helpful, please do share them w
We sincerely thank our dedicated community members for your continued ideas, feedback, and suggestions this year. 2023 brought exciting improvements and new features to Pipefy - many of which originated from requests within our own Community.Your thoughtful product recommendations truly help us shape the future of Pipefy in building an intuitive, flexible, and powerful work management platform.While our entire product team deserves credit for bringing concepts to reality, we couldn't do it without you, our users. We take your feedback seriously and will continue listening to build the best product experience possible. Looking back on an eventful 2023, we want to highlight some of the major Pipefy product upgrades. From enhanced workflows to improved analytics, many of your most-wanted improvements are now a reality. Now let's dive into some of the biggest ways Pipefy leveled up over 2023!⭐One of the most requested functions of all time, receiving the top votes in our Ideas section, ha
It would be great if there was an easy way to test automated emails.Like clicking a button as an exampleIt’s always good to double check that the card and subsequent card phase links translate to the end user as intendedHas anyone created a nice quick workflow for this?
The end of the year is a great time to reflect and express gratitude. The Pipefy community has many dedicated members who make valuable contributions all year long. We are fortunate to have resourceful and knowledgeable contributors who actively participate and generously share their expertise! We’d like to take this time to highlight and thank a few standout community members for their efforts over the past year. We are deeply grateful to those who consistently offer insights, feedback, and support to fellow members. Their ideas and collaborative spirits help improve Pipefy and enrich the community.👏🏻@marcosmelo, @Ezequiel Souza, @Lucas Democh and @genietim have become invaluable members of our community. They have posted over 359 helpful replies addressing technical issues, best practices, and feature requests. Their technical know-how and willingness to assist others is greatly appreciated. Relatively new members @diego-miranda and @antonio-nykael have already made their mark on
Hi Everyone How can I update a deadline field automatically, I want that when a card enters in a phase with this field, this field automatically update to + 1 day
Why do some pipes in a portal open in the same window and others open in a new window?
My research shows that using javascript will let you click on a ‘card’ in the interface and it acts as a hyperlink to the actual corresponding card and pipe,but it sounded like I would just be using javascript to access the corresponding card and database as a supplement to clicking on the interface segment - which looks very clickable as mouse-hover-over highlights the ‘card’ (or the card as viewed in the interface)Does anyone know if we can make the input “mouse click" open link (link being the card) to make managing every pipe from a macro level easier with the database?And if this isn’t possible, it’s a valuable feature for an update: having an overall view of every task in every pipe and being able to access it by either left clicking or right clicking and choosing ‘open link in new tab’ would create a sort of executive management feature(There isn’t even a ‘tag’ for Interface in this forum)
Hi Community! As the year comes to an end, it's time to look back and reflect on the journey we've taken together over the past 12 months. This December we are excited to introduce a special year-end Retrospective to celebrate our achievements, share our highlights, and reminisce on the memories we've made as a Community. 🌟This special edition at the end of December provides a dedicated space for us to come together and appreciate how far we've come. Whether it was launching new projects and features, forming meaningful connections, or reaching personal milestones, this is our chance to commemorate the year's accomplishments. I invite you to take part in this month's series of posts and also share your impressions in the comments thread.😀 🔮This retrospective also allows us to look forward with renewed passion and purpose. As we enter a new year, we are filled with aspirations, goals, and dreams for the future. Our shared experience this past year gives us new insight and perspective
Hi Community!🏆Our top 3 contributors from November are:Brazil@marcosmelo@Ezequiel Souza @antonio-nykael Global@sistemas-lehit🎁 All of you will receive a gift card through DM soon!Thanks to all of you for collaborating!👉🏻What are you waiting for to join the ranking?See you next month!😉
I have a list with all the pipe ids I have to process (as numbers, like the pipe url), but when I send the request via webhook, the pipe_id arrives as some kind of hash.My webhook configuration:mutation {createWebhook(input:{clientMutationId: "1",actions: ["card.create", "card.move"],name: "Integration Name",email: "email@email.com",pipe_id: 302682925url: "https://...",}){ clientMutationId}}And this is what I'm receiving in my API:{ "Data": { "Action": "card.move", "From": { "Id": 123123, "Name": "phase 1" }, "To": { "Id": 321321, "Name": "phase 2" }, "MovedBy": { "Id": 123, "Name": "Usar Name", "Username": "user-name", "Email": "email@email.com", "AvatarUrl": "https://..." }, "Card": { "Id": 123123, "Title": "Test title", "PipeId": "2jz9X0eK" } }}This "PipeId": "2jz9X0eK" needs be the pipe number (302682925).How can I retrieve this information in the correct format?
We're thrilled to announce that, once again, we've been recognized as a representative vendor in the Gartner Market Guide for BPA. At Pipefy, we live and breathe process automation because we understand that consistent process outcomes are the cornerstone of business success. Acknowledgment in the Gartner report means the world to us. Here's to celebrating another milestone in our journey to empower businesses through streamlined and effective processes.🎉
