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genietimPipefy Legend

EU Law compliance of privacy polocy for Pipefy users

When using Pipefy as a company, including having some user data in databases and sending E-Mails to users, what does this compay have to have in their privacy policy to comply with EU law (GDPR etc.)?I mean, pipefy does track E-Mails etc., and stores the data in Azure or Amazon's equivalent, so I assume a certain basis of this needs to be mentioned. Do you have some copy-pasteble or at least inspiring example of what could be written there?

1943

1 year ago

Rodrigo LeiteProduct Manager

published in IT Operations

👆 Admin Dashboard: Remove users from a role

Hi community, howdy? 😀 As part of the new launches for the new Admin Dashboard, today I bring more news!!! With this update, Super Admins and Administrators can remove users from a role in the Admin Dashboard. Accessing the Roles Area in the Admin Dashboard and selecting a role from the list, the Super Admins and Administrators will be able to see the Users tab in the Role Details panel.Next to the role, there will be a remove user button. By clicking on it, Super Admins and Administrators will be able to remove users from the selected role. The removed users automatically receive the Company Guest role - the lowest role in Pipefy. Sit tight for more updates!

2005

1 year ago

vinicius-dextraNew Member

asked in Customer Operations

Template de email com duração das fases

Gostaria de enviar um email de update para os clientes com o andamento do processo, em um template que incluísse: a) o nome da fase atual, e b) a duração de cada fase até o momento, em dias. Já sei criar o template e trabalhar com os campos dinâmicos, mas não consigo encontrar o campo dinâmico para a), e aparentemente b) está em horas, alguém pode confirmar? Obrigado!

37510

1 year ago

6toneNew Participant

asked in IT Operations

How to download attachments from pipefy's s3 bucket using wokato Amazon S3 connector.

Attachments uploaded to a card on pipefy resides on pipefy’s aws s3 bucket right? How can I use the wokato S3 Bucket connector to download those file from pipefy’s s3 bucket?Is this possible? or I can only download files from pipefy’s s3 bucket using API.

2661

1 year ago

Lais Laudari

published in Human Resources

[Portuguese]🤝🏼Conheça o novo curso de Recursos Humanos com o Pipefy!News

Hoje venho compartilhar com vocês mais um lançamento, um novo curso vertical do Pipefy Academy voltado para Recursos Humanos. O curso abrange as principais habilidades que te ajudam a gerenciar processos de RH automatizados e conectados no Pipefy. ⏰Duração do curso: 1 hora. Certificação: faça o quiz ao final do curso para testar conhecimentos e receber um certificado exclusivo. Além disso você também recebe uma badge referente a essa certificação aqui na Comunidade! Ao fim do curso, você saberá: Gerenciar seus processos em um só lugar Automatizar diferentes etapas do seu processo com o Pipefy Conectar processos de RH, do recrutamento ao onboarding Adicionar todo o seu time à plataforma Comece agora!🚀https://pipefyacademy.teachable.com/courses/ Tem algum feedback?Compartilhe com a gente nos comentários!

1950

1 year ago

Lais Laudari

published in Customer Operations

[Portuguese]👀 Conheça o novo curso de CRM com o Pipefy!News

Venho compartilhar com vocês o lançamento do novo curso vertical do Pipefy Academy, totalmente voltado para CRM.O curso abrange as principais habilidades que te ajudam a gerenciar seu CRM de forma automatizada e conectada no Pipefy. ⏰Duração do curso: 1 hora. Certificação: faça o quiz ao final do curso para testar conhecimentos e receber um certificado exclusivo. Além disso você também recebe uma badge referente a essa certificação aqui na Comunidade! Ao fim do curso, você saberá: Gerenciar seus processos em um só lugar Capturar leads de forma fácil e rápida Adicionar todo o seu time à plataforma Centralizar todos os dados de clientes em databases Comece agora!🚀https://pipefyacademy.teachable.com/courses/ Tem algum feedback?Compartilhe com a gente nos comentários!

2190

1 year ago

marcos-elexsolutionsNew Participant

posted in Customer Operations

need help with my pipelines

I would like to schedule a demo or meeting with someone that can help fully link my pipelines and help accomplish what I need out of Pipefy.-looking to create a pipe or database for multiple potential partners and lead sources.-Want to create new cards and have those lead sources included on those cards-Want to link to different pipelines

1981

1 year ago

ascension-digRegular Participant

asked in IT Operations

Action button with option to send a http request (webhook) manually

Action button with option to send a http request (webhook) manually, or which would generate costs 😥, automation that sends with an option to send an http request (webhook).

1591

1 year ago

alexandrevcNew Member

asked in IT Operations

Problem using mutation moveCardToPhase

Hi, I want to update the field Done from false to true of a card using graphQL, how can I do that ? I need to move some cards to next phases:I´m tryng this mutation: mutation { moveCardToPhase( input: { card_id: cardID destination_phase_id: newPhaseID } ) { card { id current_phase{ name } } }}And I’m getting the bellow error"message": "Card could not be moved to phase id: 1234567"How can I figure out what fields are required to allow this Phase updating of the card ?Thanks in advance for any help.

