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Lucas Democh
Lucas DemochLegend
posted in Ask the Community
ChatGPT and Pipefy

Here I share some ideas for using ChatGPT that can help when building queries and mutations. Mutation for updating cards: Here I think it's cool that it responds to an API limitation and brings a suggestion.I did a test giving the name of the fields and it already brings the custom code.  Query to search for cards: In addition to bringing the code suggestion, it brings clear explanations of which fields need to be changed.  Even with the limitations of updating ChatGPT, I believe it is a good tool to be used on a daily basis by those who work with Pipefy. It can also be used when creating interactions with Make/Integromat, among others. How have you been using ChatGPT together with Pipefy? 

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lewisNew Member
asked in Tips and Inspiration
Kalpit Veerwal, how did you revise and practice in the last 3–4 months before the JEE Main exam?

I’m entering that phase now and would love to know what actually worked for you.

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Anonymous
published in Tips and Inspiration
How to design a Success Plan to achieve your goals with Pipefy

The Success Plan is a document in which you register your company’s goals for implementing Pipefy. It’s the groundwork for measuring what you want to achieve once you start using the new tool. In this article, you’ll learn how to design your own Success Plan, so you and your team can map and track your expectations and goals.How important is the Success Plan?When you list the criteria that are non-negotiable to determine whether or not you have achieved success, you’ll have a parameter for comparing your company’s operation before and after Pipefy’s implementation. After mapping your desired outcomes, you will be able to customize and improve your processes in a clearer and more organized way. Step by step to create your Success Plan:  Define What Success Looks Like It’s important to be clear about what you expect from the platform you have purchased. What problems are you trying to solve and what are the expected results? This way, you will be able to answer the first question in your

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jameswohitExplorer
asked in Ask the Community
Best Way to Manage Game Projects & Tasks in Pipefy?

Hi everyone 👋I’m exploring how to better manage our game development workflow using Pipefy. Whether you're working solo or with a small team, game projects often involve tons of moving parts—design, coding, testing, content updates, and more.I’d love to know if anyone here is using Pipefy to organize their game-related work. Specifically: How do you structure your pipes for game tasks (e.g., sprints, bug tracking, asset requests)? Any useful automations or conditional logic that help save time? Have you found good ways to involve non-technical teammates (designers, testers) in the workflow? Also, if anyone’s integrated Pipefy with tools like Trello, GitHub, or Discord for game projects—I'd love to learn from your experience.Thanks in advance! 🎮

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adm-legendarioscnp
adm-legendarioscnpNew Member
asked in Ask the Community
Delete interface

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

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adm-legendarioscnp
francisco-aguiar-hpp
francisco-aguiar-hppNew Member
asked in Ask the Community
Dúvida: Automação de pipeline e consulta em Database / Question: Pipeline automation and database query

Olá!Seria possível criar uma automação, usando Pipefy, em que eu crie e tenha:A) Formulário em Pipe, que solicita dos usuários 5 informações: "Nome", “E-mail”, "Área/Setor", "Centro de Custo" e "Senha de Ticket".B) Uma planilha (database), que tenha 5 colunas: "Ticket" e as mesmas colunas do forms.Funcionando da seguinte forma:1) Usuário acessa formulário, para abertura/criação de card, em Pipeline. Nesta etapa o usuário insere as informações conforme tópico A).2) Ao preencher o formulário, é criado o card no pipeline. 3) Após validação do administrador, o mesmo “avança” o card para a próxima etapa.4) Nesta nova etapa, ao realizar a movimentação, o sistema consulta a informação de “Senha de Ticket” no Database, e encaminha para o respectivo usuário, via e-mail o “Ticket” correspondente no database.Tal aplicação seria possível no Pipefy?Obrigado.-- Hello!Would it be possible to create an automation using Pipefy, in which I create and have:A) A form in Pipe, which requests 5 pieces of in

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francisco-aguiar-hpp
ManuSanches
ManuSanchesInspiring
asked in Ask the Community
AI Assistant - Document Limitation

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?

