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Juliana Spinardi
Community Manager
Juliana SpinardiCommunity Manager
published in Events and Office Hours

🎤 Global Meetup | How AlfaCon saves more than 12.000 hours of work with Pipefy

Saving hours of work is also saving money. Find out how AlfaCon uses Pipefy to manage various processes. Have you ever imagined saving over 12,000 hours of work by automating workflows with Pipefy? AlfaCon achieved an ROI (Return on Investment) of 4632%. Who will talk to us in the September issue of the Global Meetup is João Passarin, the Business Process Analyst at AlfaCon. He will show us this and more incredible numbers that show how the company is optimizing internal processes. On  September 30th, at 12 pm (East Time) - Online EventBook your spot now! Check the Brazil Meetup here. 

320
Juliana Spinardi
Community Manager
1 year ago
Juliana Spinardi
Community Manager
Juliana SpinardiCommunity Manager
published in Events and Office Hours

☝️ Open Office Hour | Check out the September agenda

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. August On 01st at 1 pm (PST) - https://pipefy.zoom.us/j/99956210575On 08th at 1 pm (PST) -  https://pipefy.zoom.us/j/99956210575On 15th at 1 pm (PST) - https://pipefy.zoom.us/j/99956210575 On 22th at 1 pm (PST) - https://pipefy.zoom.us/j/99956210575 On 29th at 1 pm (PST) - https://pipefy.zoom.us/j/99956210575You also can check the Portuguese version here. 

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Juliana Spinardi
Community Manager
1 year ago
Lucas Ivantes
Pipefy Staff
Lucas IvantesPipefy Staff
published in Tips and Inspiration

How to manage files in Pipefy using Databases

Hi Everyone,I’m sharing with you a video explaining how we usually manage files in Pipefy to send using email templates.Some use cases for this are in the Recruitment process or Employee onboarding where there’s a need to share standard files to all applicants or new employees using Pipefy’s email templates.https://screencast-o-matic.com/watch/cYeqIix9KM

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Lucas Ivantes
Pipefy Staff
1 year ago
Juliana Spinardi
Community Manager
Juliana SpinardiCommunity Manager
published in Events and Office Hours

🎥 Recording | August 2021 | How Nutracap Labs is managing several processes with Pipefy

Hey Community! Did you lose you August Meetup? Do not worry because you can check it out now! Watch the full recording of the incredible Nutracap Labs Case!    Thanks and I see you next month!  Brazilian Edition here. 

421
tsartori
1 year ago
Juliana Spinardi
Community Manager
Juliana SpinardiCommunity Manager
published in Events and Office Hours

🎥 Recording | Improve your communication: integrate Pipefy + messages apps

Hello Community Members! How are you? Our webinar was a success! We are more than happy to see how you now master all the ways to integrate Pipefy + WhatsApp and SMS. Were you unable to participate in the event? No problem! We recorded it for you.You can watch, review and share with others on your team.  Once again, we thank everyone for participating!Don't miss the next webinar! How to build efficient processes using continuous improvementSeptember, 14th - 9 am PSTBook your place now! Brazilian Edition | Recording  

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Juliana Spinardi
Community Manager
1 year ago
Juliana Spinardi
Community Manager
Juliana SpinardiCommunity Manager
published in Events and Office Hours

🎤 Global Meetup | How Nutracap Labs is managing several processes with Pipefy

 Processing thousands of different workflows with automation and zero mistakes?  Our August Global Meetup is bringing to you an opportunity to talk to Scott Olsen, Director of Training at Nutracap Labs. The company is a cGMP certified, a full-service contract supplement manufacturer based in the USA.  Scott is going to tell the Pipefy Community how the company is optimizing time and saving money using Pipefy in processes like internal requests, marketing, financial, sales, and more!  On August 26th at 12 pm (East Time) Book your place now!  Brazil Edition here.

