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Hello, doers. How are you? Every Tuesday is a learning day! Today I want to share with the community how to set up email automation. Below you can check out this short and great tutorial. Have a great day and great time learning!
Pipefy hosted a live session with Capgemini in the 24th North America Shared Services Week (SSOW). By combining Pipefy and RPA, Capgemini was able to: Reduced manual work by 600 hours/month 75% reduction in processing time for HR queries and resolution of tickets SLA for ticket resolution improved from 85% (2017) to 98% (after Pipefy) Are you interested in learning more about how they achieve such amazing results and replicate this in your organization? Check out the session recording below: I hope you like it! Felipe Scholz
Hi EveryoneAnyone of you are implementing Agile management philosophy in Pipefy.CheersJerry from Singapore
Hi Community, how are you today?I want to know if there’s some spanish speaker members to share ideas for a Pipefy documentation in spanish. At search engine, there was no results in that language. Also, I want to know if there’s some expectations from the company to expand operations in that market, because it could be meaningful to have spanish blog entries or tutorials if Pipefy wants to widen in any spanish speaking countries.I like Pipefy and it could be great that some spanish speakers who doesn’t have a sufficent level of fluency in english to understand the documentation can enhance all the potential who Pipefy offer to their users and companies. I’m spanish native speaker and I understand the challenges to learn another language.Is there some expectation to have any spanish translation in the near future?Thank you,Agatha Benítez
Hi,I have been using the old templates sistem and setup but the new changes somehow got me lost. I do not really manage to make them look good (eg. spaces problem) and, in addition, the new hyperlink option it is not working for me. Did you find the solution for it?
Hello. I want to know more about what Pipedy does to ensure that data in the database isn't visible to people outside our organisation?
How do you avoid workflows going to dead-ends, with no user attached to a task, and to handle escalations / SLAs?
Today is Tuesday and it’s learning day! Teams worldwide are struggling to find ways to work remotely and keep on track of tasks and collaboration between departments. Check out this process demonstration on how to use Pipefy for remote work management! Happy Tuesday!
A Success Case is a detailed usability and outcome report, in which you register your customer’s results using Pipefy. In this article, we’ll teach you how to design a Success Case, so you can present your results internally to your team and managers. Note: Always remember that a Success Case has a well-structured Success Plan behind it. (Read about it here and learn how to make your own.) Why should you share your work results internally and create a Success Case? By evaluating real usage data, you can verify the transformative power of the platform. It’s a way to see the results you’ve achieved after a certain period using the tool and strategize about how you might want to optimize your processes moving forward. This is an excellent approach to engage, motivate, and give visibility to the good work your team has done after Pipefy’s implementation. Based on this report, you’ll be able to validate the tool’s use within your company and promote your results and the goals you’ve achieve
Hi,I have a use-case to copy field condition from one pipe to another. This is because clone pipe doesn't copy field conditions, I guess. Thanks!mutation {createFieldCondition (input:{name: "condition1-CheckDeletedMessage",condition:{expressions:[{operation: "number_greater_than",value: 50,id: "check-message-count",field_address: "test"}]},actions:[{actionId: "show",whenEvaluator: true,phaseId: 7682176,id:15723877,phaseFieldId: "number_of_deleted_messages"},{actionId: "hide",whenEvaluator: false,phaseId: 7682176,id:15723877,phaseFieldId: "number_of_deleted_messages"}]}){clientMutationIdfieldCondition{idname}}}Response:{"errors": [{"fields": ["mutation","createFieldCondition","input"],"locations": [{"column": 10,"line": 1}],"message": "Argument 'input' on Field 'createFieldCondition' has an invalid value. Expected type 'createFieldConditionInput!'."},{"fields": ["mutation","createFieldCondition","input","condition"],"locations": [{"column": 37,"line": 1}],"message": "Argument 'condition
Is there a way through reports or the API to retrieve the ID of the cards connected to a certain card?
In case after a few months of trial, we find it is not meeting our needs, can the subscription be canceled?
In case there is a feature needed, can it be customized?
Hello,I’m trying to check my token in the console page: https://developers.pipefy.com/reference#graphql-endpoint.After filling all the fields and click “Try it” I get this message: “Your OAuth2 token is incorrect or has expired”.However the token was generated few minutes ago and I just copied and pasted it. Could anyone help?
Hi,This API for createFieldCondition says "Deprecation. Mutation will be removed in the nextupdate.https://api-docs.pipefy.com/reference/mutations/createFieldCondition/Are you adding replacement for this feature? or is there any other way to create fieldCondition?
I am deploying Pipefy in a company that has two branches (with the expectation of opening three more) and I would like all branches to share the same Pipes (to reduce the number of automations and create a global view of the process).My solution was to create a branch table, where I listed those responsible for each area. With the automations, I linked the responsible person to each card based on the informed branch.To facilitate the filter by branch, I created another branch field with the label type.What I couldn't solve:1) I wish that the users could not see the cards of the other branches (without them needing filters).2) The restricted view does not solve, as the user needs to see the branch cards, even if he is not marked as responsible.I would like to know how you have been doing in these cases.Greetings from Brazil.
Hello - is there a task / resource forecast that pipefy provides? - Looking to get a dashboard similar to https://www.forecast.app/integrations/harvest
I am interested in seeing examples (screenshots) of how best to enter instructional lists into Pipefy. In situations where you need a PDF, checklists can’t be used . The alternative is to use vertical radio buttons with one instruction per button. I would like to see examples of what users put in the field name versus what text is input in the option box.
What is the availability of the support team? It will depend on the plan that I have?
Dear Pipefy Team, I really love Pipefy - it lets us do amazing things that would be very difficult to do otherwise, and the features that you guys have put together are incredible.However, it seems like there is some kind of issue with availability/speed/reliability on a near-weekly basis. This makes it really hard for us to fully rely on it for real business purposes. The features are great, but reliability is critical. For example, the recent email changes caused lots of problems. Today, the system is down and randomly not accepting entries or timing out. So, please, Pipefy management - if you are listening - prioritize stability and reliability of the platform! Thanks in advance!
Hello, everyone.Pipefy is the best option to organize your process and manage the papers of company.I am very happy to share my experience and to be part of a global team around the world.Do you need to plan your agenda? Use Pipefy.Do you want to improve your process of sales? Use Pipefy.This is my opinion. I am very proud to be an user of Pipefy. Have a nice week.
Hi Doers, I'm currently working as Business Partner at James Delivery, a Brazilian delivery company that connects consumers, delivery personnel, and stores, delivering a variety of products 24/7. We started using Pipefy for recruiting and onboarding processes in April/2020 and so far we have seen a return over the investment of 134%. Here is a more detailed description of how we achieved that w/ the help from Pipefy. If you have any questions about our process please feel free to send me a message in the thread! I'll be more than happy to help :) Best, Milene Almeida.
Hi,I am trying to make an API call to createCard referring to this link.The documentation here seems to be a bit tricky. What are the fields passed inside the "fields_attributes"? How do I get the IDs of the fields in my instance?
How long is gonna take the modeling & training process to initiate after we start up the service?
Instead of yearly subscription from the onset, can we start with month to month or a 3 – 6 month option?
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