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With a fully redesigned platform, we’re introducing a new learning experience to help professionals and companies build more efficient, strategic, and data-driven processes. Pipefy Academy certifications cover everything you need to know to use AI features, create automations, configure integrations, and much more. Now you’ll find:✨ More intuitive navigation🤖 Quick, practical, and up-to-date content🎯 Learning paths tailored to your maturity level🎥 Full courses, bite-sized lessons, webinars, and more Everything is designed to give you more autonomy and help you accelerate results with Pipefy. And the best part: if you were already part of the previous platform, all your progress, history, and certifications have been preserved. Explore the new Pipefy Academy and take your skills to the next level.
Hi,I’m having an issue with a dashboard chart in Pipefy. When I set up the chart to count cards that moved to the "feedback call" phase this year, it works correctly: However, when I add grouping by months, the chart shows "no results".Has anyone experienced a similar problem or knows how to fix this?
Could someone please help me?How do I copy the content of one field to another as soon as the other is filled?
Issue: When clicking a PDF file in a Pipefy card using Chrome Beta 143 on Android 15, the browser forces a download/open dialogue instead of displaying the file directly in the tab (inline viewing). Diagnosis: Chrome's native PDF viewer is confirmed working (external PDFs open correctly). The Pipefy server is likely sending the HTTP header Content-Disposition: attachment, overriding the browser's native viewer. Request: Please remove the Content-Disposition: attachment header for PDF files to allow inline viewing on modern mobile browsers.
The page Member and Permissions is not working. When I try to see members or add a new one I receive the message "We are sorry, something goes wrong". It works fine a few weeks ago.Any idea how to fix that?
Hello Pipefy Community,I'm exploring ways to optimize our organization's front desk operations and am curious about leveraging automation to improve efficiency. Specifically, I'm interested in how reception services can be streamlined using Pipefy's features.For instance, can we automate visitor check-ins, manage room bookings, or handle guest inquiries through Pipefy? Are there any templates or workflows within the community that have been effective in automating these tasks?Additionally, how can we integrate Pipefy with existing tools like calendars or email systems to create a seamless experience for both guests and staff?Looking forward to your insights and experiences!
When I pull a report to include the attachment link, if there are more than one attachment, the link does not appear on the report. Is there a way around this? Could the report list all the links for each attachment connected with a Pipefy Card? Please help!
Connectivity, autonomy, and intelligence for your processes This month, we're bringing strategic updates to elevate your Pipefy operations. The focus is entirely on data governance, productivity, and the power of Artificial Intelligence, ensuring your team has the right tools to orchestrate complex workflows with maximum agility and zero friction. Check out all the releases:Pipefy Integration Hub Search in Interfaces Duplicate conditionals in forms Improved error handling for custom SMTP and email AI Agents: Support for Databases as a Knowledge Base Pipefy Integration HubThe Integration Hub is Pipefy’s integration hub that connects critical systems and orchestrates end-to-end data flows, centralizing integrations within a secure and governed layer inside Pipefy’s infrastructure. All executed within Pipefy’s infrastructure, providing greater visibility and control over integrations.500+ ready-to-use connectors for enterprise systems Low-code flow builder (triggers, actions, and logic st
Hi everyone,I am currently trying to automate a daily bank balance inquiry from our corporate account with First Abu Dhabi Bank into Pipefy so our finance team can track cash position directly inside a pipe. The idea is to automatically create or update a card every morning with the latest available balance, instead of someone logging into the bank portal and manually updating the information.We are on the Enterprise plan and started testing this through the Integration Hub using an HTTP request to the bank’s API. The issue is that even though the API call works in Postman with the same credentials, inside Pipefy the request either times out or returns an authentication error. We have double checked the headers, tokens, and IP restrictions, and from the bank’s side they confirmed the credentials are valid.Another challenge is that even when we simulate a successful response, I am not sure about the best way to structure the data so that the balance history is stored properly for report
I need to capture the name of the user who moves a card to "Finished" into a custom field for reporting purposes. Right now, this is only tracked in the activity history, but I need it in a standalone field to create better filters and metrics. Any recommendations on how I can achieve that?
Outgoing emails are marked as new on the card in the Kanban view as well as in the email tab.Are there settings I can change so that only incoming messages are marked as New? If not, there needs to be a way to do that!
