Topics started by Peter Alexander

4 Topics

P
Pipefy Staff
Peter AlexanderPipefy Staff
asked in Ask the Community

PDF Template

Hi, I want to send out a document to external requesters once the process is over. Ideally, I would like to add information I collected across different stages of my process on a customizable template. 

17
E
3 years ago
P
Pipefy Staff
Peter AlexanderPipefy Staff
asked in Ask the Community

Creating Email Templates

Hi, I would love to create email templates that are sent automatically whenever cards are moved to different phases. Is is possible to configure something like that? 

2
ivan.novofoco
3 years ago
P
Pipefy Staff
Peter AlexanderPipefy Staff
asked in Ask the Community

How to add a table to an email template

Hi, I would love to build a table on my email template with specific content from my vendor to be  displayed on the body of the email. Is it possible? 

1
F
Pipefy Staff
3 years ago
P
Pipefy Staff
Peter AlexanderPipefy Staff
asked in Ask the Community

How can I manage company and pipes permissions in Pipefy

Hi, is it possible for users to be Pipe admins but not company admins? I want to set different permissions to different users based on their responsibilities and processes. 

1
Ana Gomes
Pipefy Staff
3 years ago

Community Experts Leaderboard

Terms & ConditionsCookie settings