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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!
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.
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
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!
About JazzHR JazzHR is a recruiting software company built to help growing businesses find and hire the right talent faster. Its applicant tracking system streamlines the entire candidate-to-employee journey.Since 2009, JazzHR has helped thousands of teams source over 94 million qualified candidates. JazzHR is headquartered in Pittsburgh, Pennsylvania. SpecificationsIndustry: Recruiting software Company Size: 100+ Department: HR Processes: Employee Requests, Recruiting, Onboarding, Offboarding Case overview JazzHR’s mission is to help small and mid-sized businesses across all industries exceed their recruiting goals. JazzHR’s software empowers teams to build custom hiring processes that meet their unique recruiting needs.In late 2019, JazzHR decided it was time to optimize its own internal HR processes. The company’s HR department needed a scalable system that focused on operational process management rather than just data storage. For this, JazzHR partnered with Pipefy to resolve inte
About Gympass Gympass is a comprehensive corporate wellbeing platform that promotes all forms of physical, mental, and emotional welfare so people can feel their best. Companies in North America, Latin America, and Europe rely on Gympass’s variety, convenience, and flexibility to improve their workers’ health and happiness. Gympass supports all forms of wellbeing with over 50,000 fitness partners, 1,300 on-demand classes, 2,000 hours of meditation, 1,000 healthy recipes, individual weekly therapy sessions, and hundreds of personal trainers.Case overview Gympass uses Pipefy for several internal processes, running its core operations in the platform. As of 2021, they have over 40 active processes. Some of the teams using Pipefy are: Sales, Customer Services, Operations, and Finance. The main workflow managed in the platform is acquiring and charging new clientes. The Sales team starts the process by inserting all new client data into an error-proof form. From there, the Customer Service
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
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.
How BeerOrCoffee’s IT team delivers high-quality processes for 5 departments using Pipefy About BeerOrCoffee BeerOrCoffee is a platform that provides hybrid workspace solutions for companies. Its flagship product, OfficePass is a subscription that allows employees of one company to access office space wherever it is more convenient to them, throughout a large network of shared workspaces. Clients are also able to access meeting room rentals, virtual offices, private rooms, and built-to-suit premises.BeerOrCoffee is considered Latin America’s biggest coworking platform with over 1,100 spaces in over 170 Brazilian cities, as well as in a few other cities around the world. The challenges of a 100% remote organization Founded in 2015, BeerOrCoffee functioned 100% remotely from the moment it was created, becoming a reference and specialist in emerging topics such as remote work and the future of work.However, working remotely has also brought several challenges to the BeerOrCoffee team. T
About Fluidra Fluidra is a global leader in pool and wellness equipment. Fluidra’s mission is to create the perfect pool and wellness experience, offering a wide range of products, devices, components, and services.They currently have around 35 factories, operate in over 45 countries, and employ more than 6,000 people.Case Overview Industry: Consumer goods Company size: 5k-10k employees Departments using Pipefy: Supply Chain, Data, Purchasing, Engineering, Marketing Processes: New Product Development, Products Registration, Supplier Management, Logistics Management, IT Helpdesk, Purchasing Fluidra’s Challenges Fluidra has more than 50 years of experience in the pool sector. They currently have a portfolio spanning 15 globally recognized brands. Developing and launching new products involves many departments within Fluidra, like Supply Chain, Engineering, Purchasing, and Marketing.Previously, Fluidra used a project management tool to manage their new product development process, b
Hello, Finance teams! My name is Ian Castelli and I'm one of the copywriters in the Customer Education Team. I published a blog post on how to manage and build Expense Reimbursement Requests inside Pipefy! The article has tips and the best practices for this process, so take a look to understand how to extract the most out of Pipefy for this use case. Check it out: https://www.pipefy.com/blog/expense-reimbursement-tutorial Also, I have already published content for Purchasing, explaining how to build those processes in Pipefy.
