[NOVO] Curso Pipefy AI
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Get inspired Accounts Payable: Leave behind the manual tasks of organizing invoices and sharing receipts with the procurement team, requesters, and suppliers – Pipefy does it all for you! Everything is managed automatically, from internal communication to suppliers. Purchasing: Enhance the standard of your purchasing process, standardize requests to ensure comprehensive information and don’t miss any crucial details. Additionally, generate reports automatically to make data-driven decisions! Supplier Management: Streamline communication, never miss payment deadlines, provide excellent onboarding, and cultivate a healthy relationship with suppliers. 💡 Connect your process with other tools to unify your operations, avoid errors, and never miss deadlines. With custom integration, you can integrate with different systems, like: ERPs NetSuite Oracle E-Business Suite QuickBooks Online Sage Live Workday Slack Zuora for Salesforce Deep dive into possibilities:👉🏼 Pipefy
Inspire-se! Contas a Pagar: Deixe para trás a organização de faturas e o compartilhamento de recibos para o time de procurement, solicitantes e fornecedores, o Pipefy faz tudo isso por você! Tudo é gerenciado de forma automática, da comunicação interna aos fornecedores. Compras: Melhore o padrão do seu processo de compras, padronize as solicitações para garantir informações completas e não perder nenhum detalhe importante. Além disso, gere relatórios de forma automática para tomar decisões embasadas em dados! Gestão de Fornecedores: Otimize a comunicação, não perca prazos de pagamento, ofereça um excelente onboarding e construa uma relação saudável com os fornecedores. 💡 Conecte seus processos as ferramentas que você já utiliza para unificar sua operação, evitar erros e não perder nenhum dado importante. Com as integrações customizáveis do Pipefy, você pode integrar com sistemas, como: ERPs NetSuite Oracle E-Business Suite QuickBooks Online Sage Live Workday Slack Zu
Hi everyone,I’ve been using Pipefy for managing workflows, and while it’s a fantastic tool, I’m facing an issue with notification management. Sometimes, the notifications either get overwhelming or don’t reach the right team members at the right time.Is there a way to customize notifications more effectively or integrate a third-party tool to make this process smoother? I’d love to hear how others handle this and ensure their teams stay updated without being overwhelmed.
Using GraphiQL, I want to retrieve the structure of all automations created in a pipe, including the automation name, condition type, and the action it performs.
One of my Pipes is about Credit Card Receipt Control. When I register future receipts, Pipefy no longer allows me to paste (ctrl v) into the add date field. I have to keep typing manually and I waste time doing that. And, because of this, since this update, Pipefy has been multiplying its launches. Ex: I register 12 future releases and Pipefy keeps multiplying some of these releases, meaning I have to manually delete them every time. I would like them to resolve this issue and allow us to paste dates into the add date field again.
Fui informado que na criação de um checklist vertical essa opção é automática não é possível remover, seria possível esse ajuste?
Todos os cards estão com o campo “Temperatura” preenchida e ainda sim, não atualiza no Dashboard. O que eu faço nesses casos?
Investing in insurance is an often-overlooked strategy for building a robust financial portfolio. It’s important to distinguish between insurance products designed for protection and those with investment components. Traditional insurance, like Allsafe Wdroyo Auto Insurance, provides essential coverage for vehicles, ensuring you’re protected from risks such as accidents, theft, and damage. While vital for financial security, it does not typically contribute to wealth accumulation or investment growth.On the other hand, certain insurance policies, such as whole life or universal life insurance, offer both coverage and investment opportunities. These policies combine insurance protection with a savings component that can grow over time. They provide a death benefit, along with a cash value that accumulates based on the policy’s performance and market conditions. This dual approach allows policyholders to benefit from insurance coverage while also investing in their future.When considerin
How does a combination of macroeconomic factors, company-specific developments, and industry trends influence the stock price of General Motors (GM), and how can an investor use fundamental and technical analysis to make informed decisions about investing in GM?To break this down: Macroeconomic Factors: How do broader economic conditions such as inflation rates, interest rates, and economic growth affect GM's stock price? For instance, how might an increase in interest rates impact GM's cost of borrowing and overall profitability? Company-Specific Developments: What specific events or performance metrics within GM, such as changes in leadership, quarterly earnings reports, or strategic shifts (e.g., moves towards electric vehicles), could influence investor sentiment and the stock price? Industry Trends: How do trends within the automotive industry, such as advancements in technology, regulatory changes, and shifts in consumer preferences, impact GM's competitive position and stock
Hi, community! 🖐🏼 I'm Ian, one of the copywriters here at Pipefy. I wrote an article about our request tracker features aimed at Purchasing Processes. You can read it in our Help Center or check it below. I hope it helps and if you have any feedback, let me know! :) Estimated reading time: 4 minutes Purchasing processes always involve different stakeholders, such as requesters, buyers, and approvers, who need to be aware of the status of requests and know when the services will be contracted or products will be delivered. A lack of visibility causes questions and uncertainties regarding the status of each purchase — which can eventually lead to lost time and poor traceability. To avoid this, it's ideal to centralize all information in a single source of truth and ensure that data is at the fingertips of whoever needs it. With Pipefy, concerned parties exchange information in a protected and authenticated environment, with total control over who can access it. Also, Pipefy provides
