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fernanda.cunhaEducation Team

published in Events and Recordings

Pipefy AI WebinarsNews

🎉 Exciting news from our Academy: Pipefy AI Webinars! 🎉 We’re thrilled to announce that the Pipefy Academy has a fresh catalogue of webinars on Pipefy AI features in specific departments! Gain hands-on experience in process optimization and earn a certificate to showcase your expertise: 💡 Access here 💡 But that’s not all… We’re also inviting you to join us for next week's special webinar:✨ Faster Processing, Better Experiences: Enhance Legal Processes With Pipefy AI ✨In this webinar, our experts will dive into the latest AI features in Pipefy (including a demo of our AI Automation) and answering your questions live. Don’t miss this opportunity to learn how to leverage AI to improve your operations! 👉🏼 Can't make it live? No worries! Register anyway, and we'll send you the webinar recording to watch at your convenience.We look forward to seeing you at our webinars and helping you unlock new levels of productivity with Pipefy! [PT-BR] ⬇ 🎉 Novidade imperdível da nossa Academy: We

published in Tips and Inspiration

Innovate Your IT Future: Pipefy & Forbes Present Essential Strategies!News

Hi everyone!Dive into Alessio's latest Forbes article, "7 Strategies for Building the IT Team of the Future," and explore cutting-edge insights to lead and innovate in today's tech landscape. From fostering a culture of continuous learning to embracing diversity and innovation, Alessio shares essential tips for shaping a resilient and forward-thinking IT team. Whether you're a tech leader or an aspiring IT professional, this read is a must! 🔗 Read the full article here: 7 Strategies for Building the IT Team of the FutureFeel free to share your thoughts and strategies in the comments below! 👇

published in Tips and Inspiration

Explore the Future of Business Efficiency: Access the Automation Trend Report 2024!News

The need for process automation has never been more urgent. Gartner predicts that the market for business process automation tools will soar by 38% in the next three years, jumping from $2.6B in 2022 to a staggering $3.6B by 2027. Why is this happening? More business teams than ever are leveraging automation to reduce errors and enhance efficiency. The types of workflows being automated are diversifying rapidly, benefiting not just business teams but also IT departments. No-code automation tools are empowering business teams to operate independently while freeing up IT resources, enabling them to focus on strategic initiatives and innovation, essential for cost optimization and driving business growth. Pipefy's 2024 Process Automation Trends report delves into why companies are increasingly adopting business process automation tools to navigate economic challenges, stimulate growth, boost business team autonomy, and optimize IT resource utilization. 📈 Key insights include:Distribution

published in Tips and Inspiration

Move the Line - Why the IT Zone of Influence Must Expand!Blog

The role of IT teams has transformed significantly. Beyond managing day-to-day operations and ensuring security, IT is now pivotal in achieving broader business goals. From cost containment to strategic planning and innovative problem-solving, IT's influence is crucial. 📈 Brian Greenberg, CIO at Fortium Partners, says: “As businesses increasingly rely on technology to drive growth and innovation, the responsibilities of IT leaders have evolved to encompass strategic planning and alignment with business objectives.” In other words, IT isn't just behind the scenes anymore—they’re now at the forefront, shaping business goals and driving revenue growth. 🔍 Discover how IT teams are expanding their zone of influence and why it's essential for business success. 👉 Read the full article now!

A

Anonymous

published in Tips and Inspiration

11 Most Popular IT Frameworks You Need to Know AboutBlog

IT management has become increasingly complicated in recent years, especially with the delivery of IT services. The wide availability of competing technologies can overwhelm and disorganize IT departments. However, in today’s data-driven world, there’s little room for IT errors – sensitive data can fall into the wrong hands or inefficiencies can compound until processes fail. Implementing an IT framework is a sound approach for regaining control of your IT environment, but it requires careful selection of the right model. 🔗 Read our latest blog post to explore the benefits of IT frameworks and learn how to choose the best one for your organization: 11 Most Popular IT Frameworks You Need to Know About In this post, we provide a general overview of IT frameworks and examine specific frameworks, focusing on how to select the best one for your organization.💥Don’t miss this essential read to enhance your IT strategy and safeguard your data!

A

Anonymous

published in Tips and Inspiration

Total Cost of Ownership (TCO): Definition, Components, and ExamplesBlog

Understanding the Total Cost of Ownership (TCO) is crucial for making informed decisions about purchasing, implementing, and maintaining products, tools, or equipment. TCO encompasses all expenses incurred throughout the lifecycle of a product, including downtime, training, and other productivity losses. By quantifying these costs, TCO provides a clearer picture of not only the financial investment but also the value derived from the product. 🔗 Read our latest blog post to gain insights into TCO and learn how to accurately evaluate the full cost and value of your investments: Total Cost of Ownership (TCO): Definition, Components, and Examples 👉🏻Don’t miss this essential read to optimize your decision-making process and enhance your strategic planning!

mariafer_suporteNew Member

posted in Tips and Inspiration

Possibilidade de copiar e colar no campo de data de vencimento

Verificamos que houve uma atualização no campo do tipo "Data de vencimento", nessa atualização não é possível copiar a informação, por exemplo de um Excel/WhasApp/ Outro sistema para colar no campo do cartão .

