Topics started by Karla Hernandez

4 Topics

Karla Hernandez
Karla HernandezParticipating Frequently

“Access your requests” linkSubmitted

we would like to have the option to add the request access link to any email template to be able to send to the requester at any point of the workflow the option to track the request. 

2
Nicole Chiroli
Pipefy Staff
1 year ago
Karla Hernandez
Karla HernandezParticipating Frequently
asked in Ask the Community

Chat Bot

I would like to obtain more information on how to set up chat bots in Pipefy, can someone help me on this topic?

4
mozart-morales
Pipefy Staff
3 years ago
Karla Hernandez
Karla HernandezParticipating Frequently
asked in Ask the Community

Pre-uploaded attachments in Pipefy

What is the possibility of pre-upload files, so they are available under cards as attachments and are downloaded as needed NOTE: Templates contain macros that allow data upload to Client’s ERP

3
Karla Hernandez
3 years ago
Karla Hernandez
Karla HernandezParticipating Frequently
asked in Ask the Community

Create Pipefy cards by email

Hi team, we are working with a project which the cards will be created by email, we were planning to redirect all emails from the generic mailbox to pipefy email address, but now they are saying that the forwarding rules are not allowed as per their global security policies. Do you know of a different process on how to create cards from Generic mailboxes?

1
belsalemme
Pipefy Staff
3 years ago

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