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156 Topics

Juliana Spinardi
Community Manager
Juliana SpinardiCommunity Manager
published in Events and Recordings

Webinar | Learn how to automate communication through Email Template feature

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

120
Juliana Spinardi
Community Manager
2 years ago
Juliana Spinardi
Community Manager
Juliana SpinardiCommunity Manager
published in Events and Recordings

🎤 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. 

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Eduardo Kano
2 years 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
2 years ago
Juliana Spinardi
Community Manager
Juliana SpinardiCommunity Manager
published in Tips and Inspiration

What is No-Code Software, and What Can I Do With It?

 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

770
Juliana Spinardi
Community Manager
2 years ago
Juliana Spinardi
Community Manager
Juliana SpinardiCommunity Manager
published in Events and Recordings

Webinar | Learn how to automate communication through Email Template feature

 On May 25th, at 10 am (PST), you will have a great opportunity to learn how to optimize even more your processes using the email template feature. Book your place right now here. We see you there! Check the Portuguese version here. 

100
Juliana Spinardi
Community Manager
2 years ago
Juliana Spinardi
Community Manager
Juliana SpinardiCommunity Manager
published in Events and Recordings

☝️ Open Office Hour | Check out the May 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 05th at 10am (PST) - https://pipefy.zoom.us/j/99956210575On 12sd at 10am (PST) -  https://pipefy.zoom.us/j/99956210575On 19th at 10am (PST) - https://pipefy.zoom.us/j/99956210575 On 26th at 10am (PST) - https://pipefy.zoom.us/j/99956210575  You also can check the Portuguese version here. 

170
Juliana Spinardi
Community Manager
2 years ago
Matt Rist
Matt RistKnown Participant
published in Tips and Inspiration

How Pipefy Boosted Our Productivity | 727 Projects done!

727 Projects. Since implementing Pipefy, our marketing team has completed 727+ projects! This huge milestone started as a workflow change in August 2020 and has benefitted our small marketing team immensely. We are able to work on more projects, meet project deadlines and move projects through our workflow making us more efficient. Clients are benefitting from better automated communication and status tracking. Kudos to our team of THREE people! 

1067
tecnologia-jera
2 years ago
Juliana Spinardi
Community Manager
Juliana SpinardiCommunity Manager
published in Tips and Inspiration

Learning Tuesday | What are email templates?

Learn what are email templates and how they can help you establish a smarter, faster and standardized communication flow. Pipefy's email template is a powerful feature that allows you to create and customize email messages, establish a standardized communication and send emails to leads, requesters, customers, suppliers and much more. This way, you can centralize your email flows in a single place. With email templates, you can send emails directly from Pipefy, without having to leave the platform; all communication is centralized in one place. You can also create specific automations that trigger emails if key events are followed. If you wish, you can send all emails manually, directly through the cards in the pipe. Through the email builder, it is possible to set all message customization in one place, add dynamic fields to all email builder fields (except for the template name), add images, tables, lists, lines, change font colors, the text alignment and much more. How to configure

370
Juliana Spinardi
Community Manager
2 years ago
genietim
genietimPipefy Legend
published in Tips and Inspiration

How to edit your HTML email templates in your favourite HTML Editor

Pipefy provides the nice option to have E-Mail templates in HTML. This way, you can add tables, images, and pretty much all the styling and formatting you can dream of (provided there is support in the E-Mail program). What I am not quite happy about is the editor they provide. The windows size is limited. There is not code highlighting. No syntax highlighting. The lack of syntax highlighting and code formatting means, that it is too easy to miss a closing tag too many or not enough. All in all, it is just not suited for actual coding. That is why I wrote a custom CLI application, which uses Pipefy’s GraphQL API to fetch the E-Mails I want to edit, open them in my favourite editor (e.g. Visual Studio Code), and submit them back to Pipefy once I finished editing.I published this tool open-source, so you can use it too: https://github.com/GenieTim/PipefyEnhancer The usage steps are the following:1. Install NodeJS 2. Run the command (in your favourite terminal/command line/whatever it is

3604
ivan.novofoco
2 years ago
Juliana Spinardi
Community Manager
Juliana SpinardiCommunity Manager
published in Events and Recordings

💻 Digital Transformation Meetup | On April 29th at 1 pm (PST)

