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195 Topics
Ian Castelli
Pipefy Staff
Ian CastelliProduct Education Team
posted in Finance & Procurement
Pipefy para Compras: como criar fluxos de aprovação automatizados e centralizados

Oi, pessoal! Eu me chamo Ian e sou um dos copywriters aqui do Pipefy.Reuni neste artigo dicas de como criar fluxos de aprovação em um processo de compras.  Você também pode conferir o artigo na íntegra logo abaixo:  Tempo estimado de leitura: 5 minutos Fluxos de aprovação são rotineiros em processos de compras, pois compradores, líderes e gerentes precisam verificar e aprovar requisições de compras. Para obter maior velocidade, visibilidade de informações e um fluxo à prova de erros, é possível automatizar as aprovações e eliminar tarefas manuais, como pedir aprovações por email. Neste artigo, ensinamos você a criar um fluxo de aprovação automático, sendo que você pode adaptá-lo como quiser para atender as necessidades do time de Suprimentos. Ao clicar no botão de Automatizar, localizado no cabeçalho do pipe e depois em Criar uma nova automação, você pode configurar cenários variados de eventos e ações. Neste artigo, detalhamos como configurar dois fluxos de aprovação. Vamos abordar os

2
V
2 years ago
Juliana Spinardi
Pipefy Staff
Juliana SpinardiPipefy Staff
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

3152
C
1 year 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
1 year ago
Lais Laudari
Lais Laudari
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

1392
Ezequiel Souza
1 year ago
Lais Laudari
Lais Laudari
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

1442
megann1092
3 months ago
R
rene-emepar
posted in IT Operations
BigQuery to Pipefy using Make (Integromat)

Hi, I’m trying to create a simple pipefy card  using Make. My source is a schema allocated in BigQuery.  I’m writing a SQL, and using a Iterator in array of Rows, and trying to create a card with only one single field but a get the same erro every attempt. INPUT Bundle 1Collection Mode organizatioPipeCardPhase Title XXXXXXXXXXXXXXXXX Pipe 303337319 AssigneesArray 1 9999999999 Card fieldsArray 1Collection Field raz_o_social New value XXXXXXXXXXXXXX Organization 999999999999 Start form fieldsArray 1Collection Field raz_o_social New value XXXXXXXXXXXXX HANDLED ERROR type RuntimeError message Error Something went wrong  I've succeed in a few attempts, but i really don't know why. Anyone can help me through this initial journey ? Thanks

2
R
1 year ago
bart-batselier
bart-batselierNew Member
asked in Finance & Procurement
Billing

Hi,We have made our payment in time, with the known Mastercard.However it seems the payment is declined, therefor we are 1 month in delay of payment.The account is still open but we cannot access the billing page anymore, which seems a not logical.We want to make the payment, but we are prohibited to do the update ? How in earth can we solve this?We even want to pay upfront for the whole year if someone please can help us ?!Can you please investigate and return to us asap, since you also blocked the mailintegration now !Extra remark : We can even prove the payment. We are the market leaders in Belgium and the Netherlands for recurring payments, and fast expanding in Europe so we know how the payment system work !  

2
Juliana Spinardi
Pipefy Staff
2 years ago
Inmo Tecnologia
Inmo TecnologiaNew Participant
asked in IT Operations
How to findCards that have some value on a field and also are in a specific phase?

Hi, I´m new here, and I need to find all cards that have that field value, but also just return the ones in a specif phase. How can I do that? My query looks like that:  findCards(    pipeId: "301593112"    search: {fieldId: "placa", fieldValue: "HJD3B23"} )  

2
genietim
2 years ago
Lais Laudari
Lais Laudari
published in Finance & Procurement
🔎 Share your purchasing and payment needs!

Hello Community!We're conducting a quantitative survey to understand the needs of professionals working with purchasing and payment processes in companies.We would like to invite you to participate in our survey by filling out the form at this link https://forms.gle/n5shS1gND3vNcCVs8. The deadline to respond is Friday, April 14th.Thank you in advance for your participation, and we look forward to hearing your opinions!😃The Research team at Pipefy 

1542
Lais Laudari
1 year ago
marcosmelo
marcosmeloPipefy Legend
asked in IT Operations
Templates de Pipes -

OláNotei que nos cards de templates de pipes, chegam com um cabeçalhos(escrito exemplo) conforme print abaixo. Esses cabeçalhos são editáveis ou só a equipe pipefy consegue inseri-los?  

