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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! This thread is for our upcoming Tuesday Open Office Hours session on Tuesday, November, 24th, 2020 at 11am PT / 12 pm MT / 1 pm CT / 2 pm ET. Please submit your questions below as replies to this post in advance if you can, and we'll address them during the session (or if there’s a quick answer available, we’ll post as replies to the questions). There is no need to register for these sessions - you can join at any time.Join us at the following link: https://pipefy.zoom.us/j/147206424 Look forward to talking with you!
How to clone a pipeTutorial
Attention! To clone a pipe, either within a company or between two companies, you need to have admin permission in the pipe you want to clone as well as permission to create a pipe in the company. Given that you have the necessary permission, the first step to clone a pipe is opening the pipe then clicking in the gear icon in the upper right corner of the screen to open the pipe settings. Inside the pipe settings, find the 'clone to' option in the lower left corner. If you're not a member of more than one company, simply click on it to clone the pipe. If you are, click on it, select the company you want to clone the pipe to and wait a couple of seconds while the copy is created. Important:Cloning a pipe will only clone its structure (phases and fields). Existing cards, field conditionals, connection fields or automation rules will not be cloned; If your pipe has any email templates with dynamic content, that'll need to be manually adjusted in the cloned pipe.Written by Isabelle Wuille
Thank you again for you to attend the 4th Pipefy Community Global Meetup. Below, you will find the link to check out the presentation and also the recording of our meeting and know how the new email messaging will help you to improve your experience using Pipefy. 💌 Save the date. The next Meetup is coming! 🚀5th Pipefy Community Global Meetup - October 29th - 12pm.
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. October On 06th at 1 pm (PST) - https://pipefy.zoom.us/j/99956210575On 13th at 1 pm (PST) - https://pipefy.zoom.us/j/99956210575 On 20th 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.
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!
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.
Importer App ErrorsF.A.Q.
Here we list some possible errors and solutions that may occur when using Importer App to import data into the pipe or database: 📍What to do if an import crashes?Only Pipefy's support team can reactivate or cancel your import, in which case you'll need to contact the team via the chat within the platform. Just inform that the import is stuck, and if you need it to continue or be cancelled, along with the pipe URL and if possible, when to inform when the import was started.Now, if your import has a red number before the“/”, your import did not work and anautomatic email has already been sent to inform you of this. 📍What to do in cases of an import that did not work?Here's a step by step in the e-mail sent automatically (always with this initial text from the image below), attached, a .csv file is available - containing the information that could not be imported.When accessing the file, in the last column it is possible to see exactly the field that caused this error / failure in its i
Request Tracker Saves Marketing Agency Valuable TimeWhy you should be using this feature in your public forms to cut down on staff-client and or staff to staff communication. *Ring Ring*“Yes, hello?”“Hi, this is John in Albuquerque, I asked for a new flyer for our Sunday Brunch last week, where are you at with it?”“Well, actually, we are waiting on your approval.” These awkward conversations are now a thing of the past thanks to the Request Tracker feature within Pipefy. It’s a free add-on that has saved our Advertising Agency both time, and of course, money. The premise is quite simple, empower doers within your organization and outside to check the status of a project without a phone call or extra e-mail. Once a Pipe Admin turns on this feature “Click on share, enable the form to public and click on customize,” and your users can start tracking. After each Public Form submission, submitting user’s will receive an e-mail with info on how to check the request status. There are a n
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
In the last year, millions of business users embraced no-code tools to design and build vital software for their organizations – without writing a single line of code. These business users are sometimes called “citizen developers” or non-technical users, and they use no-code tools to address routine (but still important) development projects without involving the IT department.Let’s take a look at no-code software and how citizen developers use it to build apps, automate workflows, and solve business problems.What is No-Code?No-code platforms offer easy-to-use visual tools that let non-technical workers -- citizen developers -- create applications or automate workflows, while complying with IT security standards and policies. No-Code vs. Low-CodeIndustry analysts and vendors sometimes blur the distinction between no-code and low-code platforms, or use the terms interchangeably. Here’s the difference:No-code tools require no coding experience from users. Low-code tools are designed to
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.
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.
🧭 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
The pipe reports are an advanced pipe tool that enables users to view all the information extracted from the fields of all the cards in your pipe in an organized, customizable spreadsheet format. This tool enables Pipefy users to easily create and save reports with pre-selected filters to access whenever they need the information. In this short video, you can check out how to create Pipe Reports!
Hello,I hope you enjoy this video showing how to improve the company's processes without the need to have multiple systems. Streamline your processes and make your team more agile. Combine all your business requirements into one single platform. If you have any questions, please let me know.Best,Mauricio Aizawa
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.
Use automation rules to automatically assign overdue demands to the team manager Expected results: Avoid delays in deliveries by notifying the manager when a task becomes overdue. What is this useful for? You can use automations to create an automated escalation process. Whenever a task/card becomes overdue (goes past its due date), you can automatically bring it to the attention of the manager or another team to ensure it'll be taken care of. Before you get started you'll need to: Create an assignee select field in the first phase of your pipe (you can add it to the start form if you wish, just make sure it's able to be edited in other phases); Make sure all your tasks have a due date - you can establish that by adding a mandatory due date field. How to: Access the automation menu by clicking on the automation option in the sidebar (in the left side of the screen). Click on 'create automation'. Our event will be 'when an alert is triggered' - in pipe 'team ta
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.
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!
You don't want to miss the 4th edition of the Pipefy Community Global Meetup. This edition will have Diogo Matheus, our product manager, and Thiago Matsunaga, our designer demonstrating how to use the new email messaging feature, personalizing email, and automatically send them. Marina Mazetto, Pipefy's CSM, will bring use cases and tips on how to use this brand new resource. We'll also cover the highlights from the Pipefy Community. We are full of news! Save the date: September 24th, at 12 pm (EST). Don't miss the most exclusive Pipefy Community event. Availability is limited! REGISTER NOW! We are looking forward to seeing you there!
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! 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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