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Hello everyone!I have a phase on my pipe (credit analysis workflow) that only takes in documents from the borrower. I created a phase form for the borrower attach the documents.How can I create an automation to move the card once the borrower finished the phase form?Sincerely,Caio
Chatting with IT leaders is always enlightening! At our recent networking event in Chicago, discussions on AI, change management, and the adoption of new software were among the highlights. The IT leaders present shared a rather optimistic view of how AI will continue to support business efficiency in 2024. We also talked about how ensuring ease of use, proper setup, and managing expectations are crucial steps in preventing a tool from becoming shelfware. Above all, there was a consensus on the need to make sure new tech will seamlessly blend into each unique environment—before even contemplating its place in the tech stack. In this context, software integration emerges as a key player in truly setting the stage for success. 💡How do you align expectations for software within your stack?
🚀 Discover the exciting updates and enhancements we've made in November.Enjoy improved efficiency, innovative features, and an enhanced user experience. Don't waste any time, upgrade now and take your business to the next level with our latest innovation! Share it with your colleagues and keep up to date with Pipefy’s new features!
Hi everyone, here's a question, I have a company with a pipe and a database that I created, in the company we are 2 super users but when I create a pipe the other super user cannot see it if I don't make him a member of the pipe and he also cannot see the records within the database if I do not make him a member. What could be the problem?
Hello Community!We are 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, We’d love to hear from you and learn more about your experience. Comment below or send me a DM with your use case example - all feedback and examples are appreciated! If you have a few minutes to talk to us, it would be amazing!🤗👉🏼If your company's finance and procurement team uses Pipefy or knows someone who does, help us by sharing this post.
Is it possible to show two dates on the calendar view? In our process, we have a Project Completion date and a Project Implementation date. Both dates are important, and it would be great to see them both in the Calendar view. Is it possible? Is it something that can be added? Thanks
🍕Requesting time off shouldn’t be harder than ordering pizza, right? We didn’t think so either.Meet Pipefy's HR Virtual Assistant — an agent ready at all times to support your team around the clock, freeing HR professionals to concentrate on recruitment, engagement, and talent retention strategies. Whether it's handling vacation requests, job openings, role changes, or benefit inclusions, Pipefy empowers HR teams to deliver exceptional employee experiences. 🔓 Unlocking Efficiency in HR with Artificial Intelligence Join the webinar, connect with experts, and discover the potential ofArtificial Intelligence for Human Resources teams.👉🏼Click here to sign up now! Share it with the HR team at your company! ⭐Want to participate, but not sure if you'll be available?No problem! Sign up for the webinar to receive the recording.😉
I would like to create an email template that includes a hyperlink to get to the phase form. I know how to do this without creating an automated email template, but it would be nice to do this with automated email templates. Right now, I’m only able to show the lengthy task links in the email template. My suppliers and users would feel more comfortable if they received an email with a hyperlink instead (i.e. “click this link” to submit details) Long story, short I’m suggesting that there be a way to make phase-form links (aka task links) into hyperlinks on email templates. Any help, suggestions, or ideas for this?
In our ongoing commitment to enhance user experience, we've streamlined the setup process for our White Label features. With these latest improvements, you can now conveniently configure your White Label and branding preferences from a single, centralized location.This means that when you want to eliminate Pipefy's watermark across Portals, Forms, and Tasks, and replace it with your own branding in the header, you can simply access the general settings. Once you've completed your configuration, these changes will be seamlessly applied across all the areas previously mentioned. 🎓Our Education team has released material to help you to explore this functionality!👉🏼Check it out:🔹White label🔹How to create PortalsFor what kind of customers? Only Enterprise organizations have access to these features.
Pipefy announced the availability of its no-code business process automation solution in the AWS Marketplace, a digital catalog with thousands of software listings from independent software vendors that make it easy to find, test, buy, and deploy software that runs on Amazon Web Services (AWS). “Pipefy’s availability in the AWS Marketplace streamlines the procurement process, making it even easier for organizations already leveraging the power of AWS to use Pipefy to improve their workflow automation process”, said Alessio Alionço, CEO and Founder of Pipefy.👉🏻 Click here to read more about it!
Hi Pipefriends! Recent on my org, we have noticed new features about chatbot, powered by Pipefy, but many functions appear tagged as “coming soon” and others didn’t function as well. We liked it, but we need to know, there is a official release date for this feature?It’s a great notice and innovation from Pipefy! Thanks in advance!
Our product is always getting better…So you need to stay tuned to all the new features and updates launched this year!💡We want to introduce you to Refresh, Pipefy Academy’s Refresher Course!⏰In just 30 minutes, Refresh will help you:👉🏼 Stay updated on all Pipefy new features and updates;👉🏼 Use all you learned to create more impact on your team;👉🏼 Receive recognition and Pipefy’s official certification. This will validate your experience!🎓 Training Course in English🎓 Treinamento em Português Feedbacks are welcome!
🎙 Meet a Superuser - Diego MirandaInterview
This is our last interview of 2023 so don’t miss out on the chance to meet this Superuser! The series will return next year, so stay tuned! This month we’ll learn about Diego Miranda, Senior Logistics and Warehouse Analyst at One Subsea and Pipefy Community Superuser. He shared a little bit about his experience and results with Pipefy. > Tell us a little about yourself. Where are you from? What subjects interest you? And your hobbies? What is your position and what company do you work for?I’m a Senior Logistics and Warehouse Analyst at One Subsea. My name is Diego Miranda, and I’m from Guarulhos-SP but recently moved to Curitiba-PR to take on new career challenges. I’m 32 years old and I’ve worked with logistics for over 12 years, mainly within Customer Success in multinational businesses such as Pepsico and Mondelez. I transitioned careers to the Oil and Gas Industry within Logistics and Warehouse at Aker Solutions, which recently underwent a transition. It’s now part of One Subsea
Estou tem um Pipe conectado a um database de usuários e quero ocultar na pesquisa os usuários que já não se encontram mais na empresa e estão com status de inativo dentro do database Exemplo: Banco de dados de ‘’Usuários’’ está conectado ao Pipe de ‘’pedidos de compra’’no campo ‘’solicitante’’ . Assim acabando mostrando todo registros do banco.
Do you know what role does AI technology play in Pipefy’s products or services? 🤔👉🏼 “Pipefy's AI enhances our existing platform, helping teams solve some of their most complex and time-consuming challenges, such as extracting critical insights from their data or creating more efficient processes.”🗣Want to know more? Then don't miss the opportunity to read this full interview given by Alessio Alionço, founder and CEO at Pipefy, to AITechPark this week.💬 https://ai-techpark.com/no-code-automation-platform/
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