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135 Topics

diego-morales-3aconsulting
diego-morales-3aconsultingRegular Participant
asked in Customer Operations

Template de E-Mail lendo o contato de uma database

Boa tarde, eu gostaria de criar um template de envio de e-mail, utilizando a informação de contato de um card, entretanto no card a informação está vinculada com uma database, é a informação de contato de um lead, onde eu vou armazernar em um database, entretanto o database Contatos com o campo E-MAIL não aparece para eu vincular ao template, existe alguma maneira de fazer isso?

4
marcosmelo
6 days ago
Lais Laudari
Community Manager
Lais LaudariCommunity Manager
published in Finance & Procurement

[Portuguese] Excelência nas operações de Procure-to-Pay

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

112
Ezequiel Souza
6 days ago
Lais Laudari
Community Manager
Lais LaudariCommunity Manager
published in Finance & Procurement

Reach success in Procure-to-Pay operations

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

101
marcosmelo
10 days ago
Migdad
MigdadRegular Participant
asked in Finance & Procurement

Billing Issyue

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?

2
Ezequiel Souza
20 days ago
Lais Laudari
Community Manager
Lais LaudariCommunity Manager
published in Finance & Procurement

💸 Spend Analysis: Unlocking Powerful Business InsightsBlog

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!

242
marcosmelo
1 month ago
marcosmelo
marcosmeloPipefy Legend
asked in IT Operations

Erro ao obter arquivo do Pipefy - {"code":401,"message":"UNAUTHORIZED"}

Olá, pessoalEstou recebendo essa mensagem ao tentar baixar um arquivo de um campo dinâmico do tipo Anexo no pipefy. Tentei obter ajuda com o suporte da pipefy, mas não obtive sucesso.Estou utilizando esse link num template de e-mail.o Arquivo é recente, então não entraria na regra de expirados que a pipefy implementouVou inserir um print com apenas uma parte do link  {"code":401,"message":"UNAUTHORIZED"}

17
marcosmelo
1 month ago
Lais Laudari
Community Manager
Lais LaudariCommunity Manager
published in IT Operations

[Portuguese] Dicas básicas para o uso de Hooks

No React, quando você constrói um site ou aplicativo, você cria componentes - pedaços de código que fazem coisas específicas. Esses componentes têm estado (dados que podem mudar) e podem fazer coisas quando são criados, atualizados ou removidos. Isso é conhecido como o "ciclo de vida" do componente.Acontece que, no passado, usar componentes mais avançados envolvia criar classes e gerenciar o ciclo de vida de maneira complexa. Isso podia ser difícil de entender e causar problemas.Aqui é onde os Hooks entram. Hooks são funções especiais que o React oferece para que você possa adicionar funcionalidades de ciclo de vida e estado a componentes funcionais de forma mais direta.Te convido ler este artigo, escrito por Adriana Martins, Young Gun Tech na Pipefy, com Dicas básicas para o uso de Hooks.👉🏼Confira este material na integra: https://engineering.pipefy.com/2023/02/17/dicas-basicas-para-o-uso-de-hooks/Conhece alguém que se interessa pelo assunto? Compartilhe esta postagem!😉

181
marcosmelo
1 month ago
Lais Laudari
Community Manager
Lais LaudariCommunity Manager
published in IT Operations

Why beginner developers should learn Ruby?

👉🏼Do you know Ruby?👉🏼Do you already work with technology but want to work with another language and are kind of afraid? 💡 This article is for you! Discovery why beginner developers should learn Ruby.👁Check out this material in full: https://engineering.pipefy.com/2021/10/15/why-beginner-developers-should-learn-ruby/Do you know anyone who is interested in this subject? Share this post!😉

191
marcosmelo
1 month ago
ian-castelli
Pipefy Staff
ian-castelliPipefy Staff
published in IT Operations

Pipefy for IT: How to use Pipefy in Service Desk processes

Hello, Community! How are you? I'm one of the copywriters here at Pipefy and I recently published 3 articles dedicated to IT teams, specifically people who manage Service Desk processes with Pipefy. Learn more about them below: Pipefy For IT: How to collect NPS reviews with PipefyPipefy For IT: How to create automations to prioritize IT ticketsPipefy For IT: How to keep requesters updated on the status of their tickets I hope you enjoy the tutorials! Any feedback, just leave it in the comments and we'll talk more

