Explore the Community

Hello!  I would like to send a kind of request when a card is moved, for example. How can I do this integration? It's like zapier does, it can detect that a card is moved and a external routine is executed. Thanks.

Hi, i picked card data with the graphql api, and i have the link for an attachment, and i want to download this image, how i can download this in a code, i need to use the cookie? have another option?

We have a need in a field to capture both a “category” or “classification” and the description in one field.  In this example, a user would enter the request the classify it as required, desired or optional.  I have seen this done with jotform and other form builders.  How can I accomplish this with Pipefy?    

Hi, I'd love to get your thoughts around the main differences regarding  Pipefy and ServiceNow as I'm currently analyzing both options to implement it at a customer kicking off its shared services org. Can anybody help me? :)

Not sure how to start organizing your process management? Don’t worry about it! We have prepared an exclusive guide gathering Pipefy’s best practices to help you with your workflow mapping. This way, you can build what’s essential and achieve your goals, providing a great product or service to your customers and other stakeholders.   Starting from the basics, what is a process? If we look for concepts and definitions, we’ll find many of them. But to not overcomplicate it, a process is “a series of actions that produce something or that lead to a particular result.” So, in a Purchase Process, for instance, the result is complete order, in a Sales Pipeline, it’s a won or lost deal, and in Recruiting Process, it can be a new employee hired.   It’s essential to have in mind its basic structure: input, process, and output. To exemplify, let’s think of a pizzeria. The input is your order - a Margherita, please. In this case, the process is the steps of your pizza preparation: taking th

Pipefy is the tool to improve process management within your company or department. If you're reading this document, you're likely to be the “change-maker” in your environment. This guide was made especially for you, envisioning your empowerment to be able to make the best use of Pipefy for your needs.   After helping more than 900 companies to implement Pipefy, we gathered in 5 fundamental initial steps to have a successful use of our tool to achieve your goals.   🗺️ Plan 📖🔨 Learn by doing 🔎 Validate your process ✏️ Train your team 🚀 Go live   1. 🗺️ Plan   It's a proven fact that planning is a crucial step in an Implementation project. It can be more accessible or a little more complicated depending on the maturity of your process - how long it's been running; if you already have data and metrics to make analysis, if the phases are well defined and other factors. You can check Pipefy's Business Process Assessment for more information.   Get star

Implementing a new solution on your team's routine can sometimes be challenging; that's why we understand that it's a crucial step of your Implementation process having your squad aboard.   Here you'll find the best practices we have learned from implementing Pipefy in more than 900 companies and how you can use them.   Show them the benefits of a new solution. As mentioned in the article "5 steps to implement Pipefy successfully”, it's essential that your process's goal is clear to everyone who manages its requests. Also, the benefits they'll encounter when managing it through Pipefy, such as: All information regarding a customer or solicitations will be centralized in a single place; Standardized process and guided execution; A better organization with documents, data, and deadlines; Less rework; Less manual work. These are just a few examples, and if you want to understand better how Pipefy can benefit your department, take a look at our blog for Fin

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! 

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?     

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

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

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

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

I'm setting up a funding tracker.

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

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? 

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!

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!

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)