Pipefy, recognized as one of the Market Shapers by Gartner®
Share experiences, ask questions, and learn from experts to get the most out of the Pipefy.
Recently active
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?
I found the following in the code of the calendar app: There seems to be a functionpipefy.getAuthToken()on the pipefyApp object as also used for registering any pipe badges etc.Unfortunately, when I use this function, it only returns false. Why is this? What can I do to get the authentication token in the custom app?
Setting up an SMTP, there are 4 error messages that we expect Pipefy to inform when something goes wrong with the configuration. Below you will find some possibilities.Causes and Solutions:🔹”We couldn't reach your SMTP host,' 'make sure your Port number or Host address is correct”: Pipefy shows this error when a "Net::OpenTimeout" type, error occurs. This means that when trying to connect using the information provided by the customer, we reached the timeout limit of the SMTP test connection probably because the Host or Port is wrong or is not configured to support SMTP protocol calls.🔹"Incorrect credentials, make sure your Username or Password is correct" This message appears whenever we receive a "Net::SMTPAuthenticationError".The reason for this could be:The Username/password is incorrect, and the email Domain doesn't currently support SMTP setups The user email isn't configured to support SMTP setups Client has 2FA on outlook (outlook only supports simple authentication for SMTPS
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! 🤩
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?
Have been running into this issue with the long text field when trying to store text that has some SQL syntax included:Quick fix: Is there a way to escape this so I can enter some code? Long term fix: Should the data in long text fields in pipefy backend be stored in a way to avoid these errors?
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
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
I want to set a trigger so that when my card changes to a specific phase, I can get it's data and use it to do a request to another API.What would be the best way to do this? Is it possible to do it inside a Pipefy framework app or would it be better to fetch the card/pipe data with graphql?
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?
I have a REST service that sends a customized email notification to all employees. [ With JSONas input ]I want to integrate this REST API with Pipefy, so when a card is created in pipefy, I want toformat card info (Data from Pipefy webhook) and do the job.Information:Created a webhook in pipefy using "https://app.pipefy.com/graphiql" using mutation"createwebhook" and, webhook is created with an idQuestion:How can I use this webhook and how can I call my own REST API (or how this webhookinteracts with my REST API ?)Please suggest
Does anybody know why is not possible to track emails from pipey app?app is so limited now
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.
Hello Pipefy Commuinity,I’m looking for a solution for a forms. We use one pipe to schedule 1:1 training with pre setted dates. The only solution I have found is to create a dropdown list with date/weekday/time.In the example below you can see what I’m trying to achieve:If I publish this form I can get multiple answers for either option.Is there a better way to approach this?Thank you in advance!
Have you ever asked yourself if it’s possible to hide a pipe so other members wouldn’t be able to see that it even exists? Well, that’s possible. Here is a step-by-step on how to hide your pipes: 1- Choose a pipe that you would like to hide 2- Access on it and open the pipe settings 3- Scroll down to “Permissions” and select the option private pipe and save it. 4- Click on create a new card , click on the three dots on the top right corner of the form module and go to “Edit the start form” 5- Scroll all the way down and uncheck the box “Allow all team members to create cards on this pipe” That’s it! Now your process is hidden and no one besides invited members and organization admins can see it. Important: having in mind that the process is now private and hidden, you will need to invite members to join the pipe otherwise they will not be able to found it. I hope you like it!
Hello! I’m trying to set up automations within my pipe which will send various email templates when it enters each phase, but it needs to send the email on a specific date. We deliver training so the delegates need to be emailed different pieces of information on different dates leading up to the course, as well as during the course. I’ve tried so many different scenarios and conditions but I just can’t seem to get it to send the info or move the card on the date I specify. I’m hoping someone can offer some advice? (Hopefully I’ve explained it clearly enough) Thanks
Hi!I am new at using graphql with pipefy API.I am trying to retrieve all the “Record Infos” of table rows using the pipefy API.Using {"query":"{ table_records(table_id: 12345678) { edges { node { id title done table { id } created_at created_by { id } } } } }"}',I am able to retrieve preliminary information about each row in the table. This is a sample result:[0] => stdClass Object ( [node] => stdClass Object ( [id] => 99999999 [title] => ROW TITLE [done] => [table] => stdClass Object ( [id] => AAA-BBBB ) [created_at] => 2022-02-10T09:19:48-05:00 [created_by] => stdClass Object ( [id] => 11111111 ) ) )However I am struggling to find the proper method to retrieve the node’s complete content; Meaning all the fields
Hello Guys,Its normal to have @pipefy acounts inside our pipes?Here a exemple of what happend to me today.
BACKGROUND:We have a pipe with ‘restricted view users’ so they only work on their items. However, we’d like them to see the dashboard charts.ISSUE:We’ve set the permissions to read only for them in the dashboard permissions. They are seeing no data in the charts (they see empty charts)Screenshotsthese are role permissions set for dashboard This is what the user’s see - the charts/ but no data in them (whereas I can see the data fine)
I have included a date property in a card and when the card reaches a phase, an email is sent with that date information (dynamic field). Date in the card is in the expected format (DD/MM/YYYY), but date in the email is in a different format (MM/DD/YYYY). How can I change the format in the email?
Scenario:A field is on start form which shouldn’t be used by the user An automation fills itIssue:To prevent users modifying it we make it a hidden field (conditional) When a field is hidden it seems that the automations don’t work?Question:Can you confirm this is expected behavior for Pipefy? Am I missing a simple way to have non-user fields and have them updated in pipes?Potential Solution:If the API doesn’t have the limitation of automations (hidden fields not updatable) we could use the API to update the fields (if this is the best option, can you confirm that API works with hidden fields?)
Hi I am filling out a security check for my company and was wondering if i could be put in contact with someone to fill in some questions for me. thank you
In Pipefy need to add 2 values. Example If I have multiple line item in Invoice, updating each line item and a field should show the total value of the line items.Can we do this using database or adding cells using dynamic value. Please advise.
Hi all !Could you confirm, if a done card is a card moved at the end of a workflow, in a phase marked as an end of the process ?Thanks a lot :)
Hello,I create a Pipe and was started to be used a few months ago, however we review mapping process with other company stakeholders leading in the need to change Pipe configuration, is the any support to help to know if aI change the order what happen with the Cards that are in progress or recommendations (ex. complete all cards before new changes)? I tried to start a chat for support but the option failed
Already have an account? Login
No account yet? Create an account
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.