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Hello friends. I need to understand how to use a template created in PDF Generator for piping. I read an official article that requires a request for authorization via the document generator form. I submitted the request a few days ago, but it hasn't been approved. My question is whether I can use the PDF Generator template for piping or whether I can only use the document generator. I found the documentation on this topic very confusing and outdated. Can you please help me?

I’ve been testing the interface option for a few weeks now and I understand that there’s no way (so far) to implement conditionals on the fields displayed.To work around that, I’ve been testing a lot of options,but I struck a wall.I’m using it to display approval information, so we have two fields: date of approval and date of refusal.My problem is: if it is approved, it show the approval date, but the refusal date appears as “This field is blank”.Is there a way to include the option “Don’t exhibit blank fields” on the interfaces?We already have the option of not displaying the filed name, so I believe it’s not that difficult to implement this. 

When you try to conect to another data base in one data base, it shows nothing. 

What happens when the tool doesn’t work and customer support is removed without practical notice? We’re left to figure it out ourselves — and that seems to be exactly what Pipefy expects.Case summary:The advanced options feature inside the configuration of a specific phase within a Pipe simply opened a blank screen. Pipefy’s support replied by email with “clear your cache” and “go to the community,” even after I sent clear screenshots showing the error.After investigating on my own, I discovered the issue was actually a BUG in Pipefy’s interface: a pending user (someone who hadn’t accepted the invitation yet) was blocking the feature and causing the screen to break. There was no warning. Zero error handling.To make things worse: they removed the live chat support that was previously offered, pushing everything to the community (I found this out while trying to resolve the issue via email). But the price remains the same. Oh, and if you don’t accept the new Terms & Conditions with r

I’m trying to use Pipefy’s automation to make a GET request to this endpoint:https://monroneylabels.com/cars/vin.json?single_access_token=MY_TOKEN&car[vin]=MYVIN17CHARSI set it up in Pipefy like this  Method: GET URL: (full URL with both query params, as above) Authentication: No auth No headers, no request body In Postman and Chrome, this exact URL works and returns 200 OK. But in Pipefy, it always returns 400 Bad Request. How can I get Pipefy to actually send the query params? Is this a bug or is there a workaround?

Hey folks,I’m trying to figure out if there’s a simple way to use Pipefy with TikTok. For example, can I automatically create a card in Pipefy when I get a new TikTok lead, or maybe track content posting in a workflow?I’m still experimenting and haven’t seen a lot of examples online. If anyone has tried something like this or has tips on how to set it up without messing things up, I’d really appreciate hearing your approach

Hey guys, I have been playing with the AI assistants and doing some tests and noticed a few things I couldn´t find online. Was hoping someone could help me.I noticed that the excel file I uploaded as a skill failed, where can I see what documents are accepted?Also, how can I connect it to a database instead of only to a pipe?

I need to delete an interface.It displays the error Name is already in use.

Has anyone else been having trouble with their account being changed to a “Starter” and when you attempt to reach the billing department, you get ignored? This product has been a billing nightmare for me since Day 1...

Hello and thank you in advance.I have a Pipe already created with sequential Task/Phases, after 2 years we need to enhance process and get activities simultaneously done, the same way Template Human Resources Workflow Processes Pack, is configured, then I ask for support with the following questions:It´s possible to join Phases in only one simultaneous Parent Card for the Pipe I already created? Or Should I have to create a New Pipe? In case is possible to edit original Pipe, is ther any guide to get the step by step, I found some materials in Pipefy Library, however not many materials are available for that. Could Someone kindly explain with some screens?Picture 1. Process AS IS Picture 2. Process TO BEIn the card is show 3 activities were done while waiting “Manage Interview” Appreciate responseRegards,Danna

I'm disappointed with my experience on Pipefy’s Enterprise plan. Despite paying over $3,000, my account hasn’t been upgraded, which is affecting my workflow. I wanted to configure a custom domain for email, but I'm unable to proceed.I've submitted two support tickets; the first was acknowledged but unresolved, and the second (#5890262) has been ignored. This level of support is frustrating, especially for an enterprise-grade platform. I hope someone escalates this issue, as it’s making me reconsider my decision to use Pipefy for my business.

