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Setting up an SMTP, there are 4 error messages that we expect Pipefy to inform when something goes wrong with the configuration. Below you will find some possibilities.Causes and Solutions:🔹”We couldn't reach your SMTP host,' 'make sure your Port number or Host address is correct”: Pipefy shows this error when a "Net::OpenTimeout" type, error occurs. This means that when trying to connect using the information provided by the customer, we reached the timeout limit of the SMTP test connection probably because the Host or Port is wrong or is not configured to support SMTP protocol calls.🔹"Incorrect credentials, make sure your Username or Password is correct" This message appears whenever we receive a "Net::SMTPAuthenticationError".The reason for this could be:The Username/password is incorrect, and the email Domain doesn't currently support SMTP setups The user email isn't configured to support SMTP setups Client has 2FA on outlook (outlook only supports simple authentication for SMTPS
Hello, Community! This year, many companies will face a daunting challenge: sustaining growth and innovation while operating with fewer resources than in previous years. How are you using process automation so you’re prepared to accomplish more with less? Join us for a session led by industry experts from Quandary Consulting and Pipefy to learn:Top trends driving changes in the New Year Advice from the field on how to achieve operational efficiency 5 predictions for the coming year (and how to take advantage of them)Register HERE to reserve your spot for January 25th, at 9AM (PST)!See you!😃
Building a process doesn’t need to be a tall order. All you need is the right tools - and our team knows that! Meet Douglas! He will walk you through the channels that can help you in your Pipefy journey, such as training courses, tutorials, articles and more: Subtitles in English! Learn at your pace, and make the most of our platform—the sky is the limit!
We’re always looking for improvement opportunities, and lately, we’ve been focusing on deliveries that will help doers achieve more with less.Here are our top 5 small deliveries that can make a big impact on your daily efficiency: You can now select/unselect all items at once on a checklist. Enjoy this new capability with any form or phase with this type of field! Now, you can filter expired and overdue cards and add them as columns to your reports: “expired at” shows the date the card became expired, and “overdue” shows YES/NO to inform if the card is overdue. You can quickly update the phase description directly in the kanban view and make it more intuitive for those using the pipe for the first time. Avoid duplicated cards by setting up fields with a unique value. It works for both pipes and databases. Improve how remote employees exchange information with the company using Pipefy’s mobile version. The app is available for both Android and iOS. Do you have more Pipefy tricks t
Hey there! One of the goals that the Pipefy Community has is to create a space for exchanges and where customers can connect. And it is with immense joy that the July edition of the Pipefy Customer Roundtable will be presented by two members of our community. @vicente-lemes , from the Chiquinho Sorvetes group and @rafael.jefte ffrom Alvaz, will present the incredible case of Hops Choperia. 👉Manage a business on your cell phone? 👉Receive notifications of accounts payable, of stock by the clock? This is possible with Pipefy! Who will tell us more about Hops' incredible automation system is @reginaldo, the company's CEO. On July 20th, at 5 pm (BRT) Event in PortugueseThere are more than 20 thousand beer per month. More than 8,000 clients were served and a total of 4,800 tasks were generated through automation and Pipefy integrations. You won't stay out of this event, will you?BOOK YOU SPOT NOW!
Hello, Community! June was a special month for us! We are a lot of celebrations and awesome events as well! 👉 The Customer Round Table, edition Brazil, was super nice! You can watch it again here. 👉 If you lost the Global Meetup, you also can see it here. What an event, my dears. Philip Lakin and André Ribeiro gave us insights and types on how no code is changing the way we work and how it will model the future. Stay Tuned! July is going to be unmissable, just like this month! Thank you, Community!
I am just new in pipefy and I am trying to build a process for Determining Winners from a competition. Is there a way to ingrate a ‘Search Function’ within a form? If a contestant won, I want to have a ‘search function’ so we can just search the name from the database and mark that contestant as winner. Please help.
You cannot miss the first edition of Customer Round Table - Sales. We are bringing Tito Magalhães (Ti.Saúde) and Rafael Macedo (Hospital Pequeno Príncipe). They will help us to learn and see more about the main challenges of the sales and financial area. Meet our special guests to talk about challenges and opportunities in the sales area! Don't miss out on this opportunity to connect and learn from other professionals. We’ll be raffling 3 gift cards ($100) for those who participate in the event with us!Book your spot right now The event is goin to be in Portuguese
Hey, dear Community. How are you? June is a special month for Pipefy Community because it’s our anniversary. In order to celebrate 2 years of content, events, and the many connections we’ve made, we want to invite you to this AWESOME Global Meetup: Digital Transformation: Working together to build the future Taking place on June 23rd at 9 am (PST) | 1 pm (BRT)We are bringing together Philip Lakin, Co-Founder & CEO of No Code Ops, and André Ribeiro, Sales Team Leader at Pipefy. Let’s talk about how the fusion of low-code software with BPA disrupts the traditional work model and levels the playing field for mid-sized businesses. Low-code BPA makes it easy for businesses to automate and optimize processes by democratizing automation and closing the divide between IT teams and business units. It’s unmissable! We’ll be raffling 3 gift cards ($100) for those who participate in the event with us! Book your spot right now! See you there!
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.
🧭 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
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 Session:Wednesdays at 10 am PST 🤓 Spanish Session:Thursdays at 12 pm PST 🤓 Portuguese Session:Daily at 11:30 am BRT 🤓 Advanced Session: Portuguese | Tuesdays at 3 pm BRT
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.
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, everyone! My name is Ian Castelli and I'm one of the copywriters in the Customer Education Team. Recently, I published a blog post for NDAs (Non-Disclosure Agreements) Requests with tips on how to structure the process 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 NDA workflow! Check it out: https://www.pipefy.com/blog/nda-requests-process
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!
On November 17th, at 10 am (BRT), we will learn how to integrate Pipefy with other platforms.Our Community Experts: Lucas Democh, Alice Reis, and Mayara Marcelina will demonstratehow you can optimize and leverage your processes.Sign up now! Agenda:1) Introduction to Integromat2) Introduction to Pipefy3) Presentation of Integration Dcenarios Scenarios that will be presented:A) How to create a row in a table in Pipefy when a card is created.B) How to create cards through records from a Pipefy table.C) How to send different email templates according to card characteristics.D) How to move a child card when the parent card is moved. Meet the Doers:1) Mayara: Integromat Partnership Manager2) Lucas Democh: Head of BI and Processes at Bowe - Partner and specialist Pipefy and Integromat.3) Alice Reis: Process Leader at Bowe - Specialist in Pipefy and IntegromatSign up now! Join us for this special event! The event will be broadcast in Portuguese with simultaneous translation into English.
Hello, Community! How are you? We are running an awesome event on November and I’m sure you do not want to miss it. Why? I'm sure you've wasted a lot of time waiting on approvals, right?And when they arrive, you have to search through different tools to find it.Why not find a better way? Learn in our next webinar how to use Pipefy to build an integrated approval process and improve operational efficiency. Sign up!We'll be waiting for you. It's going to be November 18th, at 9 am PST. Brazilian Ediiton here.
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