What if you could automate work processes and integrate tools without writing any code? You don't have to be a developer or an IT professional to accelerate digital transformation. The Digital Transformation Meetup of the Pipefy Community will show you that is possible! We invited Renato Asse, founder of the Sem Codar channel, the largest YouTube channel in the world about no-code and visual application development. Renato is the pioneer of the no-code movement in Brazil and reaches more than 250 thousand people every month teaching entrepreneurs and developers to create applications without using the code language. The meetup is taking place on April 29th, at 1 pm (PST). Sign up for this online and free event.  You don’t need to be a developer or an IT professional to build automated processes in your business! It is possible to accelerate digital transformation in your business without any coding. Do you want to know how? Join us for the Digital Transformation Meetup.  I am looking f

444
ivan.novofoco
2 years ago
Juliana Spinardi
Community Manager
Juliana SpinardiCommunity Manager
published in Events and Recordings

Webinar | How to build automated processes in MINUTES to improve team performance

Check out the webinar about automation!     

170
Juliana Spinardi
Community Manager
2 years ago
Juliana Spinardi
Community Manager
Juliana SpinardiCommunity Manager
published in Events and Recordings

☝️ Open Office Hour | Check out the April 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. April On 07th at 10am (PST) - https://pipefy.zoom.us/j/99956210575On 14th at 10am (PST) -  https://pipefy.zoom.us/j/99956210575On 28st at 10am (PST) - https://pipefy.zoom.us/j/99956210575  You also can check the Portuguese version here. 

312
Juliana Spinardi
Community Manager
2 years ago
Juliana Spinardi
Community Manager
Juliana SpinardiCommunity Manager
published in Events and Recordings

Webinar | How to build automation to improve your processes performance

Hello, doer!If you use Pipefy for a while now, you've probably used automation rules already. But are you sure you're making the most out of this feature?Automation is how you leave all the tedious, repetitive work to Pipefy and use your time on more productive tasks. That's why I want to invite you to a webinar we're hosting.On it, we'll talk about how to get superpowers with Pipefy automation!The Webinar How to build automation to improve your processes performance will happen on April 22nd, Thursday, at 10 AM (PST). I hope to see you there!Sign up here. Check the Brazil edition here.   

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Juliana Spinardi
Community Manager
2 years ago
Juliana Spinardi
Community Manager
Juliana SpinardiCommunity Manager
published in Tips and Inspiration

📢 Customers Testimonials | Why Pipefy?

Hey, dear members! How are you doing?We are constantly working on improvements to make your day-to-day activities as automated as possible. So here goes an invitation: would you participate on a new page we are creating? It is easy; all you have to do is answer this:📢 How Pipefy made a difference to you? What benefits can you identify in your workflow?Hope to hear from all of you in the comments! 

394
Ezequiel Souza
2 years ago
Juliana Spinardi
Community Manager
Juliana SpinardiCommunity Manager
published in Events and Recordings

March Global Meetup | Boulder Longevity Case

 Hey, dear members! How are you doing? Did you lose our monthly meetup? Do not worry because you can check and share the full recording of the Boulder Longevity case. Lots of papers to sign and a process that could take more than 60 hours/month. Boulder Longevity is doing the same process in 2 hours/month since they started to use Pipefy. Susan Hirano, the Director of Strategic Operations told us more about this incredible case and more about how Pipefy is helping now other departments to achieve and deliver more velocity and quality to their clients. Check the Brazilian Edition here.  

1561
Sarah Lane
2 years ago
Juliana Spinardi
Community Manager
Juliana SpinardiCommunity Manager
published in Events and Recordings

Open Office Hour | March 24th

 If you missed the Open Office Hour, do not worry. Now, you can check the full recording and see everything that happens in this free and online event.   

180
Juliana Spinardi
Community Manager
2 years ago
Juliana Spinardi
Community Manager
Juliana SpinardiCommunity Manager
published in Events and Recordings

🎥 Recording | Unleash Process Excellence with Pipefy 2.0

Hello, community! Check out the full recording of the webinar we ran to explain more about Pipefy 2.0. In this conversation, we'll talk about:- The main reason for the interface improvement;- Demo the main changes and show how to navigate in the new interface;- Clients' questions about it.   

270
Juliana Spinardi
Community Manager
2 years ago
Juliana Spinardi
Community Manager
Juliana SpinardiCommunity Manager
published in Events and Recordings

🎤 Webinar | Unleash Process Excellence with Pipefy 2.0F.A.Q.

Do you want to know more about Pipefy 2.0?In this conversation, we'll talk about:- The main reason for the interface improvement;- Demo the main changes and show how to navigate in the new interface;- And we'll have the presence of one of the developers of Pipefy2.0 to answer your questions.On March 23 at 1pm (EST) / 10 am (BRT)Sign up HERE. 

