Replies posted by Lucas Ivantes

8 Replies

Lucas Ivantes
Pipefy Staff
Lucas IvantesPipefy Staff
published in Tips and Inspiration

How to manage files in Pipefy using Databases

@genietim  For now you need to either create a separate field for each file or attach a zip folder. Our team is working on ways to improve the experience for fixed files soon. 

4048
marcosmelo
1 year ago
Lucas Ivantes
Pipefy Staff
Lucas IvantesPipefy Staff
published in Tips and Inspiration

How to manage files in Pipefy using Databases

Unfortunately Pipefy can only send attachments via manual emails, there's no option for it in the templates. I'll leave a product feedback in your behalf, but feel free to give the feedback as well 

4048
marcosmelo
1 year ago
Lucas Ivantes
Pipefy Staff
Lucas IvantesPipefy Staff
published in Tips and Inspiration

How to manage files in Pipefy using Databases

You’re correct @Sarah Lane, there will be no attachments in the email, only the access links to them. Let me know if you have any other question.

4048
marcosmelo
1 year ago
Juliana Spinardi
Pipefy Staff
Juliana SpinardiPipefy Staff
published in Events and Recordings

🎥 Recording | Improve your communication: integrate Pipefy + messages apps

Thanks for the kind words Sarah! Please contact us if you need anything.

1447
Juliana Spinardi
Pipefy Staff
2 years ago
genietim
genietimPipefy Legend
asked in Ask the Community

How can I automatically Process Incoming E-Mails?

Hi there! With Pipefy’s automation it was never possible to process the content of incoming emails in existing cards.What we have is the email inbox feature, that allows you to create cards via email.Specifically about your question, we can gather the content of the email only via integrations. With Pipefy’s API we can collect the subject/body/attachments of an incoming email and populate fields with the needed information.Contact us if you are interested  in learning more about Pipefy’s integrations.

1
Lucas Ivantes
Pipefy Staff
3 years ago
F
Pipefy Staff
Felipe ScholzPipefy Staff
published in Tips and Inspiration

Start sub-process automaticallyproduct hacks

Unfortunately using Pipefy’s automation that’s not possible, you’ll need to create one automation for each pipe that you want to take action on. But for sure you can use our open API to make this happen, check our developers page or if you are interested in a custom solution, reach us out trough this form: https://app.pipefy.com/public/form/WIb8ff63

3415
rcamayo
1 year ago
Alexandre Sawaya
Alexandre SawayaRegular Participant
asked in Pergunte à Comunidade

Copiar campos existentes para adicionar novos campos com o mesmo formato

Olá Alexandre, infelizmente não é possível duplicar/copiar campos nem fases no Pipefy.  

5
F
Pipefy Staff
3 years ago
Jody Poland
Jody PolandInspiring
asked in Ask the Community

Capturing 2 data points per field

Hi Jody, You can create a Database with the necessary fields (category and description) and use the Database Connection Field to capture more than one information per card.

2
Lucas Ivantes
Pipefy Staff
3 years ago

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