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!

157 Topics

Keto-Faster
Keto-FasterKnown Participant
asked in Ask a Question

Long Text Fields don't accept any code being stored in them?

Have been running into this issue with the long text field when trying to store text that has some SQL syntax included:Quick fix: Is there a way to escape this so I can enter some code?  Long term fix: Should the data in long text fields in pipefy backend be stored in a way to avoid these errors? 

4
marcos.pedrosa
Pipefy Staff
6 days ago
rafael-leite
rafael-leiteRegular Participant
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!

253
natalia-manffre
Pipefy Staff
8 days 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
8 days 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
11 days ago
enrique.herbella
enrique.herbellaNew Participant
asked in Ask a Question

Accessing table_record "Record Infos" using graphql

Hi!I am new at using graphql with pipefy API.I am trying to retrieve all the “Record Infos” of table rows using the pipefy API.Using {"query":"{ table_records(table_id: 12345678) { edges { node { id title done table { id } created_at created_by { id } } } } }"}',I am able to retrieve preliminary information about each row in the table. This is a sample result:[0] => stdClass Object ( [node] => stdClass Object ( [id] => 99999999 [title] => ROW TITLE [done] => [table] => stdClass Object ( [id] => AAA-BBBB ) [created_at] => 2022-02-10T09:19:48-05:00 [created_by] => stdClass Object ( [id] => 11111111 ) ) )However I am struggling to find the proper method to retrieve the node’s complete content; Meaning all the fields

1
anggela-leiva
Pipefy Staff
15 days 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
28 days 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
29 days ago
rafael-leite
rafael-leiteRegular Participant
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!

230
rafael-leite
1 month ago
rafael-leite
rafael-leiteRegular Participant
published in Customs Apps & Integrations

🧮 Integration Pipefy -> Pipefy ( Math operations)

Hello Pipefy Community, This week we will share with you the integration of Pipefy with Pipefy. This recipe aims to customize pipefy with mathematical operations. For this example we use the calculation of a commission but we can do any other mathematical operation that you want. The recipe contains the following steps: Recipe:Trigger - When a field is updated in Pipefy 1. Action - Get all information from this card2. Action - Do the math calculationMost common use case: Sales process, purchase process or financial processes in general 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!

691
rafael.jefte
1 month ago
chrgilles
chrgilles
asked in Ask a Question

How to record a "clicked" link in an email ?

Hi all, I’m sending email via Pipefy.In that email, i’ve placed a specific linkI would like ot have capability to record (and to be informed) that people has clicked the specific link, is it possible using Pipefy ?Thanks so much and good day :)

1
Ezequiel Souza
1 month ago
rafael-leite
rafael-leiteRegular Participant
published in Customs Apps & Integrations

Integration Pipefy -> Zendesk

Hello Pipefy Community, This week we will share with you the Pipefy integration with Zendesk. This recipe has the purpose of back and forwarding information between the two softwares. For example: when a Ticket is created in Zendesk, it creates a card in Pipefy and also when the process is finished in Pipefy, it is finished in zendesk.The recipes contain the following steps: One-way recipe:Trigger - When a ticket is created in Zendesk 1st Action - Create a card in Pipefy2nd Action - Link the ticket ID with the Pipefy ID in a table in the workato to be used in the back recipeReturn recipe:Trigger - When the card is finalized in Pipefy1st Action - Take all information from this card2nd Action - Search in the table for the Zendesk Ticket that is correlated with this Pipefy ID3rd Action - Update the Zendesk ticketMost common use case: Customer support Click here to access the first recipe in our library. You can clone it to your organization and follow the step-by-step configuration provid

150
rafael-leite
1 month ago
tsartori
tsartoriSuperuser
asked in Ask a Question

Email signatures

Its there any way of when we answer an email to a card, the images of the signatures dont be attatched to the card every time someone tag the email?

7
lais-laudari
Pipefy Staff
1 month ago
rafael-leite
rafael-leiteRegular Participant
posted in Customs Apps & Integrations

Integration Pipedrive -> Pipefy

Hello Pipefy Community,This week we will share with you the Pipedrive integration with Pipefy. This recipe is to create a customer in the Pipefy onboarding process from an opportunity won on Pipedrive. The recipe contains the following steps:Recipe:Trigger - When an opportunity is won on PipedriveAction - Create a card in Pipefy Most common use case: Sales Process in Pipedrive starting the Customer Onboarding process in PipefyClick 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!

1
rafael.jefte
2 months ago
Keto-Faster
Keto-FasterKnown Participant
asked in API

Get Connected Cards from a Known Pipe

Background:We have cards from Pipe A that have connected fields pointing to Pipe B (cards) We need to find all connected cards for Pipe A from lookups for Pipe BWhich Would be Best Method To Do ThisI am looking at this GraphQL API approach as the possible best route.https://api-docs.pipefy.com/reference/objects/CardRelationship/Using a search via Pipe ID (Pipe A’s ID) would this retrieve a list of all cards that are connected to Pipe B?New to GraphQL so may be misunderstanding this/ there may be a much better approach/ simpler.

5
Keto-Faster
2 months ago
P
pferrariogRegular Participant
asked in API

How to remove someone from an org

Im trying to remove people from an org using graphql syntax with this code: mutation RemoveUserFromPipe {  removeUserFromOrg(    input: {organization_id: "", email: ""}  ) {    success    clientMutationId  }} i’m not very sure thats right, some of you guys can help me with it? 

