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Hey there! So, I've just started to use PDF generation. But, I've hit a bit of a roadblock. 🤔I'm trying to figure out how to tweak the font size and change colors in my PDFs. Any advice? I'd appreciate any tips. Thanks a million! 🙌
This month, get to know Community Superuser Ivan Abduch, Co-founder and CTO at Newfy, a Grupo Novofoco company, and learn about his experiences using Pipefy. > Tell us a little about yourself. Where are you from? What are your interests and hobbies? What is your job, and where are you employed? My name is Ivan Abduch, co-founder of Newfy and father of Samirzinho. I love drawing and preparing Asian food. These hobbies balance my professional objective of empowering managers to develop more competitive companies. > How do you use Pipefy in your work routine? My first contact with Pipefy was in mid-2017. We were looking for a tool to make our consultancy on management systems, especially ISO 9001, more tangible and less bureaucratic. We wanted to offer our clients something that went beyond a paper certificate, something that really added value and remained in the management of their companies. During the external audit, we received praise from the certifying body for the innovati
Hello: I’d like to ask about using the “Date” Field Type.In two locations on my pipe, the User is requested to provide a Date by selecting (clicking on) a date in a displayed calendar.My question is: Can it be configured so that when a date has been selected, the calendar will clear from the current view?At the moment, in both of the Date fields on my Pipe, the User needs to click somewhere other than the calendar to clear the calendar from the current view, and continue on with the form.In the example attached, today’s date (03OCT2023) has been selected, but the October calendar is still dormant. Thanks! Andrew
I'd like to know how to create and share with my clients full proccess pipes and databases, so they can jump start their business with little effort.
Apologies in advance if this is not the right place to ask this. I’ve sent several messages via the messaging bot but have not made any progress yet - so I’m not sure how else to elevate this.My free account was recently locked due to making too many pipes. Of the messages I have sent via bot, one was replied to where I was told that my account was unlocked. But I am still unable to access any of my pipes.As I understand it, I have less than 24 hours now to delete the extra pipes. But I can’t access them to make the necessary fixes or export my data.Is there something else I should do?
Hi all,I have a group of workers and a stream of tasks arriving by email. Assume workers are happy responding to emails and that they can only work on one task at a time. I want the workflow to give each worker the Subject of the email and the ability to take the task, ignore it or reject it. But I also want to prevent more than one worker working on a task at the same time. Are there any examples around that implement anything similar in pipefy?James
I am trying to create a new card through the API, but it creates a new card with a wrong title. Example request I sent through postman. As you can see, the created card has the title “Value 2”, which is one of the field attributes and not the desired title “New cardee”
👉🏼Identification of a block on your accountAfter you try to login to your account and make a mistake 10 (ten) consecutive times your account will be blocked for access as a security measure everywhere you try to access. The block is characterized by the message "Your account has been blocked after multiple consecutive login attempts":Another image that can also appear in case of account blocking (even if you are not a member, you may be blocked from answering public forms):❓How to unlock your accountWhen this message appears, you can contact Pipefy's support team thorugh the email support@pipefy.com mentioning the situation, and the email address that needs to be unlocked. If you cannot use email, you can ask an Admin or Super Admin in your organization to open a chat with the support team directly on the platform.
I missed making the last invoice payment due to some issues with my card, and my account has been blocked since Wednesday. We promptly made the payment using an alternative card when we realized the account was blocked. However, my account remains inactive as of today. Could you kindly inform me about the typical resolution time for such issues?
Hi, everyone.The option to “Create record” in “databases” is UNAVAILABLE (!)I need to create lot of record inside the databases today… Help!
This month, get to know Community Superuser Vicente Lemes, Systems Analyst, and part of the strategic management department in CHQ Group's Technology and Innovation division and learn more about his experience using Pipefy. > Tell us a little about yourself. Where are you from? What are your interests and hobbies? What is your job, and where are you employed? I'm from a little town called Carneirinho, on the edge of the triangle of Minas Gerais, right on the edge of the state.I'm a Systems Analyst in the strategic management department of the CHQ Group, which is the holding company responsible for the Chiquinho Sorvetes brand.Within strategic management, I'm part of the Technology and Innovation division, which is responsible for leading innovative projects and using technology to drive the group's growth.I read and watch a lot of content about bodybuilding, philosophy, science, technology, games, and, of course, automation, which, as well as being part of my job, is a subject I par
Hi there, anyone knows about a solution on pipefy that works like Gmail by Cardbox on Trello? Explaining: On gmail by Cardbox you can connect your gmail account and attach a email or several ones on a card. By then that email gets sincronized.
Good day, Pipefy community members! I'm wondering, what tech stack is the Pipefy platform based on? Does it have something related to Java or Angular?
