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194 Topics
talentos-allugator
talentos-allugatorNew Member
asked in Human Resources
Criação de BD em massa

Oi, pessoal!  Tenho uma sheets que serve como BD. Precisava subir e tratar como BD no pipe. Como faço isso?  

5
rachel-antonini
Pipefy Staff
7 days ago
marinacballester
marinacballesterNew Member
asked in Customer Operations
How to convert an existing contact into a new card/pipeline?

I´ve imported my Contacts into a Database, and need to convert selected existing contacts into specific pipeline - such as: Outbound Lead Campaign or Data Enrichment Pipeline.How can I filter selected contacts to do this task in mass or manually select one specific contact to move into a pipeline?Regards,Marina

5
Leonardo Lucena
Pipefy Staff
2 months ago
luciana-lima3
luciana-lima3New Participant
asked in Customer Operations
ASSOCIAÇÃO AUTOMÁTICA

Tenho de fazer uma associação entre Município e UF, que serão campos num formulário do Pipefy e para evitar erro do usuário (associando um município à UF errada), preciso que ao selecionar o município, o campo de UF seja preenchido automaticamente. Eu tenho uma base de municípios e UFs como o exemplo abaixo, então estou buscando duas coisas:1) ao começar a digitar o nome do município o pipe vá auto completando o campo para facilitar a seleção em meio a +5k nomes.2) ao selecionar o município o campo de UF seja preenchido automaticamente, anulando a possibilidade de erro.Alguém conhece uma forma de criar essa associação? Agradeço desde já!! 

5
marcosmelo
2 months ago
caio-cordeiro
caio-cordeiroNew Member
asked in Customer Operations
Requisição HTTP para dados de CNPJ no Receita WS

Estou tentando criar automação de requisição de chamada HTTP para obter dados de CNPJ´s da receita WS, mas não está funcionando, em anexo os prints de como estou fazendo, alguém saberia apontar onde estou errando? Dessa forma poderemos deixar um tópico pronto pra ajudar essa automação muito útil!  ​​​​Aqui o JSON eschema:{  "status": "OK",  "ultima_atualizacao": "2019-08-24T14:15:22Z",  "cnpj": "string",  "tipo": "MATRIZ",  "porte": "string",  "nome": "string",  "fantasia": "string",  "abertura": "string",  "atividade_principal": [    {      "code": "string",      "text": "string"    }  ],  "atividades_secundarias": [    {      "code": "string",      "text": "string"    }  ],  "natureza_juridica": "string",  "logradouro": "string",  "numero": "string",  "complemento": "string",  "cep": "string",  "bairro": "string",  "municipio": "string",  "uf": "string",  "email": "string",  "telefone": "string",  "efr": "string",  "situacao": "string",  "data_situacao": "string",  "motivo_situacao":

5
Amanda Dianni
Pipefy Staff
1 month ago
mark-theotcentre
mark-theotcentreNew Participant
asked in Customer Operations
Cascading Conditional Fields stopped working correctly 15th Aug 2024

There appears to be a catastrophic consequence of the “Routine Maintenance undertaken by Pipefy today”.Our New Enquiry Form built from a Pipefy Pipe, which is used frequently every day, is no longer working and as a result neither our customers nor my staff are able to take New Enquiries.The Form has not changed for months so this is not a problem at our end.The problem appears to be with Cascading Field Conditionals. When we complete the final field on the "Requirements" section of the form, the next set of fields should be revealed. This is no longer happening. AS A RESULT WE ARE NO LONGER ABLE TO TAKE ANY NEW ENQUIRIES FROM OUR CUSTOMERS. ALL OUR SYSTEMS ARE INTEGRATED WITH THIS PIPE.My suspicion is that this issue is a consequence of the most recent routine maintenance undertaken on Pipefy and documented on the Pipefy Status Page.We desperately need a resolution to this asap. There may be issues with our other Pipes which we have not yet discovered. We have tried clearing chrome br

5
mark-theotcentre
1 month ago
suporte2-ti-ecobrisa
suporte2-ti-ecobrisaNew Member
asked in IT Operations
Obter quantidade de Meses

Estou finalizando um pipe que terá integração com o DocuSign e preciso determinar uma quantidade de meses. Seria possível extrair esses dados ou criar uma fórmula para obtê-los?