5
Juliana Spinardi
Community Manager
2 months ago
Keto-Faster
Keto-FasterKnown Participant
asked in API

Error on Adding Data to Long Text Field

Pipefy is rejecting a card creation based on the update for a long text field. The error doesn’t give me a lot to go on. Appreciate any thoughts on this. ERROR FROM PIPEFY:RuntimeErrorError Parse error on "7" (INT) at [1, 553] Text added to Long text field TEAM CE - Optimize KPI - Volume Mgt - Total Ticket Pool Size Dropped Below 50 Your data has met the Alert Conditions: less than 50.0 Week Ticket Created At matches "last 7 days" Report: INPUT: Ticket Pool Size - Total New Tickets by Request Date ( https://eu.holistics.io/dashboards/2199023262493-ce-team/?_e=2199023280138 ) Dashboard: CE Team ( https://eu.holistics.io/dashboards/2199023262493-ce-team ) Here are the records that meet the Alert conditions: (Max 100 rows of results) Week Ticket Created At 2022-09-19 00:00:00.000000 34

3
Keto-Faster
2 months ago
gabriel-silva-seteloc
gabriel-silva-setelocNew Participant
asked in API

API integration

I want to send an email whenever a card is moved. However, the email will be sent through another website. Therefore, I need to integrate via api, to search for the "email" field of the request and inform the site to send the email. How do I do that? I don't know GraphQl. I need a step-by-step guide for beginners.

1
lais-laudari
Pipefy Staff
2 months ago
jon71
jon71Regular Participant
asked in API

Getting current phase link through API

I’m trying to get the current phase link to a card through the show card API request. I need to be able to automate getting this link to the cards phase form but can’t find a way.This is the link generated from within the card. Does anyone know if this follows any logic or if its random? It looks like it contains a uuid but it doesn’t match the card or phase.I know you can get this link through email but I need to be able to get it externally please let me know if you have a work around Thanks

4
Juliana Spinardi
Community Manager
2 months ago
rafael-leite
rafael-leiteRegular Participant
published in Customs Apps & Integrations

✒️ Integration Pipefy -> Docusign

Hello Pipefy Community, This week we will share with you the integration of Pipefy with Docusign. This recipe has the purpose of sending a contract that is attached in Pipefy to be signed through Docusign. There is also a recipe for when the contract is signed in docusign, upload it to Pipefy. The recipes contain the following steps: One-way recipe:Trigger - When a card is updated in Pipefy 1st Action - Search the card's content2nd Action - Send the contract through Docusign3rd Action - Store the Pipefy card ID and contract ID in a workato table Return recipe:Trigger - When the contract is finalized in Docusign 1st Action - List the document in Docusign2nd Action - Download the document3rd Action - Allocate the file space inside Pipefy4th Action - Upload the file to the Pipefy server5th Action - Upload the file in the desired field in Pipefy Most common use case: Contracts in the sales process, Contract management, Legal department Requests, purchasing process (Supplier Contract), etc.

290
rafael-leite
2 months ago
Luan Moraes
Luan MoraesRegular Participant
posted in API

Search results in table

I'm performing a search in the data table, but I can't filter a specific field;Ex: { table_records(table_id: "xxxxxxx") {edges {      node {        record_fields {          name          value         }      }    }  }}I need the value field to return with the variable that I will insert.PSC. I'm using this search through a PHP integration.

3
vitor-oliveira9
Pipefy Staff
2 months ago
L
leandro.silvaNew Participant
asked in API

Update Label Webhook - Card Header

When the label update is done directly in the card header. Does pipefy send any card update webhook?

1
denise-hipolito
Pipefy Staff
2 months ago
alexander-razumeiko
alexander-razumeikoRegular Participant
asked in API

GQL Schema

Hi, i am using GQL to build some processes and i’d like to try `gql dsl`, for this i need a graphQL schema. I tried to generate it automatically but i was not able to do it. So my questions: is it publicly available? If yes, where i can get it?

5
arothberg-fa
2 months ago
Paulo Seze - Midwest Eng.
Paulo Seze - Midwest Eng.Regular Participant
asked in API

Integração Workato

Olá!Estou tentando obter acesso a Workato, mas até o momento não consegui.Alguém poderia me dar uma dica de como consigo fazer o cadastro?

3
denise-hipolito
Pipefy Staff
2 months ago
Keto-Faster
Keto-FasterKnown Participant
asked in API

Creating Cards with Labels via API

I’m having trouble creating a card via the API where the card has a label.Have received a variety of errors, looking like this:Error 30000 Invalid input: priority_1 (["Urgent"])It doesn’t accept the Label Name that you see in Pipefy.Am I missing something about the format that should be used for a label?This is the documentation:https://api-docs.pipefy.com/reference/objects/LabelField/

2
Keto-Faster
2 months ago
rcamayo
rcamayoInspiring
asked in Ask a Question

how to share a file together from a parent pipe to a child pipe

I have a parent process in which all the information is loaded to start the process, this process goes to a child sub process in which the participants execute their task each one simultaneously in different phases, but in some phases I need to share an attached file which is loaded in the parent pipe.How can I access this attachment from the child pipe?

5
rcamayo
2 months ago

Community Experts Leaderboard

Terms & ConditionsCookie settings