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