Tips and Inspiration

Do you want to make Pipefy more accessible for you? How about getting Pipefy as a desktop app? Today we will learn how to do it! It’s super simples. Check it out:  Open Google Chrome Login to your Pipefy company open Open Customize and Control Google Chrome (three dots) Select More Tools Select Create Shortcut… On the dialog, make sure to check the option Open as a window Voilá! (continue to make it permanent) Go to the Dock () right-button click on the Pipefy shortcutSelect Options > Keep in dockThat’s it! Tips by @goncaloferraz! 

Hello! My name is Thiago and I work as Product Designer at Pipefy. I'm very glad to share with you a new plugin for WordPress I've been designing and developing in the last month. There's a lot of WordPress users around there. And a lot of them use contact forms every day. And probably they're struggling out with email settings, SMTP, and all these hard stuff to get their contact forms working. We all know the Public Forms inside Pipefy are awesome. Inside Pipefy you can structure your workflow and then make the start form public for everyone by generating a link. This form is the pipe’s front door. Its fields ask for all the information people must provide before creating a new card. This card can be one lead, an email, a customer question... basically anything. So I had the idea of creating a simple but powerful way to launch this form in all WordPress pages. By installing the plugin you can integrate your website with Pipefy and enable customers to communicate with your team dire

QR code (or Quick Response code) is the trademark for a type of matrix barcode (or two-dimensional barcode). A barcode is a machine-readable optical label that contains information about the item to which it is attached.   In other words, it's a link that your smartphone camera can read.    Pipefy's start form can generate a public link that allows anyone to create a request from outside our software. This link can be easily configured  as a QR code. Ok, and so what?   The QR code can be an easy way to fill a reimbursement form, travel/facilities, or any HR request directly from your mobile.   Here is a quick guide on how to configure that: : 1- Create a Pipefy start form  2- Turn this into a public form by clicking on the button “Share” on the right side of the form (image below)    3- After that , enable the public form button, generate a public link and copy it.      4- After copying the link, you need to go to a free or paid QR Code generator website. You can eas

Have you already needed to create a Select field with multiple fields on a Database?    Well, there’s a thing called GraphQL mutation that can maybe help you.    GraphQL is a query language for your API, and a server-side runtime for executing queries by using a type system you define for your data. This technology helps you search for information in your organization in a much faster and practical way.   Ok, but you are probably asking yourself what should I do?    First, you need to access Pipefy’s GraphQL page: https://app.pipefy.com/graphiql , that should pretty much look like this:     Now you should paste the query below on the left white side of the page:   Query:   mutation{ createTableField(input:{   table_id: "Database ID”   type:"select"   label:"Name of the field"   options:["Option 1", "Option 2", "Option 3",] }) {   clientMutationId } }   It should look like this (example):     After that, press the execute button on the top left side

Hello, everyone! My name is Lucas Pimenta and I want to share with you a component created by us here in Capgemini to fully integrate the Pipefy platform together with UiPath (RPA Platform). With this connector, you can enchant your RPA projects to be able to create, move, update and delete cards and more, automatically through the RPA Robot. Link here: https://connect.uipath.com/marketplace/components/pipefy-x-uipath-custom-activities/review   I hope you enjoy! And I really appreciate any kind of feedback!   Regards,

Customers usually ask us “how can I use automation to update my field with an empty value?”  After a few tests, I found a way to do it using automation. This workaround is recommended if your company is on the Business or Enterprise plan (we are going to need automation and a field conditional to enable this workaround).  Ps: If you are not in on one of these plans and want to upgrade your account, you can contact the support team in our chat or your CSM, if you have one. ;) 1. First of all, you need to choose what type of field you want to update. We need to create a new field of the exact same type as the field we want to update. So, let's pretend we are interested in updating a field type Date.  I already have a Date field in my process, but I also created a new one called “Date - hide”. (I even named it that way to make it very clear that that is the field I want to hide, therefore it will not be visible in my process). This field will always be empty and it will be the one to be u

Have you ever had a card that should have created a “connected card” or a “new card” from an automation but didn’t?  It’s not frequent, but it can happen. Most of the time, the problem is in the card and/or fields. For that reason, today I am going to teach a trick on how to use autofill to check if there are any errors on your card preventing your “connected card” automation to run. First of all, you need to check if the autofill is enabled and set on the connection “advanced options”. If not, you need to set that autofill and match the fields with their correspondence in the origin pipe, just like you did with the automation. Once all the fields that are going to be filled automatically with the automation are matched in the autofill settings, it’s time to access the connection through the parent card and “try” to create a child card manually. If there is an error like, for instance, mandatory fields not being filled the connection will show where the error is and will prevent you

Have you already got lost  in your organization home page having trouble finding the process you want to access? Or just got annoyed that the home page is not organized enough?    Well, Pipefy can be organized following the logical rules of priority below:   1- My Pipes: processes that you are part of will always appear on the top part of your screen. “Other Pipes” will appear below on a separate section.    2- Favorite Pipes: categorized with a yellow star in the top left corner will always be shown at first.   3- Processes can be organized by adding numbers  in front of its name: Example:   4- Last but not least, Pipefy will be organized following an alphabetical order.    I hope that was useful :)

