Replies posted by Matt Rist
@Eduardo Kano That’s awesome! Do you think you or someone from your Marketing Team would be up for a Zoom (Well, I have Microsoft Teams) call to compare processes? I’d love to see what they are doing and see if there is anything we could do differently. My e-mail is email@example.com.Sure @Luiz Eifler feel free to reach out at firstname.lastname@example.org I think Juliana also has my contact info.
@Lana Fidelis Scary! I have over 500 cards right now in my “Done” pile. Maybe I should archive them at some point. So if I am adding a field that should not impact the past cards? It would just show that field as “blank” on any past cards? Does re-ordering a field impact past cards?
@genietim Thank you! Solution 1 seems most agreeable for me since I don’t do custom code (at least not much). It looks like Integromat will be able to do what I want, but I have to figure out Integromat ha and exactly which option for posting an Image & text I will use as my Facebook Pages connection.
@leticia.moreira Thanks for this helpful post. I wanted to ask a follow up question. I have been using my Pipe & Public Form system for a few months now. I did not set it up with any conditionals at that time. If I change up my public form (for example, to add conditionals), what impact does that have on previously created cards and or my Pipeline?
Hey Everyone! My name is Matt Rist, and I am the Director of Marketing for ICA Advertising, a Texas-based Advertising Agency. I speak English & Spanish and have been using Pipefy since August 2020. Pipefy has truly transformed our workflow for the better. Pipefy allows us to handle incoming requests, track projects, communicate with internal and external clients and track fulfillment. I look forward to sharing how we use Pipefy and learning from others.I am a dog dad, husband and former TV news journalist originally from Louisiana. Cheers!
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