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ian-castelli
Pipefy Staff
ian-castelliPipefy Staff
posted in Fórum em Português

Pipefy para RH: Como automatizar a comunicação por emails com candidatos

Oi, comunidade! Hoje quero compartilhar com vocês um artigo sobre automação de emails para times de RH, especificamente para processos de recrutamento. Você pode conferir o artigo no nosso Help Center ou conferi-lo na íntegra logo abaixo: Em processos de recrutamento, a comunicação entre candidatos e recrutadores é um ponto crítico. Do lado dos times de RH, temos o alto volume de emails enviados aos candidatos (confirmações, agendamentos, devolutivas, etc.). Do lado dos candidatos, encontramos pessoas interessadas e que estão ansiosas por atualizações e feedbacks. O Pipefy permite automatizar a comunicação por emails, liberando tempo das suas mãos para outras atividades, ao mesmo tempo em que candidatos recebem mensagens personalizadas de acordo com cada fase do processo seletivo. Um email para cada fase do recrutamento As automações de triagem podem funcionar em conjunto com as automações de templates de email. Por exemplo, sempre que candidatos que cumprem os requisitos enviarem seus

3
vicente-lemes
1 day ago
breno-costa1
breno-costa1New Participant
asked in Fórum em Português

Erro código HTML e-mail (Anexos)

Bom dia!Estou com uma dúvida referente ao código que deve ser inserido no HTML do template do e-mail, pois criei um botão clicável para download de um arquivo anexado, porém se no caso é inserido dois anexos, acaba gerando um bug (erro) e não realiza o download dos arquivos. Segue código utilizado: <a href="{{phase311323432.field329141117}}"><img src="https://i.ibb.co/CPXgXgP/Sem-nome-1000-px-500-px-1000-px-500-px-1.png"  alt="button"></a>Segue código do erro: {"code":401,"message":"UNAUTHORIZED"}

4
Juliana Spinardi
Community Manager
1 day ago
Luiz Eifler
Pipefy Staff
Luiz EiflerPipefy Staff
published in Case Studies

🤓 Case Study | How Gympass saves +11k hours monthly

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

81
rafael.jefte
1 day ago
jorge-barbi2
jorge-barbi2Regular Participant
posted in Ask a Question

Ordering pipe by headers in List View

Hello PipeFy Community, It’s been over a month since ordering by headers in list view of pipe has stopped working. I have reported it but haven’t really received info regarding when it should be up and running again.When is that gonna work? Pretty important thing!Feature Explanation: when visualizing your pipe in list view, you have the option to click the headers so the cards get ordered by them. It’s no longer working though.I hope PipeFy team fix that soon. My bests.   

3
rafael.jefte
1 day ago
ian-castelli
Pipefy Staff
ian-castelliPipefy Staff
published in People Ops

Pipefy for HR: How to automate candidate selection and speed up hiring

Hello, community! Today I want to share specific content to help Human Resources teams improve their recruitment process with Pipefy! You can read the article in our help center or read it here: Recruitment processes involve a lot of analysis, approvals, and interviews; therefore, they can often take a longer time to complete than necessary. Recruiters know that the high volume of CVs in the screening phase can become a bottleneck, along with repetitive and manual tasks. With Pipefy, you can automate the selection of candidates and optimize the screening phase. Just define your selection criteria and set up your automation in minutes! Forms: the best way to receive applications Before automating candidate screening, you need to ensure you receive information correctly. The best way to receive CVs is through public forms. Candidates will fill in information and you will receive applications in the form of cards in Pipefy. It is important to edit the form carefully, because when configur

82
rafael.jefte
1 day ago
eHattori
Pipefy Staff
eHattoriPipefy Staff
published in IT ops

Article | Team building with Team Topologies

Over the years, we noticed how difficult it is to develop software with high performance and efficiency and how important the team factor is in this equation. Sometimes we don’t realize that we do not always need the best language, technology, or any advanced or crazy concept to achieve the best results. What we do need, instead, is to maintain the best organizational structure in mind so as to keep things simple. By teaching us how we must prepare ourselves to achieve the best mid and long-term cost-benefit for our team, the Team Topologies concept has helped guide us in our current evolution at Pipefy. When studying Team Topologies we noticed significant similarities while revising all the foundations of software development. This gave us insights into every stage of this process. We could observe that Team Topologies is a different way of thinking about how a company must be organized, as it is not a methodology exclusively aimed at developers and effectively concentrates a wide ran

181
rafael.jefte
1 day ago
rafaelquintella
rafaelquintellaNew Participant
asked in Fórum em Português

Como conseguir fazer uma Contagem de Estoque através dos formulários do Pipefy?

