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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!
Hello Pipefy Community, This week we will share with you the integration of Pipefy with Twilio (Whatsapp). This recipe aims to bring information from Pipefy to notify someone on whatsapp when a phase move happens in Pipefy.The recipe contains the following steps: Trigger - When a card is phased in Pipefy 1st Action - Search the card's content2nd Action - Send the whatsapp Template through Twilio Most common use case: Notification in sales process, purchasing process, onboarding, customer service, etc. Click here to access the recipe in our library. You can clone it to your organization and follow the step-by-step configuration provided in this video. There are more than 40 recipes shared in English on the Workato Community. Every week we will post a new integration here in the community and we will be able to use this space to exchange information regarding this topic. See ya next week!
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 t
Olá Comunidade!Compartilhando a informação:O Pipefy tem um recurso bem legal para campos conectados em pipes e databases. A opção “este campo é editável em outras fases” nos permite bloquear possíveis alterações nestes campos, garantindo a segurança da informação.
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
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!
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!
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