Unanswered questions

I have built a Client App and I`m trying to access the microphone but I`m receiving an access denied error, as far as I can understand the error is about an iframe the app is put inside by pipefy.Is there any way we could change the behavior of how pipefy renders an app?

4 months ago

grupopremium.ioNew Member

asked in Pergunte à Comunidade

Importação card e empresa

Olá pessoal. Gostaria de realizar uma importção de outro CRM para PIPEFY. no momento tenho todos os dados por planilhas.Nesse caso precisaria importar cards em massa e vincular cada um deles a uma empresa e em um contato.sei que é possível importar dados de database (dados da empresa no meu caso) e também do pipe (que são dados de cada negociação que tenho.)Porém gostaria de subir alguns cards de determinado pipe mas que dentro dele ficasse vinculado a datbase com dados da empresa. É possível fazer? e como poderia realizar?

7 months ago

karina-coronaPipefy Staff

asked in Finance & Procurement

Do you use Pipefy to process invoices and complete 3-way matching? Share your use case!

Hello! My name’s Karina, and I’m a part of Pipefy’s content team. I’m currently researching how procurement and finance teams use Pipefy, specifically for invoice processing. If you use Pipefy to process invoices and complete the 3-way matching process, I’d love to hear from you and learn more about your experience. Comment below or send me a message with your use case example - all feedback and examples are appreciated!

8 months ago

SJLNew Member

asked in Ask the Community

SusanNew Member

asked in Pergunte à Comunidade

Conexão dentro do mesmo Pipe

Preciso controlar Remessa p/Conserto e Retornos Parciais no mesmo pipe. Cada Card é uma demanda e vários Cards podem gerar apenas 1 NF Remessa Conserto e no Retorno de Conserto ser devolvida parcialmente em épocas distintas. É possível criar conexão entre os cards onde é preenchido o campo nºNF em todos os cards conectados e os cards só serem movidos para finalizado quando o card principal chegar na fase finalizado?

1 year ago

alexandrevcNew Member

asked in IT Operations

Problem using mutation moveCardToPhase

Hi, I want to update the field Done from false to true of a card using graphQL, how can I do that ? I need to move some cards to next phases:I´m tryng this mutation: mutation { moveCardToPhase( input: { card_id: cardID destination_phase_id: newPhaseID } ) { card { id current_phase{ name } } }}And I’m getting the bellow error"message": "Card could not be moved to phase id: 1234567"How can I figure out what fields are required to allow this Phase updating of the card ?Thanks in advance for any help.

1 year ago

bart-batselierNew Member

asked in Ask the Community

HTML vs Markdown vs portal

@Giovanni Basso Hi,It seems that when we use HTML all is going well, but not in the portal.If I change towards markdown the portal is going well, but the pipeline is not well formatted.Can this be solved ?See movie :https://twikey-download.s3.eu-central-1.amazonaws.com/media/chrome_5SnIi3nJlH.mp4

1 year ago

Zac CNew Member

asked in Ask the Community

Reordering List View - Possible?

New kid on the block here, TIA. How does one reorder the columns in the LIST VIEW and permanently keep this order for the individual user and/or the whole team? For example, the LIST VIEW shows the following columns of information from left to right:Current phase -> Title -> Due date -> Assignees -> Labels -> Etc. What if I'd like it to show this instead?Title -> Assignees -> Current phase -> Due date -> Etc. -> Labels Do we have the ability to reorder permanently? Do we have the ability to resize permanently?

1 year ago

Edmar MachadoNew Member

asked in Ask the Community

Portal / Guest - Request Search

I would like to know experiences and practical applications in the routine of invited applicants, whether through the Portal or with a guest profile, when the demand is "search" for cards, application of filters, by status, by pipe, by phase, by dates, etc. .I also want to understand the pain of these requesters, when they need to locate a request without knowing the ID, and they need to apply searches.

1 year ago

radamsNew Member

asked in Ask the Community

Email template - Send a quarterly notification - Not triggered by an event

Hi, we are using Pipefy as a CRM. I am in need to send out a quarterly NewsLetter to some of our contacts.Can I use Pipefy to create an email template and send the Newsletter to some of our contacts? This is a communication email that is not necessarily triggered by an action in Pipefy. It is just a communication email. It it is not possible, my other alternative is to use the contact information to send the email using Outlook. Our contacts are in a database that has no relation to the accounts cards, so I have no way to determine which contact name belongs to which account. Would love some help or ideas on how to accomplish this.

2 years ago

bart-batselierNew Member

asked in Finance & Procurement

Billing

Hi,We have made our payment in time, with the known Mastercard.However it seems the payment is declined, therefor we are 1 month in delay of payment.The account is still open but we cannot access the billing page anymore, which seems a not logical.We want to make the payment, but we are prohibited to do the update ? How in earth can we solve this?We even want to pay upfront for the whole year if someone please can help us ?!Can you please investigate and return to us asap, since you also blocked the mailintegration now !Extra remark : We can even prove the payment. We are the market leaders in Belgium and the Netherlands for recurring payments, and fast expanding in Europe so we know how the payment system work !

2 years ago

motoristas-cosNew Member

asked in Ask the Community

I can't attach image

I use the android app. When I take a photo through the app, it doesn't attach

2 years ago

katherynNew Member

asked in Ask the Community

problem with initial form

Hello!In my pipes I have problems to see the initial form that my colleagues have filled in. What can I do?

