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MarianaCustomer Marketing & Education

published in Tips and Inspiration

5 steps to implement Pipefy successfullyF.A.Q.

Pipefy is the tool to improve process management within your company or department. If you're reading this document, you're likely to be the “change-maker” in your environment. This guide was made especially for you, envisioning your empowerment to be able to make the best use of Pipefy for your needs. After helping more than 900 companies to implement Pipefy, we gathered in 5 fundamental initial steps to have a successful use of our tool to achieve your goals. 🗺️ Plan 📖🔨 Learn by doing 🔎 Validate your process ✏️ Train your team 🚀 Go live 1. 🗺️ Plan It's a proven fact that planning is a crucial step in an Implementation project. It can be more accessible or a little more complicated depending on the maturity of your process - how long it's been running; if you already have data and metrics to make analysis, if the phases are well defined and other factors. You can check Pipefy's Business Process Assessment for more information. Get star

MarianaCustomer Marketing & Education

published in Tips and Inspiration

Best practices on how to engage your team with PipefyF.A.Q.

Implementing a new solution on your team's routine can sometimes be challenging; that's why we understand that it's a crucial step of your Implementation process having your squad aboard. Here you'll find the best practices we have learned from implementing Pipefy in more than 900 companies and how you can use them. Show them the benefits of a new solution. As mentioned in the article "5 steps to implement Pipefy successfully”, it's essential that your process's goal is clear to everyone who manages its requests. Also, the benefits they'll encounter when managing it through Pipefy, such as: All information regarding a customer or solicitations will be centralized in a single place; Standardized process and guided execution; A better organization with documents, data, and deadlines; Less rework; Less manual work. These are just a few examples, and if you want to understand better how Pipefy can benefit your department, take a look at our blog for Fin

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

anaafkNew Member

published in Tips and Inspiration

Setting Pipefy Dashboards in PowerBi using Google SheetsExpert Tips

Hi everyone, I’m here to share how you can easily add a Data view (KPIs, SLA etc) in PowerBi using Google Sheets as a data repository. Here is a step-by-step on how to configure it: Connect Pipefy and Google Sheets using Zapier by selecting the trigger New Card or Moved Card, so every time you create a new card, it will automatically go to the spreadsheet. Second, connect Google Sheets and Power Bi using using the Web Page Connect option. Tip: to connect both you need to follow the steps below: Copy the shareable URL link Open PowerBi workspace and use the web as a source Past the link from Google Sheet and change to: "edit?usp=sharing" TO "export?format=xlsx" The connection is done. Customize your dashboard as you like. Pro Tip: Update information using the schedule for PowerBi or update your data manually. That’s it! If you have any questions or suggestions, just comment below. Thanks!

leticia.moreiraPipefy Staff

published in Tips and Inspiration

How I Use Pipefy to Remotely Manage my Marketing ProjectsBlog

Managing Marketing projects and processes is already a challenge. Doing this remotely naturally increases the level of difficulty. But what if I told you it doesn't have to be that hard? Yeah. With Pipefy, this can be a much simpler task than you think! Follow me: Great marketing has robust projects Here at Pipefy, we get involved in several projects and some of them are even managed by non-team leaders, which is great for the career. In my case, I am responsible for the Portuguese content efforts. Which means, lots of translations, new blog posts and pages of our website. However, this is not my only role in the company. I also produce content of the same nature in English and I am currently involved in four other projects. Yes, it is a lot to manage, but I am not alone in this journey. My tiger team of Portuguese content consists of four more people, and three of them were even hired during the quarantine. My mission: manage Pipefy’s translations and new content

RicaPipefy Staff

published in Tips and Inspiration

Process Lead TimeProduct Hacks

Have you ever heard of ProccessLead time? Process Lead time is the amount of time between the start of a process and its conclusion. In other words, it’s the amount of time from a card creation until it reaches an end phase of the process. To check you process lead time For that, you must create a report with the following information: : “Created at” and “Finished at”. After selecting both columns you can export it to excel by clicking on . Nexct, open the Excel file, add a new column called “Lead time” and on the cell add the following formula: =Finished at - Created at The result will be the number of hours or days a card spent to go from the first to the last phase of your process. You can apply this formula to all records of cards in the spreadsheet and at the last cell you must add the following formula to get your process lead time: =AVERAGE(cells range) The final result will be your process lead time.. Ps. It’s important to mention that for cards t

Lucas PimentaInspiring

published in Tips and Inspiration

Pipefy x UiPath (RPA) ConnectorExpert Tips

Hello, everyone! My name is Lucas Pimenta and I want to share with you a component created by us here in Capgemini to fully integrate the Pipefy platform together with UiPath (RPA Platform). With this connector, you can enchant your RPA projects to be able to create, move, update and delete cards and more, automatically through the RPA Robot. Link here: https://connect.uipath.com/marketplace/components/pipefy-x-uipath-custom-activities/review I hope you enjoy! And I really appreciate any kind of feedback! Regards,

RicaPipefy Staff

published in Tips and Inspiration

How to calculate your return over investment using Pipefy?PRODUCT HACKS

Do you know you can easily calculate the ROI (return on investment) on your process? There are multiple features that save you a lot of time, like: automation rules, automatic emails, PDF generator and connected cards. On average all the features above save up to 5 minutes of work from a Pipefy user every time they run. To know how many times these features ran in your process, last month for example, just ask your CSM (Customer Success Manager)! They can pull this data and share it with you. ROI, is a pretty straightforward formula: ROI = ((Gain - Investment) / Investment). The result you have to multiply by100 to have the value on percentage (%). Okay, but how do I calculate ROI using these features? Well, like Benjamin Franklin said: “Time is money”. If you have how many automatic emails were sent in a month, you can calculate how many minutes you saved with this feature. Knowing the average wage of your team members (per hour) you can multiply it by the

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

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!