What is the best way to automate the periodic deletion of all records in a database that are not connected to a card? (The records are the children the parent cards in the connection)

Hi, i recently came to know about pipefy. Im social media marketer and i mostly use Whatsapp for that. Groups are main source for my content share for cheetah links tiktok whatsapp groups. How do i automate groups by using some type of software or any other thing

I’m trying to calculate the average time a card spends in each phase. However, I'm noticing that the results change depending on the configuration.—specifically when I add or remove "Phase Name" or "Current" from the Dimensions. When "Phase Name" is selected & “Current Phase” is added to the filters, the figures are different Could you please clarify: What exactly do "Phase Name" and "Current Phase" mean in this context? What is the correct way to structure this to get an accurate average time per phase?  And do the date filters actually work: 

URGENT----- URGENT----- URGENTMy whole business is down because we can't login to the webpage. I can't figure out a fix or bypass. The login page keeps giving me a "ERR_SSL_PROTOCOL_ERROR" PLEASE ASSIST 

We are having problems with filters and card searches for some users in my company. The user searches for the name of the card client, for example, and a list of empty cards appears, but we know that this client exists.  

Hello,My automations are not working. I am trying to do something very simple: move a card to another phase if created, or created and some condition like a field of currency is more than, or if a field of string was filled.But none of them worked properly. And the automations logs always report the same:"A automação foi executada com sucesso, e nenhuma ação foi tomada, pois as condições definidas não foram atendidas."Follow more details:   

I have an idea which will be of huge benefit for my customers, provide a customer service which betters the competition and also simplify existing operational complexity.I have designed an elegant solution in Pipefy as a Proof of Concept but limitations on the way Pipefy Start Forms display data from connected pipes appears to make this approach useless.Use CaseI want to provide Customers with a Pipefy Public Start Form to allow them to request services from a pick list of service offerings from my company. Each Service offering will describewho the service is intended for (eg private individual, business etc) what the service is, what the service includes what the service does not include service pricingThis will ensure the customer can make an informed decision and choose the most appropriate service.Great!Proof of ConceptI’ve created a “Service Picklist” Pipe which will essentially serve as a database Picklist of Services (see attached Card screenshot “Example Service.png” as an exa

When will Pipesign be available with its options in Spanish? Thanks.

I want to calculate the total cost of a Card while it's open.So, I tried to use Automations > [When a card is created] > [Apply a formula].The formula I need is: (Hourly Value Field * 8 hours) * (Due Date - Today's Date) but I couldn't insert Today's Date.

It is important to release more options to include in the card's PDF template.For example, fields such as checkbox and card ID are essential for assembling the document.

Prakash Hinduja (Geneva, Switzerland):"Hello Pipefy Community,As a strategic advisor working at the intersection of finance, renewable energy, and digital assets, I’ve seen firsthand how evolving markets demand agile frameworks—both in investment strategies and operational execution. That’s why I’m eager to hear how this community leverages tools like Pipefy to streamline workflows in these dynamic sectors.Three areas I’d love to discuss: Renewable Energy Projects: How are teams managing cross-border compliance, investor reporting, or ESG tracking? Any Pipefy automations you’ve built to handle these complexities? Precious Metals & Crypto Asset Management: For those handling physical gold logistics or crypto custody, what processes ensure auditability and risk mitigation? Future-Proofing Financial Operations: In volatile markets, speed and transparency are critical. Have you adapted Pipefy to monitor real-time asset performance or investor communications? I’ll share

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? 

Pipefy Automations don’t limit me when inputting formulas for the formula automation.That makes me a bit confused, since I cannot imagine how certain things work, and I would be thankful for clear description. Example of where the confusion comes in:Let’s say I have a pipe, Sales, and a connected Database, Products, each with a price and a quantity. Consequently, for a card in Sales with multiple Products, one can argue price and quantity to be vectors. If I do SUM(MULTIPLY(price, quantity)), do I get the toal price of a card in Sales with all the connected Products, or does it work differently and e.g. MULTIPLY does a cross product rather than a component-wise multipication?And what if I say I have two connected databases with different numbers of entries, i.e., I separate Products and Quantity into two databases and the user can select just one Product but multiple quantities – does the product price vector automatically scale to the size of the quantity, or the quantity vector to th