Ask the Community

Connect with other Pipefy users and community experts to get help building great workflows and processes.

  • 364 Topics
  • 1,053 Replies

364 Topics

A
Ana JNew Participant
asked in Ask the Community

How many days after payment late is the account blocked in Pipefy?

Hi, I need to update my credit card information on my account, but I just wanted to know how many days it will take to block my account? Will I lose data from my processes? 

1
F
2 years ago
Marina Afonso
Pipefy Staff
Marina AfonsoPipefy Staff
posted in Ask the Community

How to set an integration Zendesk and Pipefy

Hi everyone, I would like to know if you already worked with a integration between Pipefy and Zendesk? Or, if you are a partner if you already sell this. If yes, please tell me your experience!

1
omar-branquinho
2 years ago
mgruber
mgruberNew Participant
asked in Ask the Community

Can Pipefy replace Sharepoint?

My name is Michael Gruber and I work for UNICEF Canada.  I’m here because we have a legacy home brew workflow for requesting translation of documents and content.  This runs on MOSS 3.0 / Sharepoint 2007 and the servers are quite old and need to be upgraded.  The only problem is that the latest operating systems don’t support the old versions of Sharepoint so I’m faced with either upgrading sharepoint or switching.  I found Pipefy through an online search and it looks promising.  I’m not a programmer, but I do understand the logic in the workflow.  If anyone has seen anything similar to what I’m trying to accomplish, I’d really like to hear about it. Thanks!

3
belsalemme
Pipefy Staff
2 years ago
J
JamesNew Participant
asked in Ask the Community

Dynamic content emails

Is it possible use information previously added different phases of my process to compose an email template? (e.g., use the the requester information name on the email) 

1
belsalemme
Pipefy Staff
2 years ago
P
PeterRegular Participant
asked in Ask the Community

Pipefy or Trello

Hi, I would love to know in your opinion what are the main differences between Trello and Pipefy. Which one would you recommend for a mid-market company looking for improving control, SLA management and visibility?   

2
alessioalionco
Pipefy Staff
2 years ago
F
Fred BaconNew Participant
asked in Ask the Community

Using Pipefy for hiring processes

Hi, I own a construction company and we have been increasing our head count lately. Since we don't have a structured process in place I would love to learn how other customers have been using Pipefy for hiring processes.    Looking forward to hearing from the community experts! 

2
Ricardo Palhares
2 years ago
P
Peter AlexanderNew Participant
asked in Ask the Community

Creating Email Templates

Hi, I would love to create email templates that are sent automatically whenever cards are moved to different phases. Is is possible to configure something like that? 

2
ivan.novofoco
2 years ago
E
Emily JamesonNew Participant
asked in Ask the Community

Add button to email template

How to create a button in an email template? I would like to create a more visible CTA (call to action) on emails I send to external requesters. 

1
ricardo-borges
2 years ago
P
Peter AlexanderNew Participant
asked in Ask the Community

How to add a table to an email template

Hi, I would love to build a table on my email template with specific content from my vendor to be  displayed on the body of the email. Is it possible? 

1
F
2 years ago
P
Peter AlexanderNew Participant
asked in Ask the Community

How can I manage company and pipes permissions in Pipefy

Hi, is it possible for users to be Pipe admins but not company admins? I want to set different permissions to different users based on their responsibilities and processes. 

1
Ana Gomes
Pipefy Staff
2 years ago
E
Emily JamesonNew Participant
asked in Ask the Community

Filtering options on reports in Pipefy

Is it possible to build and save Reports so I don't need to create new ones every time? 

1
F
2 years ago
E
Emily JamesonNew Participant
asked in Ask the Community

How can I get a upgrade to use Pipefy

Hi, I'm currently using Pipefy in the professional plan and I would love to move to the business or enterprise plan. How can I upgrade my plan? 

1
F
2 years ago
M
Mary AnneNew Participant
asked in Ask the Community

I was charged for adding new users to use Pipefy

I just realized that after inviting a couple new team members to Pipefy I was charged in my credit card for adding. Do you know what happened? 

1
F
2 years ago
M
Mary AnneNew Participant
asked in Ask the Community

How can I update my billing information?

Hi, I would like to update my credit card and billing information. Where can I do that? 

1
F
2 years ago

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