Hi Team,I want to explore the pipefy as this is low code no code application where we can do the multiple things automate. It would be really great if it will guide me how I can achieve my self learning assignment though this Pipefy Tool.Import CSV and Excel file in pipefy : I tried to do this with importer application However, It only allow to import the Excel files. We need to do the Header mapping as headers are not in same order so, how can we achieve this through Pipefy. Once header mapping done then we need to store the each files of data into 2 tables in 1 Database : I am able to store data into Database through Excel sheet. however, for csv it is still question and header mappping once data is stored into 2 tables I have to compare 2 tables and findout the difference and stored it into the 3rd Table of that database. Once 3rd table created I need to export the 3rd table records. Can Anyone of your community will let me know how I can achieve this as I am exploring this things o
In the fast-paced world of business, procurement plays a crucial role. It requires precision, predictability, and the ability to problem-solve with agility and confidence. A resilient procurement process is vital, enabling businesses to adapt quickly to market changes and disruptions in the supply chain.The good news is that with the right tools, procurement teams can not only meet these requirements but also thrive!🚀 👉🏼Why business leaders are turning to BPA👉🏼What this means for procurement 👉🏼6 most common procurement pain points👉🏼What the future holdsClick here to discover how Pipefy can empower your team to achieve more and overcome challenges in our blog post.⚠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 -
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?
Spend analysis is the practice of analyzing company-wide spending to cut costs, identify areas for process improvements, forecast needs, and maximize existing spending or vendor relationships. 👉🏼 How important is this practice for your business?👉🏼 What are its benefits?💡Solve your doubts about it on this blog post: https://www.pipefy.com/blog/spend-analysis/🤑Don't miss the opportunity to become the procurement "pro" you've always wanted to be. ➡ Click here to subscribe now!
Olá, eu estou começando a usar o Pipefy e gostaria de utilizar o Pipe de Contas a Receber para controlar as minhas faturas, entretanto a maioria dos meus faturamentos são parcelados e eu não gostaria de ter que criar vários cards, na verdade a minha ideia era utilizar o formulário para informar de qual cliente, a data do primeiro vencimento, valor da parcela, quantidade de parcelas e dia dos próximos vencimentos e com base nessas informações os CARDs de faturamento fossem sendo criados automaticamente com base nos vencimentos consecutivos, é possível fazer algo assim? Se sim, como eu começo?
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!
A automação envolve o uso da tecnologia para concluir tarefas com pouca ou nenhuma intervenção humana. Com a automação, os departamentos financeiros podem direcionar seus esforços para a criação de valor e a condução da estratégia.🤔Quais são os outros benefícios da automação financeira?👉🏼 Para saber mais sobre essa solução de negócios, leia em nosso blog > https://www.pipefy.com/pt-br/blog/automacao-processos-financeiros/O Pipefy ajuda as equipes financeiras a criar fluxos de trabalho simplificados e a interagir de forma eficiente com fornecedores, aprovadores e colegas!
Finance automation involves the use of technology to complete tasks with little or no human input. By automating, finance departments are able to direct their efforts toward creating value and driving strategy.🤔What else are the benefits of finance automation?👉🏼Keep reading to learn more about this business solution in our blog post > https://www.pipefy.com/blog/finance-process-automation/ Pipefy helps finance teams create streamlined workflows and efficiently engage with vendors, approvers, and colleagues!😉
Hi Community!We've just launched our brand new newsletter, focusing on all things procure-to-pay. And the best part? It'll be sent straight to your inbox every two weeks!We'll be covering what's driving the future of procure-to-pay, and providing you with valuable insights and tips to apply real-time strategies and improvements. You'll always be up-to-date and ready to transform your procurement processes and stay ahead of the game in procurement with Pipefy's.👉🏼Don't miss the opportunity to become the procurement "pro" you've always wanted to be. Click here to subscribe now!
Who doesn't look for a way to make life easier for buyers and approvers?Creating automations fed into purchase values and cost centers would make it easier, right?In this article below, you will discovery how to create an automatic approval flow, so you can adapt it however you want to meet your Procurement team's needs and add other automation rules.👉🏼Check it out: https://help.pipefy.com/en/articles/6291556-pipefy-for-purchasing-create-automated-approval-flows
Say goodbye to inefficient P2P workflows, disconnected tools and systems, and information scattered across countless email threads and spreadsheets. With Pipefy, centralize and manage all your P2P tools, processes, and interactions from a single place — from reviewing purchase requests to approving invoices to issuing payments. 👉🏼Try it now: https://www.pipefy.com/templates/procure-to-pay-template-pack/
