Replies posted by reinout

4 Replies

Lais Laudari
Community Manager
Lais Laudari
published in API

API Reference > CardsF.A.Q.

How can i upload an attachment to an existing card?

2176
genietim
4 months ago
rafael-leite
Pipefy Staff
rafael-leitePipefy Staff
published in Customs Apps & Integrations

🔩 Integration Pipefy -> Google Drive (EN)

I built the exact same process with Make (formerly known as Integromat), but my target is OneDrive instead of Google Drive.Here’s a screenshot… feel free to contact me if you need help with it. 

2624
rafael-leite
Pipefy Staff
1 year ago
leticia.moreira
Pipefy Staff
leticia.moreiraPipefy Staff
published in News and Announcements

📣 We want to hear from you! How does Pipefy help you manage your requests?

Company name: Advocaat Nathalie Verherstraeten Process name: Manage administration of and legal reporting about legal guardianships Process Scanned Documents to Onedrive archive backend: Manual identification of the scanned document Attribute related sender, case, receiver Type of document: letter, invoice, etc. Distribute documents to Onedrive in correct client/case folder Distribute invoices to Pipefy process invoice management Invoice Management for each guardianship Automatically create invoices from identified scans and determine bank account to use Manually enrich invoices with amount, due date and reference Track invoice payments and soon to be overdue invoices Track installments of payment of invoices Report management for each guardianship Track which yearly reports and the associated status Track invoices to be made based on yearly reports What problems were you facing before using Pipefy? We had absolutely no idea how many l

3496
Juliana Spinardi
Pipefy Staff
1 year ago
Jefferson Dourado
Jefferson DouradoKnown Participant

Preview attachmentSubmitted

I would prefer the document becomes visible next to an open card… that way, if any information from the attachment has to be typed into the card… you can read and input at the same time!

10
marcosmelo
1 year ago

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