Replies posted by matheus-dias3

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Ezequiel Souza
Ezequiel SouzaPipefy Legend
asked in Ask the Community

Copy cards from Pipe to another Pipe using automation

Hi Ezequiel! You can use an automation to create a connected card on another pipe by when entering a phase, or set an recurring activities to move selected cards to a phase where it creates a new card on this pipe. However, only paid users can access the pipe, even with read only permission, so even with the automation to clone the cards, the user can't acess the pipe to see the cards. This is something that the Request Tracker might help, we still in the first version of this tool, but we have plans to improve it soon. https://help.pipefy.com/en/articles/4363488-follow-the-status-of-cards-you-create-in-public-forms-through-the-request-tracker

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Ezequiel Souza
3 years ago

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