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About Gympass Gympass is a comprehensive corporate wellbeing platform that promotes all forms of physical, mental, and emotional welfare so people can feel their best. Companies in North America, Latin America, and Europe rely on Gympass’s variety, convenience, and flexibility to improve their workers’ health and happiness. Gympass supports all forms of wellbeing with over 50,000 fitness partners, 1,300 on-demand classes, 2,000 hours of meditation, 1,000 healthy recipes, individual weekly therapy sessions, and hundreds of personal trainers.Case overview Gympass uses Pipefy for several internal processes, running its core operations in the platform. As of 2021, they have over 40 active processes. Some of the teams using Pipefy are: Sales, Customer Services, Operations, and Finance. The main workflow managed in the platform is acquiring and charging new clientes. The Sales team starts the process by inserting all new client data into an error-proof form. From there, the Customer Service
I already mentioned in “How to edit your HTML email templates in your favourite HTML Editor” that the tool i wrote, https://github.com/GenieTim/PipefyEnhancer, provides a few different abstractions and added functionality on Pipefy using their GraphQL API. In this post, I will explain one more of the commands it provides: adding a field to multiple phases at once. Why would I want to do that? The scenario, why I wrote this command, is, that my client wanted a way to organise the attachments on their pipe. They wanted fields, such as “External Analysis” or “External Invoice”, where they can attach documents. They want to be able to attach these documents at every step in a process, meaning in every phase, while also knowing at which phase they entered the document. The last condition is it, that prohibits a single field in the first phase, that could be edited later in other phases using the left hand side, history, of the card. Please support my idea “Sort Attachments” to reduce the ne
Hello, Community! Do you have a super complex question about our platform? Now, you can join the Open Office Hour and ask our team to help you! In this session we will clarify questions related to the following topics: API, integrations, advanced business rules, and Pipefy workarounds.Previous knowledge: automation, email template, connections, process flow, and intermediate applicability knowledge of Pipefy. Subscribe here. Sessions in Portuguese here.
How BeerOrCoffee’s IT team delivers high-quality processes for 5 departments using Pipefy About BeerOrCoffee BeerOrCoffee is a platform that provides hybrid workspace solutions for companies. Its flagship product, OfficePass is a subscription that allows employees of one company to access office space wherever it is more convenient to them, throughout a large network of shared workspaces. Clients are also able to access meeting room rentals, virtual offices, private rooms, and built-to-suit premises.BeerOrCoffee is considered Latin America’s biggest coworking platform with over 1,100 spaces in over 170 Brazilian cities, as well as in a few other cities around the world. The challenges of a 100% remote organization Founded in 2015, BeerOrCoffee functioned 100% remotely from the moment it was created, becoming a reference and specialist in emerging topics such as remote work and the future of work.However, working remotely has also brought several challenges to the BeerOrCoffee team. T
About Fluidra Fluidra is a global leader in pool and wellness equipment. Fluidra’s mission is to create the perfect pool and wellness experience, offering a wide range of products, devices, components, and services.They currently have around 35 factories, operate in over 45 countries, and employ more than 6,000 people.Case Overview Industry: Consumer goods Company size: 5k-10k employees Departments using Pipefy: Supply Chain, Data, Purchasing, Engineering, Marketing Processes: New Product Development, Products Registration, Supplier Management, Logistics Management, IT Helpdesk, Purchasing Fluidra’s Challenges Fluidra has more than 50 years of experience in the pool sector. They currently have a portfolio spanning 15 globally recognized brands. Developing and launching new products involves many departments within Fluidra, like Supply Chain, Engineering, Purchasing, and Marketing.Previously, Fluidra used a project management tool to manage their new product development process, b
Hello, Finance teams! My name is Ian Castelli and I'm one of the copywriters in the Customer Education Team. I published a blog post on how to manage and build Expense Reimbursement Requests inside Pipefy! The article has tips and the best practices for this process, so take a look to understand how to extract the most out of Pipefy for this use case. Check it out: https://www.pipefy.com/blog/expense-reimbursement-tutorial Also, I have already published content for Purchasing, explaining how to build those processes in Pipefy.
Hello, HR teams! 👋 My name is Ian Castelli and I'm one of the copywriters in the Customer Education Team at Pipefy. I published a blog post on how to manage and build an Employee Offboarding process inside Pipefy! The article has tips and the best practices for this process, so take a look to understand how to extract the most out of Pipefy for this use case. 😁 Check it out: https://www.pipefy.com/blog/employee-offboarding-tutorial Also, I have already published content for Recruiting and Employee Onboarding, explaining how to build those processes in Pipefy.
