Pipefy Developers

Welcome to the Pipefy Developer hub. You'll find comprehensive guides and documentation to help you start working with pipefy as quickly as possible, as well as support if you get stuck. Let's jump right in!

119 Topics

brennovn
brennovnParticipating Frequently
asked in API

API (Make/Integromat) > Criar cartão com múltiplas opções no campo

Oi, pessoal. Tudo bem? Estou tentando entender como preencher um campo de múltipla escolha dentro do Pipefy usando o Make/Integromat:  No webhook, que recebe os dados no Make/Integromat, eu recebo um texto que as opções que foram selecionadas (no programa que envia os dados para o Make/Integromat) são separadas por vírgula:  Eu tentei 3 formas até o momento e nenhuma funcionou. São as seguintes:    A última tentativa cria um array e eu tentei, em um segundo momento, varrer o mesmo e atualizar o campo em um outro módulo (um módulo para criar o cartão e outro ódulo para atualizar apenas o campo dificuldade), mas não funciounou porque fica apenas com a i-ésima opção selecionada (no exemplo que eu enviei ficou apenas com a opção “Vender para os interessados”) porque toda vez que atualiza, a opção i-1 é sobreposta pela opção i.Imagino que talvez tenha que usar a chamada genérica e escrever a query, mas não consegui entender como fazer pela documentação.Toda sugestão é valida! Já agradeço pe

3
Lucas Democh
2 days ago
Juliana Spinardi
Community Manager
Juliana SpinardiCommunity Manager
published in API

New GraphQL feature: Query/filter cards by updated_at

We are happy to announce that now we support filtering and query card by the updated_at field inside the allCards query. This new feature will avoid the need to look through all cards to find the last updated ones for example.Sample query:Changelogadded: updated_at filter inside allCards root query

4215
Lais Laudari
Community Manager
9 days ago
contato1705
contato1705Regular Participant
asked in API

Get the late cards from a sprecific pipe using GraphQL

Hey everyone! I’m trying to get all the late cards from a specific pipe. At the moment, i’m using this code here, that gives me all the cards from the pipe and then, on my editor, i filter the late ones:{allCards(pipeId: XXXXXXXX, first: 50)   {pageInfo {    hasNextPage    endCursor  }    edges {      node {        id        late        current_phase{          id}      }    }  }} Is there a way that i can get only the late cards? Like a request that only returns the late cards, an their respectives id and current phase?

6
marcosmelo
15 days ago
caio-osilva
caio-osilvaRegular Participant
asked in API

Consultar registros externos do card

Boa tarde pessoal!Estou com a necessidade de consultar os dados de um card que são originados de uma tabela, onde na criação do card os dados dessa tabela são vinculados.No caso é o cadastro de contatos em que eu preciso pegar o email dessa contato, para ajudar no entendimento tenho o print de como é o card abaixo, onde eu preciso pegar o email campo pessoa no canal, mas se eu consulto o card via GraphQL só tenho o retorno:          "field": {            "help": "",            "description": "",            "id": "pessoa_no_canal",            "index_name": "field_3_connector",            "label": "Pessoa no canal",            "type": "connector"          }  

5
leandro-almeida
Pipefy Staff
20 days ago
rafael-leite
Pipefy Staff
rafael-leitePipefy Staff
published in Customs Apps & Integrations

📑 Integration Pipefy -> Clicksign (Send a document)

Hi Pipefy Community, This week we will share with you the Pipefy integration with Clicksign. This recipe is to send a document for signature from a Pipefy command. PS: At workato we don't have a Clicksign connector so this recipe was made through HTTP callsRecipe:Trigger - When a card is updated in Pipefy 1. Action - Get information from this card (get card by ID)2. Action - Choose the contract template that will be sent on clicksign3. Action - Create a signer on clicksign4. Action - Assign this signer to the document5. Action - Notify signer6. Action - Register the correspondence between the card ID and the contract ID in a tableMost common use case: Contract Management, Legal Processes, Supplier Management, Onboarding Process or any other process that needs a contractClick here to access the recipe in our library. You can clone it to your organization and follow the step-by-step configuration provided in this video.There are more than 40 recipes shared in English on the Workato Commu

310
rafael-leite
Pipefy Staff
21 days ago
enchantedman
enchantedmanRegular Participant
asked in Customs Apps & Integrations

Pipefy Mobile App Bug?

