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You made it, and we're really glad you're here! 🎉The Pipefy Community is where people who are serious about transforming how work gets done come to learn, connect, and grow. If you're building your first automated workflow, deploying AI Agents across your operation, or just figuring out where to start, you're in the right place. Start here Before anything else, take a minute to complete your profile. Add a photo, your role, and a short bio. It makes a real difference when others are deciding whether to connect or reply. Your LinkedIn photo works perfectly!Then, have a look around. Here's what you'll find:💬 Ask, Share, Solve — Ask questions, share wins, and learn from what others are building with Pipefy, from simple process automation to full AI Agent orchestration.📚 Knowledge Base — Guides and articles created by the Pipefy team, organized by what you’re looking for: build, automate, manage, or monitor. A great place to go deeper on AI Agents, integrations, governance, and more.💡
Everything You Need to Know About Ideation in the Pipefy Community We're thrilled to have you helping us build a better Pipefy! This community category is the perfect place to share your ideas, exchange feedback with other members, and connect directly with the Pipefy team. Before Submitting Your Idea: 🔎 Search FirstCheck if someone has already suggested something similar. This helps prevent duplicates and strengthens popular ideas with more votes. 📝 Be DetailedThe more complete and visual your suggestion is (screenshots are welcome!), the easier it is for other users—and the Pipefy team—to understand the value of your idea. 💡 One Idea at a TimeAvoid submitting multiple suggestions in a single post. Keeping ideas separate makes it easier to track them and increases the chances of a thorough review. What Happens After You Submit? Once a new idea is submitted, it goes through three possible review stages: Submitted – Your idea has been successfully received and is visible to the ent
We want to get to know you 👋This is the place to break the ice, share your story, and meet the people you'll be learning and building alongside. No wrong answers, just a friendly space to say hello. Here's a simple prompt to get you started:🙋 Who are you? Your name, role, and where you work.🤖 How do you use Pipefy? Are you automating processes, building AI Agents, orchestrating workflows across teams, or just getting started?🎯 What brings you here? What are you hoping to learn, solve, or build?✨ One fun fact about you. Anything goes, we love a good surprise. Jumped in recently or been here for a while, feel free to say hello. This post stays pinned, so it's always a good time to introduce yourself. 💙
Welcome to the Pipefy Community! This is the right place to ask questions, share ideas, connect with others, and stay up to date with what’s happening on the platform.To keep this space safe, respectful, and valuable for everyone, we've created a few simple — but important — guidelines. They help us maintain a healthy and productive environment for all members. 💙 Respect comes first Treat every member of the community with kindness and professionalism.Different opinions are welcome, but we do not tolerate: Insults, offensive language, or aggressive behavior Hate speech, discrimination, or intolerance Harassment, abuse, or intimidation This is a safe space to share and grow together. 📚 Organization matters Our community is organized into categories based on themes and user intent.When creating a post: Choose the most relevant category Use clear, descriptive titles Avoid duplicating content that already exists This helps everyone find what they need more easily. 🤝 Collaborat
More intelligence in your Agents, more governance in your environment, more confidence to buil. July consolidates Pipefy as an AI-guided orchestration platform grounded in governance. AI Agents gain per-behavior models, advanced reasoning for complex documents, and the option to run on the models your company already uses, while the builder now delivers processes far closer to running. At the same time, your environment becomes more transparent and auditable, from the card to the API, and testing before publishing becomes a natural part of how you build. All launches:Company Overview: consumption governance down to the pipe level Pipe Audit Logs: full structured metadata now available via API Map: see everything your pipe connects to AI Agent Logs: selected row highlight Company Overview: limit alerts and Integration usage visibility Test Move Card automations before you publish AI Agents: test behaviors before publishing Pipefy AI Agents: new Lite, Standard, and Pro Models AI Agent E
Hi all, I’m searching for what are the right sizes for the Logo Form image, because when i’m downloading mine, image is completely crushed.I’ve tried many sizes without success.Thanks for helping
Hi guys, how do you add 2 buttons ‘Approve’ & ‘Reject’ to the email Template. Please can you also add a screenshot of the coding with your illustration. Thanks
Hi guys / @claudia-bar , @thassia, @marcosmelo , @amanda-dianni are we able to change phases via the email alone? For instance the CEOs of the company will not have time to go in the app & would like to either approve or reject request on the email (email will have the relevant information to make informed decision), which will move the card to the next phase.
Hi, I would love to send data from Pipefy to PowerBi and have interactive dashboards to keep track of my processes SLAs. Does any one here ever done that?
Hi Guys, how do I do additions of multiple currency fields, tried formula below & its not working
Goodday, I know I'm on a free plan and I exceeded my free usage quota. I proceeded to delete any useless information and I am now under the usage quota. However, I cannot access the pipes and still get the usage statistics when I try to, except I have no red bars anymore.How can I access my pipes now that the usage is lowered?
Hi Team,I want to explore the pipefy as this is low code no code application where we can do the multiple things automate. It would be really great if it will guide me how I can achieve my self learning assignment though this Pipefy Tool.Import CSV and Excel file in pipefy : I tried to do this with importer application However, It only allow to import the Excel files. We need to do the Header mapping as headers are not in same order so, how can we achieve this through Pipefy. Once header mapping done then we need to store the each files of data into 2 tables in 1 Database : I am able to store data into Database through Excel sheet. however, for csv it is still question and header mappping once data is stored into 2 tables I have to compare 2 tables and findout the difference and stored it into the 3rd Table of that database. Once 3rd table created I need to export the 3rd table records. Can Anyone of your community will let me know how I can achieve this as I am exploring this things o
Why do some pipes in a portal open in the same window and others open in a new window?