Hi Everyone,I’m sharing with you a video explaining how we usually manage files in Pipefy to send using email templates.Some use cases for this are in the Recruitment process or Employee onboarding where there’s a need to share standard files to all applicants or new employees using Pipefy’s email templates.https://screencast-o-matic.com/watch/cYeqIix9KM

  Hi everyone, I’m here to share how you can easily add a Data view (KPIs, SLA etc) in PowerBi using Google Sheets as a data repository.   Here is a step-by-step on how to configure it: Connect Pipefy and Google Sheets using Zapier by selecting the trigger New Card  or  Moved Card, so every time you create a new card, it will automatically go to the spreadsheet. Second, connect Google Sheets and Power Bi using using the Web Page Connect option.  Tip: to connect both you need to follow the steps below: Copy the shareable URL link Open PowerBi workspace and use the web as a source Past the link from Google Sheet and change to: "edit?usp=sharing" TO "export?format=xlsx" The connection is done. Customize your dashboard as you like. Pro Tip: Update information using the schedule for PowerBi or update your data manually.    That’s it! If you have any questions or suggestions, just comment below. Thanks!  

Pipefy provides the nice option to have E-Mail templates in HTML. This way, you can add tables, images, and pretty much all the styling and formatting you can dream of (provided there is support in the E-Mail program). What I am not quite happy about is the editor they provide. The windows size is limited. There is not code highlighting. No syntax highlighting. The lack of syntax highlighting and code formatting means, that it is too easy to miss a closing tag too many or not enough. All in all, it is just not suited for actual coding. That is why I wrote a custom CLI application, which uses Pipefy’s GraphQL API to fetch the E-Mails I want to edit, open them in my favourite editor (e.g. Visual Studio Code), and submit them back to Pipefy once I finished editing.I published this tool open-source, so you can use it too: https://github.com/GenieTim/PipefyEnhancer The usage steps are the following:1. Install NodeJS 2. Run the command (in your favourite terminal/command line/whatever it is

Setting up an SMTP, there are 4 error messages that we expect Pipefy to inform when something goes wrong with the configuration. Below you will find some possibilities.Causes and Solutions:🔹”We couldn't reach your SMTP host,' 'make sure your Port number or Host address is correct”: Pipefy shows this error when a "Net::OpenTimeout" type, error occurs. This means that when trying to connect using the information provided by the customer, we reached the timeout limit of the SMTP test connection probably because the Host or Port is wrong or is not configured to support SMTP protocol calls.🔹"Incorrect credentials, make sure your Username or Password is correct" This message appears whenever we receive a "Net::SMTPAuthenticationError".The reason for this could be:The Username/password is incorrect, and the email Domain doesn't currently support SMTP setups The user email isn't configured to support SMTP setups Client has 2FA on outlook (outlook only supports simple authentication for SMTPS

Have you ever asked yourself if it’s possible to hide a pipe so other members wouldn’t be able to see that it even exists? Well, that’s possible.    Here is a step-by-step on how to hide your pipes:   1- Choose a pipe that you would like to hide 2- Access  on it and open the pipe  settings 3- Scroll down to “Permissions” and select the option private pipe and save it. 4- Click on create a new card , click on the three dots on the top right corner of the form module and go to “Edit the start form” 5- Scroll all the way down and uncheck the box “Allow all team members to create cards on this pipe”   That’s it! Now your process is hidden and no one besides invited members and organization admins can see it.    Important: having in mind that the process is now private and hidden, you will need to invite members to join the pipe otherwise they will not be able to found it.    I hope you like it! 

I already mentioned in “How to edit your HTML email templates in your favourite HTML Editor” that the tool i wrote, https://github.com/GenieTim/PipefyEnhancer, provides a few different abstractions and added functionality on Pipefy using their GraphQL API. In this post, I will explain one more of the commands it provides: adding a field to multiple phases at once. Why would I want to do that? The scenario, why I wrote this command, is, that my client wanted a way to organise the attachments on their pipe. They wanted fields, such as “External Analysis” or “External Invoice”, where they can attach documents. They want to be able to attach these documents at every step in a process, meaning in every phase, while also knowing at which phase they entered the document. The last condition is it, that prohibits a single field in the first phase, that could be edited later in other phases using the left hand side, history, of the card. Please support my idea “Sort Attachments” to reduce the ne

Hey everyone, I’m here today to share a quick and useful hack for processes that have mandatory checklists and you need to make sure that all the boxes are checked before moving the card on to the next phase. When you make a checklist field mandatory Pipefy will consider it filled even when just a box has been checked. If you need all boxes to be checked, check out my video and let me know if this hack helps in the comments below!  I’m also super available if you have any feedback about the format of the content, suggestions for other hacks as well. Have a good one!  

Have you already asked yourself if there’s an easier way to pull a list of all users from your Pipefy organization?    Well, there’s a thing called GraphQL query that maybe can help you.    GraphQL is a query language for your API, and a server-side runtime for executing queries by using a type system you define for your data. This technology helps you search for information in your organization in a much faster and practical way.   Ok, but you are probably asking yourself what should I do?   First, you need to access Pipefy’s GraphQL page: https://app.pipefy.com/graphiql , that should pretty much look like this:     Now you should paste the query below on the left white side of the page:   Query:   {  organizations(ids: [Paste here your Org ID]) {   members {     user {       name       email     }   } } }   It should look like this (example):   {  organizations(ids: [91162]) {   members {     user {       name       email     }   } } }   Afte