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!

118 Topics

Y
YoroflowNew Participant
asked in Ask a Question

What is Workflow Automation Software and How to Create it?

What is workflow automation software?

0
Y
2 hours ago
mauricio-rodrigues2
mauricio-rodrigues2Regular Participant
asked in API

Extract all activities from the card

Hello,Please, could someone tell me if the Pipefy API can extract all activities data from a card?Example:The user moved from Inbox to Making;The user moved from Done to PeersI need to have the life of the card, entrances and exits of the phases in an accumulative way.Example:Card created at 20:00The user moved from Inbox to Making at 21:00The user moved from Making to Inbox (again); 21:30And so on ...

3
Lucas Democh
3 hours ago
zevi
zeviRegular Participant
asked in API

pipefy api

Hi I'm trying to use the pipefy API and every time I send the request the response I get is                Access to XMLHttpRequest at 'https://api.pipefy.com/' from origin 'https://www.mywebsite.com' has been blocked by CORS policy: No 'Access-Control-Allow-Origin' header is present on the requested resource.I would appreciate if you could take your time to help me thanks 

3
genietim
3 days ago
rafael-pitanga
rafael-pitangaRegular Participant
asked in API

How do I get and insert data to a table via Postman?

Hi all, How can I find a simple example of how to search table data and to insert data into a custom table with columns like: “Title”, “First Name”, “Last Name” and “E-mail”. I am trying that using Postman, but the only response I got was Bad Request. Is there any link or tutorial explaining how to achieve that? Thanks! 

3
genietim
9 days ago
Keto-Faster
Keto-FasterKnown Participant
asked in Ask a Question

Access to Records by Permissions

Situation: We have a list of contacts used in processes, which ideally should not be shared with anyone. As certain people only should be using some contacts e.g. the partner at our law firm would only be managing director contacting him.Pipe with Database Connected Field: In an issue resolution pipe we are making these contacts available so people can find the best people to talk to quickly by issue type.Question: Is there a way to set permissions for which ones display for one user vs. another?Brainstorming optionscould we have an assignee field on the contacts database - and this is checked before displaying the records? (this is a filter on the records presented in connected fields, which I think doesn’t exist in pipefy as yet)  

1
Ezequiel Souza
9 days ago
Keto-Faster
Keto-FasterKnown Participant
asked in Ask a Question

Creating Dynamic Links

My understanding is that there isn’t a way to create a dynamic link in Pipefy.e.g. for the Dynamic content field we can’t add the dynamic content field into the link URL of the add link tool.e.g. https://link.com/?var=pipefy-fieldSo I’m wondering if there’s something I’ve missed, or a way to potentially add a link via a text field with HTML or any way else around it?Appreciate any thoughts.

4
Keto-Faster
14 days ago
ViniciusSantosFocus
ViniciusSantosFocusNew Participant
asked in Ask a Question

How can I get Assignee ID from a card using pipefy API?

I would like to know how can I get Assignee ID from a card using pipefy API?

1
alicereis
14 days ago
mauriciobl
mauricioblRegular Participant
asked in Customs Apps & Integrations

Export in CSV or XML

[EN]Hi, we’d like to know if there is a way to export data from cards, on a specific phase of a process, in formats other than XLS. More specifically in CSV or XML.Thank you in advance. [PTBR]Olá, gostaríamos de saber se existe uma maneiro de exportar dados de cards, em uma fase específica de um processo, em outros formatos além de XLS. Mais especificamente em CSV ou XML?Desde já, Obrigado

3
mauriciobl
16 days ago
jorge-barbi2
jorge-barbi2Regular Participant
posted in Ask a Question

Ordering pipe by headers in List View

Hello PipeFy Community, It’s been over a month since ordering by headers in list view of pipe has stopped working. I have reported it but haven’t really received info regarding when it should be up and running again.When is that gonna work? Pretty important thing!Feature Explanation: when visualizing your pipe in list view, you have the option to click the headers so the cards get ordered by them. It’s no longer working though.I hope PipeFy team fix that soon. My bests.   

3
rafael.jefte
1 month ago
michel-maudru
michel-maudruNew Participant
posted in Ask a Question

Manage a same form in a phase for multiple sending

Hello,  I am discovering your product, which seems to have a huge potential and I am taking the liberty of contacting you because I am stuck on a topic:Within the same phase, I have to send a from to at least 2 carriers, so that they can tell me back their best price.I can't manage to set up this operation. I do not want the carriers to know which other competitors have been consulted.How to implement these operations ?Best regardsMichel

3
rafael.jefte
1 month ago
Keto-Faster
Keto-FasterKnown Participant
asked in Ask a Question

Using Card Checklist as Steps of Task: Creation + Checking via Automation or API

Card Checklists are useful for procedure steps to complete. They are sort of like sub-tasks you see in other tools like Asana, Monday etc. etc.When the sub-tasks are different to each card, it’s not appropriate to use the Phase Checklist.To make the most of them I’m trying to:Set controls so that all card checklist items need to be checked to move to a new phase Automate card checklist creation (either via automation, API, workato etc.)Would appreciate any experience shares or ideas on how to do this. thanks.

1
Lucas Democh
1 month ago
Keto-Faster
Keto-FasterKnown Participant
asked in Ask a Question

Creating Card Checklist via the API

I’ve been reviewing the API to see how to work with Card Checklists. Based on documentation there, I’m not sure where they are available.Two questions on this: Are Card Fields the way to list card checklists on a card: https://api-docs.pipefy.com/reference/objects/CardField/ Can we add card checklists via the Update Card Field: https://api-docs.pipefy.com/reference/mutations/updateCardField/ Appreciate any thoughts or experience on doing this. Thanks.