2
marcosmelo
1 year ago
active-integracao
active-integracaoNew Participant
asked in IT Operations
Endpoint

Hi FriendsWe are RD suppliers and we are going to create an integration between Oracle NetSuite and PipefyWe are going to capture data from cards X and Y and we need the endpoint(s), login and password for the integration.Could you help us with this information? Thanks

2
genietim
1 year ago
Lais Laudari
Lais Laudari
published in IT Operations
💻 Excelência operacional com ferramentas no-code/low code: Pipefy para Operações de TI

Elimine silos de TI e alcance excelência operacional com ferramentas no-code/low code do Pipefy!Colabore com equipes de TI e negócios para construir processos seguros e em compliance com regras de proteção de dados.⬆Você vai aumentar a eficiência de suas operações, reduzir trabalho manual e acelerar a transformação digital em sua empresa.  

1672
Ezequiel Souza
1 year ago
Lais Laudari
Lais Laudari
published in IT Operations
[Portuguese] Por que o Low-Code é a chave para a Transformação DigitalBlog

Soluções low-code e no-code têm se popularizado como alternativas para reduzir o abismo entre os bancos de talentos reduzidos e as necessidades crescentes dos negócios. Mas ainda há muitas dúvidas sobre o que elas realmente podem fazer, e o custo-benefício associado a essas soluções tecnológicas.▶ Confira aqui o artigo do nosso blog para saber mais sobre o que esse tipo de aplicação realmente é capaz de fazer, e seus os benefícios que valem os custos associados à sua adoção. 👉🏼 Aproveite para baixar gratuitamente o relatório: Automação Low-code: Excelente para os negócios, ótima para o time de TI e entenda como a automação low-code (de baixo código) cria uma situação onde todos saiam ganhando ao empoderar equipes de negócios sem sobrecarregar o time de TI.

1872
marcosmelo
1 year ago
claudia-bar
Pipefy Staff
claudia-barPipefy Staff
published in Customer Operations
📋 How to import leads to Pipefy from a spreadsheet

Spreadsheets may be common, but they aren’t the ideal tool to keep track of business opportunities since they can quickly become outdated and are difficult to control. To mitigate these issues, you can import all your leads into a pipe or a database inside Pipefy where they can be effortlessly found, updated, and managed through your sales process. Here is a quick guide: Click on Tools → Apps, and select Importer app. Click on enable to activate it. It will appear in your pipe's header.    Click on the Importer app icon to open it up. Then, choose if you want to import your spreadsheet to a pipe or a database.   In New Import, drag and drop or select your spreadsheet from your file folder (it must be an .xlsx file). The next step is to combine its columns with the pipe's or database's fields and start importing.  Need a detailed tutorial? Get more information below.  Prepare your spreadsheet The first step is to make sure your spreadsheet has the same information as your pipe/databas

3652
rafael.jefte
2 years ago
Lais Laudari
Lais Laudari
published in IT Operations
[Portuguese] Queries N+1 e Gem: GraphQL Batch Loader

Um simples descuido na construção de um endpoint pode acarretar em sérias dores de cabeça para a infraestrutura dos nossos sistemas. As queries N+1 podem se espalhar por todo nosso projeto e fazer com que gastemos vários dólares desnecessários. Uma solução relativamente simples como a proposta pela gem GraphQL Batch Loader se faz muito útil para solucionar esse problema.Quer saber mais?💡Acesse o artigo completo sobre essa questão > https://engineering.pipefy.com/2023/04/19/queries-n1-e-gem-graphql-batch-loader/

2052
Ezequiel Souza
1 year ago
claudia-bar
Pipefy Staff
claudia-barPipefy Staff
published in Customer Operations
Automate lead qualification in Pipefy