190
Juliana Spinardi
Community Manager
2 years ago
Juliana Spinardi
Community Manager
Juliana SpinardiCommunity Manager
published in Tips and Inspiration

Learning Tuesday | Conditionals in PipefyTutorial

Happy Tuesday, everyone!  Learn more about Conditionals and how to use them in the brand new Pipefy 2.0. In Pipefy, you can Conditionals to create more dynamic forms and phases. Conditional rules hide or display fields in forms or phases, according to previous answers. Watch the video to learn how to begin creating Conditionals and get hands-on!  Have a great day!  

320
Juliana Spinardi
Community Manager
2 years ago
Juliana Spinardi
Community Manager
Juliana SpinardiCommunity Manager
published in Events and Recordings

📢 Community Meetup | Save the date - March 25th at 12pm (EST) / 5pm (BRT)News

The March meetup is full of stories that certainly will change the way you view workflows and how to make them more collaborative.  SAVE THE DATE The Brazlian meetup is taking place on March 25th at 5pm (BRT). Book your place here. The Global edition is going to happen on March 25th at 11pm (EST). Sign up here. We are waiting for you! Do not miss our traditional event!  See you there! 

504
Juliana Spinardi
Community Manager
2 years ago
Juliana Spinardi
Community Manager
Juliana SpinardiCommunity Manager
published in Events and Recordings

Community Meetup | Check out the Boulder Longevity case and how they saved 97% of time on their signing documents process

Lots of papers to sign and a process that could take more than 60 hours/month. Boulder Longevity is doing the same process in 2 hours/month since they started to use Pipefy.  Susan Hirano, the Director of Strategic Operations will tell us more about this incredible case and more about how Pipefy is helping now other departments to achieve and deliver more velocity and quality to their clients. Boulder Longevity Institute offers our clients a complete range of unique, innovative, and personalized services. Our clients enjoy access to the most advanced, research-based longevity medicine available and not generally accessible through more traditional health care channels. We specialize in Bioidentical Hormone Replacement Therapy, Genomic Analysis, Regenerative Peptide Therapy, and a results-oriented approach to optimizing your health. It will take place on March 25th, at 12 pm (EST).  Book your place now!   

120
Juliana Spinardi
Community Manager
2 years ago
Juliana Spinardi
Community Manager
Juliana SpinardiCommunity Manager
published in Tips and Inspiration

Learning Tuesday | Company MembersTutorial

In Pipefy, you can centralize all of your company members and their permissions in a single place. Watch the video to learn how to begin managing company members and get hands-on! If you need a hand from our experts, also check:  

70
Juliana Spinardi
Community Manager
2 years ago
Juliana Spinardi
Community Manager
Juliana SpinardiCommunity Manager
published in Tips and Inspiration

Product Tour | Check out our product!

Pipefy is a no-code workflow automation platform that empowers you to build smarter, automated workflows. In this video, learn how to get started in 5 steps:0:00​ What is Pipefy?0:21​ Step 1: Create a process1:16​ Step 2: Customize a form2:13​ Step 3: Execute a standardized process2:58​ Step 4: Run it to your conditions4:02​ Step 5: Analyze your results

160
Juliana Spinardi
Community Manager
2 years ago
Juliana Spinardi
Community Manager
Juliana SpinardiCommunity Manager
published in Events and Recordings

☝️ Do you have a question? | The Open Office Hour is back!F.A.Q.

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. MarchOn 10th at 10am (PST) - https://pipefy.zoom.us/j/99956210575On 17th at 10am (PST) -  https://pipefy.zoom.us/j/99956210575On 24th at 10am (PST) - https://pipefy.zoom.us/j/99956210575On 31st at 10am (PST) - https://pipefy.zoom.us/j/99956210575  You also can check the Portuguese version here. 

690
Juliana Spinardi
Community Manager
2 years ago
Juliana Spinardi
Community Manager
Juliana SpinardiCommunity Manager
published in Tips and Inspiration

Pipefy 2.0 | Start formTutorial

Hello, doers. How are you? It’s Tuesday and, today we want to take a look at how to fill out the first input of your process and it will gather all the necessary information to kick off the process, like e a purchase request or a reimbursement request.After the Start Form is filled out it will become a card and be added in the first phase of your process, or pipe, as we call it in Pipefy. Watch the video to learn how to begin creating cards and get hands-on! If you need a hand from our experts, also check:Tutorial articles: https://help.pipefy.com/en/articles/6...​  

470
Juliana Spinardi
Community Manager
2 years ago

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