Olá, Tenho uma operação de foodservice com múltiplas lojas e preciso diariamente elaborar contagens de estoque em cada unidade, do tipo:Na Loja AAlface - 8 un Feijão - 5 pacotesRefrigerante X - 10 unRefrigerante Y - 10 unNa Loja BAlface - 8 un Feijão - 5 pacotesRefrigerante X - 10 unRefrigerante Y - 10 un-porém a lista contém aproximadamente 80 itens;Eu já tenho Databases com Itens de Estoque, com Unidades e Com Fornecedores.Esta contagem iria para um Pipe onde seguiria as seguintes etapas:Caixa de Entrada > Conferência > Itens Enviados para Pedido de Compra > Concluído Como eu posso executar esta tarefa de maneira eficiente utilizando o Pipefy e seus formulários?Atenciosamente, Rafael

2
rafael.jefte
1 day ago
michel-maudru
michel-maudruNew Participant
posted in Ask a Question

Manage a same form in a phase for multiple sending

Hello,  I am discovering your product, which seems to have a huge potential and I am taking the liberty of contacting you because I am stuck on a topic:Within the same phase, I have to send a from to at least 2 carriers, so that they can tell me back their best price.I can't manage to set up this operation. I do not want the carriers to know which other competitors have been consulted.How to implement these operations ?Best regardsMichel

3
rafael.jefte
1 day ago
ian-castelli
Pipefy Staff
ian-castelliPipefy Staff
published in People Ops

Pipefy for HR: How to create alerts and deadlines for your recruiting process

Hello, community! I recently published an article on how to create alerts and set deadlines in recruitment processes! You can read it directly in our Help Center or check it below: Recruitment processes involve many people, inside and out of the HR team. Approvals, reviews, and follow-ups need to be done constantly, which may become a bottleneck if those involved are not notified or are slow to respond. It is up to the HR team to ensure deadlines are met and interviews are carried out within the agreed time. After all, it’s crucial to establish an agile hiring process to create a positive experience for all involved. We've already explained how to automate resume screening and email communication with candidates within Pipefy. Here, we'll talk about creating deadlines and alerts to ensure your recruiting flow is efficient and fast. Types of alerts Before configuring alerts for a recruiting pipe, it’s important to understand there are three types of alerts, all of which can be triggers

30
ian-castelli
Pipefy Staff
1 day ago
ian-castelli
Pipefy Staff
ian-castelliPipefy Staff
posted in Fórum em Português

Pipefy para RH: Como criar alertas e prazos para o processo de recrutamento

Oi, comunidade! Publiquei recentemente um artigo sobre como criar alertas e definir prazos em processos de recrutamento! Você pode conferi-lo na nossa Central de Ajuda ou aqui mesmo, logo abaixo: Processos de recrutamento sempre envolvem muitas pessoas, dentro e fora do próprio time de RH. São aprovações, análises e contatos que precisam ser feitos constantemente, e que se tornam um gargalo se as pessoas envolvidas não são notificadas ou demoram a responder. Cabe ao time de RH garantir que prazos sejam cumpridos e entrevistas sejam feitas dentro do tempo estipulado, tanto para acelerar o processo de contratação como para criar uma experiência positiva para os envolvidos. Nós já mencionamos como você pode automatizar a triagem de currículos e como pode automatizar a comunicação com candidatos por email, tudo dentro do Pipefy. Aqui, vamos falar sobre como criar prazos e alertas para garantir que o seu fluxo de recrutamento seja ágil. Tipos de alertas Antes de configurar os alertas de um

0
ian-castelli
Pipefy Staff
1 day ago
ian-castelli
Pipefy Staff
ian-castelliPipefy Staff
published in People Ops

Pipefy for HR: How to automate email communication with candidates

Hello, community! Today I want to share an article about email automation for HR teams, specifically for recruitment processes. You can check the article in our Help Center or read it here: In recruitment processes, communication between candidates and recruiters is critical. From the HR perspective, there’s a high volume of emails sent to candidates (interview scheduling, tests, feedback, etc.); and from the candidate’s side, they’re eager for updates and feedback. Pipefy allows you to automate email communication, freeing up time for other activities, and provides candidates with personalized messages according to each stage of the selection process. Let's check it out! An email for each recruitment phase These screening automations can work together with automated email templates. For example, whenever candidates who meet the job requirements submit their CVs, they are automatically moved to the Qualified phase and receive a personalized message. These are some of the examples of em

50
ian-castelli
Pipefy Staff
1 day ago
tjgontijo
tjgontijoRegular Participant
asked in Fórum em Português

Calculo Automático

Foi publicado recentemente um vídeo no canal Pipefy Workflows e BPM um vídeo demostrando um funil de vendas.  O fato é que foi demostrado a construção de uma proposta aonde a instrutora ao marcar um checkbox era feito o calculo do valor da proposta. Gostaria de saber como foi feito essa automação, pois pela forma que ela demostra parece que é nativo do Pipefy, porém não consegui de forma alguma.