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mayaNew Member
posted in Ask the Community
Speaker Dust Cleaning Sound Fix with Fix My Speaker Tool

Many times, the sound of the mobile or laptop speaker decreases or the sound sounds blurry. The main reason for this can be dust, sand or light water splashes inside the speaker. Many people run to the service center for this problem, but the problem can be solved with a simple online solution. Its name is Fix My Speaker Tool.This tool plays high-frequency sound, which shakes the dust or water accumulated inside the speaker and pushes it out. It can be used directly from the browser on mobile, tab, or laptop and does not require downloading any app. This is an effective and safe solution for those who are facing problems with mobile speaker sound problem, speaker low volume issue, or clean phone speaker with sound.Some of the key benefits of using this toolCan be used directly online without any app Cleans dust and water with high-frequency sound Useful for those whose speaker sound has decreased or stopped Works on all devices Android, iPhone and laptopConclusionFor those who are suff

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khatkechetana
khatkechetanaExplorer
asked in Ask the Community
Import Data from csv and excel files and do the header mapping automatically and and findout difference and stored it into 3rd table of database Export the report

Hi Team,I want to explore the pipefy as this is low code no code application where we can do the multiple things automate. It would be really great if it will guide me how I can achieve my self learning assignment though this Pipefy Tool.Import CSV and Excel file in pipefy : I tried to do this with importer application However, It only allow to import the Excel files. We need to do the Header mapping as headers are not in same order so, how can we achieve this through Pipefy. Once header mapping done then we need to store the each files of data into 2 tables in 1 Database : I am able to store data into Database through Excel sheet. however, for csv it is still question and header mappping once data is stored into 2 tables I have to compare 2 tables and findout the difference and stored it into the 3rd Table of that database. Once 3rd table created I need to export the 3rd table records. Can Anyone of your community will let me know how I can achieve this as I am exploring this things o

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leticia.moreira
Pipefy Staff
leticia.moreiraPipefy Staff
published in Ask the Community
☝ How would you describe Pipefy? We want to know!

Hello, Pipefy community,Once again, I would love your help!Please order these sentences from one to five (1 makes more sense, and 5 makes less sense) regarding how you would describe our product:Pipefy changed the way I collaborate with other teams and vice-versa. It facilitates the exchange of information between people, departments, and processes. Pipefy helps me better manage my team and resources. I have visibility over all efforts, so I can easily make decisions and help my team do their job. Pipefy is a great tool for approval flows. Requests are processed smoothly and delivered on time. Pipefy is great for requests overall. People submit what they need, and my team can prioritize only what makes sense and deliver it quickly. Pipefy is excellent because it automates my processes. Stakeholders are constantly updated, and my team can focus on activities that depend on human actions.Thank you! 😍

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yairmakhivskyi
yairmakhivskyiExplorer
asked in Ask the Community
Pipefy Platform technology basis

Good day, Pipefy community members! I'm wondering, what tech stack is the Pipefy platform based on? Does it have something related to Java or Angular?

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avi.targetmotors
avi.targetmotors
asked in Ask the Community
Pipefy GET request with URL query parameters always returns 400 Bad Request

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?

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avi.targetmotors
abel-campos
abel-camposExplorer
asked in Ask the Community
Pipesign language

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

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abel-campos
ti-confortbrisa
ti-confortbrisaExplorer
asked in Ask the Community
É possível visualizar o checklist do Pipefy pelo aplicativo mobile?

Olá, recentemente realizamos uma integração via Workato, na qual, em uma determinada fase, utilizamos dois databases. A integração coleta o nome e a quantidade de itens de cada database e, com essas informações, cria linhas no checklist.Conforme imagem abaixo:Minha dúvida é se eu consigo acessar essa funcionalidade de check-list no aplicativo mobile da Pipefy.

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cibellelima
cibellelimaExplorer
asked in Ask the Community
Date [TODAY] in Automated Formulas

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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cibellelima
processo1-magnaprotecao
processo1-magnaprotecaoNew Member
asked in Bugs and Issues
Campo Vazio

O campo que é editável fica como campo vazio e não consigo incluir informações. 

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processo1-magnaprotecao
debora-muller-lidercontainer
debora-muller-lidercontainerNew Member
asked in Bugs and Issues
Bug Formulário Inicial

Boa tarde, pessoal!Notei um possível bug no formulário inicial em campos do tipo “seleção de única opção”. Alguns usuários relataram que a lista que do formulário tem palavras erradas, que não foram cadastradas para estarem ali. Aqui no nosso formulário onde deveria ter a palavra “Locação” ele está trazendo “Localização”.Já tivemos outros casos assim, onde o formulário troca alguma palavra da lista de opções. E não é sempre, eu posso acessar aqui da minha máquina e vai estar correto, enquanto outro colaborador acessa e o sistema traz opções erradas. Isto já ocorreu por ai? Gostaria de ajuda com essa questão

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prakashhinduja
prakashhindujaNew Member
posted in Ask the Community
Navigating the Future of Finance & Sustainability – Join the Discussion

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

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prakashhinduja
leo-k-lourenco
leo-k-lourencoExplorer
asked in Ask the Community
Como preencher um campo com o valor de uma resposta de API na automação do Pipefy?

