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218 Topics
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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marcosmelo
thiagomatsunaga
Pipefy Staff
thiagomatsunagaPipefy Staff
published in Tips and Inspiration
An easy way to embed forms and engage your visitors inside WordPressIntegration

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 directl

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marcosmelo
Rica
Pipefy Staff
RicaPipefy Staff
published in Tips and Inspiration
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! 👍

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marcosmelo
leticia.moreira
Pipefy Staff
leticia.moreiraPipefy Staff
published in Tips and Inspiration
5 new Pipefy tweaks that will boost your efficiency

We’re always looking for improvement opportunities, and lately, we’ve been focusing on deliveries that will help doers achieve more with less. Here are our top 5 small deliveries that can make a big impact on your daily efficiency: You can now select/unselect all items at once on a checklist. Enjoy this new capability with any form or phase with this type of field! Now, you can filter expired and overdue cards and add them as columns to your reports: “expired at” shows the date the card became expired, and “overdue” shows YES/NO to inform if the card is overdue. You can quickly update the phase description directly in the kanban view and make it more intuitive for those using the pipe for the first time. Avoid duplicated cards by setting up fields with a unique value. It works for both pipes and databases. Improve how remote employees exchange information with the company using Pipefy’s mobile version. The app is available for both Android and iOS. Do you have more Pipefy tricks that b

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marcosmelo
Juliana Spinardi
Pipefy Staff
Juliana SpinardiPipefy Staff
published in Tips and Inspiration
🤓 Learn more about Pipefy and make the most of our platform!

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!

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marcosmelo
Juliana Spinardi
Pipefy Staff
Juliana SpinardiPipefy Staff
published in Events and Recordings
🎙️ Webinar | IT Operational Efficiency: Realistic vision or elusive unicorn?

Join us for this incredible webinar. IT Operational Efficiency - the talk of the town in today's market and everyone's dream. Getting to a stage where you have tickets, routing, and integrations firing on all cylinders. Backlogs are manageable and requests are smoothly handled with clear and adequate solutions. Now, we might be getting ahead of ourselves with a dreamy fantasy when we think of operational efficiency but the reality is IT has a lot to contribute toward efficiency - starting with process optimization and automation. Join the upcoming session as we talk about what IT operational efficiency means and how you can turn your organization into an effective powerhouse.In this interactive fireside chat, we'll hear from Wanderley Paiva, Director of Infrastructure at Pipefy on how to: Decrease internal costs without just slashing investments Integrate operations to create a seamless workflow Align finance expectations with user needs When? March 8th, 09:00 AM (PST). Subscribe here.

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Juliana Spinardi
Pipefy Staff
Rica
Pipefy Staff
RicaPipefy Staff
published in Tips and Inspiration
Organize your pipes!

Have you already got lost in your organization home page having trouble finding the process you want to access? Or just got annoyed that the home page is not organized enough? Well, Pipefy can be organized following the logical rules of priority below: 1- My Pipes: processes that you are part of will always appear on the top part of your screen. “Other Pipes” will appear below on a separate section. 2- Favorite Pipes: categorized with a yellow star in the top left corner will always be shown at first. 3- Processes can be organized by adding numbers in front of its name: Example: 4- Last but not least, Pipefy will be organized following an alphabetical order. I hope that was useful :)

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Lais Laudari
Lais Laudari
Lais Laudari
published in Tips and Inspiration
✨ 5 Key Steps for the best journey in PipefyGuide

Hi Community! Whether you're new to Pipefy or already an expert, there are 5 essential things you need to know to maximize your experience.✨ That's why we created a Getting Started guide based on customer feedback and our own research. Inside the guide, you'll find: Curated content from experts Tips for structuring your workflow and collaborating with others. Ways to customize Pipefy to your needs. And more learning channels for you to explore. We're here to help you get the most out of your time, so let's dive in and explore! 🙌

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Lais Laudari
Lais Laudari
Lais Laudari
published in Tips and Inspiration
WebhookF.A.Q.