524
Juliana Spinardi
Community Manager
1 year ago
Juliana Spinardi
Community Manager
Juliana SpinardiCommunity Manager
published in Events and Office Hours

📱 Webinar | Improve your communication: integrate Pipefy + messages apps

Hello, Community members! How are you doing there? Sometimes, we lose track of demands and forget to answer some information requested. And even more common, we have to answer the same questions every time. In light of the above, I want to invite you today to our next Pipefy Community Webinar. Learn how to improve your communication by integrating Pipefy with messaging apps.Avoid manual work, automate communication and never forget to give a message its proper treatment again!August, 17th - 9 AM PST Book your spot here!  Brazilian edition here.  

271
tsartori
1 year ago
Juliana Spinardi
Community Manager
Juliana SpinardiCommunity Manager
published in Events and Office Hours

☝️ Open Office Hour | Check out the August agenda

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. August On 04th at 1 pm (PST) - https://pipefy.zoom.us/j/99956210575On 11th at 1 pm (PST) -  https://pipefy.zoom.us/j/99956210575On 18th at 1 pm (PST) - https://pipefy.zoom.us/j/99956210575 On 25th at 1 pm (PST) - https://pipefy.zoom.us/j/99956210575 You also can check the Portuguese version here. 

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Juliana Spinardi
Community Manager
1 year ago
Juliana Spinardi
Community Manager
Juliana SpinardiCommunity Manager
published in Events and Office Hours

🎥 Recording | July 2021 | How Lufkin Industries is using Pipefy to process different workflows and saving the employees’ time

Thanks for everyone how participated in the Community Event. Check out the recording of our event:  Here the Meetup Brazil. See you next  month! 

451
tsartori
1 year ago
Juliana Spinardi
Community Manager
Juliana SpinardiCommunity Manager
published in Events and Office Hours

🎤 Global Meetup | How Lufkin Industries is using Pipefy to process different workflows and saving the employees’ time

Processing thousands of different workflows with automation and zero mistakes?  Our July Global Meetup is bringing to you an opportunity to talk to Corene Steinert, Quality and Reliability Director at Lufkin Industries. She is going to tell the Pipefy Community how the company is optimizing time and saving money using Pipefy in processes like OKR, onboarding, financial, sales, and more! SIGN UP NOW! On July 29th at 1 pm (East Time) - Online Event  Lufkin is a north-American company that provides rod lift products, automated control, and optimization equipment, and software for rod lift equipment to the oil and gas industry. Join another free event from the Pipefy Community. Brazil Ediiton here. 

390
Juliana Spinardi
Community Manager
1 year ago
Juliana Spinardi
Community Manager
Juliana SpinardiCommunity Manager
published in Events and Office Hours

🎥 Webinar Recording | Game changer Integration: Pipefy + Google Workspace

Learn how to integrate Pipefy and Google Tools! Check the full recording of our webinar! Portuguese edition here.   

440
Juliana Spinardi
Community Manager
1 year ago
genietim
genietimPipefy Legend
posted in Tips and Inspiration

How to Change Labels using Automations

While there are two ideas asking for a clear way on how to manage labels via automations, https://community.pipefy.com/ideas/create-labels-when-updating-a-field-1111 and https://community.pipefy.com/ideas/automation-to-change-label-909, there is actually a way to do so already. The trick is to use a field with type “label” and use an automation to update that field.Example according to @thaiannelourenco in https://community.pipefy.com/ideas/create-labels-when-updating-a-field-1111:Let’s add a label when a field has a certain value.Let’s start with adding the labels field:Notice the “Synchronize card's field with this fixed field”. That’s how the labels will end up on the card.Feel free to additionally add a field conditional to hide the field in order to use it only in automations. Then, we can add the automation: as a trigger, we use “When a field is updated”. Select the pipe and the field you want the trigger to be based on. Add conditionals if you want the label to be only added whe

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Juliana Spinardi
Community Manager
1 year ago
belsalemme
Pipefy Staff
belsalemmePipefy Staff
published in Tips and Inspiration

Making it mandatory to check all boxes in a checklist fieldProduct Hacks

Hey everyone, I’m here today to share a quick and useful hack for processes that have mandatory checklists and you need to make sure that all the boxes are checked before moving the card on to the next phase. When you make a checklist field mandatory Pipefy will consider it filled even when just a box has been checked. If you need all boxes to be checked, check out my video and let me know if this hack helps in the comments below!  I’m also super available if you have any feedback about the format of the content, suggestions for other hacks as well. Have a good one!  