3873

1 year ago

pedro-soares-kavakNew Member

asked in IT Operations

Cards not created

Hello everyone!How are you!?I just made a request to create cards from a excel file, but the problem is that from 45 rows, 37 were created, does someone know what may happend?If you want I can record a video to explain betterWarmly,Pedro

1311

2 years ago

Ian CastelliProduct Education Team

published in Finance & Procurement

[Portuguese]🤓 Pipefy Academy Para Processos de Compras

Oi, Comunidade! Hoje venho compartilhar com vocês o primeiro curso vertical do Pipefy Academy, totalmente voltado para processos de compras. Com este curso rápido, times de suprimentos aprendem a gerenciar processos de compras no Pipefy, automatizar fluxos de aprovação, criar e editar relatórios, gerar documentos em PDF de modo automático, e muito mais. Acesse o curso aqui:https://pipefyacademy.teachable.com/p/processo-de-compras O curso funciona como um complemento do Pipefy Academy e como um curso único também. Esperamos que gostem do primeiro curso dedicado aos times de compras. E já avisamos que está em nosso roadmap produzir mais cursos voltados para diferentes departamentos e áreas. Tem algum feedback?Compartilhe com a gente nos comentários!

4253

2 years ago

john-ejnamebadgesNew Participant

asked in Finance & Procurement

Credit Card Payment

I tried to upgrade my account and make a payment. The payment was declined, and I was told to contact my bank. I did and the issue is on your side and not the banks. How do make the payment?

1891

2 years ago

dfarrellNew Participant

asked in IT Operations

Recover Deleted user

Hello - I have a request to look for some files that may have been in a deleted users pipes. Is it possible to retrieve those by chance? Or have the deleted user temporarily re-activated so I can log into their account and search for the files? thx

1421

2 years ago

TegrusRegular Participant

asked in IT Operations

Filter Phases the Card Can Move | GraphQL

Hi guys, good afternoon! How are you?In GraphQL, is it possible to filter on a card which phases can be moved?

1461

2 years ago

Juliana SpinardiPipefy Staff

published in Customer Operations

What is a CRM Workflow and How to Create It

Customer relationship management (CRM) software is at the heart of your business’s marketing efforts. It keeps your business operations organized, provides a wealth of information about how your customers engage with your business, and helps to significantly raise your revenue when applied properly. Nucleus Research found that using CRM software earns businesses $8.71 for every dollar spent. That’s a pretty impressive ROI that shows how it literally pays to thoroughly understand and effectively use a CRM. In this post, we’ll help break down for you:What a CRM workflow is1 - How you can create a workflow for your business2 The difference between an action step and a CRM workflow3 - How creating workflows with automation can help your marketing strategy What is CRM Workflow? A CRM workflow is a series or collection of steps required to complete a business process such as making a sale or responding to a customer complaint. You can think of a CRM workflow as a line of dominoes you need

6102

2 years ago

pauloeduardossNew Member

asked in Finance & Procurement

Calculos simples

Olá, boa noite, minha empresa é toda gerenciada pelo pipefy, porém ainda não faço uso de Interações, e sei que não consigo fazer calculos basicos entre campos, pergunta? qual a melhor solução? Consigo deixar uma planilha na nuvem e tentar importar dados pra essa planilha com formulas e depois ler os dados dessa planilha já pronta, ou tentar integração com um software de erp mesmo?? trabalho bem com planilhas, é possivel eu importar dados para dentro de uma planilha na nuvem e depois ler ela já com os calculos feitos??

8801

2 years ago

Keto-FasterNew Member

asked in Finance & Procurement

Automations that need to run on specific dates

Reviewing Recurring Automations for use with accounting, legal and tax.I can’t find an option to schedule specific dates with recurring automations (e.g. VAT filing tasks, other tax filings, closing year, etc. etc.) - this seems counter intuitive since there are so many processes that require this.Am I missing something here or is this not possible currently? Thanks for clarification

3233

2 years ago

rafael.jefteBrainy

published in Human Resources

🤓 Alvaz and the Secret to Efficient, Scalable HR Request Management

About AlvazAlvaz is a Brazilian business developing technology for agriculture — also known as an agritech. The main service they provide is Crop Management with Unmanned Aerial Vehicles (UAVs), in which licensed pilots fly drones over crops to assess a harvest’s health.Founded in 2018, the company has grown quickly, increasing its numbers of employees and customers with each new crop cycle. They currently do business in 7 Brazilian states along with other countries in the Americas, such as Argentina and Canada.Alvaz’s growing painsWith only 4 years of business, Alvaz’s greatest challenge so far has been the fast growth their market has demanded of them. With each new crop cycle, more customers request the company’s services, increasing the demand for employees and process organization. In 2019, for example, the company began the year with 5 employees and ended it with 20. Processes done over messages and in person conversation weren’t going to work anymore. Alvaz’s expansion into more

