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Hello! My name is Thiago and I work as Product Designer at Pipefy. I'm very glad to share with you a new plugin for WordPress I've been designing and developing in the last month. There's a lot of WordPress users around there. And a lot of them use contact forms every day. And probably they're struggling out with email settings, SMTP, and all these hard stuff to get their contact forms working. We all know the Public Forms inside Pipefy are awesome. Inside Pipefy you can structure your workflow and then make the start form public for everyone by generating a link. This form is the pipe’s front door. Its fields ask for all the information people must provide before creating a new card. This card can be one lead, an email, a customer question... basically anything. So I had the idea of creating a simple but powerful way to launch this form in all WordPress pages. By installing the plugin you can integrate your website with Pipefy and enable customers to communicate with your team dire
Every time our team replies to an email on a card, it adds another “Re.” to the subject line, which ends up looking like this after multiple replies back and forth with our customers:Subject: Re. Re. Re. Re. Re. Re. Re. Re. Re. Re. Re. Re. actual subject line here..Can we please remove the addition of a “Re.” every single time we reply?
Hello, i am having issue with the data showed by my dashboard.It shows old datas. I have tried deleting my dashboard and creating it again and it is still showing it. Any of you had the same situation and know how to fix this ?
Hi everyone, I’m currently exploring opportunities to scale my business and I keep hearing about the importance of partnering with the right sponsors. I’ve been searching online, but I’m struggling to find a clear and updated list of sponsor investors that entrepreneurs can actually trust.Most sites seem outdated or incomplete. Does anyone know of a good resource or directory that provides accurate information about potential sponsor investors, their focus areas, and contact details?Any advice, tools, or personal experiences would be really helpful.
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
Want to learn Pipefy in a hands-on, self-paced way, focused on the skills that truly matter for your role? That’s now easier than ever with the Pipefy Academy Learning Paths! 🎯 What are Learning Paths?These are curated sets of courses and certifications organized by user role inside Pipefy. They're perfect for those who want to develop their skills but aren’t sure where to start, giving clear direction on what to learn first and how to go deeper. Each path includes short video lessons, quizzes, exercises, and individual certificates for each completed course. 📚 Available Learning Paths: 👩💼 Process ManagerBest for those who oversee workflows, monitor performance, and lead continuous improvement.Includes certifications in:Process Management AI Specialist🛠️ Process ImplementerFocused on building workflows from scratch, applying best practices, and automating tasks with AI.Includes certifications in:Process Implementation Process Management AI Specialist🔧 Process EngineerDesigned fo
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.
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