Tips and Inspiration

Share best practices, product hacks and templates you built with the community.

  • 70 Topics
  • 156 Replies

70 Topics

ian-castelli
Pipefy Staff
ian-castelliPipefy Staff
published in Tips and Inspiration

Customer Support: How to Transform your Customer Support Workflow with Pipefy

Hello, CS teams! 👋  My name is Ian Castelli and I'm one of the copywriters in the Customer Education Team here at Pipefy. Recently, I published a blog post about Customer Support with tips to structure it inside Pipefy in the best possible way! I gathered the best practices for this process and detailed how to build it fast and easy. Do you have any additional tips to point it out? Feel free to join the discussion and use the template to build your own CS workflow! Check it out: https://www.pipefy.com/blog/customer-support-process 

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ian-castelli
Pipefy Staff
1 year ago
Rica
Pipefy Staff
RicaPipefy Staff
published in Tips and Inspiration

Organize your pipes!

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 :)

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Lais Laudari
Community Manager
25 days ago
rafael-leite
rafael-leiteRegular Participant
published in Tips and Inspiration

💎 Integrations | Approving through email

Hello Pipefy Community, This week we will share with you the Pipefy integration with Pipefy.This recipe aims to customize pipefy for an approval can be done through the email template. The purpose of this recipe is to speed up the approval process without the approver having to leave the email box to approve/disapprove a request. The recipe contains the following steps: Recipe:Trigger - When the webhook link fires 1. Action - Get all the card information from Pipefy2. Action - Check if the button pressed was approved or rejected3. Action - Return the answer to Pipefy Most common use case: Purchasing process, financial processes in general, vacation request, recruiting and any other process that needs approval.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 c

570
rafael-leite
1 month ago
Rica
Pipefy Staff
RicaPipefy Staff
published in Tips and Inspiration

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! 

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Rica
Pipefy Staff
2 months ago
rafael-leite
rafael-leiteRegular Participant
published in Tips and Inspiration

⚙️ Integration Pipefy -> Notification on Whatsapp (Twilio)

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!

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Juliana Spinardi
Community Manager
5 months ago
leticia.moreira
Pipefy Staff
leticia.moreiraPipefy Staff
published in Tips and Inspiration

5 new Pipefy tweaks that will boost your efficiency

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

1264
genietim
5 months ago
rosana-bloise
rosana-bloiseParticipating Frequently
posted in Tips and Inspiration

Este campo é editável em outras fases

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.

0
rosana-bloise
5 months ago
F
Felipe ScholzPipefy Legend
published in Tips and Inspiration

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

2285
rcamayo
6 months ago
RODEL BULAN
RODEL BULANRegular Participant
asked in Tips and Inspiration

How to integrate a search function within a form

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.

5
genietim
7 months 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

2404
genietim
8 months ago
ian-castelli
Pipefy Staff
ian-castelliPipefy Staff
published in Tips and Inspiration

Expense Reimbursement: manage employee expense reimbursement in Pipefy and stop losing money

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.  

321
rafael.jefte
10 months ago
ian-castelli
Pipefy Staff
ian-castelliPipefy Staff
published in Tips and Inspiration

Employee Offboarding: learn how to build the best version offboarding workflow 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.

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ian-castelli
Pipefy Staff
10 months ago
Sarah Lane
Sarah LaneBrainy
posted in Tips and Inspiration

Best Tricks You've Learned

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

14
abhatt
11 months ago
ian-castelli
Pipefy Staff
ian-castelliPipefy Staff
posted in Tips and Inspiration

Employee Requests: learn how to build the process inside Pipefy

Hey, HR teams! 👋  My name is Ian Castelli and I'm one of the copywriters in the Customer Education Team here at Pipefy  I published a blog post about how to manage and build an Employee Requests in Pipefy! The article has tips and the best practices for this process, so take a look if it makes sense for your scenario! Check it out: https://www.pipefy.com/blog/employee-requests-use-case Also, I have already published content for Recruiting and Employee Onboarding, explaining how to build those processes in Pipefy. 

0
ian-castelli
Pipefy Staff
1 year ago
ian-castelli
Pipefy Staff
ian-castelliPipefy Staff
published in Tips and Inspiration

Employee Onboarding: create the best experience for employees with Pipefy

Hello, HR teams! 👋  My name is Ian Castelli and I'm one of the copywriters in the Customer Education Team here at Pipefy. I published a blog post about Employee Onboarding with tips to structure it inside Pipefy in the best possible way! I gathered the best practices for this process and detailed how to build it fast and easily. Also, don't forget to check the articles about Recruiting and Job Opening, since you can connect all of them to build a big HR workflow inside Pipefy.  Take a look: https://www.pipefy.com/blog/employee-onboarding-use-case 

150
ian-castelli
Pipefy Staff
1 year ago
Rica
Pipefy Staff
RicaPipefy Staff
published in Tips and Inspiration

