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170 Topics

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

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

🎥 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! 

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

🎤 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. 

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

🎥 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.   

690
Juliana Spinardi
Community Manager
2 years 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

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

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.

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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 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. 

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

🎥 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. 

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

Webinar | eSignature: the power of automated processes.

Check out how use the most of the Pipefy Integrations:    

0
Juliana Spinardi
Community Manager
2 years ago
Juliana Spinardi
Community Manager
Juliana SpinardiCommunity Manager
published in Events and Recordings

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

🎤 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

490
Juliana Spinardi
Community Manager
2 years ago
Juliana Spinardi
Community Manager
Juliana SpinardiCommunity Manager
published in Events and Recordings

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! 

773
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 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. 

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

🎥 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! 

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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

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

130
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

1030
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. 

110
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. 

200
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! 

1557
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

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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

3934
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

514
ivan.novofoco
2 years ago

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