Is mobile app working? when i clicked on a card’s history, it will give error 

4
Lais Laudari
Community Manager
1 month ago
wf-suchit-gupta
wf-suchit-guptaRegular Participant
asked in API

Getting Start Form details of a card

Hi, I am trying to get Start Form values of a particular card(by id). I can get basic details of the card by using the following query { "query": "{card(id: 595234678) {title done id updated_at }}"}But it does not fetch the start form details (excluding the reason that i have not mentioned its field which i could not find)Can you please help me with a query which queries the start from details of the card as well [email protected] I humbly request you to help me with this.

6
Lais Laudari
Community Manager
1 month ago
vrushil-gajra
vrushil-gajraRegular Participant
asked in API

Error - The request signature we calculated does not match the signature you provided. Check your key and signing method.

Process - Need to upload the signed document from Docusign to pipefy cardfield. For the above process, I am currently using make.com. The article that I am referring is: https://developers.pipefy.com/docs/how-to-upload-attachments-and-attach-to-a-card-record The URL that is being generated in the first stage is showing error “The request signature we calculated does not match the signature you provided. Check your key and signing method.”  Thanks in advance. Any help would be really appreciated!

1
Lais Laudari
Community Manager
1 month ago
Juliana Spinardi
Community Manager
Juliana SpinardiCommunity Manager
published in Customs Apps & Integrations

Sample Apps

 👆Emoji AppThis is a sample app that show all capabilities that apps could explore. 👆appear.in AppOfficial Pipefy appear.in app 👆 Google Hangouts AppOfficial Pipefy Google Hangouts app 👆 Sample React App with Pipe ViewsPipe views is a new Apps feature under development mode.

2027
d-drynov
1 month ago
SouDescolado
SouDescoladoRegular Participant
asked in API

How to return values of the form?

HelloCurrently I am able to return all card fields by using the following Query:{ "query": "{ phase(id: <ID NUMBER>)  { cards  { edges  { node { id title fields { name value } } } } } }" } However I need to also return the fields from the form attached to each card, as well as their values. Is there any easy way to do that?

6
Lais Laudari
Community Manager
1 month ago
Lais Laudari
Community Manager
Lais LaudariCommunity Manager
published in API

API Errors - Causes and SolutionsF.A.Q.

Here we list some possible errors and solutions that may occur when using the API to perform some action or obtain data: 🔎”Invalid token" errorFor this type of error check the header(s). Two items are required: Authorization and Content-Type. > "Authorization": "Bearer USER_TOKEN",> "Content-Type": "application/json"For the token, the user needs the "longer" token, not the token from the user screen, but the one from https://app.pipefy.com/tokensIt is quite common not to add the Bearer before the token or to add the token with quotes, so just add the Bearer or remove the quotes from the token. Ex: "Barier 'token' " For third party systems like Postman, the correct usage is this one: ​ 🔎Wrong use of linkSometimes the link used can be https://app.pipefy.com/graphiql ou app.pipefy.com/graphiql instead of https://api.pipefy.com/graphql in the header, and this also returns a permission error.  🔎Code problemsFor problems in the code, you can go to the developer > example for page

341
genietim
1 month ago
rafael-leite
Pipefy Staff
rafael-leitePipefy Staff
published in Customs Apps & Integrations

📑 Integration Pipefy -> Microsoft Teams (Approving through Teams)

Hi Pipefy Community, This week we will share with you the Pipefy integration with Microsoft Teams.This recipe is to send an approval to be made via Teams message. For the integration to work, we need two recipes: one to send the approval message and another to collect the response to bring to Pipefy. The recipes contain the following steps:1st RecipeTrigger - When a card is updated/moved in Pipefy 1st Action - get card details2nd Action - Search Team user3rd Action - Send message in teams 2nd Recipe:Trigger - When aproving/reproving button is pressed in Teams 1st Action - Analyze whether it is approved/repproved2nd Action - Update answer on Pipefy Most common use case: Processes that need approval: Purchasing, approval of any financial or legal process, etc. Click here to access the first recipe in our library. You can clone it to your organization and follow the step-by-step configuration provided in this video. Click here to access the second recipe. You can clone it to your organiza

630
rafael-leite
Pipefy Staff
1 month ago
mattramo
mattramoRegular Participant
asked in API

How can I retrieve a PhaseField value?

