Get information about the product, tips and access events and recordings
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
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.
Processing thousands of different workflows with automation and zero mistakes? Our August Global Meetup is bringing to you an opportunity to talk to Scott Olsen, Director of Training at Nutracap Labs. The company is a cGMP certified, a full-service contract supplement manufacturer based in the USA. Scott is going to tell the Pipefy Community how the company is optimizing time and saving money using Pipefy in processes like internal requests, marketing, financial, sales, and more! On August 26th at 12 pm (East Time) Book your place now! Brazil Edition here.
Olá, Pessoal!Segue uma dica, caso encontrem esse erro no Make. A dica abaixo pode ser uma das soluções.Recentemente tive um problema na integração do Make com o Pipefy. Quando eu tentava salvar uma configuração de um novo cenário inserindo uma conexão já existente no Make, eu recebia uma mensagem de erro informando que a permissão foi negada. Error 30001 Permission Denied.[Painel Make] Depois de muita luta, consegui identificar a causa. A conta de usuário do Pipefy que eu estava usando na conexão com o Make, estava com a função de membro dentro do Pipe. Então, alterei para função de Administrador dentro do Pipe, o erro 30001 sumiu no Make e a integração voltou a funcionar. [Painel Pipefy] Mas o engraçado é que não sei como a função do usuário mudou de Admin para Membro. Essa parte estou verificando com a equipe de suporte do Pipefy.
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!
👉🏼Identification of a block on your accountAfter you try to login to your account and make a mistake 10 (ten) consecutive times your account will be blocked for access as a security measure everywhere you try to access. The block is characterized by the message "Your account has been blocked after multiple consecutive login attempts":Another image that can also appear in case of account blocking (even if you are not a member, you may be blocked from answering public forms):❓How to unlock your accountWhen this message appears, you can contact Pipefy's support team thorugh the email email@example.com mentioning the situation, and the email address that needs to be unlocked. If you cannot use email, you can ask an Admin or Super Admin in your organization to open a chat with the support team directly on the platform.
The first step is to create a phase where you will receive the cards that meet the requirement to send an email before or after the expiration date. In the example, we will set it up so that 7 days before the expiration date of the field an email is sent to the customer. After creating the phase we will create the recurring activity automation. The frequency within the recurring activity is at your discretion, in this case, we use every half hour. Also, we select the option to move the card to the "Proposal" phase which is the new phase created within the "Recruitment Process" pipe in the example: Now we go to "Add new scenario" to set the card to move to the new phase, based on 7 days before expiration. Under Phases > Start Form, we select the due date field. Then under Relative, we set it to exactly 7 days ago, as in the video: After saving this first automation. Let's create the second automation, to send the email. At this point, you should have already saved the email t
How automations help keep a creative agency’s recurring projects on track. Now that I’ve gone in-depth on how Pipefy Helps Our Ad Agency Field 100+ Requests Monthly, I thought I would share a simple hack in our workflow that you can apply to any project management pipeline. For us, we know that every week we have to produce 6 newspaper ads. As such, we have created simple automations to create cards at a certain time every Monday at 8AM. The great thing about this process is that it allows us to include pre-populated information in the card that saves time. We can automatically include all the information needed to complete the project, rather than having to manually create a card each week.A preview of our simple card creation automations that keep us on track! Here’s how it works, on your left-hand menu, press “Automations” --- > “Create a New automation”. Here is a preview of what our automations look like. Learn more about automations at this link. What are some ways that yo
🤔Customers usually ask us “how can I use automation to update my field with an empty value?” This workaround is recommended if your company is on the Business or Enterprise plan (we are going to need automation and a field conditional to enable this workaround). 👉🏼 If you are not in on one of these plans and want to upgrade your account, you can contact the support team in our chat or your CSM, if you have one. 😉 1. First of all, you need to choose what type of field you want to update. We need to create a new field of the exact same type as the field we want to update. So, let's pretend we are interested in updating a field type Date. I already have a Date field in my process, but I also created a new one called “Date - hide”. (I even named it that way to make it very clear that that is the field I want to hide, therefore it will not be visible in my process).This field will always be empty and it will be the one to be used in my automation. 2. In order to confuse process users,
Use automation to speed up your automation flows Expected results: Save time with efficient and automated approval flows. What is this useful for? Based on your business rules, demand approval from other teams or managers so that requests can flow smoothly and warrant better alignment and quality. Example: the value of purchase that demands approval from the manager. Before you get started you'll need to: Make sure the first phase of your pipe doesn't have any mandatory fields and Create an 'approval' phase. 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 new automation'; Our event will be when a card is created in the pipe purchase process. We'll add the condition that the purchase value is more than U$D500; Our action is to move the card to the Approval phase so that the manager in charge of the process knows that that request demands his/her attention. Let's name and save the
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
🎤 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.
Hello, Community! I hope you're great!Today, I share with you a quick video we created to talk about request management in Pipefy. As you know, Pipefy is capable of managing processes in the most varied areas (Purchasing, HR, Sales, IT), and many times these processes revolve around requests.We have a person who needs something asking someone else for this. The idea of the video is precisely to explain this dynamic, and help anyone understand how Pipefy can manage requests, regardless of the department! Check it out:
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
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!
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.
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! 🙌
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 needsWhen? March 8th, 09:00 AM (PST). Subscribe here. B
Today is learning day, and I want to give you an overview of how you can use our platform to improve your team’s productivity. Lack of pattern in content creation, missing deadlines, and approved materials with mistakes is happing in your team? Find out how you can get full visibility of all marketing requests and build a better process.
Community Experts Leaderboard
Join us in the Pipefy Community! 🚀
No account yet? Create an account
Login with your Pipefy credentials
Enter your username or e-mail address. We'll send you an e-mail with instructions to reset your password.