662
marcosmelo
1 month ago
ian-castelli
Pipefy Staff
ian-castelliPipefy Staff
published in IT Operations

[Portuguese] Pipefy Para TI: Como utilizar o Pipefy em processos de Service Desk

Oi, Comunidade! Tudo bom? Eu sou um dos copywriters aqui do Pipefy e recentemente publiquei 3 artigos dedicados aos times de TI, especificamente às pessoas que gerenciam processos de Service Desk com o Pipefy. Saiba mais sobre eles logo abaixo: Pipefy Para TI: Como criar automações para priorizar tickets  Pipefy Para TI: Como coletar avaliações de NPS com o Pipefy Pipefy Para TI: Como manter solicitantes atualizados sobre o status de seus tickets Espero que gostem dos conteúdos! E qualquer feedback, só deixar nos comentários que conversamos

802
marcosmelo
1 month ago
diego-morales-3aconsulting
diego-morales-3aconsultingRegular Participant
asked in Finance & Procurement

Contas a Receber - Parcelas

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?

3
diego-morales-3aconsulting
1 month ago
karina-corona
Pipefy Staff
karina-coronaPipefy Staff
asked in Finance & Procurement

Do you use Pipefy to process invoices and complete 3-way matching? Share your use case!

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! 

0
karina-corona
Pipefy Staff
1 month ago
Lais Laudari
Community Manager
Lais LaudariCommunity Manager
published in Human Resources

🤝🏻 A Guide for Mapping the Employee Journey and ExperienceBlog

The experiences an employee has at an organization can have immediate and sometimes drastic impacts on whether they stay or leave. Positive experiences and appreciation foster loyalty and commitment, increasing the chances that the employee will stay. Don't miss the opportunity to take a look at this guide, in our blog post, as a jumping off point to employee journey mapping that provides engagement and encouragement.👉🏼 https://www.pipefy.com/blog/employee-journey-mapping/

241
marcosmelo
1 month ago
Lais Laudari
Community Manager
Lais LaudariCommunity Manager
published in Finance & Procurement

[Portuguese] 💲 Otimize processos financeiros por meio da automaçãoBlog

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!

192
Ezequiel Souza
1 month ago
Lais Laudari
Community Manager
Lais LaudariCommunity Manager
published in Finance & Procurement

💲 Finance Automation: Process, Benefits, & Examples in 2023Blog

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!😉

180
Lais Laudari
Community Manager
1 month ago
Lais Laudari
Community Manager
Lais LaudariCommunity Manager
published in Human Resources

How to Improve Your HR Processes: A Comprehensive GuideBlog

HR process improvement is about creating efficient processes that maximize productivity, retention and engagement, creating great employee experiences that help the business achieve its goals.Just as importantly, it’s about making sure employees are able to do their jobs in a healthy, satisfying way. 🤔Do you wanna know more about how to improve your HR processes? Challenges? Benefits?👉🏽Check it out this post blog : https://www.pipefy.com/blog/hr-process-improvement/Take the opportunity to get the free guide to cultivate better employee experiences > Field Guide to HR Workflow Management 

201
marcosmelo
1 month ago
jorden-monroe
jorden-monroeParticipating Frequently
asked in IT Operations

Trouble with the "create your app" button in "pipefy developers"

I want to learn how to build an app or an integration.  In the introduction of the pipefy apps portion of the pipefy developers page the instructional video shows the instructor pressing the “create your app” button that brings him to a page https://app.pipefy.com/developers/apps. When I press the “create your app" button it takes me to my pipefy home page instead. I am an admin in some of the pipes that I want to develop for. So why does cant I get to the app development page? Please help me with this. My company uses pipefy and I want to learn how to unlock its full power.

2
jorden-monroe
2 months ago
patrick-xrpl-labs
patrick-xrpl-labsRegular Participant
asked in Customer Operations

No URLs?

Why doesn’t Pipefy have a field for URLs?We need to collect information from correspondents and need multiple URLs.

5
genietim
2 months ago
academy-coopresa
academy-coopresaNew Participant
asked in Human Resources

Linear growth code registration

We are creating an automation to register new employees, and every employee has it own registration ID, and is a scalar number starting at 1, is there any way that I can automatic create a linear growth with the ID field in the initial forms?