Olá, pessoal! Estou usando a funcionalidade de requisição HTTP via automação no Pipefy e estou com dificuldades para atualizar um campo com o valor retornado pela API.Aqui está o que estou fazendo: A automação é disparada quando um card entra em uma fase. A automação envia um POST para minha API, que responde com JSON no seguinte formato: { "seguradoras": "Swiss Re, Prudential" } Em seguida, configurei uma automação para atualizar o campo “Seguradoras elegíveis” com o valor retornado. No campo de atualização, selecionei o campo “seguradoras elegiveis”. Problema:Apesar da API responder corretamente (HTTP 200 e o corpo JSON certo), o campo de texto não está sendo preenchido com o valor retornado. Em vez disso, só vejo o log completo da resposta na automação.Em anexo enviei algumas imagens para melhor entendimento.Alguém já passou por isso? Será que estou configurando o campo errado ou preciso tratar a resposta de outro jeito?Desde já, obrigado! 🙏

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leo-k-lourenco
danna-yenisei-morales-delgado
danna-yenisei-morales-delgadoExplorer
asked in Ask the Community
Change Pipe from sequential to Parent/Child Pipe to get simultaneous process

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

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thaysa-araujo
thaysa-araujoNew Member
asked in Bugs and Issues
Automação entre pipes diferentes

Olá, pessoal! Tudo bem?Preciso fazer a seguinte automação: "Quando um card for movido para a fase A no pipe X, deverá criar um card conectado automaticamente na fase B no pipe Y". Já assisti aos tutoriais disponíveis, já conectei os pipes, criei a automação, porém, ao realizar os testes, simplesmente não funciona.Podem me ajudar a resolver, por favor?

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thaysa-araujo
Luis
LuisNew Member
asked in Bugs and Issues
Conection with databases in databases failure

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

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Luis
Ian Castelli
Community Manager
Ian CastelliProduct Education Team
posted in Tips and Inspiration
Nova Certificação do Pipefy Academy Disponível: Engenheiro de Processos! 🚀

Oi, pessoal!Espero que estejam bem! Meu nome é Ian Castelli e faço parte do time de Education aqui do Pipefy. Hoje trago uma novidade bastante interessante para quem quer aprender mais sobre as configurações avançadas da plataforma.  Nós lançamos recentemente a Certificação de Engenheiro de Processos do Pipefy, em que você terá acesso ao mais alto nível de conhecimento técnico, o mesmo que times internos utilizam para construir soluções estratégicas e escaláveis! Neste curso, você vai dominar:Automações avançadas para potencializar seus processos. Fórmulas e regras para criar fluxos inteligentes. Integrações via API e iPaaS para conectar sistemas com eficiência. As melhores práticas para estruturar processos estratégicos. 💡 Desenvolvida pelo Time de Soluções do Pipefy, esta certificação coloca você no mesmo nível de expertise dos nossos engenheiros de soluções, permitindo que você construa processos mais inteligentes e eficientes!⏱️ Duração: 2 horas🎓 Certificação: garantida após resp

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Ian Castelli
Community Manager
anderson-sanchez-buildit
anderson-sanchez-builditExplorer
asked in Bugs and Issues
Problema com data no aplicativo mobile

Fala Galera,Peguei um problema aqui no mobile, não sei se alguém tem alguma explicação pra isso:No teste a seguir, eu salvei a data de 21/05/2025 no aplicativo mobile:  Notando na versão web, ele salvou o valor de 22/05/2025  

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gbenassi
gbenassiExplorer
asked in Ask the Community
Dúvida Make/Integromat - Query pra Cards Conectados

Olá, estou tentando rodar uma query para pegar o id de um registro conectado a um card.No Make ele retorna a query corretamente, trazendo os cards filhos conectados, e o id que eu quero, porém, ao tentar usar os dados retornados no módulo seguinte, os dados que a query retornou não aparecem como opção. query: {  card(id:{{3.id}}) {    fields {      name      value    }    child_relations {      id      cards {        id        title        fields {          name          value        }      }    } parent_relations {      id      cards {        id        title        fields {          name          value        }      }    }  } } Observem que há 3 cards conectados: O dado que eu quero está no segundo Card Conectado:  Ao tentar atualizar um campo do Card com esses dados desse Card Conectado que a query retornou, esse card conectado simplesmente nao aparece. Dos 3 Cards conectados, apenas 1 aparece.  O que pode estar acontecendo?

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gbenassi

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