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I need a way to transfer information from one card in “pipe A” to a new card in “pipe B” using an automation without the parent/child relationship. Can someone help me with this please?
Hello,I’m wondering if I’m missing some setting or if it’s actually not working, but I’m having trouble changing the text of my Create a Card button for pipe/database connections. When I open the form individually, the text is correct, but when I’m using a parent form that has a connection to it, the text is back to the default value.The button to create the pipe connection on the parent formPipe connection when expanded, the blue button has the default text.Form when acessed directly
The automation for creating a connected card is used to carry information from one pipe to another via the connection between the source and target pipe.👉🏼What do I need to start the automation?First you must have both pipes created, and with fields created as well.⚠️Importante for automation to work:The fields in the destination pipe, need to be of the same type as the fields in the source pipe. This means that you will not be able to send information from a number type field of the source pipe to an email type field of the destination pipe, for example.In the case of fields with multiple choices, such as the Single Selection type field, the choices in the source pipe field need to be exactly the same as in the target pipe field. If there is a difference, for example, lower case and upper case, the automation will not work.The fields must be set up as in this example: Pipe Test 1 Pipe Test 2On
Hello, I’m using the software as a business process. I want to be able to create and print invoices per card. Our invoicing is simple. We have about 7-10 different prices per units.My questions are:Is there a way to have a simple math function? Such as so many units times a preset price? Is there a way to create a PDF that has said math function? Is there a way to create a document instead of PDF, so that it can be manually edited? Is there a way to have an end of process email a PDF invoice? When card enters a certain phase?
This type of automation is ideal when you want to move the parent card after the child card has reached a certain phase in the process.👉🏼What do I need to start the automation?First you must have both pipes created, and with fields created as well. After that you need to connect the pipes, and have connected cards being created in the child pipe.⚠️Important for automation operation!For the proper operation of the movement of the parent card, there must be no obstacles to moving the phase card. For example, a required field in the current parent card phase can’t be empty, or the current parent card phase must not allow the card to move to the phase indicated in the automation. 👉🏼How do I create automation?You can choose from different triggers, like the one in the example below: "A card enters a phase". The automation will be created in the child pipe, as shown in the image: Now you will set the automation action: "Move the parent card". You must select the parent pipe, and also the
Hello all !I have a problem with the shared Inbox feature that I want to share with you.When one of my agents answer a client a new card is create. For example:client 1 → pipe email 1 received → card A is createdagent answer pipe email 1 → card B is created The expected was:agent answer pipe email 1 → the answer keeps below card A And the reason I think this happens as you can see in the below image is when I answer an email the pipe e-mail address is on copy and triggers the creation of a new card. Any help there? For me, it doesn´t make any sense to put the destination e-mail (pipe's email) in copy on a reply. Thank you!
I am trying to acces pipefy data through the API, however, I am not able no find my organization ID or my pipe ID anywhere, I am just missing those to finish everything. Thanks,Leo
Hi guys!I have superadmin permission and when I make the API call I get back only the IDs of the Pipes I am part of. The others in the organization are not listed.Does anyone know what this could be? We have tried with another superadmin account and it is inside a Pipe, the return of the ID is also only from this pipe it is part of.Currently we have more than 200.
Good afternoon, Community. All good?Does anyone have any process model for checking conflicts between clients?That is, the requester answers some questions on the form, such as the customer's name, parts, etc., and the system returns informing if there is any conflict.between that customer. The customer base can be queried, send alerts to other people.It would be something like that.
In the importer feature, there is an error that always happens when i’m trying to import phone numbers. This is an example of phone numbers I haveThis is the importer error log with what it made of the info I had.This error is making me use the text field for phone numbers, and I don’t want that.Does anybody knows what might be happening??
Background: We have some pipes that contain connected fields to other Pipes.It can look like this:PIPE 1 - the Pipe user’s useConnected Field to Pipe 2 Connected Field to Pipe 3 (in the start form for pipe 2) Problem: A few months ago access to the connected field in pipe 3 disappeared. This broke our pipes using dynamic content to show Pipe 3 data.Clarification: I’ve been told several times it’s a bug that is being worked on. But several months down the line I’m just wondering if the feature has been discontinued - it’s unusual for a bug to last so long. Would appreciate any input on this - it was a very cool feature/ that allowed us to really make the most of pipefy’s connected fields (probably the most valuable and differentiated feature). This downgrade in functionality has unfortunately has limited its use for us.
Hi I am new to pipefy so please bear with me...We have started a pipe to manage job cards for our small service business. The start form is completed for every new job with customer and job details. A lot of our customers are repeat customers so we have added a contact database connection to the start form which is successfully allowing us to add an existing or new customer to each form.My problem is once a card has been created, and the card is opened in the app from within any phase, only the customer name displays and the contact card does not open from within the app.This is a problem for our field workers who need to be able to contact customers when completing a job. Is there a way to allow access to the contacts database from within the app? Am I missing something?Thanks in advance.