The code performs the following steps to trigger the webhook: Webhook (no retry) > Webhooks::Worker (no retry) > Webhooks::RecordWorker > Webhooks::RecordWorkerRetry (in case of retry in the RecordWorker) Webhook receives action performed by the card , repo id and optional info . It checks if the action performed by the card is the type of action that will trigger a webhook. If it is it will call the second step. Webhooks::Worker > receives action performed by the card , repo id and optional info. It finds the webhook id and if the id exists calls the third step. Webhooks::RecordWorker > receives webhook id , repo id and optional info. It attempts to trigger Webhooks::Notifier, which is the one that will actually do the webhook thing. If our system has any issues during this action it will then proceed to the last step. Otherwise, it will finish the action. *Problems on your server are not triggering the retry functionality. ⚠ Problems on the client side include timeouts which are dete

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Lais Laudari
Lais Laudari
Lais Laudari
published in Tips and Inspiration
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 i

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Lais Laudari
Lais Laudari
Lais Laudari
published in Events and Recordings
🎥 Webinar Recording | How are you using process automation so you’re prepared to accomplish more with less?

Hello community,If you missed the last webinar about how you are using process automation to accomplish more with less led by industry experts from Quandary Consulting and Pipefy, don't worry!Full recording is now available for you to watch, review and even share with your colleagues! 😀

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Lais Laudari
Lais Laudari
Lais Laudari
published in Tips and Inspiration
SMTP ErrorsF.A.Q.

Setting up an SMTP, there are 4 error messages that we expect Pipefy to inform when something goes wrong with the configuration. Below you will find some possibilities. Causes and Solutions: 🔹”We couldn't reach your SMTP host,' 'make sure your Port number or Host address is correct”: Pipefy shows this error when a "Net::OpenTimeout" type, error occurs. This means that when trying to connect using the information provided by the customer, we reached the timeout limit of the SMTP test connection probably because the Host or Port is wrong or is not configured to support SMTP protocol calls. 🔹"Incorrect credentials, make sure your Username or Password is correct" This message appears whenever we receive a "Net::SMTPAuthenticationError".The reason for this could be: The Username/password is incorrect, and the email Domain doesn't currently support SMTP setups The user email isn't configured to support SMTP setups Client has 2FA on outlook (outlook only supports simple authentication for S

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Lais Laudari
Lais Laudari
Lais Laudari
published in Events and Recordings
📢 Webinar | How are you using process automation so you’re prepared to accomplish more with less?

Hello, Community! This year, many companies will face a daunting challenge: sustaining growth and innovation while operating with fewer resources than in previous years. How are you using process automation so you’re prepared to accomplish more with less? Join us for a session led by industry experts from Quandary Consulting and Pipefy to learn: Top trends driving changes in the New Year Advice from the field on how to achieve operational efficiency 5 predictions for the coming year (and how to take advantage of them) Register HERE to reserve your spot for January 25th, at 9AM (PST)! See you!😃

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Lais Laudari
Rica
Pipefy Staff
RicaPipefy Staff
published in Tips and Inspiration
Product Hacks: Hide PipesProduct Hacks

Have you ever asked yourself if it’s possible to hide a pipe so other members wouldn’t be able to see that it even exists? Well, that’s possible. Here is a step-by-step on how to hide your pipes: 1- Choose a pipe that you would like to hide 2- Access on it and open the pipe settings 3- Scroll down to “Permissions” and select the option private pipe and save it. 4- Click on create a new card , click on the three dots on the top right corner of the form module and go to “Edit the start form” 5- Scroll all the way down and uncheck the box “Allow all team members to create cards on this pipe” That’s it! Now your process is hidden and no one besides invited members and organization admins can see it. Important: having in mind that the process is now private and hidden, you will need to invite members to join the pipe otherwise they will not be able to found it. I hope you like it!

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Rica
Pipefy Staff
F
Pipefy Staff
Felipe ScholzPipefy Staff
published in Tips and Inspiration
Start sub-process automaticallyproduct hacks

Expected results: Boost your team's efficiency by enabling them to work simultaneously on complex tasks. What is this useful for? Making your process more dynamic by automatically distributing tasks to other teams in subprocesses. Before you get started you'll need to: Create a connection between your main process and each of the subprocesses; If needed, specify which fields you'll use as conditions for creating tasks in the subprocesses. In our case, we'll use a checkbox field where we'll select which subtasks need to be created. How to: Access the automation menu by clicking on the automation option in the sidebar (in the left side of the screen). Click on 'Add new automation'. Our event will be 'When a card is created' in pipe Project Management. We'll add the condition that our automation should only be triggered when 'project specification' is selected in our subtasks field. Our action is 'Create a new connected card' in pipe Project specification. Here we'll match the fields so t

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rcamayo
Juliana Spinardi
Pipefy Staff
Juliana SpinardiPipefy Staff
published in Events and Recordings
🤗Book your spot at the July Customer Round Table | Meet the Hops Case - more than 4k automations

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 Portuguese There 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!

