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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!
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
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 recruitment with tips on how you can structure the process inside Pipefy to get the most out of it. Do you have any additional tips to point it out? Feel free to join the discussion and use the recruiting template to build your own workflow! Check it out: https://www.pipefy.com/blog/recruiting-process
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.
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, you will have the opportunity to join our team and ask your question to them. There is no need to register for these sessions - you can join at any time. November On 03rd at 1 pm (PST) - https://pipefy.zoom.us/j/99956210575On 10th at 1 pm (PST) - https://pipefy.zoom.us/j/99956210575 On 17th at 1 pm (PST) - https://pipefy.zoom.us/j/99956210575 On 27th at 1 pm (PST) - https://pipefy.zoom.us/j/99956210575You also can check the Portuguese version here.
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