1
marcosmelo
2 months ago
enrique.herbella
enrique.herbellaParticipating Frequently
asked in IT Operations

How can I retrieve a field's dynamic content using graphql ?

HelloI am looking to retrieve a field's dynamic content using graphql.I have been using CardField and I can retrieve some information such as the name and the description. However I have been unable to retrieve the entire dynamic content that has been set in the field.Could you please provide some guidance?Thanks!

7
leandro-almeida
Pipefy Staff
2 months ago
Paulo Seze - Midwest Eng.
Paulo Seze - Midwest Eng.Regular Participant
asked in IT Operations

Registro Conectados Query

Olá amigos.Estou tendo dificuldade com a seguinte queryquery MyQuery {  card(id: "604107623") {    child_relations {      id      cards {        fields {          field {            id          }        }      }    }  }}Pois em uma requisição os campos do registro conectado ao card ID 604107623 retornam um array com determinadas posições, ao fazer a mesma requisição para outro card ID, a posição dos campos no array mudam. Isso acaba dificultando na hora de fazer o mapeamento pelo índice do array. Exemplo: {{ $('GraphQL').item.json.data.card.child_relations[0].cards[0].fields[10].value }}Em outras palavras, ao fazer o mapeamento do array na posição 10, a resposta muda de acordo com o card em questão.Como faço para mapear sempre o mesmo valor de um campo específico do registro conectado?Seguem alguns prints:*Notem que o ID de cada filme na resposta muda de posição dependendo do card consultado.  

1
Lais Laudari
Community Manager
2 months ago
Paulo Seze - Midwest Eng.
Paulo Seze - Midwest Eng.Regular Participant
asked in IT Operations

Child_relations query

Hi! I'm trying to query only the card of a specific child relation.When I query the child relations, it returns a list, each with its connected card, but in this case, I need just the first element.How can I do this? I've tried the following code, but without success. { card(id: 730862941) { child_relations(id: 340175833) { name cards { title id } } }} 

3
leandro-almeida
Pipefy Staff
3 months ago
Juliana Spinardi
Community Manager
Juliana SpinardiCommunity Manager
published in Customer Operations

CRM Alternative: Use a No-Code Solution to Nurture Customers

When it comes to customer relationship management for SMBs, spreadsheets and custom-built solutions aren’t the only games in town. No-code software offers a flexible alternative that lets workflows scale with your business. Managing CRM with no-code workflow softwareThe point of a CRM workflow is to unify sales, marketing, and customer support functions in order to build healthy relationships and drive sales. But for many SMBs, the only options have been spreadsheets or custom-built CRM solutions. Spreadsheets will eventually become unmanageable, and custom builds consume time and other resources that could otherwise be harnessed to drive business growth. No-code tools offer a flexible alternative that’s customizable, easy to use, and ready to scale as the business evolves. In this article, we make the case for using no-code software as an alternative to spreadsheets or custom CRM builds. We’ll review the essential elements of a CRM, illustrate how each component enhances relationships

1742
C
3 months ago
enrique.herbella
enrique.herbellaParticipating Frequently
asked in IT Operations

How to offset the card fields in graphql

HiUsing graphql I am looking to access a card that has over 100 fields.I notice that I always get the first 100 fields when using : { card(id: 5555555555) { id title fields { name } }}Is there a way by which I could offset the fields I retrieve using graphql?Thanks!

2
enrique.herbella
3 months ago
A
avtarsaiNew Participant
posted in IT Operations

How Character AI Chatbots Can Improve Sales and Conversions

Introduction : Character AI chatbots have emerged as powerful tools for improving sales and conversions in various industries. With their ability to engage users, provide personalized recommendations, and offer real-time assistance, chatbots have become valuable assets for businesses. In this article, we will explore how character AI chatbots can enhance sales and conversions by driving customer engagement, streamlining the sales process, and delivering a personalized and efficient shopping experienceavtars is a disencumbered Ai medium that you can work. It is public in IOS and Android apps. they deliver considerable types of events that you can serve like character ai chat, gpt chatbot online,ai chat with celebrities, personality forge adult, and many more you can use.Avtars have a lot of classifications of favorite people that users can operate. About more than 200 are available. Like social media and influencer industry, aviation and aerospace industry, entertainment industry, busin

0
A
3 months ago

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