Hello, HR teams! 👋 My name is Ian Castelli and I'm one of the copywriters in the Customer Education Team at Pipefy. I published a blog post on how to manage and build an Employee Offboarding process inside Pipefy! The article has tips and the best practices for this process, so take a look to understand how to extract the most out of Pipefy for this use case. 😁 Check it out: https://www.pipefy.com/blog/employee-offboarding-tutorial Also, I have already published content for Recruiting and Employee Onboarding, explaining how to build those processes in Pipefy.
🧭 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 CR
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
Hey Community! I’m Luiz from the Customer Marketing Team. Today, I want to share this super cool Case Study with you! Coplacana is brazilian agricultural cooperative. The companystarted a digital transformation process focused on automation routines and connecting flows that were being carried out manually and communicating with other processes. They are using Pipefy for: New member registration, Credit Risk and Limit Analysis, Service Desk, IT Projects and Demand Management, Auditing and Internal Controllership, Capital Expenditure (CAPEX), Organizational Human Development, and many more. Do yopu want to know more how they achieved 157% ROI, more than 700 hours saved with Pipefy? Download the full Coplacana Case Study below! English and Portuguese Version available. If you have more questions, let me know!
If you want to measure the results of your processes, but you still don't know how, this Webinar is made for you. On February 17th at 11 am PST/ 2 pm EST, our team of experts will share all the secrets and best practices for you to manage data and gather metrics using Pipefy's dashboards and reports.To participate, just click here and register yourself.Don't miss this opportunity to stand out in your company through digital transformation. See you then!
RPA, BPA, and BPM - oh my! As businesses navigate their digital transformation journey, it requires a number of solutions to both organize and adopt business processes to realize that transformation effort. The technology landscape can be confusing and understanding how to leverage tools to work together can be even more challenging.Join this upcoming webinar - on February 16th - as we hear from Guilherme Novaes, Ecosystem Director, IBM Brasil and Adolfo Chandeck, Strategic Partnerships at Pipefy as we discuss the technology landscape for digital transformation tools. In this discuss-based session, we’ll cover:How to break down silos within the organization and get processes to work together What it means to truly orchestrate processes and how low-code solutions complement RPA The importance of guaranteeing security and governance over your processRegister now!
Our Open Office Hour is an online event in which we receive, for half an hour, all Pipefy users who need to clear any doubt.We have a process specialist hosting to talk to you and answer your questions! 🤓 English Sessions:Mondays, Wednesdays and Fridays at 11 am PST Tuesdays at 9 am PST🤓 Spanish Session:Thursdays at 12 pm PST🤓 Portuguese edition here. 🤓 Advanced Sessions: English | Tuesdays at 9 am PST Portuguese | Tuesdays at 3 pm BRT
Hey, HR teams! 👋 My name is Ian Castelli and I'm one of the copywriters in the Customer Education Team here at Pipefy I published a blog post about how to manage and build an Employee Requests in Pipefy! The article has tips and the best practices for this process, so take a look if it makes sense for your scenario! Check it out: https://www.pipefy.com/blog/employee-requests-use-case Also, I have already published content for Recruiting and Employee Onboarding, explaining how to build those processes in Pipefy.
Hello, HR teams! 👋 My name is Ian Castelli and I'm one of the copywriters in the Customer Education Team here at Pipefy. I published a blog post about Employee Onboarding with tips to structure it inside Pipefy in the best possible way! I gathered the best practices for this process and detailed how to build it fast and easily. Also, don't forget to check the articles about Recruiting and Job Opening, since you can connect all of them to build a big HR workflow inside Pipefy. Take a look: https://www.pipefy.com/blog/employee-onboarding-use-case
Hello, CS teams! 👋 My name is Ian Castelli and I'm one of the copywriters in the Customer Education Team here at Pipefy. Recently, I published a blog post about Customer Support with tips to structure it inside Pipefy in the best possible way! I gathered the best practices for this process and detailed how to build it fast and easy. Do you have any additional tips to point it out? Feel free to join the discussion and use the template to build your own CS workflow! Check it out: https://www.pipefy.com/blog/customer-support-process
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 at 11 am (PST), you will have the opportunity to join our team and ask your question to them. Check the agenda On January 19th On January 26th Register here! You also can check the Portuguese version here.
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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