4
Lucas Democh
25 days ago
Laís Gebara
Laís GebaraNew Member
asked in IT Operations
Usuários/funcionários de exemplo em um formulário

Oi pessoal!Estou criando um novo formulário e os funcionários de exemplo ainda estão constando. Não vi nenhuma opção de excluir nenhum usuário, principalmente esses de exemplo. Como faço isso? Obrigada!

4
marcosmelo
3 months ago
franciele-vicente
franciele-vicenteNew Member
asked in IT Operations
Visualização de novos campos em cards criados após a data de criação do campo

Bom dia! Preciso que um novo campo no formulário só apareça nos cards criados após a adição do novo campo. Tem essa possibilidade?

4
marcosmelo
18 days ago
enrique.herbella
enrique.herbellaNew Member
asked in IT Operations
How to offset the card fields in graphql

HiUsing graphql I am looking to access a card that has over 100 fields.I notice that I always get the first 100 fields when using : { card(id: 5555555555) { id title fields { name } }}Is there a way by which I could offset the fields I retrieve using graphql?Thanks!

4
marcosmelo
11 months ago
diego-morales-3aconsulting
diego-morales-3aconsultingNew Member
asked in Customer Operations
Template de E-Mail lendo o contato de uma database

Boa tarde, eu gostaria de criar um template de envio de e-mail, utilizando a informação de contato de um card, entretanto no card a informação está vinculada com uma database, é a informação de contato de um lead, onde eu vou armazernar em um database, entretanto o database Contatos com o campo E-MAIL não aparece para eu vincular ao template, existe alguma maneira de fazer isso?

4
marcosmelo
1 year ago
prasad-bhojane
prasad-bhojaneNew Member
asked in IT Operations
Query Depth in Pipefy GraphQL

Hi Team,Can you please help with the below queries:1.For Pipefy GraphQL is there any query depth?2.How can we check the Pipefy GraphQL query depth?3.Is there any way that we can the change the query depth?To Clarify you more please consider the below points:Query depth:The depth is the number of nesting levels of the field.For exampleThe following is a query with a depth of 3.{    a {        b {            c        }    }}Please go through the below linkhttps://async-graphql.github.io/async-graphql/en/depth_and_complexity.html#:~:text=%E2%9A%A0%EF%B8%8FGraphQL%20provides%20a%20powerful,of%20the%20queries%20you%20allow.Likeweise, we want to know for Pipefy is there any query depth?The query which we have inquiring is of more technical, can you please involve your Dev team and confirm on the details.Thanks

4
mario-ramos
Pipefy Staff
8 months ago
murilo-jacob
murilo-jacobNew Member
asked in Customer Operations
Automação Exclusiva para Portais

Prezados, Tenho um pipe onde meu time de vendas inputa os prospects e vai passando o prospect por fases até virar cliente. Quando cada membro dessaequipe cria um Card ele se coloca como responsávelEm paralelo, esse pipe tambémestá em um portal para que um time diferente possa indicar possiveis prospects. Gostaria que o responsável do Card fosse escolhido de forma aleatória APENAS se o Card for criado a partir do portal, consigo fazer algo nesse sentido?

4
lucas-lacerda-pipefy
Pipefy Staff
5 months ago
jorden-monroe
jorden-monroeNew Participant
asked in IT Operations
Trouble with the "create your app" button in "pipefy developers"

I want to learn how to build an app or an integration.  In the introduction of the pipefy apps portion of the pipefy developers page the instructional video shows the instructor pressing the “create your app” button that brings him to a page https://app.pipefy.com/developers/apps. When I press the “create your app" button it takes me to my pipefy home page instead. I am an admin in some of the pipes that I want to develop for. So why does cant I get to the app development page? Please help me with this. My company uses pipefy and I want to learn how to unlock its full power.