🧭 1st Global Meetup | How to Build an Efficient Sales Process Through CRM? + Case Hospital Pequeno Príncipe
The first Pipefy Community Global Meetup of the year is more than special. We are opening our agenda with this essential topic: CRM and how to build an efficient sales process using Customer Relationship Management. On March 31st, at 9 am (PDT) we will meet again for our Community event. A place to connect with peers, learn about processes and leverage the quality of your teams’ deliverables. We’re bringing our experts Matheus Cabral (Commercial Intelligence) and Gabrielle Oliveira (Global Inbound Account Executive) to made CRM a breeze for you! Basic and advanced, you don’t want to miss this opportunity. The event is free! You don’t want to miss the BreakOut Session of the month! Come and meet this incredible use case: Hospital Pequeno Príncipe and how they are creating a digital revolution and optimizing their processes. Antony Assumpção and Rafael Maciel are going to tell us more about this awesome case. Register now!Portuguese version here. Meanwhile, you can learn more about CR
Hello everyone! Bom dia! I’ve been using Pipefy for a year now. It’s been amazing to see the tool grow and improve, continuing to get better and better. I’ve learned a lot over the last year and I bet you all have too in the time you’ve been using Pipefy. My question for you is: what’s something you’ve learned to do in Pipefy (a feature or trick) that you didn’t know when you first started using the tool? Something awesome that others might not be aware of. I’ll go first: I recently learned that you can sort the cards in any phase by clicking on the … of that phase in the Kanban view and choosing “Sort phase’s cards”. It’s very helpful! What are your favourite features that others might have missed?Sarah
Hey Community! I’m Luiz from the Customer Marketing Team. Today, I want to share this super cool Case Study with you! Coplacana is brazilian agricultural cooperative. The companystarted a digital transformation process focused on automation routines and connecting flows that were being carried out manually and communicating with other processes. They are using Pipefy for: New member registration, Credit Risk and Limit Analysis, Service Desk, IT Projects and Demand Management, Auditing and Internal Controllership, Capital Expenditure (CAPEX), Organizational Human Development, and many more. Do yopu want to know more how they achieved 157% ROI, more than 700 hours saved with Pipefy? Download the full Coplacana Case Study below! English and Portuguese Version available. If you have more questions, let me know!
If you want to measure the results of your processes, but you still don't know how, this Webinar is made for you. On February 17th at 11 am PST/ 2 pm EST, our team of experts will share all the secrets and best practices for you to manage data and gather metrics using Pipefy's dashboards and reports.To participate, just click here and register yourself.Don't miss this opportunity to stand out in your company through digital transformation. See you then!
RPA, BPA, and BPM - oh my! As businesses navigate their digital transformation journey, it requires a number of solutions to both organize and adopt business processes to realize that transformation effort. The technology landscape can be confusing and understanding how to leverage tools to work together can be even more challenging.Join this upcoming webinar - on February 16th - as we hear from Guilherme Novaes, Ecosystem Director, IBM Brasil and Adolfo Chandeck, Strategic Partnerships at Pipefy as we discuss the technology landscape for digital transformation tools. In this discuss-based session, we’ll cover:How to break down silos within the organization and get processes to work together What it means to truly orchestrate processes and how low-code solutions complement RPA The importance of guaranteeing security and governance over your processRegister now!
Our Open Office Hour is an online event in which we receive, for half an hour, all Pipefy users who need to clear any doubt.We have a process specialist hosting to talk to you and answer your questions! 🤓 English Sessions:Mondays, Wednesdays and Fridays at 11 am PST Tuesdays at 9 am PST🤓 Spanish Session:Thursdays at 12 pm PST🤓 Portuguese edition here. 🤓 Advanced Sessions: English | Tuesdays at 9 am PST Portuguese | Tuesdays at 3 pm BRT
Hey, HR teams! 👋 My name is Ian Castelli and I'm one of the copywriters in the Customer Education Team here at Pipefy I published a blog post about how to manage and build an Employee Requests in Pipefy! The article has tips and the best practices for this process, so take a look if it makes sense for your scenario! Check it out: https://www.pipefy.com/blog/employee-requests-use-case Also, I have already published content for Recruiting and Employee Onboarding, explaining how to build those processes in Pipefy.