Hi Pipefiers,I am currently pulling data through the graphql api of Pipefy. However, I am struggling to retrieve the value of PhaseFields. Starting from a card, this is the nested structure I use Card > current_phase > fields (of type PhaseField) { card(id: "xxxx") { id title pipe { id name } current_phase { fields { index_name index id label description internal_id type options custom_validation help phase { name } } } }}I can retrieve index, options, id, etc… But I cannot identify the field corresponding the the value of the field. Has anyone faced this issue in the past and how did you retrieve the value of a PhaseField?Thanks in advance

2
Lais Laudari
Community Manager
2 months ago
rafael-leite
Pipefy Staff
rafael-leitePipefy Staff
published in Customs Apps & Integrations

📆 Integration Pipefy -> Google Calendar

Hi Pipefy Community, This week we will share with you the Pipefy integration with Google Calendar. This recipe aims to create an event on the google calendar through a Pipefy trigger. The purpose of this recipe is to give dynamism between pipefy and google calendar. The recipe contains the following steps: Recipe:Trigger - When a field is updated 1. Action - Get all the card information from Pipefy2. Action - Create the event in Google Calendar Most common use case: Sales process, recruiting, onboarding, and any other process that needs meeting/event creation. Click here to access the recipe in our library. You can clone it to your organization and follow the step-by-step configuration provided in this video.There are more than 40 recipes shared in English on the Workato Community. Every week we will post a new integration here in the community and we will be able to use this space to exchange information regarding this topic. See ya next week!

320
rafael-leite
Pipefy Staff
2 months ago
gabrielasil
gabrielasilRegular Participant
asked in API

findCars query doesn't work on specific pipe

Hello everybody. I’m currently having an issue where on a specific pipe, the findCards query returns an empty array of edges, no matter what fieldId and fieldValue I try to use. I don’t think my query is wrong because it returns an error when I pass an invalid fieldId and also it works on a different pipe. Anyone has any idea if I’m missing some pipe configuration or something like that? If it’s important, i’m using Postman to make the requests. query($search: FindCards!, $pipeId: ID!){ findCards(pipeId: $pipeId, search: $search) { edges { node { id, title, fields {name, value} } } pageInfo { endCursor startCursor }}}(GraphQL Variables):{ "search": {"fieldId":"field_id", "fieldValue":"field_value"}, "pipeId": "pipe_id"} 

3
Lais Laudari
Community Manager
2 months ago
izazueta
izazueta
asked in Customs Apps & Integrations

Access to beta features

Hi, I asked this on the support chat but don’t receive a straight answer.When / How we can get access to beta features in this roadmap https://roadmap.pipefy.com/tabs/15-in-beta? In particular the Card Field Updated trigger for Zapier will be very helpful in our process. Currently we only see the triggers available here https://zapier.com/apps/pipefy/integrations 

5
V
2 months ago
rafael-leite
Pipefy Staff
rafael-leitePipefy Staff
published in Customs Apps & Integrations

💎 Integrations | Approving through email

Hello Pipefy Community, This week we will share with you the Pipefy integration with Pipefy.This recipe aims to customize pipefy for an approval can be done through the email template. The purpose of this recipe is to speed up the approval process without the approver having to leave the email box to approve/disapprove a request. The recipe contains the following steps: Recipe:Trigger - When the webhook link fires 1. Action - Get all the card information from Pipefy2. Action - Check if the button pressed was approved or rejected3. Action - Return the answer to Pipefy Most common use case: Purchasing process, financial processes in general, vacation request, recruiting and any other process that needs approval.Click here to access the recipe in our library. You can clone it to your organization and follow the step-by-step configuration provided in this video.There are more than 40 recipes shared in English on the Workato Community. Every week we will post a new integration here in the c

690
rafael-leite
Pipefy Staff
3 months ago
rafael-leite
Pipefy Staff
rafael-leitePipefy Staff
posted in Customs Apps & Integrations

Integration Bamboo HR -> Pipefy ( Create/update a employee on Pipefy)

Hi Pipefy Community, This week we will share with you the integration of Bamboo HR with Pipefy. This recipe is to make both systems with the same employee information so that when a new employee is created/updated in Bamboo HR -> create/update in Pipefy as well.The recipe contains the following steps: Trigger - When employee record is created/updated in Bamboo HR 1st Action -Search the employee's record in the data table in Bamboo HR2nd Action - Get all information about this employee3rd Action - Create/update record/card in PipefyMost common use case: Employee recruitment, employee onboarding, employee movement, employee offboardingClick here to access the recipe in our library. You can clone it to your organization and follow the step-by-step configuration provided in this video. There are more than 40 recipes shared in English on the Workato Community. Every week we will post a new integration here in the community and we will be able to use this space to exchange information reg

0
rafael-leite
Pipefy Staff
3 months ago
loise-franco
Pipefy Staff
loise-francoPipefy Staff
published in API

🔦 New API Reports available!