4
marcosmelo
11 months ago
tech-lazertur
tech-lazerturNew Member
asked in IT Operations
pipe_id webhook

{ "data": { "action": "card.move", "from": { "id": 318037803, "name": "VENDAS A LANÇAR" }, "to": { "id": 318037801, "name": "VENDA LANÇADA" }, "moved_by": { "id": 301427266, "name": "Maycon Alves", "username": "mayconalves", "email": "maycon@lazertur.com.br", "avatar_url": "https://app.pipefy.com/storage/v1/signed/avatar/store/user/301427266/avatar/small-8a31ab1a423992bb8cabb7194b7c3aac.png?expires_on=1706537387&signature=7uSWFoHtuF4H9RW9wmVCKzfmicWM0nKBSMTYs%2Fm3LhU%3D" }, "card": { "id": 865869530, "title": "Andrezza Silva Neto", "pipe_id": "S5QmlXq3" } }} The webhook returns the following information, but I wanted to receive the pipe_id number and not this string "pipe_id": "S5QmlXq3"

4
tech-lazertur
8 months ago
jorden-monroe
jorden-monroeNew Participant
asked in IT Operations
Webhook IPs

Hi,I run a bunch of different automations in Pipefy via webhook and I'm going to be moving my webhook target function behind a corporate network. To continue to run the automations I need to request firewall rules for my virtual machine and to do that I need the IP or list of IPs that the webhook call originate from as well as the protocol. What is the best way to get this information about Pipefy webhooks? Any help is much appreciated, thank you!

4
M
3 months ago
marcosmelo
marcosmeloPipefy Legend
asked in IT Operations
Baixar PDF

OláEu consigo baixar o PDF do Pipefy pela API ou Pelo Make, ou isso não e possível?  

4
marcosmelo
1 year ago
marcosmelo
marcosmeloPipefy Legend
asked in IT Operations
Bug formulário publico

Olá.Recentemente identifiquei um erro no preenchimento do formulário publico de alguns pipes.O erro ocorre quando um usuário tenta realizar a escolha numa lista de opções de um campo com database. Ao tentar selecionar um item da lista, o campo foge do alvo do mouse, sem possibilidade de escolha.Caso repassado a equipe de suporte da Pipefy, que identificou o caso como BUG.“Reproduzimos o mesmo problema em nosso ambiente de testes, e confirmamos esse caso como um novo bug no portal. O campo de database fica piscando até eventualmente parar.”A equipe de desenvolvimento Pipefy responsável iniciar a investigação, buscando as possíveis causas, e trabalhando na correção o mais rápido possível.  

3
marcosmelo
1 year ago
genietim
genietimPipefy Legend
asked in Customer Operations
EU Law compliance of privacy polocy for Pipefy users

When using Pipefy as a company, including having some user data in databases and sending E-Mails to users, what does this compay have to have in their privacy policy to comply with EU law (GDPR etc.)?I mean, pipefy does track E-Mails etc., and stores the data in Azure or Amazon's equivalent, so I assume a certain basis of this needs to be mentioned. Do you have some copy-pasteble or at least inspiring example of what could be written there?

3
Ezequiel Souza
1 year ago
mariamaria-tupinambaenergia
mariamaria-tupinambaenergiaRegular Participant
asked in Customer Operations
Mover card automaticamente por 3 pipes

Olá comunidade Pipefy! Preciso de ajuda: tenho um processo que passa por 3 pipes diferentes com o seguinte fluxo:Pipe 1 → Pipe 2 → Pipe 3 → Pipe 1Eu quero criar um card conectado de pipe 1 em pipe 2, que quando o processo for finalizado vai criar um card conectado em pipe 3 e quando esse processo for finalizado no pipe 3 quero que ele mova o card pai no pipe 1 para a próxima fase. Como fazer esse fluxo?