6
Lucas Democh
2 days ago
jlouzada
jlouzadaInspiring
asked in Fórum em Português

Movimentar card automaticamente

Gostaria de saber como posso movimentar um card automaticamente, isso é:Tenho 3 campos com 3 datas diferentesEX: 19/05/2022, 20/05/2022 e 21/05/2022Gostaria de que quando chegasse o dia 19/05/22 o card fosse movido para fase 1, quando chegasse no 20/05/22 o mesmo card fosse movido para fase 2 e quando chegasse ao dia 21/05/22 o card fosse movido para fase 3.Basicamente gostaria que o card mudasse de fase com passar dos dois e não fosse necessario que alguém alterasse essas datas no meio do processo mas sim apenas definisse elas no inicio dele.

6
Lucas Democh
2 days ago
Keto-Faster
Keto-FasterParticipating Frequently
asked in Ask a Question

Using Card Checklist as Steps of Task: Creation + Checking via Automation or API

Card Checklists are useful for procedure steps to complete. They are sort of like sub-tasks you see in other tools like Asana, Monday etc. etc.When the sub-tasks are different to each card, it’s not appropriate to use the Phase Checklist.To make the most of them I’m trying to:Set controls so that all card checklist items need to be checked to move to a new phase Automate card checklist creation (either via automation, API, workato etc.)Would appreciate any experience shares or ideas on how to do this. thanks.

1
Lucas Democh
2 days ago
Rapha
RaphaRegular Participant
asked in Fórum em Português

Processo de Compras

Pessoal estou com o seguinte problemaMontamos o fluxo de compra dentro do pipefy e também temos o fluxo de lançamento de nota fiscal (vou falar especificamente do processo de compra de serviço)Hoje o processo inicia-se com uma solicitação de compra realizada por um requisitante qualquer (que não tem licença do pipefy) ai dentro do fluxo de compra são realizadas as cotações, aprovações e validações de contrato, ate ai tudo certo, porem eu preciso montar uma automação neste seguinte ponto:uma vez que todas as fase acima citadas já foram concluídas, o setor de compras envia o numero do pedido ao fornecedor para o mesmo informar isso na nota fiscal, para eu automatizar o lançamento dessa nota fiscal, na ultima etapa do pipe de compras, colocamos uma fase para ser anexada essa nota fiscal, porem como não consigo devolver o card para o requisitante, não tenho como preencher este campo e seguir automaticamente para lançamento Uma das alternativas que encontramos seria utilizar um template via

3
Rapha
2 days ago
Keto-Faster
Keto-FasterParticipating Frequently
asked in Ask the Community

Accessing Data from Second Level Connected Database

We have a pipe + two databases set up as follows:PIPE → connection field → DATABASE 1 → connection field →  DATABASE 2So basically the PIPE is connected to database 2 via database 1 connection (since database 1 has connected field to database 2)Is there a way to access the database 2 fields from the PIPE?When you select the database 1 entry from the pipe, you can scroll to fields in say ‘dynamic content’ in a content field. However, when you click on the database 2 field - it provides you with data from one field (there’s no option to select the field).Hopefully I’m making myself clear. 

3
Ezequiel Souza
2 days ago
Keto-Faster
Keto-FasterParticipating Frequently
asked in Ask a Question

Creating Dynamic Links

My understanding is that there isn’t a way to create a dynamic link in Pipefy.e.g. for the Dynamic content field we can’t add the dynamic content field into the link URL of the add link tool.e.g. https://link.com/?var=pipefy-fieldSo I’m wondering if there’s something I’ve missed, or a way to potentially add a link via a text field with HTML or any way else around it?Appreciate any thoughts.