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rafael.jefte
Juliana Spinardi
Pipefy Staff
Juliana SpinardiPipefy Staff
published in Events and Recordings
🎥 Did you lose the event? Watch or rewatch them here!

Hello, Community! June was a special month for us! We are a lot of celebrations and awesome events as well! 👉 The Customer Round Table, edition Brazil, was super nice! You can watch it again here. 👉 If you lost the Global Meetup, you also can see it here. What an event, my dears. Philip Lakin and André Ribeiro gave us insights and types on how no code is changing the way we work and how it will model the future. Stay Tuned! July is going to be unmissable, just like this month! Thank you, Community!

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Juliana Spinardi
Pipefy Staff
Juliana Spinardi
Pipefy Staff
Juliana SpinardiPipefy Staff
published in Events and Recordings
🎙️ Join Pipefy Events | Stay on top of all the events we are running and rewatched them!

Join our Global Events! Participate and learn with Pipefy Experts, build networks, engage with our team and customers. Here you can find live events, use cases, join Pipefy Conferences, get daily help from our support team and more! See what’s cooking!

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Juliana Spinardi
Pipefy Staff
RODEL BULAN
RODEL BULANRegular Participant
asked in Tips and Inspiration
How to integrate a search function within a form

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.

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genietim
Juliana Spinardi
Pipefy Staff
Juliana SpinardiPipefy Staff
published in Events and Recordings
📋Customer Round Table | Challenges and opportunities in the sales area

You cannot miss the first edition of Customer Round Table - Sales. We are bringing Tito Magalhães (Ti.Saúde) and Rafael Macedo (Hospital Pequeno Príncipe). They will help us to learn and see more about the main challenges of the sales and financial area. Meet our special guests to talk about challenges and opportunities in the sales area! Don't miss out on this opportunity to connect and learn from other professionals. We’ll be raffling 3 gift cards ($100) for those who participate in the event with us! Book your spot right now The event is goin to be in Portuguese

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rafael.jefte
Juliana Spinardi
Pipefy Staff
Juliana SpinardiPipefy Staff
published in Events and Recordings
🎂 June Global Meetup | Celebrate 2 years of Pipefy Community with us

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!

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rafael.jefte
genietim
genietimPipefy Legend
published in Tips and Inspiration
Adding a Field to Multiple Phases at once

I already mentioned in “How to edit your HTML email templates in your favourite HTML Editor” that the tool i wrote, https://github.com/GenieTim/PipefyEnhancer, provides a few different abstractions and added functionality on Pipefy using their GraphQL API. In this post, I will explain one more of the commands it provides: adding a field to multiple phases at once. Why would I want to do that? The scenario, why I wrote this command, is, that my client wanted a way to organise the attachments on their pipe. They wanted fields, such as “External Analysis” or “External Invoice”, where they can attach documents. They want to be able to attach these documents at every step in a process, meaning in every phase, while also knowing at which phase they entered the document. The last condition is it, that prohibits a single field in the first phase, that could be edited later in other phases using the left hand side, history, of the card. Please support my idea “Sort Attachments” to reduce the ne

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genietim
Juliana Spinardi
Pipefy Staff
Juliana SpinardiPipefy Staff
published in Events and Recordings
🙋 Open Office Hour | Advanced Sessions

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.

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Juliana Spinardi
Pipefy Staff
Juliana Spinardi
Pipefy Staff
Juliana SpinardiPipefy Staff
published in Events and Recordings
🧭 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 CRM

2000
Juliana Spinardi
Pipefy Staff
Sarah Lane
Sarah LaneInspiring
posted in Tips and Inspiration
Best Tricks You've Learned

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

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abhatt

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