Tips and Inspiration

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

  • 65 Topics
  • 141 Replies

65 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 

210
ian-castelli
Pipefy Staff
4 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

1604
genietim
2 days 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.  

221
rafael.jefte
2 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
2 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
3 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
4 months 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 

130
ian-castelli
Pipefy Staff
4 months 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
4 months 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

9078
Lucas Democh
4 months 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!  

3646
Lucas Democh
4 months 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
4 months 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
5 months 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
5 months 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
5 months 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

1947
Lucas Ivantes
Pipefy Staff
9 months 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
10 months 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!  

2405
genietim
10 months ago
Lucas Democh
Lucas DemochPipefy Legend
posted in Tips and Inspiration

Copying Cards Between Organizations (Triggers or Import)

 If you work with different organizations and need a connection between them, these two integration flows can help you a lot. The flows were built using Integromat: 1) Copy based on triggers.Example: When a card form is moved in organization X, create a card in organization Y:  Integromat's integration modules are very flexible and exploit all Pipefy APIS. The difference is that in Integromat, you were able to select different Pipes in each module, even if they are in other organizations:  2) Copy all the cards in a given phase or pipe from company X to company Y. This automation can be done only once or can be programmed based on periods. If importing is required only once, you can also do it via Importer (Standard Pipefy Application):  In the examples I made the simplest possible flows. They can be improved with other steps, transformations and filters. If you have questions about how to create Pipefy integration flows with Integromat, you can call me. My Integromat partner link is h

1
Juliana Spinardi
Community Manager
1 year ago
Matt Rist
Matt RistKnown Participant
published in Tips and Inspiration

How Pipefy Boosted Our Productivity | 727 Projects done!

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! 

857
tecnologia-jera
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 :)

1875
ivan.novofoco
1 year ago
genietim
genietimPipefy Legend
published in Tips and Inspiration

How to edit your HTML email templates in your favourite HTML Editor

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

2784
ivan.novofoco
1 year 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! 

1192
alvesmirandajoaopedro
1 year ago
Juliana Spinardi
Community Manager
Juliana SpinardiCommunity Manager
published in Tips and Inspiration

📢 Customers Testimonials | Why Pipefy?

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! 

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Ezequiel Souza
1 year ago
Juliana Spinardi
Community Manager
Juliana SpinardiCommunity Manager
published in Tips and Inspiration

Produto Tour | Check out our product!

Pipefy is a no-code workflow automation platform that empowers you to build smarter, automated workflows. In this video, learn how to get started in 5 steps:0:00​ What is Pipefy?0:21​ Step 1: Create a process1:16​ Step 2: Customize a form2:13​ Step 3: Execute a standardized process2:58​ Step 4: Run it to your conditions4:02​ Step 5: Analyze your results

150
Juliana Spinardi
Community Manager
1 year ago
genietim
genietimPipefy Legend
published in Tips and Inspiration

Product Hacks: Implement Follow-Up E-Mails with Pipefy

I had the opportunity to implement a few workflows for a client of mine.One request was to have Follow-Up E-Mails, meaning E-Mails that are sent to the client a year or later after a succesfull project to ask the clients whether they are still satisfied and whether there is something else to help with.Of course, thanks to Pipefy's excellent API it would have been easy case to implement this feature externally. To reduce the height of the used stack, I decided against it and implemented it in Pipefy alone.This is not a problem at all. There is actually more than one way to do so.The main trick is to use an automation triggered by a card becoming late or expired.This is how you can schedule the sending of E-Mails in order for them to be sent when you want them to be.The way to trigger a card to become expired is to set a due date. As soon as the due date is reached (and the card has not yet reached a final phase), the alert will be triggered.You can use an automation as the following to

821
Juliana Spinardi
Community Manager
1 year ago

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