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711 Topics
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
4 years ago
J
Pipefy Staff
JamesPipefy Staff
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
4 years ago
F
Pipefy Staff
Felipe ScholzPipefy Staff
published in News and Announcements
New and improved Basic Process Management course! ✨News

Hey, doers! Are you ready to level up your Pipefy game? 🆙   I would like to announce the new and improved Pipefy University's Basic Process Management Certification!   Not only you will be able to understand and master Pipefy's key features in an updated course, but you will also achieve credentials to grow your resume and highlight your hard skills!   Updated course, with new, more objective lectures Updated quiz to test your Pipefy knowledge Get to know Pipefy's latest features and tools to improve your company's processes!   And… it's free! If you have already received your certification, make sure to revisit Pipefy's Basic Process Management course page.   Have a nice learning journey!     

1831
belsalemme
Pipefy Staff
4 years ago
P
Pipefy Staff
PeterPipefy Staff
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
4 years ago
F
Pipefy Staff
Fred BaconPipefy Staff
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
4 years ago
P
Pipefy Staff
Peter AlexanderPipefy Staff
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
4 years ago
P
Pipefy Staff
Peter AlexanderPipefy Staff
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
Pipefy Staff
4 years ago
P
Pipefy Staff
Peter AlexanderPipefy Staff
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
4 years ago
E
Pipefy Staff
Emily JamesonPipefy Staff
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
Pipefy Staff
4 years ago
M
Pipefy Staff
Mary AnnePipefy Staff
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
Pipefy Staff
4 years ago
M
Pipefy Staff
Mary AnnePipefy Staff
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
Pipefy Staff
4 years ago

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