3
Lais Laudari
1 year ago
Keto-Faster
Keto-FasterNew Member
asked in Finance & Procurement
Automations that need to run on specific dates

Reviewing Recurring Automations for use with accounting, legal and tax.I can’t find an option to schedule specific dates with recurring automations (e.g. VAT filing tasks, other tax filings, closing year, etc. etc.) - this seems counter intuitive since there are so many processes that require this.Am I missing something here or is this not possible currently? Thanks for clarification 

3
denise-hipolito
Pipefy Staff
2 years ago
rafael.jefte
rafael.jefteBrainy
published in Human Resources
🤓 Alvaz and the Secret to Efficient, Scalable HR Request Management

About AlvazAlvaz is a Brazilian business developing technology for agriculture — also known as an agritech. The main service they provide is Crop Management with Unmanned Aerial Vehicles (UAVs), in which licensed pilots fly drones over crops to assess a harvest’s health.Founded in 2018, the company has grown quickly, increasing its numbers of employees and customers with each new crop cycle. They currently do business in 7 Brazilian states along with other countries in the Americas, such as Argentina and Canada.Alvaz’s growing painsWith only 4 years of business, Alvaz’s greatest challenge so far has been the fast growth their market has demanded of them. With each new crop cycle, more customers request the company’s services, increasing the demand for employees and process organization. In 2019, for example, the company began the year with 5 employees and ended it with 20. Processes done over messages and in person conversation weren’t going to work anymore. Alvaz’s expansion into more

2403
V
2 years ago
Ramon Nolasco
Ramon NolascoRegular Participant
asked in IT Operations
Card Attachments

Is it possible to sort the attachments in a card by date? Or at least highlight the most recent file? it gets messy when there are multiple attachments.

3
Lucas Democh
2 years ago
A
alexandrevcNew Member
asked in IT Operations
Problem using mutation moveCardToPhase

Hi, I want to update the field Done from false to true of a card using graphQL, how can I do that ? I need to move some cards to next phases:I´m tryng this mutation: mutation {  moveCardToPhase(    input: {      card_id: cardID      destination_phase_id: newPhaseID    }  ) {    card {      id      current_phase{        name      }    }      }}And I’m getting the bellow error"message": "Card could not be moved to phase id: 1234567"How can I figure out what fields are required to allow this Phase updating of the card ?Thanks in advance for any help.

3
Lais Laudari
1 year ago
Thiago Lima
Pipefy Staff
Thiago LimaPipefy Staff
published in IT Operations
⚙️ Latency and throughput: What you should know before designing your system

Despite being pretty straightforward concepts to grasp, latency and throughput can become very complex subjects when we dive into them.Even at a shallow glance, when we are dealing with systems’ design, they can lead to hard situations, and knowing them well can be the difference between a good and a bad architectural decision.So, without any further delay, let’s get started. So… what’s latency again?Latency can be understood as a simple delay between two desired events. These events can be whatever you want to measure, even if it’s not related to computer science, e.g., the time you take to read this article after you’ve decided to do it .For the sake of contextualization, we’ll refer to latency in this article as being always related to network communications through the Internet.It’s worth mentioning that we’re affected by latency in everything we do through the Internet, but in some way, we’re used to it. Things get worse when we actually notice this latency.Two good examples of ba

5603
rafael.jefte
2 years ago
Ian Castelli
Pipefy Staff
Ian CastelliProduct Education Team
published in Finance & Procurement
[Portuguese]🤓 Pipefy Academy Para Processos de Compras

Oi, Comunidade! Hoje venho compartilhar com vocês o primeiro curso vertical do Pipefy Academy, totalmente voltado para processos de compras. Com este curso rápido, times de suprimentos aprendem a gerenciar processos de compras no Pipefy, automatizar fluxos de aprovação, criar e editar relatórios, gerar documentos em PDF de modo automático, e muito mais. Acesse o curso aqui:https://pipefyacademy.teachable.com/p/processo-de-compras O curso funciona como um complemento do Pipefy Academy e como um curso único também. Esperamos que gostem do primeiro curso dedicado aos times de compras. E já avisamos que está em nosso roadmap produzir mais cursos voltados para diferentes departamentos e áreas. Tem algum feedback?Compartilhe com a gente nos comentários!

3693
ivan.novofoco
1 year ago

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