2 years ago

rodolfo-silva5New Member

asked in API

problem using example in NodeJs

Hi, I'm using node, and I got the example in the documentation, but when I run it, it gives me this error, and on the site where the example is executed, it's running normally.Thanks.Link example: https://developers.pipefy.com/reference/graphql-endpoint Code:sdk['graphql-endpoint']({ query: '{allCards(pipeId: 302194528){edges{node{id}}}}'}, { Authorization: 'Bearer *token*'}) .then(res => console.log(res)) .catch(err => console.error(err)) Response:{> '0': {> instancePath: '/paths',> schemaPath: '#/additionalProperties',> keyword: 'additionalProperties',> params: { additionalProperty: '' },> message: 'must NOT have additional properties',> isIdentifierLocation: true> },> stack: 'SyntaxError: OpenAPI schema validation failed.\n' +> '\n' +> 'ADDITIONAL PROPERTY must NOT have additional properties\n' +> '\n' +> ' 24 | ],\n' +> ' 25 | "paths": {\n' +> '> 26

2 years ago

dcastelhanoNew Member

asked in Customs Apps & Integrations

Change index_name from a field

Hi guys, how can i change the index_name of a field, when i create a new field in app.pipefy, the "index_name" is "field_1_date", i need to change this to “due_date” instead of “field_1_date”, in order to integrate with my backend via graphql, that’s possible?Thanks

2 years ago

gabrielcm940New Member

asked in Customs Apps & Integrations

p.modal features dont work

I have this code butPipefyApp.initCall({"card-buttons": function (p, pipe) {return [{icon: "./assets/sicronize.png",text: "Buscar informações",callback: openModal,},];},}); var openModal = function (p) {p.modal({url: "https://react-expensify-sample-app.herokuapp.com/",height: "70%",width: "70%",});}; My problem is: The modal keep loading forever. When I inspect the network traffic I can see the response code 200 and the ‘hello world’ content inside the iframe, as expected! but the modal keep loading and does not show the iframe content.

2 years ago

Edmar MachadoNew Member

asked in Ask the Community

Portal - Fill in with the answers from the last form answered?

Anyone else with the pain of the pipes configured in the Portal, not respecting the parameter of the public form: Fill in with the answers from the last form answered?

2 years ago

ThalesNew Member

asked in Pergunte à Comunidade

Pesquisa em Database - API

Oi pessoal tudo bem? Criei uma database com os campos Nome, e-mail e telefone. Gostaria de saber como faço pra fazer uma consulta apelas pelo número de telefone e que me retorne os dados de nome e e-mail, relativos a pesquisa que fiz pelo telefone. Tentei algumas coisas pelo graphiql mas não entendi muito bem como usar o search dentro do table. Obrigado!

2 years ago

igsantos1996New Member

asked in Pergunte à Comunidade

Bug ao tentar excluir um pipe

PT - Olá. Gostaria de informar um erro no pipefy. Não é possível excluir um pipe. Estou anexando um print do console do navegador no momento que tento excluirEN - Hello. I would like to report an error in pipefy. You cannot delete a pipe. I'm attaching a browser console print at the moment I try to delete

2 years ago

ti-pontocomxNew Member

asked in Pergunte à Comunidade

Upload de anexo para o card via API

Estou implementando um integração que irá enviar os dados para preenchimento do formulário de início do funil através da API GraphQL.O nosso formulário contém dois campos para anexar arquivos.Gostaria de saber como faço para enviar um arquivo para o s3 do Pipefy para, em seguida vincula-lo a um card.Já estou gerando o CreatePresignedUrl mas não consegui encontrar instruções de como devo postar o arquivo para url disponibilizada no response.O seguinte post me deu alguma ideia do caminho mas não esclarece a parte do upload do arquivo.Estou recebendo a seguinte mensagem de erro quando tento fazer o PUT para o s3: <Error><Code>SignatureDoesNotMatch</Code><Message>The request signature we calculated does not match the signature you provided. Check your key and signing method.</Message> Espero ter sido claro o suficiente e desde já agradeço. Att,João.

2 years ago

Ezequiel SouzaPipefy Legend

asked in Pergunte à Comunidade

Como bloquear o recebimento de e-mail para o Pipefy

Olá Há alguma forma de evitar que alguém envie e-mail para o endereço pipe1195082+fhsjkdhfkjsdfk@mail.pipefy.com? Obrigado.

2 years ago

h-nascimento-almeida1New Member

asked in Pergunte à Comunidade

Servidores STMP

Olá, Tudo bom?Gostaria de saber se teria como configurar vários servidores SMTP, Pois temos vários domínios, como:@Empresa1.com.br@Empresa2.com.br@Empresa3.com.br Sei que tem como configurar 1 dominio personalizado, porém gostaria de saber se é possível configurar 3 servidores e escolher em cada template e-mail qual domínio utilizar… Outra coisa que gostaria de saber que é possível tirar os números que tem no e-mail personalizado do card, ou eles de fato são utilizados para identificação do mesmo?

2 years ago

Page 2 / 3

Unanswered questions

62 Topics

Access to Microphone using Client App SDK

Importação card e empresa

Do you use Pipefy to process invoices and complete 3-way matching? Share your use case!

Moving Cards

Pipe to Create Cards - Email configuration

Como conseguir um campo customizado específico de um card

Erro ao acessar anexos via API

Conexão dentro do mesmo Pipe

Problem using mutation moveCardToPhase

HTML vs Markdown vs portal

Reordering List View - Possible?

Portal / Guest - Request Search

Email template - Send a quarterly notification - Not triggered by an event

Billing

I can't attach image

problem with initial form

problem using example in NodeJs

Change index_name from a field

p.modal features dont work

Portal - Fill in with the answers from the last form answered?

Pesquisa em Database - API

Bug ao tentar excluir um pipe

Upload de anexo para o card via API

Como bloquear o recebimento de e-mail para o Pipefy

Servidores STMP

Community Experts Leaderboard

Unanswered questions

Community Experts Leaderboard

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