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genietim
1 year ago
Juliana Spinardi
Community Manager
Juliana SpinardiCommunity Manager
published in Events and Office Hours

Game changer Integration: Pipefy + Google Workspace

I imagine that, at some point in your workday, you use Google Sheets, Google Docs or Google Calendar, am I right?In fact, if I know you well, you probably use them all the time, right?So it’s time to learn how Pipefy can offer a much better work balance when integrated with all these systems.Improving processes' efficiency resulting in more time to focus on what really matters!Join us to learn more about how use the most of Integrations. Sign up here. See you soon. Check the Portuguese edition here.

960
Juliana Spinardi
Community Manager
1 year ago
Juliana Spinardi
Community Manager
Juliana SpinardiCommunity Manager
published in Events and Office Hours

☝️ Open Office Hour | Check out the July agenda

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. JulyOn 07th at 1 pm (PST) - https://pipefy.zoom.us/j/99956210575On 14th at 1 pm (PST) -  https://pipefy.zoom.us/j/99956210575On 21th at 1 pm (PST) - https://pipefy.zoom.us/j/99956210575 On 28th at 1 pm (PST) - https://pipefy.zoom.us/j/99956210575 You also can check the Portuguese version here. 

300
Juliana Spinardi
Community Manager
1 year ago
Juliana Spinardi
Community Manager
Juliana SpinardiCommunity Manager
published in Events and Office Hours

🎥 Recording | June 2021 | The Impact of GDPR on Start-ups and SaaS Companies

 It was awesome! Thanks everyone who participated in the June Meetup. You can watch again and share with collegues the full recording of the event:   Check the Brazilian Meetup here. 

280
Juliana Spinardi
Community Manager
1 year ago
Juliana Spinardi
Community Manager
Juliana SpinardiCommunity Manager
posted in Events and Office Hours

Webinar | eSignature: the power of automated processes.

Check out how use the most of the Pipefy Integrations:    

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Juliana Spinardi
Community Manager
1 year ago
Juliana Spinardi
Community Manager
Juliana SpinardiCommunity Manager
published in Events and Office Hours

Book you spot! | Webinar about Custom Integrations

IT'S TOMORROW - 10am Pacific/ 1pm Eastern!  Don't miss our Webinar about Custom Integrations:Pipefy Integration - eSignature: the power of automated processes. Click to subscribe.

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Juliana Spinardi
Community Manager
1 year ago
Juliana Spinardi
Community Manager
Juliana SpinardiCommunity Manager
published in Events and Office Hours

🎤 Global Meetup | The Impact of GDPR on Start-ups and SaaS Companies

What is GDPR?  What you need to know about it and what the changes mean for your business Pipefy Community is bringing to you an opportunity to talk to specialists on Privacy Law and its impacts on Saas Companies and business. On June 24th at 12 pm (Eastern Time), Cainã Gomes (Pipefy Security Team) and Sumita Saxena (Senior Legal Counsel at Calm) will participate in the Pipefy Community Meetup.  GDPR can be considered as the world's strongest set of data protection rules, which enhance how people can access information about them and places limits on what organizations can do with personal data. The pandemic scenario has put thousands of people online sharing information all the time. What are the impacts of this law in the business world and, mainly, in the world of technology? More than avoiding risks, technology companies and businesses, in general, must comply with the GDPR if they want to attract investors and guarantee privacy for customers and partners. Let's talk to subject mat

440
Juliana Spinardi
Community Manager
1 year ago
Juliana Spinardi
Community Manager
Juliana SpinardiCommunity Manager
published in Events and Office Hours

Webinar | Pipefy Integration and eSignature: the power of automated processes

I know you've already wished all your systems were integrated to make your work easier and automated, right?Well, in this Webinar we’ll show you how this reality is much closer than you think.Ready to learn how to integrate Pipefy with eSignature systems? From that point on, your working life will never be the same.And the change is for the best.See you on the 22nd!Sign up now! 

