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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
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,
Have you already got lost in your organization home page having trouble finding the process you want to access? Or just got annoyed that the home page is not organized enough? Well, Pipefy can be organized following the logical rules of priority below: 1- My Pipes: processes that you are part of will always appear on the top part of your screen. “Other Pipes” will appear below on a separate section. 2- Favorite Pipes: categorized with a yellow star in the top left corner will always be shown at first. 3- Processes can be organized by adding numbers in front of its name: Example: 4- Last but not least, Pipefy will be organized following an alphabetical order. I hope that was useful :)
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
Hi Everyone,I’m sharing with you a video explaining how we usually manage files in Pipefy to send using email templates.Some use cases for this are in the Recruitment process or Employee onboarding where there’s a need to share standard files to all applicants or new employees using Pipefy’s email templates.https://screencast-o-matic.com/watch/cYeqIix9KM
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.
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
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, November, 24th, 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!
Hello Community Members! How are you? Our webinar was a success! We are more than happy to see how you now master all the ways to integrate Pipefy + WhatsApp and SMS. Were you unable to participate in the event? No problem! We recorded it for you.You can watch, review and share with others on your team. Once again, we thank everyone for participating!Don't miss the next webinar! How to build efficient processes using continuous improvementSeptember, 14th - 9 am PSTBook your place now! Brazilian Edition | Recording
727 Projects. Since implementing Pipefy, our marketing team has completed 727+ projects! This huge milestone started as a workflow change in August 2020 and has benefitted our small marketing team immensely. We are able to work on more projects, meet project deadlines and move projects through our workflow making us more efficient. Clients are benefitting from better automated communication and status tracking. Kudos to our team of THREE people!
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.
Pipefy Summit is designed to benefit any professional interested in digital transformation. Whether you are just beginning your digital transformation journey or you’re looking to solve a complex process orchestration problem — this event is for you! Register for this two-day event to learn how to leverage low-code process orchestration technology to manage your end-to-end business processes. Our team of professionals will provide solutions that empower teams and citizen developers to create custom workflows that integrate with legacy tools, enhance visibility and control, and eliminate manual processes in your organization. Pipefy Summit is returning for a virtual experience December 8-9, 2021. Book your spot now!
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
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
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!
The March meetup is full of stories that certainly will change the way you view workflows and how to make them more collaborative. SAVE THE DATE The Brazlian meetup is taking place on March 25th at 5pm (BRT). Book your place here. The Global edition is going to happen on March 25th at 11pm (EST). Sign up here. We are waiting for you! Do not miss our traditional event! See you there!
Pipefy provides the nice option to have E-Mail templates in HTML. This way, you can add tables, images, and pretty much all the styling and formatting you can dream of (provided there is support in the E-Mail program). What I am not quite happy about is the editor they provide. The windows size is limited. There is not code highlighting. No syntax highlighting. The lack of syntax highlighting and code formatting means, that it is too easy to miss a closing tag too many or not enough. All in all, it is just not suited for actual coding. That is why I wrote a custom CLI application, which uses Pipefy’s GraphQL API to fetch the E-Mails I want to edit, open them in my favourite editor (e.g. Visual Studio Code), and submit them back to Pipefy once I finished editing.I published this tool open-source, so you can use it too: https://github.com/GenieTim/PipefyEnhancer The usage steps are the following:1. Install NodeJS 2. Run the command (in your favourite terminal/command line/whatever it is
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.
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
Hey, dear members! How are you doing?We are constantly working on improvements to make your day-to-day activities as automated as possible. So here goes an invitation: would you participate on a new page we are creating? It is easy; all you have to do is answer this:📢 How Pipefy made a difference to you? What benefits can you identify in your workflow?Hope to hear from all of you in the comments!
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!
What if you could automate work processes and integrate tools without writing any code? You don't have to be a developer or an IT professional to accelerate digital transformation. The Digital Transformation Meetup of the Pipefy Community will show you that is possible! We invited Renato Asse, founder of the Sem Codar channel, the largest YouTube channel in the world about no-code and visual application development. Renato is the pioneer of the no-code movement in Brazil and reaches more than 250 thousand people every month teaching entrepreneurs and developers to create applications without using the code language. The meetup is taking place on April 29th, at 1 pm (PST). Sign up for this online and free event. You don’t need to be a developer or an IT professional to build automated processes in your business! It is possible to accelerate digital transformation in your business without any coding. Do you want to know how? Join us for the Digital Transformation Meetup. I am looking f
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.
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
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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