Hello, Community! I hope you're great!Today, I share with you a quick video we created to talk about request management in Pipefy. As you know, Pipefy is capable of managing processes in the most varied areas (Purchasing, HR, Sales, IT), and many times these processes revolve around requests.We have a person who needs something asking someone else for this. The idea of the video is precisely to explain this dynamic, and help anyone understand how Pipefy can manage requests, regardless of the department! Check it out:
Hi i need to customize my pipefy according to my internal process. Need a support from either pipefy or a feeelancer. Ready to pay.
Today I can’t use Pipefy e-mails in my company because of the branding on the footer of each email. Also, the embeded forms are becoming an increasing problem, because Pipefy keeps on adding more and more of their branding and CTAs. embeded form propaganda after submit It's understandable if you want to use your branding on FREE accounts, but seriously, my company pays the enterprise plan and we can’t opt out of these annoying things. Me, personaly, I stopped recommending Pipefy to other companies. It’s becoming a very expensive tool, since we can’t use all it’s resources.
Today we are launching a new series of posts interviewing our Superusers, which will happen once a month. We will have a chance to get to know more about the members who are engaged and an inspiration to us, learn more about what they do and like, and how Pipefy helps them in their routine.In this first interview granted by Marcos Melo, Data and Process Manager, and a Community Super User, we got to know a little more about his relationship and experience with Pipefy. > Tell us a little about yourself. Where are you from? What are your interests and hobbies? What is your job, and where are you employed?“My name is Marcos Melo, I'm from São Paulo-SP. I have a degree in Computer Networks and a master’s degree in IT Governance. I am always looking for new knowledge and innovation.My subjects of interest are technology, innovation, wellness and health, and travel. My hobbies are reading, running, video editing, and music.I work in Data and Process Management at Cia Tradicional de Comérc
You can request a password reset directly on the platform, just access the link:👉🏻https://app.pipefy.com/accounts/recoveryEnter your email and choose one of the options below: After filling out the email and sending it, you will receive a password reset link, which will be valid for 6 hours.
The first step is to create a phase where you will receive the cards that meet the requirement to send an email before or after the expiration date. In the example, we will set it up so that 7 days before the expiration date of the field an email is sent to the customer. After creating the phase we will create the recurring activity automation. The frequency within the recurring activity is at your discretion, in this case, we use every half hour. Also, we select the option to move the card to the "Proposal" phase which is the new phase created within the "Recruitment Process" pipe in the example: Now we go to "Add new scenario" to set the card to move to the new phase, based on 7 days before expiration. Under Phases > Start Form, we select the due date field. Then under Relative, we set it to exactly 7 days ago, as in the video: After saving this first automation. Let's create the second automation, to send the email. At this point, you should have already saved the email t
Buen día a todos, cordial saludo. Quisiera preguntarles si saben si hay alguna comunidad en español sobre Pipefy en la que pueda ver tutoriales y compartir conocimiento en general. Muchas gracias.
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.
Have you already asked yourself if there’s an easier way to pull a list of all users from your Pipefy organization? Well, there’s a thing called GraphQL query that maybe can help you. GraphQL is a query language for your API, and a server-side runtime for executing queries by using a type system you define for your data. This technology helps you search for information in your organization in a much faster and practical way. Ok, but you are probably asking yourself what should I do? First, you need to access Pipefy’s GraphQL page: https://app.pipefy.com/graphiql , that should pretty much look like this: Now you should paste the query below on the left white side of the page: Query: { organizations(ids: [Paste here your Org ID]) { members { user { name email } } } } It should look like this (example): { organizations(ids: [91162]) { members { user { name email } } } } Afte
I’d like to start using Pipefy with the “Starter” plan. But there are a few details I want to clarify before creating anything. The "Starter" plan shows "Up to 50/month" for cards. Is this referring to the total number of cards I can have or to the number of new cards I can create each month? How can I track my card limit for the month?
Hi everybody,I deleted, by mistake, a Pipefy Card that hited the final stage. Is ther any way to restore it? Thanks,David
I’ve been reviewing the API to see how to work with Card Checklists. Based on documentation there, I’m not sure where they are available.Two questions on this: Are Card Fields the way to list card checklists on a card: https://api-docs.pipefy.com/reference/objects/CardField/ Can we add card checklists via the Update Card Field: https://api-docs.pipefy.com/reference/mutations/updateCardField/ Appreciate any thoughts or experience on doing this. Thanks.
Olá, Pessoal!Segue uma dica, caso encontrem esse erro no Make. A dica abaixo pode ser uma das soluções.Recentemente tive um problema na integração do Make com o Pipefy. Quando eu tentava salvar uma configuração de um novo cenário inserindo uma conexão já existente no Make, eu recebia uma mensagem de erro informando que a permissão foi negada. Error 30001 Permission Denied.[Painel Make] Depois de muita luta, consegui identificar a causa. A conta de usuário do Pipefy que eu estava usando na conexão com o Make, estava com a função de membro dentro do Pipe. Então, alterei para função de Administrador dentro do Pipe, o erro 30001 sumiu no Make e a integração voltou a funcionar. [Painel Pipefy] Mas o engraçado é que não sei como a função do usuário mudou de Admin para Membro. Essa parte estou verificando com a equipe de suporte do Pipefy.
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