This month, get to know Community Superuser Tim Bernhard, owner of Bernhard Webstudio, to learn more about his experience using Pipefy. > Tell us a little about yourself. Where are you from? What are your interests and hobbies? What is your job, and where are you employed? I am Tim Bernhard from Zürich, Switzerland. I am interested in everything computers (but also chemistry), and I like to read, swim, hike, and go indoor climbing. I am a full-time student (computational chemistry) and a part-time entrepreneur with my company Bernhard Webstudio. I offer software consulting services. > How do you use Pipefy in your work routine? My main experience with Pipefy has been setting it up for clients. Their use of Pipefy is quite diverse; everything from financial, HR, and CRM processes to projects or workflows. As I could implement anything they asked for, most of my time with Pipefy is spent writing code that interacts with the Pipefy GraphQL API. That is how I can implement the more c
Governance:How do I ensure in the supplier portal that the supplier will only be able to edit their data and create an access password in Pipefy?
Get to know Lucas Democh, co-CEO at Bowe and Community Super User. In this interview, Democh shares his experience using Pipefy and the results he's been able to achieve. > Tell us a little about yourself. Where are you from? What are your interests and hobbies? What is your job, and where are you employed?“My name is Lucas Democh. I'm from Goiás, Brazil, but, currently, I'm a digital nomad and have been traveling the world for almost two years. I have a degree in Business Administration and Philosophy, an MBA in Finance, and a postgraduate degree in Philosophy. In addition to the work that pays my bills, I am an ultramarathoner. My biggest achievement in running is having ran a 217 km non-stop race (BR135; the Brazilian version of Badwater). When I'm not running, working, or participating in the community, I love to read — especially philosophy and psychology books.I am currently co-CEO at Bowe and am responsible for the strategic management of the company's operations, as well as
Nice to meet you, Pipefy community members! I'm looking for a no-code/low-code solution in order to properly develop corporate processes in my company. As I know from the recommendations of our colleagues, the Pipefy platform could be a wise choice for that purpose. My main question: is there any way to pair/integrate the Pipefy tool with other enterprise platforms, namely Camunda? Current use case: we need to integrate Camunda technology in a low-code solution for easier business process building. Looking forward to your response
Hello! My name’s Karina, and I’m a part of Pipefy’s content team. I’m 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, I’d love to hear from you and learn more about your experience. Comment below or send me a message with your use case example - all feedback and examples are appreciated!
Process intelligence allows organizations to improve their processes, increasing their operational quality across the board. Business leaders are thus willing to adopt a variety of tools to achieve this goal. Those tools are known by various names, such as process intelligence and process mining software.👀 Take a look at this guide in our blog post and discovery the power and benefits of process intelligence, its implementation, examples, and future insights.👉🏼 https://www.pipefy.com/blog/process-intelligence/Be sure to get our free guide > Definitive Guide to Business Process Automation
IDP integrates the ground-breaking technologies of artificial intelligence (AI), machine learning (ML), and natural language processing (NLP) to classify, categorize, and validate the data a business captures and extract meaningful insights that help grow and streamline that business.🤔What is intelligent document processing (IDP)?🤔How does IDP work?🤔What’s the benefits of IDP?🤔Where can you apply IDP solutions?👉🏼Find out all these answers in this blog article > https://www.pipefy.com/blog/intelligent-document-processing/Take the opportunity to get for free the Definitive Guide to Business Process Automation
Hello - I have connected a Microsoft email address to Pipefy and have noticed some behavior that I do not understand.For context, I used the “Add With Microsoft” option when adding a custom email address: I selected the option to allow incoming emails to the email account create a card in the connected Pipe. So, I can send an email to this address and observe that a card is created in my pipe. The strange behavior manifests when I *reply* using the Pipefy tool. I open the card, open the email, hit reply (defaulting to send as my newly added email address) and send a test message back to the original sender. That reply is immediately added to the email thread in Pipefy as expected, so my email tab shows two (2) emails now. Just a few seconds later, a third email will populate in Pipefy in the card, but it is a duplicate of the sent email I just sent within the tool. *** EDIT ***Forgot to add a detail that I think matters, but unsure of why it matters. I also have my own work addr
Intelligent process automation platforms can be a good fit for companies looking to make a digital transformation. Sweeping digital transformations come with a huge shift in the way work gets done at a business. Beyond problem solving, this indicates that IPA can detect and set key performance indicators for any process on its own, then report suggestions for meeting/exceeding them to users.Do you wanna learn more about how intelligent process automation works and its benefits?👉🏼Don’t waste time and access this article on our blog to stay on.https://www.pipefy.com/blog/intelligent-process-automation/Pipefy AI is coming soon!🤖
The fusion of business process management with AI technologies like OpenAI and GPT-4 is rapidly transforming the way companies build and manage their processes. AI helps businesses improve operational efficiency and create streamlined processes.🤔But What is AI in business process management?👉🏼Take a look at this blog post: https://www.pipefy.com/blog/ai-business-process-management/🤖Take the opportunity to see how Pipefy AI drives efficiency gains in every type of process: https://www.pipefy.com/artificial-intelligence/
On top of the Ideas-page , there is the “Ideas pipeline”, where the status of a few ideas is listed. My question is, why this pipeline does not list all ideas (i.e.: the pipeline currently shows 25 submitted, 4 under consideration, 9 released, of a total of 123 ideas)?Is it just because it would not look as good if there were 108 submitted ideas vs. 9 released and 4 under consideration (and 2 new)?
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