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Hello, Community! We’re excited to kick off a new series of posts. Twice a month, we’ll share practical examples of Pipefy AI automation use cases for specific departments. Up first: receipt validation for reimbursements. This finance process can be time consuming and may require lots of manual work to verify details, increasing the chance of errors. But what if AI could handle all of this automatically and accurately? Add Pipefy AI Automation to your finance department for faster, more reliable reimbursement processing and receipt validation. 🔍Check out this video to learn how to automate your receipt validation with Pipefy AI. Ready for another use case? 👇Let us know in the comments which department you’d like to see featured next: HR Legal Procurement Customer SupportWe look forward to hearing your thoughts, suggestions, and AI Automation success stories!
The Pipefy Database fields, we have multiple of a client and each has a product per record. Now there are multiple records that do not show when we type in the title of the record. Is there a limit, is there a way to extend the amount of records Also, what is the order that they display? I am not seeing any consistency
Outgoing messages should never be marked as New. Is there a way to fix that in our settings? Thanks!
Hi there,Do you know how to download files like licenses and other outside documents in Pipefy so we can access them when we need to send them? The idea is to have all documents and files in one place like a depository --- Thank you.
Em alguns casos não consigo obter os dados de um cartão pai quando a requisição é feita corretamente.Tenho um pipe chamado [Geral] Propriedade, outro chamado [Propriedade] Item e outro chamado [Suprimento] Estoque Previsto de Obra/Manutenção.Existe um campo chamado Itens, do tipo Pipe connection, no pipe [Geral] Propriedade que cria cartões no pipe [Propriedade] Item.A criação do cartão no pipe [Propriedade] Item dispara um webhook que cria um cartão no pipe [Suprimento] Estoque Previsto de Obra/Manutenção.O problema é que em alguns casos aleatórios eu não consigo acessar o que eu preciso através do PARENT RELATIONS, conforme evidência abaixo: Por exemplo, de todos os cartões que aparecem na imagem imediatamente acima, apenas o cartão destacado em vermelho não teve o cartão criado no pipe [Suprimento] Estoque Previsto de Obra/Manutenção. Além dele, outros 2 cartões, que não aparecem na imagem, também não foram criados.Alguém já teve a mesma experiência? Se sim, como contornou?
Hi Pipefy team, We’ve faced a problem regarding “Submit another response” with new portal:In our form setting, we turn on “Submit another response” property.Howerver, after submitting a new card on the new portal, it doesn’t show the action for users to create another response.This only happens to the new portal. We did not have it with the old portal feature. Please help to check. We look forward to hearing from you soon!
Hi everyone!I'm experiencing an issue with emails sent via Pipefy automations.Two people outside our organization (with @outlook.com and @hotmail.com addresses) are consistently receiving these emails in their spam/junk folders, while all other recipients (both internal and external) receive them normally in their inboxes.We've already marked the domain @mail.pipefy.com as safe in their email settings to prevent sender blocking, but the problem still persists.Has anyone faced a similar issue? Is there any other recommendation or configuration that could help?Thanks in advance!
Suggestion to enable label field editing in a database.
My Pipes are blocked with this message My account has not exceeded any usage limits for the free plan.
Trying to pull data from my dashboards. Just continually loading then says no data filtered. Is the system down today?
Estou desenvolvendo uma integração no Workato, que realiza a exportação de um relatório do Pipefy via API e, em seguida, faz o upload do arquivo gerado para o Google Drive.No entanto, estou enfrentando um problema de permissão ao tentar acessar o arquivo usando a ação "Get file from URL". O que devo fazer para conseguir acessar esse documento pelo Workato?
Possuo 3 pipes:- [Suprimento] Requisição- [Suprimento] Cotação- [Suprimento] Nota FiscalDentro do pipe [Suprimento] Requisição existe o campo Cotação Aprovada que possui a conexão com o pipe [Suprimento] Cotação, conforme evidências abaixo: Dentro do pipe [Suprimento] Nota Fiscal existe o campo Requisição que possui a conexão com o pipe [Suprimento] Requisição, conforme evidências abaixo: Eu preciso acessar um campo que está dentro do cartão no pipe [Suprimento] Cotação. pelo cartão do pipe [Suprimento] Nota Fiscal. Eu deveria conseguir uma vez que os 3 pipes estão conectados, não? Se sim, por que eu não consigo acessar o campo, conforme evidências abaixo? Entendi errado o que é possível acessar de campo entre cartões conectados?
I’m confused by the description, is the lateness_time returned by this query the SLA by each phase?query MyQuery { allCards(pipeId: "") { edges { node { phases_history { phase { id lateness_time name } } } } }}
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