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  • 🔗 Get the Public Phase Form link from the Public API to integrate with external tools

Hello everyone 👋🏻

 

I’m excited to announce that now you can get the Public Phase Form link and use that to integrate with other tools, using our API!

 

🆕 What’s new?

  • We have now a new mutation, called configurePublicPhaseFormLink , you need to pass the cardID and:

    • You will be able to define if the link is enabled or not enabled;

    • You will be able to get the link itself.

 

💎 Why is it valuable?

  • With this new mutation, you can set a deadline for a Phase Form to be available, and after that specific time/rule, the link will be deactivated. This can be done, using an integration with Workato, for example:

    • This is very important for the procurement process, for example, where suppliers have a certain deadline to send proposals, with that they can ensure everyone has the same deadline;

    • Important for the HR process as well, where HR recruiters can define a specific deadline to get documents, or results from a test;

    • Or any other process where a deadline is required!

  • You can also get the link of the phase form and post anywhere using any automation tool you would like, for example, sending the link through WhatsApp, Teams, Slack, etc

  • Or even integrate with internal tools, pages, etc! 🚀

 

📚 Learn more

If you are using the Public Phase Form link and have any feedback for us, please, comment on this post. We would love to hear your thoughts! 😊

 

Kind Regards,

Danielle Diehl

 

Hi 

It’s great implementation!!! Very helpful!

Thanks.

Very good! Great update.

This is great, thanks for the update!

Hello @Ezequiel Souza , @rafael.jefte , @vicente-lemes Glad you liked! Thanks for the feedback! Let us know if you would like to see more improvements in the Phase Form.

Hello @Ezequiel Souza , @rafael.jefte and @vicente-lemes , me and my team are working to improve the Phase Form sharing feature even more, and I would love to hear more about your experience and use cases in a product interview. Would you be willing to participate? 

It would be a quick 30min call. 

If yes, please find the best time for you on this link: https://calendly.com/danielle-diehl/product-chat-with-pipefy

Thank you! 

Hello @Ezequiel Souza , @rafael.jefte and @vicente-lemes , me and my team are working to improve the Phase Form sharing feature even more, and I would love to hear more about your experience and use cases in a product interview. Would you be willing to participate? 

It would be a quick 30min call. 

If yes, please find the best time for you on this link: https://calendly.com/danielle-diehl/product-chat-with-pipefy

Thank you! 

Thanks for the invite! 

You can count on me :)

Hello @Ezequiel Souza , @rafael.jefte and @vicente-lemes , me and my team are working to improve the Phase Form sharing feature even more, and I would love to hear more about your experience and use cases in a product interview. Would you be willing to participate? 

It would be a quick 30min call. 

If yes, please find the best time for you on this link: https://calendly.com/danielle-diehl/product-chat-with-pipefy

Thank you! 

 

 

Awesome idea!!

Hi @Juliana Spinardi 

I already scheduled the session.

 

Thanks

Sorry guys, I´m new with all this and I couldn´t manage to get the Public Phase form link by GraphQl Query. Can someone post an example? I´ve been searching for documentation and couldn´t find an example. Thanks for supporting me.

Hi @Daniel Angelini Serviços!
You can use this query:
 

mutation {  configurePublicPhaseFormLink(input: {cardId: xxxx, enable: true}) {url}}

Thanks a Lot Lais. It worked!

Amazing!

I have a suggestion that it is not related to the API, but it is about the public phase form link.

I really miss the option of passing some parameters in the URL to prefill some fields of that phase like we can do when creating a new card. Here is an example:

https://app.pipefy.com/public/phase_redirect/123abc?origin=share&first_name=Brenno

Is there any way to get the pipefy “tasks and requests” notification by sending the task link with external tools?

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