Tips and Inspiration
Share best practices, product hacks and templates you built with the community.
- 69 Topics
- 153 Replies
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 :)
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
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!
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
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
Managing Marketing projects and processes is already a challenge. Doing this remotely naturally increases the level of difficulty. But what if I told you it doesn't have to be that hard? Yeah. With Pipefy, this can be a much simpler task than you think! Follow me: Great marketing has robust projects Here at Pipefy, we get involved in several projects and some of them are even managed by non-team leaders, which is great for the career. In my case, I am responsible for the Portuguese content efforts. Which means, lots of translations, new blog posts and pages of our website. However, this is not my only role in the company. I also produce content of the same nature in English and I am currently involved in four other projects. Yes, it is a lot to manage, but I am not alone in this journey. My tiger team of Portuguese content consists of four more people, and three of them were even hired during the quarantine. My mission: manage Pipefy’s translations and new content
How automations help keep a creative agency’s recurring projects on track. Now that I’ve gone in-depth on how Pipefy Helps Our Ad Agency Field 100+ Requests Monthly, I thought I would share a simple hack in our workflow that you can apply to any project management pipeline. For us, we know that every week we have to produce 6 newspaper ads. As such, we have created simple automations to create cards at a certain time every Monday at 8AM. The great thing about this process is that it allows us to include pre-populated information in the card that saves time. We can automatically include all the information needed to complete the project, rather than having to manually create a card each week.A preview of our simple card creation automations that keep us on track! Here’s how it works, on your left-hand menu, press “Automations” --- > “Create a New automation”. Here is a preview of what our automations look like. Learn more about automations at this link. What are some ways that yo
In Integromat, configure the trigger that will trigger the automation. Some examples:- Card creation;- Phase change;- Field Update;- Scheduled triggers (time, day of the week)- Card expired, expired or delayed. In the second step, use the Update a Card Field module. Select the field you want to update with the calculation and configure the filling using the standard Integromat operators. In addition to the main mathematical operators, Integromat allows other types of transformation / substritution. It is worth checking! If you liked this integration and intend to use integromat, use this link to subscribe:Integromat
Hello everyone! How are you doing today? It’s Nico from the Customer Support team again to teach you another Pipefy tip. Did you ever have a pipe that you wanted to “archive”? Maybe your process in that pipe is over or you put a temporariy stop on it and you really just wanted to prevent people from creating cards on this pipe. Well, I have a solution for you. You can use mandatory/required statement fields to do so. When creating a statement field from inside the edition of the start form there is the option to make the field required. The logic is, since you are making required a field that allows no action to it, it can’t process. One way to use it is either delete or hide all of your form fields using field conditionals (if you are in the business plan or up), so you don’t lose your data and leave just the statement field in evidence explaining to your coworkers they can no more use this pipe, for example. You can use this feature in your pipes as well as in your databases!Al
Request Tracker Saves Marketing Agency Valuable TimeWhy you should be using this feature in your public forms to cut down on staff-client and or staff to staff communication. *Ring Ring*“Yes, hello?”“Hi, this is John in Albuquerque, I asked for a new flyer for our Sunday Brunch last week, where are you at with it?”“Well, actually, we are waiting on your approval.” These awkward conversations are now a thing of the past thanks to the Request Tracker feature within Pipefy. It’s a free add-on that has saved our Advertising Agency both time, and of course, money. The premise is quite simple, empower doers within your organization and outside to check the status of a project without a phone call or extra e-mail. Once a Pipe Admin turns on this feature “Click on share, enable the form to public and click on customize,” and your users can start tracking. After each Public Form submission, submitting user’s will receive an e-mail with info on how to check the request status. There are a n
Pipefy Helps Our Ad Agency Field 100+ Requests Monthly With 2 Staff Talk about doing more with less. COVID-19 has presented a significant challenge to our in-house Advertising Agency. Due to retirements and career changes, we went from a team of 5 to 2 full time staff members. We work with 9 hotels, three shopping malls, six mobile home lots, a real estate team, restaurants, etc. Pipefy has proven to be more than just a project management solution. We have utilized our own customized version of the “Marketing Requests” template to automate project requests and allow us to never miss a deadline (at least not without knowing!). Our clients are happier and we are more productive and nimble. How can you use Pipefy for your agency or organization? Above is a screenshot of our Public Request Form. The possibilities are endless. Plus, you can now create a central repository of multiple forms connected to various pipes so that you can bring in information in multiple ways.If you’re an ad agen
Do you want to make Pipefy more accessible for you? How about getting Pipefy as a desktop app? Today we will learn how to do it! It’s super simples. Check it out: Open Google Chrome Login to your Pipefy company open Open Customize and Control Google Chrome (three dots) Select More Tools Select Create Shortcut… On the dialog, make sure to check the option Open as a window Voilá! (continue to make it permanent) Go to the Dock () right-button click on the Pipefy shortcutSelect Options > Keep in dockThat’s it! Tips by @goncaloferraz!
For years organizations have worked to develop, implement, and optimize business processes.Digital transformation is hardly a new ideology, but due to the abrupt shift from in-office to a remote work model, digital transformation processes and adoption need to happen FAST. But, with budgets plummeting, large RFPs are becoming a thing of the past. And, IT teams are focused primarily on keeping their data secure and supporting new, remote clients, not on integrated business processes.These factors have all contributed to a surge in Citizen Developers. Subject matter experts who are turning to plug and play, no-code business process tools, and taking digital transformation into their own hands.Watch a panel of experts from DYDX, Pipefy, and Vodacom as they discuss digital transformation in this new era of work and how citizen developers are leading the charge.
