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11 days ago

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PeterPipefy Staff

asked in Ask the Community

Automation Triggers

what are the most common automation triggers and when they would be useful? Any real life examples? I'm looking to automate my processes and some ideas on how to do it would be nice!

4 years ago

Juliana SpinardiPipefy Staff

published in News and Announcements

Office Picture Contest Contest

Hi Doers, working from home can be super nice. But I miss commuting to the office every day, taking a break and meeting my colleagues for a cup of coffee, in-person meetings, having lunch with customers, decorating my workstation and playing with the office pets. Do you feel the same? Yes? If so, I invite you to share with the community a cool picture of what you miss the most about going to the office! The picture with more likes will win a cool swag from Pipefy! You can post your picture until July 24th! The result will be announced on July 31st Let the games begin!

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4 years ago

Suporte ANLTNew Participant

asked in Ask the Community

Notify me via email on Portal

Hi there, is it possible to remove the "enter your email" on the portal? In the form, I configured that is not required but when I open it via the form it does make it required. Any thoughts?

4 years ago

Felipe ScholzPipefy Staff

published in News and Announcements

New Pipefy Sharing CenterNews

Hi Doers, I'm happy to announce our brand new Sharing Center! You should be the one defining how and with whom your forms are shared. And choosing the best way to do that just got easier. The Sharing Center is the place for you to find and set up multiple ways to receive information to get your processes started. Choose your way: Making your start form public Embedding the form to web page Sending your form through email without leaving the platform Setting up the form with an email inbox Adding forms to a portal Connecting your form to another pipe Giving specific people access to the form I hope you like it! :)

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4 years ago

Ana GomesPipefy Staff

asked in Ask the Community

Size PDF Template in Pipefy

Hey everyone! Does anyone know what the dimensions of the PDF template are?

4 years ago

Jefferson DouradoNew Member

asked in Ask the Community

SLA feature for public holiday

Hey Guys, does any one knows if it is possible set up the SLA feature not to consider Public Holidays?

4 years ago

HCiconelloRegular Participant

asked in Ask the Community

Registration accont

Hi, I receive a invitation to my company Pipefy (paid account) and I would like to know if I can accept the invitation and change my e-mail after it. Thanks

4 years ago

Kevin WilliamsPipefy Staff

asked in Ask the Community

Mandatory Fields

hi, when should I use mandatory fields in my start form and phases? Can you give me some examples?

4 years ago

steveshaiferNew Participant

asked in Ask the Community

Phase Customization

I'm setting up a funding tracker.

4 years ago

JohnPipefy Staff

asked in Ask the Community

Bulk import cards

Hi, is it possible to bulk import cards? I would like to upload a .xls file intro Pipefy and mass upload cards.

4 years ago

Ana JPipefy Staff

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?

4 years ago

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!

4 years ago

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!

4 years ago

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)

4 years ago

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!

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4 years ago

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?

4 years ago

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!

4 years ago

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?

4 years ago

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?

4 years ago

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.

4 years ago

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?

4 years ago

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?

4 years ago

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?

4 years ago

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