Hello, HR teams! 👋 My name is Ian Castelli and I'm one of the copywriters in the Customer Education Team here at Pipefy. I published a blog post about Employee Onboarding with tips to structure it inside Pipefy in the best possible way! I gathered the best practices for this process and detailed how to build it fast and easily. Also, don't forget to check the articles about Recruiting and Job Opening, since you can connect all of them to build a big HR workflow inside Pipefy. Take a look: https://www.pipefy.com/blog/employee-onboarding-use-case
Hello, CS teams! 👋 My name is Ian Castelli and I'm one of the copywriters in the Customer Education Team here at Pipefy. Recently, I published a blog post about Customer Support with tips to structure it inside Pipefy in the best possible way! I gathered the best practices for this process and detailed how to build it fast and easy. Do you have any additional tips to point it out? Feel free to join the discussion and use the template to build your own CS workflow! Check it out: https://www.pipefy.com/blog/customer-support-process
Pipefy Open Office Hour is an exclusive opportunity to talk to modeling and process specialists and ask all of your questions about Pipefy and its features. Learn from other customers’ questions and best practices! Every Wednesday at 11 am (PST), you will have the opportunity to join our team and ask your question to them. Check the agenda On January 19th On January 26th Register here! You also can check the Portuguese version here.
Jump from one pipe to anotherProduct Hacks
Do you have the pain that every time you need to change pipes, you need to go to the home page, search for a pipe and then access it? There’s a much easier way to “jump” between pipes. For that, you only need to the Pipe’s ID number! To find a Pipe ID number is pretty easy, you just need to access the pipe and tha last numerical digits at your internet browser URL. For example: if you are working one Pipe and want to jump to another one, you just need to change the ID number in the URL. In the example below, I switch between the purchase process and help desk process. Important: Make sure you save all your work before leaving from one pipe to another! The same logic also applies to cards, Databases, automation rules and so on. Don’t forget to like this article if it was helpful! 👍
Hello! My name is Thiago and I work as Product Designer at Pipefy. I'm very glad to share with you a new plugin for WordPress I've been designing and developing in the last month. There's a lot of WordPress users around there. And a lot of them use contact forms every day. And probably they're struggling out with email settings, SMTP, and all these hard stuff to get their contact forms working. We all know the Public Forms inside Pipefy are awesome. Inside Pipefy you can structure your workflow and then make the start form public for everyone by generating a link. This form is the pipe’s front door. Its fields ask for all the information people must provide before creating a new card. This card can be one lead, an email, a customer question... basically anything. So I had the idea of creating a simple but powerful way to launch this form in all WordPress pages. By installing the plugin you can integrate your website with Pipefy and enable customers to communicate with your team dire
Hi, doers! I would love to hear whats is your most successful use cases for Finance you have ever deployed in your company! Sinc one of the main goals of the Pipefy community is to inspire other members on how to use Pipefy better and uncover product improvement opportunities, I invite you to share with us the use case you`re most proud of. Please post your process information following the framework below: Process Name What problems were you facing before using Pipefy? What are the main benefits of using Pipefy? Solution (just be careful while sharing a screenshot because it might contain sensitive information) Testimonial I am looking forward to seeing some remarkable use cases from community members!
Hello, everyone! My name is Ian Castelli and I am one of the copywriters on the Customer Education team. I would like to share with you an article on how to structure a purchasing process in Pipefy efficiently! After extensive research, I've gathered here some of the industry's best practices and how you can implement them in Pipefy if you don't use it for your finance processes yet. If you have any additional tips or questions, just write in the comments! Check it out:https://www.pipefy.com/blog/purchasing-process
Thank you for attending Pipefy’s 2021 Summit. This year’s event was a success! It was a pleasure to have you involved, and we hope the content presented generated good insights for your business. Your feedback is very important and will help us build an even better event for you next year. Help us by providing your feedback about Pipefy’s 2021 Summit! GIVE YOUR FEEDBACK Lost your notes? Do not worry. Click here to have access to all the recordings! We hope you enjoy the content provided. Follow us on the Pipefy Community to stay on top of new events and articles.
Hello, HR doers! My name is Ian Castelli and I'm one of the copywriters in the Customer Education Team here at Pipefy. Recently, I published a blog post about the Job Opening Process with tips to better structure it inside Pipefy! Do you have any additional tips to point it out? Feel free to join the discussion and use the template to build your own Job Opening workflow! A quick tip: don't forget to connect it to your recruitment workflow! Check it out: https://www.pipefy.com/blog/job-opening
Pipefy Summit is designed to benefit any professional interested in digital transformation. Whether you are just beginning your digital transformation journey or you’re looking to solve a complex process orchestration problem — this event is for you! Register for this two-day event to learn how to leverage low-code process orchestration technology to manage your end-to-end business processes. Our team of professionals will provide solutions that empower teams and citizen developers to create custom workflows that integrate with legacy tools, enhance visibility and control, and eliminate manual processes in your organization. Pipefy Summit is returning for a virtual experience December 8-9, 2021. Book your spot now!
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