Increase response rate with Pipefy's automations. Create a faster and more effective qualification process. Find the best sales opportunities right away with Pipefy’s automation. Improve your team's performance, by focusing on what really matters: true potential customers. Go to the automation page, and select “when a field is updated” as an event. Add conditions to specify the qualification criteria, then choose “move card” to Won or Lost stage, according to leads’ characteristics.   Why qualifying leads?Qualifying leads is vital to any sales process, because it reduces costs, and helps your commercial team to focus on real potential customers, based on information captured through public forms. Each business may define its own qualification criteria, such as budget, timing, and who is the decision-maker. Fortunately, you don’t have to analyze and qualify your leads one by one. You can increase your response rate and use Pipefy’s automation instead! After importing leads to Pipefy, or

1832
rafael.jefte
2 years ago
marcosmelo
marcosmeloPipefy Legend
asked in IT Operations
Condicionais Graphql

OláAlguém tem o código em Graphql para criação de condicionais em fases, por favor?

2
Lais Laudari
1 year ago
Ana-Ferraz
Ana-FerrazRegular Participant
asked in IT Operations
Mutation para criar condicional e automação

Boa tarde pessoal, sabem me dizer se existe alguma mutation para criar condicionais e automações via GraphQL? 

2
anggela-leiva
Pipefy Staff
1 year ago
Ian Castelli
Pipefy Staff
Ian CastelliProduct Education Team
published in Human Resources
Pipefy for HR: How to automate candidate selection and speed up hiring

Hello, community! Today I want to share specific content to help Human Resources teams improve their recruitment process with Pipefy! You can read the article in our help center or read it here: Recruitment processes involve a lot of analysis, approvals, and interviews; therefore, they can often take a longer time to complete than necessary. Recruiters know that the high volume of CVs in the screening phase can become a bottleneck, along with repetitive and manual tasks. With Pipefy, you can automate the selection of candidates and optimize the screening phase. Just define your selection criteria and set up your automation in minutes! Forms: the best way to receive applications Before automating candidate screening, you need to ensure you receive information correctly. The best way to receive CVs is through public forms. Candidates will fill in information and you will receive applications in the form of cards in Pipefy. It is important to edit the form carefully, because when configur

1952
rafael.jefte
2 years ago
marcosmelo
marcosmeloPipefy Legend
posted in IT Operations
BUG Campo Dinâmico - Formatação e Texto

Eu estava editando um campo dinâmico na fase inicial percebi que ao salva-lo após a edição, a formatação e parte o texto eram perdidos, exemplo:Texto antes de salvar:Exemplo de texto sem salva-lo no pipefy na data xx/xx/xxxxTexto depois salvar:Exemplo de texto semEm contato com  o suporte, eles informaram que: “Se trata de um bug já identificado aqui em nosso sistema e ja reportada e avaliada pelo nosso time de desenvolvimento, estamos trabalhando para encontrar a melhor solução na resolução dessa função.”

2
marcosmelo
1 year ago
Lais Laudari
Lais Laudari
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!

972
Ezequiel Souza
1 year ago
Ian Castelli
Pipefy Staff
Ian CastelliProduct Education Team
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

2092
marcosmelo
1 year ago
Ian Castelli
Pipefy Staff
Ian CastelliProduct Education Team
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

1932
marcosmelo
1 year ago
karina-corona
Pipefy Staff
karina-coronaPipefy Staff
posted in Customer Operations
Tutorial: Build a Customizable Sales Pipeline That Improves Lead Visibility

Hello, Sales teams! 👋  My name is Karina Corona, and I’m a writer on the content marketing team.  We recently published a tutorial on how to build a sales pipeline that improves lead visibility within Pipefy. The tutorial walks you through how to use Pipefy’s pipeline template, in addition to featuring tips and best practices. Check out the tutorials and learn more about Pipefy’s features and how to build a pipeline that turns leads into deals! [en] Tutorial: Build a Customizable Sales Pipeline That Improves Lead Visibility [pt] Tutorial de funil de vendas: crie um pipeline personalizável e proporcione visibilidade e autonomia para seu time

2
V
2 years ago
Lais Laudari
Lais Laudari
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!

1062
marcosmelo
1 year ago

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