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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Lucas Democh
1 year ago
thiagomatsunaga
Pipefy Staff
thiagomatsunagaPipefy Staff
published in Tips and Inspiration

An easy way to embed forms and engage your visitors inside WordPressIntegration

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

11278
Lucas Democh
1 year ago
rebeca.venancio
rebeca.venancioInspiring
published in Tips and Inspiration

📣 We want to hear from you! How does Pipefy contribute to your Finance Process?Expert Tips

Hi, doers!  I would love to hear whats is your most successful use cases for Finance you have ever deployed in your company!  Sinc one of the main goals of the Pipefy community is to inspire other members on how to use Pipefy better and uncover product improvement opportunities, I invite you to share with us the use case you`re most proud of.  Please post your process information following the framework below: Process Name What problems were you facing before using Pipefy?  What are the main benefits of using Pipefy?  Solution (just be careful while sharing a screenshot because it might contain sensitive information)  Testimonial I am looking forward to seeing some remarkable use cases from community members!  

3826
Lucas Democh
1 year ago
ian-castelli
Pipefy Staff
ian-castelliPipefy Staff
posted in Tips and Inspiration

Purchasing Process: Take Your Purchasing Process To The Next Level With Pipefy

Hello, everyone! My name is Ian Castelli and I am one of the copywriters on the Customer Education team. I would like to share with you an article on how to structure a purchasing process in Pipefy efficiently! After extensive research, I've gathered here some of the industry's best practices and how you can implement them in Pipefy if you don't use it for your finance processes yet. If you have any additional tips or questions, just write in the comments! Check it out:https://www.pipefy.com/blog/purchasing-process 

1
rafael.jefte
1 year ago
ian-castelli
Pipefy Staff
ian-castelliPipefy Staff
posted in Tips and Inspiration

Job Opening Tips: build a better job opening process in Pipefy

Hello, HR doers!  My name is Ian Castelli and I'm one of the copywriters in the Customer Education Team here at Pipefy. Recently, I published a blog post about the Job Opening Process with tips to better structure it inside Pipefy! Do you have any additional tips to point it out? Feel free to join the discussion and use the template to build your own Job Opening workflow! A quick tip: don't forget to connect it to your recruitment workflow!   Check it out: https://www.pipefy.com/blog/job-opening 

0
ian-castelli
Pipefy Staff
1 year ago
ian-castelli
Pipefy Staff
ian-castelliPipefy Staff
posted in Tips and Inspiration

NDA Process Tips: How to Better Manage Non-Disclosure Agreements (NDAs) with Pipefy?

Hello, everyone!  My name is Ian Castelli and I'm one of the copywriters in the Customer Education Team. Recently, I published a blog post for NDAs (Non-Disclosure Agreements) Requests with tips on how to structure the process inside Pipefy! Do you have any additional tips to point it out? Feel free to join the discussion and use the template to build your own NDA workflow!  Check it out: https://www.pipefy.com/blog/nda-requests-process

0
ian-castelli
Pipefy Staff
1 year ago
ian-castelli
Pipefy Staff
ian-castelliPipefy Staff
posted in Tips and Inspiration

Recruitment Process Tips: How to create the perfect recruiting flow in Pipefy?

Hello, everyone!  My name is Ian Castelli and I'm one of the copywriters in the Customer Education Team! Recently, I published a blog post for recruitment with tips on how you can structure the process inside Pipefy to get the most out of it. Do you have any additional tips to point it out? Feel free to join the discussion and use the recruiting template to build your own workflow!  Check it out: https://www.pipefy.com/blog/recruiting-process

0
ian-castelli
Pipefy Staff
1 year ago
Lucas Ivantes
Pipefy Staff
Lucas IvantesPipefy Staff
published in Tips and Inspiration

How to manage files in Pipefy using Databases

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

2567
Lucas Ivantes
Pipefy Staff
1 year ago
genietim
genietimPipefy Legend
posted in Tips and Inspiration

How to Change Labels using Automations

While there are two ideas asking for a clear way on how to manage labels via automations, https://community.pipefy.com/ideas/create-labels-when-updating-a-field-1111 and https://community.pipefy.com/ideas/automation-to-change-label-909, there is actually a way to do so already. The trick is to use a field with type “label” and use an automation to update that field.Example according to @thaiannelourenco in https://community.pipefy.com/ideas/create-labels-when-updating-a-field-1111:Let’s add a label when a field has a certain value.Let’s start with adding the labels field:Notice the “Synchronize card's field with this fixed field”. That’s how the labels will end up on the card.Feel free to additionally add a field conditional to hide the field in order to use it only in automations. Then, we can add the automation: as a trigger, we use “When a field is updated”. Select the pipe and the field you want the trigger to be based on. Add conditionals if you want the label to be only added whe

2
Juliana Spinardi
Community Manager
1 year ago
belsalemme
Pipefy Staff
belsalemmePipefy Staff
published in Tips and Inspiration

Making it mandatory to check all boxes in a checklist fieldProduct Hacks

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!  

2775
genietim
1 year ago

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