1
genietim
2 days ago
genietim
genietimPipefy Legend
published in Tips and Inspiration

Adding a Field to Multiple Phases at once

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

1604
genietim
2 days ago
Keto-Faster
Keto-FasterParticipating Frequently
asked in Ask a Question

Creating Card Checklist via the API

I’ve been reviewing the API to see how to work with Card Checklists. Based on documentation there, I’m not sure where they are available.Two questions on this: Are Card Fields the way to list card checklists on a card: https://api-docs.pipefy.com/reference/objects/CardField/ Can we add card checklists via the Update Card Field: https://api-docs.pipefy.com/reference/mutations/updateCardField/ Appreciate any thoughts or experience on doing this. Thanks.

4
Keto-Faster
3 days ago
Keto-Faster
Keto-FasterParticipating Frequently
posted in Ask the Community

Database give error when trying to change record title "We're Sorry something went wrong."

On several databases I’m getting the error “we’re sorry something went wrong.” since Saturday - I’m not sure if this is a longer term or new issue.To replicate the error you:Go to database settings Change the “record title” field to a different field It then gives the error: - It doesn’t change the record title field - It gives red error box on right that says “we’re sorry something went wrong.”I’m going to have to rebuild a database if can’t fix this, so would appreciate any input that could save me doing that.

8
Keto-Faster
3 days ago
T
Thiago W.Regular Participant
asked in Ask the Community

 How to get all fields (and custom columns from table) from a card

 [GraphQL] Hello Everyone. I want to take a card ID and get all the standard AND custom data that has relations with it, so i.e: Card ABC has: Assignee Due date Company (that's a custom table I have created and inside this table, there's a custom ID i need to use) Etc... I am having trouble to get these information because I think that it's a simple "Inner Join" solution but after seeing all the reference APIs I couldnt understand the relationship between the tables. Someone ever did something like it and could help? Thanks!

2
tiago-fernandes
4 days ago
ian-castelli
Pipefy Staff
ian-castelliPipefy Staff
published in Fórum em Português

Pipefy para RH: Como automatizar a seleção de candidatos e agilizar contratações

Oi, comunidade!  Venho aqui compartilhar um conteúdo específico para ajudar times de Recursos Humanos a aperfeiçoar o processo de recrutamento com o Pipefy!  Veja o conteúdo na íntegra logo abaixo ou clique aqui: Processos de recrutamento possuem várias etapas de análise, aprovações e entrevistas, e por isso podem se alongar mais do que o necessário. Recrutadores e recrutadoras sabem que o alto volume de CVs na fase de triagem pode engargalar o fluxo e consumir muito tempo, juntamente com tarefas repetitivas e manuais. Com o Pipefy, você pode automatizar a seleção dos currículos e otimizar a fase de triagem. Basta definir os seus critérios de seleção e configurar a automação em poucos minutos! Formulários: o melhor modo de receber candidaturas Antes de automatizar a triagem de currículos, é preciso garantir que você irá receber os CVs corretamente. O melhor modo de receber candidaturas é por meio de formulários públicos. Os candidatos preenchem as informações e você recebe as candidatu

80
ian-castelli
Pipefy Staff
4 days ago
matt171
matt171Regular Participant

Delete email attachments to prevent GDPR issuesNew

Hi thereAs much as we like the email improvements in Pipefy we really need a way for our staff to delete email attachments from the UI to comply with GDPR and other data security best practices.Why? Well we have several use cases where we take in emails and turn them into cards. This causes a major problem if someone emails in something they shouldn’t - like a scan of an ID document or a spreadsheet with list of Personal Data. Plus it would be nice to delete sensitive material from cards when it is no longer required.Please can a feature to delete email attachments be developed as a high priority?Thank you     

0
matt171
4 days ago
M
maciekszNew Participant
asked in Ask the Community

Custom survey link sending by automated email

I have two stages customer survey.In first stage, i share the public link to start form to get basic contact data. This step create card in first phase. Second step is to get more data from customer.  I made automated task, sending email to every customer from stage 1.I dont know how to put link to new survey in automatic way. It is no problem to make it „by hand”- clicking card settings and share button.Thank you for any help.

2
rafael.jefte
4 days ago
Keto-Faster
Keto-FasterParticipating Frequently

Automations: Multiple Actions from Event TriggerNew

Often with automations you want to do several steps such as example below:EVENT: Card created + condition Field = X ACTION 1: Update Field to Value Y ACTION 2: Move Card to Phase 2 ACTION 3: Create a new connected card in another PipeAnd so on. Currently to do this you have to create several separate automations, which makes it very disorganized very quickly with many automations.It’s also less clean, as the automations aren’t executed in specific sequence unless you line them up with different conditionals based on previous automation rule.

0
Keto-Faster
4 days ago

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