373
Juliana Spinardi
Community Manager
1 year ago
Juliana Spinardi
Community Manager
Juliana SpinardiCommunity Manager
published in Events and Office Hours

☝️ Open Office Hour | Check out the June agenda

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. MayOn 02sd at 10am (PST) - https://pipefy.zoom.us/j/99956210575On 09th at 10am (PST) -  https://pipefy.zoom.us/j/99956210575On 16th at 10am (PST) - https://pipefy.zoom.us/j/99956210575 On 23rd at 10am (PST) - https://pipefy.zoom.us/j/99956210575 On 30th at 10am (PST) - https://pipefy.zoom.us/j/99956210575  You also can check the Portuguese version here. 

240
Juliana Spinardi
Community Manager
1 year ago
Juliana Spinardi
Community Manager
Juliana SpinardiCommunity Manager
published in Events and Office Hours

🎥 Recording | May Global Meetup | New Pipefy Forms

If you missed the Global Meetup, do not worry.  Check out the full recording:   Thank you and I hope to see you at the next meetup! 

320
Juliana Spinardi
Community Manager
1 year ago
Juliana Spinardi
Community Manager
Juliana SpinardiCommunity Manager
published in Events and Office Hours

Webinar | Learn how to automate communication through Email Template feature

Check out the recording and learn how to use most of the email templates.   

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Juliana Spinardi
Community Manager
1 year ago
Juliana Spinardi
Community Manager
Juliana SpinardiCommunity Manager
published in Events and Office Hours

🎤 Global Meetup | How to use the new Pipefy Forms to Empowers Teams to Build Smart, No-Code Forms and Increase Productivity

The Pipefy Community Global Meetup is coming and you won’t miss it. Our Product Team is going to demonstrate how to use the new Pipefy Forms.  Pipefy Forms has a simple and intuitive drag and drop builder making it even easier for knowledge workers in virtually any business unit to design and deploy custom forms to standardize their intake processes. The Forms offering promises increased efficiency by converting forms into workflows where users can assign tasks, track due dates, monitor activity status and obtain approvals.  On May 27th at 1 pm (PST), our Pipefy staff is waiting for you! It is a unique opportunity to know how you can use all the improvements to build your forms. You will have the opportunity to ask our Product Team questions and learn more about our product.  SIGN UP NOW! We are looking forward to seeing you there. Check out the Brazilian Edition here. 

341
Eduardo Kano
1 year ago
Lucas Democh
Lucas DemochPipefy Legend
posted in Tips and Inspiration

Copying Cards Between Organizations (Triggers or Import)

 If you work with different organizations and need a connection between them, these two integration flows can help you a lot. The flows were built using Integromat: 1) Copy based on triggers.Example: When a card form is moved in organization X, create a card in organization Y:  Integromat's integration modules are very flexible and exploit all Pipefy APIS. The difference is that in Integromat, you were able to select different Pipes in each module, even if they are in other organizations:  2) Copy all the cards in a given phase or pipe from company X to company Y. This automation can be done only once or can be programmed based on periods. If importing is required only once, you can also do it via Importer (Standard Pipefy Application):  In the examples I made the simplest possible flows. They can be improved with other steps, transformations and filters. If you have questions about how to create Pipefy integration flows with Integromat, you can call me. My Integromat partner link is h

1
Juliana Spinardi
Community Manager
1 year ago

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