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🔗 Get the Public Phase Form link from the Public API to integrate with external tools

🔗 Get the Public Phase Form link from the Public API to integrate with external tools
Danielle Diehl
Pipefy Staff

Hello everyone 👋🏻

 

I’m excited to announce that now you can get the Public Phase Form link and use that to integrate with other tools, using our API!

 

🆕 What’s new?

  • We have now a new mutation, called configurePublicPhaseFormLink , you need to pass the cardID and:

    • You will be able to define if the link is enabled or not enabled;

    • You will be able to get the link itself.

 

💎 Why is it valuable?

  • With this new mutation, you can set a deadline for a Phase Form to be available, and after that specific time/rule, the link will be deactivated. This can be done, using an integration with Workato, for example:

    • This is very important for the procurement process, for example, where suppliers have a certain deadline to send proposals, with that they can ensure everyone has the same deadline;

    • Important for the HR process as well, where HR recruiters can define a specific deadline to get documents, or results from a test;

    • Or any other process where a deadline is required!

  • You can also get the link of the phase form and post anywhere using any automation tool you would like, for example, sending the link through WhatsApp, Teams, Slack, etc

  • Or even integrate with internal tools, pages, etc! 🚀

 

📚 Learn more

If you are using the Public Phase Form link and have any feedback for us, please, comment on this post. We would love to hear your thoughts! 😊

 

Kind Regards,

Danielle Diehl

 

13 replies

Ezequiel Souza
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  • Pipefy Legend
  • 1033 replies
  • September 26, 2022

Hi 

It’s great implementation!!! Very helpful!

Thanks.


rafael.jefte
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  • Brainy
  • 529 replies
  • September 26, 2022

Very good! Great update.


Forum|alt.badge.img+11

This is great, thanks for the update!


Danielle Diehl
Pipefy Staff
  • Author
  • Pipefy Staff
  • 53 replies
  • September 26, 2022

Hello @Ezequiel Souza , @rafael.jefte , @vicente-lemes Glad you liked! Thanks for the feedback! Let us know if you would like to see more improvements in the Phase Form.


Danielle Diehl
Pipefy Staff
  • Author
  • Pipefy Staff
  • 53 replies
  • October 20, 2022

Hello @Ezequiel Souza , @rafael.jefte and @vicente-lemes , me and my team are working to improve the Phase Form sharing feature even more, and I would love to hear more about your experience and use cases in a product interview. Would you be willing to participate? 

It would be a quick 30min call. 

If yes, please find the best time for you on this link: https://calendly.com/danielle-diehl/product-chat-with-pipefy

Thank you! 


Forum|alt.badge.img+11
Danielle Diehl wrote:

Hello @Ezequiel Souza , @rafael.jefte and @vicente-lemes , me and my team are working to improve the Phase Form sharing feature even more, and I would love to hear more about your experience and use cases in a product interview. Would you be willing to participate? 

It would be a quick 30min call. 

If yes, please find the best time for you on this link: https://calendly.com/danielle-diehl/product-chat-with-pipefy

Thank you! 

Thanks for the invite! 

You can count on me :)


Juliana Spinardi
Pipefy Staff
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Danielle Diehl wrote:

Hello @Ezequiel Souza , @rafael.jefte and @vicente-lemes , me and my team are working to improve the Phase Form sharing feature even more, and I would love to hear more about your experience and use cases in a product interview. Would you be willing to participate? 

It would be a quick 30min call. 

If yes, please find the best time for you on this link: https://calendly.com/danielle-diehl/product-chat-with-pipefy

Thank you! 

 

 

Awesome idea!!


Ezequiel Souza
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Hi @Juliana Spinardi 

I already scheduled the session.

 

Thanks


Daniel Angelini Serviços
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Sorry guys, I´m new with all this and I couldn´t manage to get the Public Phase form link by GraphQl Query. Can someone post an example? I´ve been searching for documentation and couldn´t find an example. Thanks for supporting me.


Lais Laudari

Hi @Daniel Angelini Serviços!
You can use this query:
 

mutation {  configurePublicPhaseFormLink(input: {cardId: xxxx, enable: true}) {url}}

Daniel Angelini Serviços
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Thanks a Lot Lais. It worked!


brennovn
  • New Member
  • 20 replies
  • February 2, 2024

Amazing!

I have a suggestion that it is not related to the API, but it is about the public phase form link.

I really miss the option of passing some parameters in the URL to prefill some fields of that phase like we can do when creating a new card. Here is an example:

https://app.pipefy.com/public/phase_redirect/123abc?origin=share&first_name=Brenno


Felipe Rabelo

Is there any way to get the pipefy “tasks and requests” notification by sending the task link with external tools?


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