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Hello everyone,I use Pipefy and I have a question about how to solve a situation in my workflow.I have an initial form with several text fields. When I fill out this form, a card is created in the initial phase called "Backlog," which automatically sends an email to certain people. What I need is for this email to include a PDF with all the information filled out in the initial form.If I insert the dynamic fields directly into the email body, the information appears in the message, but the email becomes very long because of the amount of data. Therefore, I thought of including a PDF in the email. The email message would only have a phrase like "for more details, please see the attached PDF" or "for more information, please check the PDF at this link.”Does anyone know if this is possible? If so, could you explain how to do it?Thank you!
It's possible to upload a file and create and/or delete attachments in pipes using GraphQL API?
Please can you add screen shots to your answers. Thanks
Hi,I am trying to understand how to provide parameters to the allCards query. It seems there is no place where simple example queries are shown, so its becoming difficult to understand how to construct API queries.Right now I am experimenting with basic queries and trying them with GraphiQL. With the below query I try to filter cards and retrieve all cards where a certain field has a value equal to a certain value, Eduardo in this example. The below query returns errors, it seems it is expecting a string. The error does not resolve if I enclose the field name and/or value between “”. The query below does retrieve values if the 4th line is completely removed (i.e. the line with the filter).How are this filters constructed? What is the basic grammar? What am I missing? Thanks! errors": [{ "message": "Argument 'field' on InputObject 'AdvancedSearch' has an invalid value (field_24_string). Expected type 'String'.",The allCards query { # searching cards based on limited parameters: y
Understanding the Total Cost of Ownership (TCO) is crucial for making informed decisions about purchasing, implementing, and maintaining products, tools, or equipment. TCO encompasses all expenses incurred throughout the lifecycle of a product, including downtime, training, and other productivity losses. By quantifying these costs, TCO provides a clearer picture of not only the financial investment but also the value derived from the product. 🔗 Read our latest blog post to gain insights into TCO and learn how to accurately evaluate the full cost and value of your investments: Total Cost of Ownership (TCO): Definition, Components, and Examples 👉🏻Don’t miss this essential read to optimize your decision-making process and enhance your strategic planning!
Hello, I would like some help finding a solution to a problem. In a purchasing process, the requester opens a ticket with the products they need to be subsequently requested for purchase. I would like to find a way to unify the items from my tickets into a single card to proceed to the purchase phase later.For example: João requested 3 pens and 5 notebooks. Maria requested 6 notebooks, 3 pens, and 2 pencils. From these requests, 2 cards were generated in my pipe.To proceed with the purchasing process, I need a single card containing the total of the open tickets, that is, with 6 pens, 11 notebooks, and 2 pencils.How do I do this in Pipefy?
Hello pipefy, who will be the new community manager?
IT management has become increasingly complicated in recent years, especially with the delivery of IT services. The wide availability of competing technologies can overwhelm and disorganize IT departments. However, in today’s data-driven world, there’s little room for IT errors – sensitive data can fall into the wrong hands or inefficiencies can compound until processes fail. Implementing an IT framework is a sound approach for regaining control of your IT environment, but it requires careful selection of the right model. 🔗 Read our latest blog post to explore the benefits of IT frameworks and learn how to choose the best one for your organization: 11 Most Popular IT Frameworks You Need to Know About In this post, we provide a general overview of IT frameworks and examine specific frameworks, focusing on how to select the best one for your organization.💥Don’t miss this essential read to enhance your IT strategy and safeguard your data!
Hi guys, how do you add 2 buttons ‘Approve’ & ‘Reject’ to the email Template. Please can you also add a screenshot of the coding with your illustration. Thanks
Hello all, I would love to know if there is a way to give a unique link to a form that pre-fills some fields?Use case - we have a list of customers that submit invoices for checking and approval for payment. I would like to give each customer a link that, gives them access to a new start form that already populates the name of the company and our internal ID for them, so they cannot edit it? Is this possible?
Hi guys, I’m failing to change the date format from MM/DD/YYYY to DD/MM/YYYYResult in email:
Some people in our organization don’t receive any notification when they are mentioned in a comment.In some pipes we use the comment section to sinalize to others when part of the job is done or something else is needed. It’s easier than doing in through other platforms. However, some of us are not getting notified. Not when we click on the notification bell inside Pipefy nor per e-mail.We already checked their notification settings and disabled it and then enabled it again but nothing. I already reported it to our representative with pipefy more than a month ago and still haven’t gotten any feedback.