Hello, Pipefy Community, We have great news: now, you can integrate Pipefy with your reports tool, such as PowerBI or DataStudio, through API! Here’s how: With Reports, you can filter data from your processes in real time, organize them into columns and export them as a spreadsheet to analyze the information you want. If your team needs to export reports frequently and within a certain period of time, you can automate that process! Configure an API Scheduler routine to automate report extraction using a mutation. The report will be exported in the time period you set in your scheduler. To extract the report, two calls are needed, the first is a mutation that will obtain an ID in the response to be used in the extraction, and the second is a query, which will use the response obtained in the first to obtain the download URL of the report. The initial call, as follows, must inform the ID of the Pipe where the report is saved and the ID of the report already formatted with all the columns

72210
vitor-oliveira9
Pipefy Staff
3 months ago
rafael-leite
Pipefy Staff
rafael-leitePipefy Staff
published in Customs Apps & Integrations

🔩 Integration Pipefy -> Netsuite ( Create PO)

Hi Pipefy Community, This week we will share with you the Pipefy integration with Netsuite. This recipe aims to create Purchase Orders in Netsuite through commands in Pipefy.The recipe contains the following steps:Recipe: Trigger - When a card is moved/updated in Pipefy1st Action - Get all information on this card2nd Action - Create purchase order in NetsuiteMost common use case: Purchasing process, Financial requests.Click here to access the recipe in our library. You can clone it to your organization and follow the step-by-step configuration provided in this video.There are more than 40 recipes shared in English on the Workato Community. Every week we will post a new integration here in the community and we will be able to use this space to exchange information regarding this topic. See ya next week!

523
natalia-manffre
Pipefy Staff
4 months ago
nortonmnobrega
nortonmnobregaNew Participant
asked in API

[API] List All Cards

I wanted to know if I can use the API to list all the cards I have in a pipe to be able to set up an integration.

2
marcos.pedrosa
Pipefy Staff
4 months ago
pedro-soares-kavak
pedro-soares-kavakRegular Participant
asked in API

Cards importer taking to long (more than 7 hours)

Hello Everyone, how are you?I am trying to make a cardImporter request, the problem is that this request is taking to long! always sending the same mensage error, “ 'errors': [{'message': "Another data import is already being processed. Please try again once it's finished.”I send the request yesterday and is still runningSomeone know how to stop a request of being processed?Thanks!  

4
pedro-soares-kavak
4 months ago
nich-morgan
nich-morganRegular Participant
asked in API

Card importer don't generate webhook card.create event

When I create a card with start form, it’s generate a card.create event and sent it to my webhook. But when I create cards with card importer that event don’t be generated.

8
natalia-manffre
Pipefy Staff
4 months ago
rafa15
rafa15Known Participant
asked in API

Problem with GraphQl endpoint User

Hello, we are using this object (https://api-docs.pipefy.com/reference/objects/User/)  in you api but we are getting a user from pipefy's CSM team a#####@pipefy.com So we pay for this user? I believe that she appears in the response because she gives us some support on our pipefy organization. How can I identify that this user is from pipefy and not my org?  

3
marcos.pedrosa
Pipefy Staff
4 months ago
rafael-leite
Pipefy Staff
rafael-leitePipefy Staff
published in Customs Apps & Integrations

💎How to create cards on Pipefy through Slack comands

Hello Pipefy Community, This week we will share with you the Pipefy integration with Slack. This recipe aims to create cards in Pipefy through Slack commands.The recipe contains the following steps: Recipe: Trigger - When a command is triggered in SlackAction - Create card in PipefyMost common use case: HR requests, purchase process, financial requests Click here to access the recipe in our library. You can clone it to your organization and follow the step-by-step configuration provided in this video.There are more than 40 recipes shared in English on the Workato Community. Every week we will post a new integration here in the community and we will be able to use this space to exchange information regarding this topic. See ya next week!

510
rafael-leite
Pipefy Staff
4 months ago

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