Learn how Capgemini created a new HR platform to achieve digital transformation using Pipefy and RPABlog
Pipefy hosted a live session with Capgemini in the 24th North America Shared Services Week (SSOW). By combining Pipefy and RPA, Capgemini was able to: Reduced manual work by 600 hours/month 75% reduction in processing time for HR queries and resolution of tickets SLA for ticket resolution improved from 85% (2017) to 98% (after Pipefy) Are you interested in learning more about how they achieve such amazing results and replicate this in your organization? Check out the session recording below: I hope you like it! Felipe Scholz
Hi Doers, I'm currently working as Business Partner at James Delivery, a Brazilian delivery company that connects consumers, delivery personnel, and stores, delivering a variety of products 24/7. We started using Pipefy for recruiting and onboarding processes in April/2020 and so far we have seen a return over the investment of 134%. Here is a more detailed description of how we achieved that w/ the help from Pipefy. If you have any questions about our process please feel free to send me a message in the thread! I'll be more than happy to help :) Best, Milene Almeida.
Hi everyone, hope you are doing well! My name is Pamella and I’m part of Pipefy’s Solutions Design team! We are the ones responsible for building customized workflows inside the tool, and based on our knowledge from working with multiple customers we built a Use Case on how you can effectively manage new emlpoyee’s onboaring and increase employee satisfaction! Let me know what you think!
Hello,I hope you enjoy this video showing how to improve the company's processes without the need to have multiple systems. Streamline your processes and make your team more agile. Combine all your business requirements into one single platform. If you have any questions, please let me know.Best,Mauricio Aizawa
Heeeey everyone! How are you today? My name is Giulia, and I’m part of the Solutions Design team from Pipefy, and today I would like to share another use case to be managed with our platform.Did you close a new deal? Want to manage the onboarding of this new client, making sure that they will be onboarded in the correct way, following all the necessary steps? I recorded a video showing how to manage the Customer Onboarding process with Pipefy. You can take a look at the video below! Any questions let me know!
Hi everyone,I'm Mauricio Rizzi, Customer Service and Procurement Manager and I work at Samsonite Brazil. Before Pipefy, our procure team had almost no control over the process and procedures. Because of that, we were struggling to deliver value to internal stakeholders. Because of Pipefy's flexibility we were able to standardize, automate, and integrate our main processes w/ our ERP system. I'm thrilled to share that we had a 177% return over investment! To learn more about how we did that check the full case study here or send me a message on this thread! o/ Best,Mauricio
Have you ever had a card that should have created a “connected card” or a “new card” from an automation but didn’t? It’s not frequent, but it can happen. Most of the time, the problem is in the card and/or fields. For that reason, today I am going to teach a trick on how to use autofill to check if there are any errors on your card preventing your “connected card” automation to run. First of all, you need to check if the autofill is enabled and set on the connection “advanced options”. If not, you need to set that autofill and match the fields with their correspondence in the origin pipe, just like you did with the automation. Once all the fields that are going to be filled automatically with the automation are matched in the autofill settings, it’s time to access the connection through the parent card and “try” to create a child card manually. If there is an error like, for instance, mandatory fields not being filled the connection will show where the error is and will prevent you
Pipefy for Hiring ProcessesTutorial
Hey Everyone!! My name is Giulia, and I’m part of the Solutions Design team from Pipefy, always focusing on finding the best way to make the processes of your company work in our platform.I’ve been working with Human Resources processes for a while now, and recorded a video on how to optimize your Hiring Process on Pipefy.Any questions let me know!
Customers usually ask us “how can I use automation to update my field with an empty value?” After a few tests, I found a way to do it using automation. This workaround is recommended if your company is on the Business or Enterprise plan (we are going to need automation and a field conditional to enable this workaround). Ps: If you are not in on one of these plans and want to upgrade your account, you can contact the support team in our chat or your CSM, if you have one. ;) 1. First of all, you need to choose what type of field you want to update. We need to create a new field of the exact same type as the field we want to update. So, let's pretend we are interested in updating a field type Date. I already have a Date field in my process, but I also created a new one called “Date - hide”. (I even named it that way to make it very clear that that is the field I want to hide, therefore it will not be visible in my process). This field will always be empty and it will be the one to be u
Join us on this webinar where Giovanni Riva, Head of Employee Branding and Talent Acquisition at Pipefy, will share his experience managing over 2k candidates who participated in our trainee program and how it was automatically connected to the Employee Onboarding process. Everything managed within Pipefy.August 20th | 11 am (PST) Subscriptions here We'll also have a Q&A session to be able to help you to optimize your HR department.
Pipefy x UiPath (RPA) ConnectorExpert Tips
Hello, everyone! My name is Lucas Pimenta and I want to share with you a component created by us here in Capgemini to fully integrate the Pipefy platform together with UiPath (RPA Platform). With this connector, you can enchant your RPA projects to be able to create, move, update and delete cards and more, automatically through the RPA Robot. Link here: https://connect.uipath.com/marketplace/components/pipefy-x-uipath-custom-activities/review I hope you enjoy! And I really appreciate any kind of feedback! Regards,
Hello,Recently I had to send a customer the answers filled in the fields on a card.Because it is a one-off case, it was not necessary to create a PDF using the PDF Generator. Likewise, the amount of information would not fit on a print screem. I decided to use my browser's printing tool to generate the document. It's very simple:Just right-click on the card, then print and select the PDF print mode. The tip for all information to be printed is to expand all previous phases and long text fields
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