It’s been a week since I last logged in and today my pipes have all disappeard. I have a free account - can anyone help me with that?Thank you Bianca
Hi, everyone.The option to “Create record” in “databases” is UNAVAILABLE (!)I need to create lot of record inside the databases today… Help!
Hi @Lucas Pimenta I'm having an issue installing your UIPath x Pipefy cpnnector. I keep getting the message "The file is not a valid nupkg file"I'm adding it in uipath studio community 2020.6.0 Can you assist please? ThanksJaco
Hello everyone! Bom dia! I’ve been using Pipefy for a year now. It’s been amazing to see the tool grow and improve, continuing to get better and better. I’ve learned a lot over the last year and I bet you all have too in the time you’ve been using Pipefy. My question for you is: what’s something you’ve learned to do in Pipefy (a feature or trick) that you didn’t know when you first started using the tool? Something awesome that others might not be aware of. I’ll go first: I recently learned that you can sort the cards in any phase by clicking on the … of that phase in the Kanban view and choosing “Sort phase’s cards”. It’s very helpful! What are your favourite features that others might have missed?Sarah
Hi everyone! How is it going?I’m wondering if anyone could help with a problem that I have been facing.I’m trying to create a card on one of my pipes using .NET but I keep getting BadRequest every time. But the strange thing is that I’m using the same query on a REST client and it works every time. Could someone please help me with this? var jsonString = "{ \"query\": \"mutation{createCard(input:{pipe_id:302295485 title:\"title\" fields_attributes:[{field_id:\"texto_form\", field_value:\"valor_form\"}]}){ card{id title}}}}";
Does anyone know how Pipefy's API consumption is counted? They're wanting to sell me an additional consumption package, but the team that wants to sell me doesn't know where I'm consuming. From my counts, I'm making around 2-3K API calls per month. According to the Pipefy team report, we are doing 15 K. They can't explain.
Hey folks, I’m trying to include a hyperlink in my start form, but can’t get the HTML to work right. I used the following HTML format for the text: <a href="https://www.w3schools.com/">Visit W3Schools.com!</a> It looks great on the build page: A hyperlink with clean textBut on the public form it shows the HTML markup: A non-hyperlink showing all the HTML text Is there a way to get the markup to stay hidden on the public form? I don’t use HTML markup a lot, so maybe this isn’t even the right format for me to use.
Hi doers!This will be a rather lengthy explanation of my problem, whose TLDR is: Uploading Files via API leads to URLs containing a “org/”, which seems to make it impossible to set them as attachment sources using the GraphQL API. Here the full explanation: I am trying to send E-Mails using Pipefy GraphQL API. In general, I do not have any problems with this. I can send E-Mails even with attachments. BUT: only if the attachments were uploaded manually. I am not able to do the attachment when using files uploaded via GraphQL API. Step 1: Upload (works)The upload works as described on this page:First, I request the URL to upload to:mutation { createPresignedUrl(input: { organizationId: 123, fileName: "MyDocument.pdf" }){ clientMutationId url }}Then, I do the upload:curl --request PUT--url 'https://pipefy-production.s3-sa-east-1.amazonaws.com/orgs/ce63-a26b-412f-9d27-3a5776e16e/uploads/45da74d3-0e92-4e1c-a04e-2acc97169a3/SampleFile.pdf?...Signature=fa76e8bf28f88d8ceec1df8219912e10
Where is the Pipefy App developer Page? I´m trying to access this link e open this community.https://developers.pipefy.com/docs/build-your-first-pipefy-app Someone can send me how can i access this page?
There are a number of limitations with PDF Generation and I wonder whether anyone can suggest how they handle particular situations.Let me explain.We’re using the PDF Generator as a means of providing data sets to external parties such as Customers. The two significant issues we’re dealing with are;Connect Field data are not available to PDFs Conditional logic cant be used on PDFs to show/hide certain dataWhat practices have pipefy people adopted to get around these shortcomings?Thanks
I’ve got a bit stuck with this one in GraphQL.Background:I want to update a card which has a required connectionField (you need to create a new card, not link to an existing one). This ConnectionField is to a Pipe, where the start form has some required fields.GraphQL:I’ve been looking at using updateFieldsValues to achieve this, but don’t find how to:Update the conneciton field - which is equal to adding a new card via this connection field Filling in the required fields in this new card (so that it successfully is created)Appreciate any pointers or direction on this. If I haven’t made it clear enough please let me know, and I’ll improve the explanation.
Hello! My name is Thiago and I work as Product Designer at Pipefy. I'm very glad to share with you a new plugin for WordPress I've been designing and developing in the last month. There's a lot of WordPress users around there. And a lot of them use contact forms every day. And probably they're struggling out with email settings, SMTP, and all these hard stuff to get their contact forms working. We all know the Public Forms inside Pipefy are awesome. Inside Pipefy you can structure your workflow and then make the start form public for everyone by generating a link. This form is the pipe’s front door. Its fields ask for all the information people must provide before creating a new card. This card can be one lead, an email, a customer question... basically anything. So I had the idea of creating a simple but powerful way to launch this form in all WordPress pages. By installing the plugin you can integrate your website with Pipefy and enable customers to communicate with your team dire
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