RicaPipefy Staff

published in Tips and Inspiration

Product Hacks: How can I pull a list if all pipe IDs?Product Hacks

Have you already asked yourself if there’s an easier way to pull a list of all processes IDs from your Pipefy organization? Using a GraphQL query that will be possible. 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: {organization(id:Paste here the ORG ID){ pipes { id } id } } } } }} It will look like this (example bellow): After that, press the execute button on the top left side of your screen. As a result, a list of information will appear on the right s

RicaPipefy Staff

published in Tips and Inspiration

Product Hacks: QR Code and Public Form IntegrationProduct Hacks

QR code (or Quick Response code) is the trademark for a type of matrix barcode (or two-dimensional barcode). A barcode is a machine-readable optical label that contains information about the item to which it is attached. In other words, it's a link that your smartphone camera can read. Pipefy's start form can generate a public link that allows anyone to create a request from outside our software. This link can be easily configured as a QR code. Ok, and so what? The QR code can be an easy way to fill a reimbursement form, travel/facilities, or any HR request directly from your mobile. Here is a quick guide on how to configure that: : 1- Create a Pipefy start form 2- Turn this into a public form by clicking on the button “Share” on the right side of the form (image below) 3- After that , enable the public form button, generate a public link and copy it. 4- After copying the link, you need to go to a free or paid QR Code generator website. You can eas

Felipe ScholzPipefy Staff

published in Tips and Inspiration

Pipefy for Maintenance RequestUse Case

Leanr how to manage your maintenance requests with Pipefy and as a result: Automate repetitive tasks Centralize information Standardize handling of request fulfillment Improve your communication with stakeholders

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!

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 dire

Felipe ScholzPipefy Staff

published in Tips and Inspiration

How to better use Pipefy Public Forms?product hacks

Public Forms is Pipefy's key feature to improve your business' processes and help your team to increase its productivity daily. In this video, you will understand what is a Public Form, how it works and how you can start to manage your own forms right now.

Felipe ScholzPipefy Staff

published in Events and Recordings

How to work efficiently during COVID-19Blog

We understand that most companies and teams are going through challenging times, changing the way they work. Pipefy is a work management tool to help you automate and centralize your processes no matter where your teams are located. We created a few templates based on our customers' experiences during this time to help your team stay connected while remote. During this webinar we share these processes with you and demonstrate how Pipefy can help you with more tips and best practices as well. Click on the video below to watch this webinar.

Felipe ScholzPipefy Staff

published in Tips and Inspiration

Create recurring activitiesproduct hacks

Expected results: Save time by automatically creating recurring activities and making sure your team follows their routine. What is this useful for? Automatically creating cards for recurring daily/weekly or monthly activities (such as accounts payable, extracting reports, team meetings, etc.) . Before you get started you'll need to: Specify which task you wish to automatically create in your team's task management pipe. In our case we want a card to be created every Monday 9 a.m. to remind the team to extract all necessary reports before the team meeting on Wednesday. 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 'Recurring activity'. Frequency is every week, select Monday and the time you want the card to be created. It's important to notice that the timezone is UTC so if you wish a card to be created every Monday 9 a.m. in

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 sp

Felipe ScholzPipefy Staff

published in Tips and Inspiration

Update information across your processproduct hacks

Use automation to eliminate the need to manually fill in fields Expected results: Save time by automatically updating information in your pipe's fields What is this useful for? Use automation to update fields in your pipe with data from database records. Save time by not having to manually fill in all your employee data every time they open a new request while ensuring you're always using the most updated information from your customer database. Before you get started you'll need to: Create a database with the records where you'll add all your employee data (such as name, email, phone, address, etc.) Create a connection field in your pipe's start form where you'll select the employee record; Create the fields you'll wish to update with your record's data (ex. Employee name, email, phone). Make sure the fields are the same type of fields in the database. If they're in the start form, make sure you can edit them in other phases. How to: Access the automation menu by clicking

Felipe ScholzPipefy Staff

published in Tips and Inspiration

Request an approval based on predefined business rulesproduct hacks

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

Felipe ScholzPipefy Staff

published in Tips and Inspiration

Escalate high priority demands when they become overdueproduct hacks

Use automation rules to automatically assign overdue demands to the team manager Expected results: Avoid delays in deliveries by notifying the manager when a task becomes overdue. What is this useful for? You can use automations to create an automated escalation process. Whenever a task/card becomes overdue (goes past its due date), you can automatically bring it to the attention of the manager or another team to ensure it'll be taken care of. Before you get started you'll need to: Create an assignee select field in the first phase of your pipe (you can add it to the start form if you wish, just make sure it's able to be edited in other phases); Make sure all your tasks have a due date - you can establish that by adding a mandatory due date field. 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 automation'. Our event will be 'when an alert is triggered' - in pipe 'team ta

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