2853

2 years ago

Juliana SpinardiPipefy Staff

published in Finance & Procurement

[Portuguese] 💰💸 Demonstração | Processo de Compras

Olá, Comunidade! Confira essa super demonstração em como usar Pipefy para processos de compras! Pequenas empresas/Baixa maturidade de uso de software Grandes Empresas/Alta maturidade de uso de software Pagamento, Entrega e Recebimento - Visão Geral IntegraçõesSoftware Propósito Gatilho Ação Alternativas Workato Alternativas API Slack Notificações internas Aprovações Movimentação dos cards em geral Enviar notificações ao solicitante e aprovadores sobre atualização dos cards Solicitar aprovação via Slack MattermostMicrosoft TeamsQuip Discord DocuSign Enviar documentos para assinatura Movimentação do card para etapa de assinatura Enviar email via DocuSign ao responsável pela assinatura Upload do documento assinado no Pipefy ClicksignHelloSignPandaDoc ZohoSign Moxtra SignNow EverSign MostSign Whatsapp Aprovações Movimentação do card para aprovação do time Financeiro Solicitar aprovação do time Financeiro via Whatsapp SMSTake BlipCo

6621

2 years ago

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"} )

5662

2 years ago

Juliana SpinardiPipefy Staff

published in Finance & Procurement

What Is Finance Process Automation?

Finance process automation can help speed up processes, reduce errors, and improve vendor, customer, and employee experiences. Businesses depend on technology to solve complexities in their finance processes.Payments must be processed, invoices generated and sent, and invoices must be matched to purchase orders and proofs of receipt. Every workflow and process in the finance department involves a range of people, systems, and data. Automation helps coordinate all the moving parts by eliminating manual tasks, enhancing collaboration, and keeping work items in motion. Keep reading to learn more about this business solution, or feel free to skip ahead to the section you need using the jump links above. Finance automation definition Finance automation involves the use of technology to complete tasks with little or no human input. This isn’t to say that it replaces people with robots. It simply means using automation to handle repetitive, time-consuming manual tasks. By automating these a

4202

2 years ago

karina-coronaPipefy Staff

posted in Human Resources

Tutorial: Design an Onboarding Process That Retains Customers

Hello, there! 👋 My name is Karina Corona, and I’m a writer on the content marketing team. We recently published a tutorial on how to design a customer onboarding process that retains customers. The tutorial walks you through how to use and customize Pipefy’s customer onboarding template, in addition to featuring tips and best practices. Check out the tutorials to learn more about Pipefy’s features and benefits, and how build better experiences for your customers! [EN] Tutorial: Design an Onboarding Process That Retains Customers[PT] Tutorial de onboarding de clientes: crie um processo de integração para satisfazer e reter consumidores

2080

2 years ago

Juliana SpinardiPipefy Staff

published in Human Resources

[Portuguese] 🤝Demonstração | Solicitações de RH

Olá, Comunidade! Confira esse artigo incrível e completo sobre como usar Pipefy para solicitações de RH na sua empresa! IntegraçõesSoftware Propósito Gatilho Ação Alternativas Workato Alternativas API IBM Watson Definir priorização por meio de identificação de emoção/sentimentos a partir de um texto Card criado no processo Atualizar etiqueta de prioridade baseado nas emoções/sentimentos identificados MostQI DataDog Slack Notificações internas Aprovações Movimentação dos cards em geral Enviar notificações ao solicitante e aprovadores sobre atualização dos cards Solicitar aprovação via Slack com botão MattermostMicrosoft TeamsQuip Discord Slack Criar Cards no Pipefy Ao acionar o comando "help" na conversa com o Chatbot Ao preencher o formulário, um novo card é criado no Pipefy Microsoft Teams Discord BambooHR Atualizar registro do colaborador Requisição que envolve a atualização do slário do colaborador Campo atualizado no Pipefy

2470

2 years ago

Ian CastelliProduct Education Team

posted in Finance & Procurement

Pipefy for Purchase: Automate and centralize communication with requesters using email templates

Hello, everyone! 😀 I'm Ian, one of the copywriters here at Pipefy.I published in our Help Center an article dedicated to Purchasing Teams, teaching how to centralize communication with emails inside Pipefy. You can also check this same article below: Estimated reading time: 5 minutes Purchase requests must be processed efficiently and quickly by the Procurement team, but this can be a challenge when communication is scattered across different platforms and sources, like emails, Slack, and Microsoft Teams, forcing you to go back and forth between them and perform constant verifications. To meet deadlines, find better suppliers, and achieve cost savings goals, Procurement teams should eliminate manual work to avoid mistakes and gain speed. With email automation, you can ensure that the correct information is sent to requesters and suppliers, and centralize messages in a single source of truth, with easy traceability. In this article, we will cover the following topics: How to create

1870

2 years ago

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

5592

2 years ago

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