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In the mobile app, the ARCHIVED fields continue to appear normally, unlike Pipefy on the web browser. This is an issue that severely disrupts the workflow for those who rely heavily on the mobile version.

We're having a problem:Some fields available on the cards aren't appearing as filter options.How can we make this field appear so we can filter?orWhy isn't the field displayed? Is there a rule or condition required to display it as a filter item?If anyone can help, I'd appreciate it.

Hi everyone,I’m trying to understand if it’s possible to integrate Pipefy with an external text styling tool that doesn’t currently have a public API.The goal is to transform or format text (for example, making it more visually styled) before or after it’s added to a Pipefy card.I’m wondering:Are there any workarounds for integrating tools without APIs? Can this be achieved using webhooks, browser automation, or third-party tools like Zapier/Make? Has anyone tried integrating a text transformation tool in a similar way?For context, I’m working on a “letras diferentes” style tool for generating formatted text, and I’d love to connect it with Pipefy workflows.

Hi, I'm currently using Pipefy in the professional plan and I would love to move to the business or enterprise plan. How can I upgrade my plan? 

Hello everyone!I’m having an issue with email follow-ups with my clients.In my process, when a card moves to another phase, some emails are sent to the client informing them of the current status of the request, like a follow-up. However, the emails related to the same card arrive in the mailbox separately, instead of appearing in the same thread. This makes it more difficult for us to follow up with our clients.I’d like to know if there is any way to make all emails related to the same card arrive in a single thread in the mailbox, so the previous messages remain visible and the conversation history is clear.

Hello there!One of my collegues are having trouble accessing her account, and the problem is specifically with her account. I can log in on mine on several computers, but she can’t. We tried on different computers, even on mobile, and the error persists on all of them, and only with her account. 

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!

WE NEED TO GET DETAILS ABOUT SMB PLAN PACKAGE

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?