fla.andradeCommunity Manager

published in Tips and Inspiration

How to design a Success Plan to achieve your goals with Pipefy

The Success Plan is a document in which you register your company’s goals for implementing Pipefy. It’s the groundwork for measuring what you want to achieve once you start using the new tool. In this article, you’ll learn how to design your own Success Plan, so you and your team can map and track your expectations and goals.How important is the Success Plan?When you list the criteria that are non-negotiable to determine whether or not you have achieved success, you’ll have a parameter for comparing your company’s operation before and after Pipefy’s implementation. After mapping your desired outcomes, you will be able to customize and improve your processes in a clearer and more organized way. Step by step to create your Success Plan: Define What Success Looks Like It’s important to be clear about what you expect from the platform you have purchased. What problems are you trying to solve and what are the expected results? This way, you will be able to answer the first question in your

Juliana SpinardiPipefy Staff

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.

maizawaNew Member

published in Tips and Inspiration

[VIDEO] Optimizing Company Processes with Pipefy

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

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

RicaPipefy Staff

published in Tips and Inspiration

Easily creating a "Select Field" with multiple options on a DatabaseProduct Hacks

Have you already needed to create a Select field with multiple fields on a Database? Well, there’s a thing called GraphQL mutation that can maybe help you. GraphQL is a query language for your API, and a server-side runtime for executing queries by using a type system you define for your data. This technology helps you search for information in your organization in a much faster and practical way. Ok, but you are probably asking yourself what should I do? First, you need to access Pipefy’s GraphQL page: https://app.pipefy.com/graphiql , that should pretty much look like this: Now you should paste the query below on the left white side of the page: Query: mutation{ createTableField(input:{ table_id: "Database ID” type:"select" label:"Name of the field" options:["Option 1", "Option 2", "Option 3",] }) { clientMutationId } } It should look like this (example): After that, press the execute button on the top left side

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 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!

genietimPipefy Legend

published in Tips and Inspiration

Product Hacks: Implement Follow-Up E-Mails with Pipefy

I had the opportunity to implement a few workflows for a client of mine.One request was to have Follow-Up E-Mails, meaning E-Mails that are sent to the client a year or later after a succesfull project to ask the clients whether they are still satisfied and whether there is something else to help with.Of course, thanks to Pipefy's excellent API it would have been easy case to implement this feature externally. To reduce the height of the used stack, I decided against it and implemented it in Pipefy alone.This is not a problem at all. There is actually more than one way to do so.The main trick is to use an automation triggered by a card becoming late or expired.This is how you can schedule the sending of E-Mails in order for them to be sent when you want them to be.The way to trigger a card to become expired is to set a due date. As soon as the due date is reached (and the card has not yet reached a final phase), the alert will be triggered.You can use an automation as the following to

published in Events and Recordings

🎥 Webinar Recording | IT Operational Efficiency: Realistic vision or elusive unicorn?

Hello Community,If you missed the last webinar about IT Operational Efficiency: Realistic vision or elusive unicorn?, don't worry!Full recording is now available for you to watch, review and even share with your colleagues! 😀 See you!👋🏽

Juliana SpinardiPipefy Staff

published in Events and Recordings

Recording | How to create an integrated approval flow to improve team efficiency!

Hey, Community! If you weren’t able to join this awesome event, do not worry! You can watch it and share!

Marina MazettoPipefy Staff

posted in Events and Recordings

Pipefy’s Custom Integrations: integrate all your systems in one platform!

This week we hosted a webinar to talk about one of the big 2020 releases from Pipefy: our Custom Integrations!We had the pleasure to have Mozart, one of our integrations experts, explaining more about this feature, some use cases and examples.In case you missed it here is the recording and here is the link for you to request more information about your custom integration!

Juliana SpinardiPipefy Staff

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.

Juliana SpinardiPipefy Staff

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!

Juliana SpinardiPipefy Staff

published in Events and Recordings

📱 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.

Juliana SpinardiPipefy Staff

published in Events and Recordings

🎥 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.

Mariana MiecznikowskiProduct Manager

posted in Events and Recordings

Open Office Hours (Tuesday) - 09/15/20 - 11am PT / 12pm MT / 1pm CT / 2pm ET - Pre-session Thread

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, September 15th, 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! Mariana

RicaPipefy Staff

published in Tips and Inspiration

Export all users information in your orgProduct Hacks

Have you already asked yourself if there’s an easier way to pull a list of all users from your Pipefy organization? Well, there’s a thing called GraphQL query that maybe can help you. GraphQL is a query language for your API, and a server-side runtime for executing queries by using a type system you define for your data. This technology helps you search for information in your organization in a much faster and practical way. Ok, but you are probably asking yourself what should I do? First, you need to access Pipefy’s GraphQL page: https://app.pipefy.com/graphiql , that should pretty much look like this: Now you should paste the query below on the left white side of the page: Query: { organizations(ids: [Paste here your Org ID]) { members { user { name email } } } } It should look like this (example): { organizations(ids: [91162]) { members { user { name email } } } } Afte

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!

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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