4
Keto-Faster
1 month ago
michael-cope
michael-copeNew Participant
asked in API

Additional Card Information from Webhooks

Hello Pipefy team. I have been experimenting with webhooks to better automate our processes. I noticed that when I get a response, that the only information I receive is the card ID, and a pipe ID. Because of this, I have to execute an additional query to find the phase ID, and other information. Is it possible to have the webhook response include that kind of thing? It would be great if I could include all of the same information in the webhook response, that I could get in a query.

1
Marcos Carvalho
Pipefy Staff
1 month ago
Juliana Spinardi
Community Manager
Juliana SpinardiCommunity Manager
published in API

New GraphQL API update: Batch field updates for Cards and Database Records

We released a new API mutation called updateFieldsValues that will allow users to update up to 30 fields in a single API call. This new mutation will improve the overall developer experience when handling batch updates and will significantly improve the speed of batch updates, by reducing the number of API calls. 📌 Incremental updatesThis new API mutation also allows developers to update fields that contain multiple data by just adding a new value or removing an existing value.For example, to add a label to a label field, previously developers would need to do two API calls, an API call to get all existing labels, use this list to append the new label and then send to Pipefy in another API call the new list of all the labels. With the new mutation updateFieldsValues, developers can send an API mutation telling Pipefy to only add a new label to the existing list of labels in a​ field, the same applies to assignees, connections and checklists fields. Sample GraphQL mutationUpdating two

6386
camila-borges1
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.

1496
felipe.intratec
1 month ago
Juliana Spinardi
Community Manager
Juliana SpinardiCommunity Manager
published in Ask a Question

Quick Survey | We want to know your opinion about Pipefy's Help Center

Hi, there!We are looking forward to knowing your opinion about Pipefy's Help Center.Would you please answer a quick survey?We appreciate your participation. 😀 Go to the survey Portuguese version here.  👈

101
rafael.jefte
2 months ago
aryanda
aryandaNew Participant
asked in Ask a Question

Automation based on Date

Hi,I want to create an automation based on a Date field. The automation should trigger 3 days before the given date. However, I only get the following options:Can anybody help?

4
rafael.jefte
2 months ago
gabrielritchie
gabrielritchieRegular Participant
asked in Customs Apps & Integrations

adding google maps to portals

We currently have an enquiry portal but want to integrate google maps with zipcode so customers can show us their house roof. Is there a way to integrate google maps into a portal so the dats feeds into a pipe card?

1
Juliana Spinardi
Community Manager
2 months ago
ggmeyd
ggmeydRegular Participant
asked in API

Query

Hello, I need to use APi to pull the phase of the card, or rather its name, gives the following error:No query string was presentWhat exactly do I need to enter for the call to be correct?Using this Body:query {  card(id: 513360781) {    title   current_phase {     name   }    id    updated_at  }}

4
Lucas Democh
2 months ago
abhatt
abhattInspiring
asked in Ask a Question

Request Tracker Link

Hello Team, How can I get the link to Request Tracker form in subsequent Phase?Use Case: We have 9 phases in pipe. Request tracker gets sent to the user in the very first initial form phase. In phase 7, we have a dependency on external system to complete one operation and send data back to pipefy to progress further. At this stage, we want to notify original requester that details are sent to external system and along with this notification, we want to send the link of original request submitted by them (Public link which they received when they submitted). So they dont have to keep on searching email to get the access tracker link to see the status of request. Thanks in advance!Regards,Avni Bhatt

1
alicereis
2 months ago
Juliana Spinardi
Community Manager
Juliana SpinardiCommunity Manager
published in Customs Apps & Integrations

Style

☝️ Style -  We provide to you a CSS with style guide from Pipefy.Include the following CSS to your IFrames  Click here for details and usage 

887
Sarah Lane
3 months ago
bhrzk1
bhrzk1Regular Participant
asked in Ask a Question

Get Public URL of Card via Python

Hi all, I’m trying to do an automation integration with python and Pipefy. So far I create a card and get its information. Right now I’m trying to get its public url. I have looked the whole documentation but couldn’t find anything. Do you have any idea how I can get it? Thanks.

4
Lucas Democh
3 months ago
pedro-ferrari1
pedro-ferrari1Participating Frequently
asked in Ask a Question

Existe algum limite de cards que uma fase ou um pipe suporta?

Prezados, Gostaria de saber se há alguma limitação para criação de cards nas fases ou nos pipes. Elaborei um controle de processo onde a estimativa é gerar aproximadamente 2000 cards por mês, o que acarretaria na criação de aproximadamente 24000 cards por ano.

1
rafael.jefte
3 months ago
lucass-web
lucass-webNew Participant
asked in API

Issue in graphql pagination parameters

Hello everyoneI have a query to filter set of cards using CardSearch as example: above, has the query and the search result, the pagination parameters returned inform that I have more pages to be seen when I update the query to bring up the next page, I get the following return the curious thing is that there are card titles where pagination works normally, for example:for cards with title = "Almir Mario Bitto" the pagination does not work.for cards with title = "Filipe Gomes de Lima" pagination works normally    Are there any details to be adjusted in the query?I appreciate any help

2
Alex Dowbor
3 months ago
tobiasbaco
tobiasbacoParticipating Frequently
asked in Ask a Question

Remove connection from connector fields

Hi! I need to remove the card connection from a connector field using a graphql querry.Any ideia of how to do it?

5
tobiasbaco
3 months ago

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