ZEISS, a global leader in optics and optoelectronics, faced challenges with manual and unstructured workflows, causing productivity bottlenecks and IT governance risks. By partnering with Pipefy, ZEISS automated over 70 workflows across IT, HR, Procurement, Sales, and Logistics within 2 years! 🌟Key Wins:144% Increase in Productivity: Customer onboarding processes now see a 50% reduction in lead time, from 4 to just 2 days! 762 Hours Saved Per Month: Automation saves significant time in key processes. Enhanced Efficiency: Lead time for lens exchanges reduced by 184%, and procurement efficiency improved by 48.5%. Why Pipefy?Centralized Requests & Visibility: Streamlined processes with a no/low-code platform. Customizable & Flexible: Tailored workflows to meet specific business needs. Governance & Control: Improved monitoring and ROI calculations. "Pipefy’s automation allows us to control implementations, monitor deliveries, and improve process quality. Clients stay informe
Hello everyone!!😀 I am new here and excited to join the Pipefy community and right now I am exploring how to optimize workflow automation in my projects. Any tips or best practices you could share? Looking forward to learning from your experiences!💛 THANK YOU IN ADVANCE!! 😊
Hello everyone!!😀My name is Megan and I am new here and excited to join the Pipefy community and right now I am exploring how to optimize workflow automation in my projects. Any tips or best practices you could share? Looking forward to learning from your experiences!💛 THANK YOU IN ADVANCE!! 😊
How to create a button in an email template? I would like to create a more visible CTA (call to action) on emails I send to external requesters.
We’re using the Pipefy API to move a card to a “Cancelled” Phase when an external event occurs.The issue we face is that the API bombs out with a runtime error when there are incomplete mandatory fields on the cards current phase. I’m trying to come up with a way to manage this particular situation.One solution, in theory, could be for the API to set the value of a particular field on the Start Form to signal field conditionals (on all phases) to hide all fields. That would work, except there’s an established bug in Pipefy which means that field conditionals are not triggered when a field is updated via the API. They only trigger when a field is updated via the user interface. (A bug I reported more than 12 months ago!).Any suggestions very much appreciatedThanks
The role of IT teams has transformed significantly. Beyond managing day-to-day operations and ensuring security, IT is now pivotal in achieving broader business goals. From cost containment to strategic planning and innovative problem-solving, IT's influence is crucial. 📈 Brian Greenberg, CIO at Fortium Partners, says: “As businesses increasingly rely on technology to drive growth and innovation, the responsibilities of IT leaders have evolved to encompass strategic planning and alignment with business objectives.” In other words, IT isn't just behind the scenes anymore—they’re now at the forefront, shaping business goals and driving revenue growth. 🔍 Discover how IT teams are expanding their zone of influence and why it's essential for business success. 👉 Read the full article now!
I see that I can set up an auto message to a channel, but can I send to a specific user?
I would like to suggest a way to add the date the card was created in the email templates and/or even in the card subtitle. This is interesting information to appear in email notifications and to control pipe participants.
Olá, estou com uma grande dificuldade de fazer a automação de emails funcionar, eu crio a automação corretamente mas ela não funciona pois consta que minha conta está com uma atividade de email incomun, não consegui acesso ao suporte do pipefy, alguém sabe como posso resolver isso?
Hi all, I’m trying to do an automation integration with python and Pipefy. So far I create a card and get its information. Right now I’m trying to get its public url. I have looked the whole documentation but couldn’t find anything. Do you have any idea how I can get it? Thanks.
The need for process automation has never been more urgent. Gartner predicts that the market for business process automation tools will soar by 38% in the next three years, jumping from $2.6B in 2022 to a staggering $3.6B by 2027. Why is this happening? More business teams than ever are leveraging automation to reduce errors and enhance efficiency. The types of workflows being automated are diversifying rapidly, benefiting not just business teams but also IT departments. No-code automation tools are empowering business teams to operate independently while freeing up IT resources, enabling them to focus on strategic initiatives and innovation, essential for cost optimization and driving business growth. Pipefy's 2024 Process Automation Trends report delves into why companies are increasingly adopting business process automation tools to navigate economic challenges, stimulate growth, boost business team autonomy, and optimize IT resource utilization. 📈 Key insights include:Distribution
Hello! All good?Today in my process we only use the “Tasks and Requests” option and we need to move the card numerous times between processing and pending information when information is missing, but when the Card returns from missing information to processing, in the “Tasks and Requests” are considered completed and not pending. How can I solve it so that when a card returns to a phase it is in “pending” and not “completed” in “Tasks and Requests”?
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